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Fincept 是託管的 MCP 伺服器，讓助理能取用金融市場資料、經濟序列、研究內容、分析工具與量化引擎。

功能: Fincept 是為 Fincept Terminal 提供的遠端 Model Context Protocol 伺服器。它只列出少量核心工具，透過 fincept_search_tools、fincept_describe_tool 與 fincept_call_tool 可觸及包含 440 個平台工具的目錄，涵蓋報價、OHLCV K 線、選擇權鏈、期貨曲線、基本面、基金、SEC 申報文件、經濟序列、新聞與情緒、加密貨幣交易所與 DeFi，並提供 15 個量化引擎，用於預測、波動率、狀態辨識、資產配置與定價。所有工具回傳一致的结构化結果，較大的結果會被儲存並可分頁讀取。另包含投資組合、帳本與模擬交易。
適用情境: 當助理需要市場或經濟資料、申報文件、新聞與另類資料，或需要回測、選股篩選、選擇權模型與投資組合建構等量化分析時適用。它適合研究與模擬交易情境，而非真實下單執行。
執行需求: 需要可連網存取的遠端 Streamable HTTP 端點 enterprise.fincept.in/mcp。認證方式為使用 Fincept 帳號進行 OAuth 2.1 瀏覽器登入，不需要 API 金鑰。需要 Exclusive Pro 方案。首次呼叫會在瀏覽器開啟服務商網站以授權用戶端。

安裝前請注意

使用需要付費的 Exclusive Pro 方案，工具呼叫會消耗與終端相同的額度與配額，因此可能產生費用。交易工具僅連接 Fincept Paper 模擬帳戶，不涉及真實資金。加密貨幣相關存取被描述為唯讀。登入會授予用戶端存取你 Fincept 帳戶資料的權限。

安裝

在 SourceWeft 中

開啟儀表板中的 Fincept，將其新增到工作區。
為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。遠端服務在工作區中設定後即可從網頁執行環境執行。

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "mcpServers": {
    "mcp": {
      "type": "http",
      "url": "https://enterprise.fincept.in/mcp"
    }
  }
}

README

Fincept MCP

[Fincept]

Hosted Model Context Protocol server for Fincept Terminal. It gives Claude Code, Codex, Cursor, VS Code and any other MCP client access to markets data, research and analytics, through 440 platform tools and 15 quant engines.

Endpoint: https://enterprise.fincept.in/mcp (Streamable HTTP)
Auth: OAuth 2.1 browser sign-in with your Fincept account. You don't need an API key.
Plan: Exclusive Pro (pricing)
Docs: docs.fincept.in
Registry: in.fincept/mcp on the official MCP Registry

Connect

Claude Code

Then run /mcp, pick fincept and choose Authenticate.

Codex

Cursor (~/.cursor/mcp.json)

VS Code (.vscode/mcp.json)

Any other client that supports remote HTTP servers with OAuth works too. The first call opens fincept.in in your browser so you can authorize the client.

What's included

Area	Covers
Markets	Quotes, OHLCV candles, option chains, futures curves, fundamentals, funds, symbol search
Data and filings	Global economic series, SEC filings, deals, economic calendar
Analytics and backtests	Portfolio analytics, screeners, option models, strategy backtests and sweeps
Portfolios and paper trading	Portfolios, ledgers, limits and the Fincept Paper account
News and alternative data	News, sentiment, monitors, maritime, trade and geopolitical data
Crypto	Venues, markets, derivatives, accounts and DeFi (read-only)

Engines: Stats, Forecast, TS Forecast, Volatility, Panel, Quant, Technicals (201 indicators, 61 candlestick patterns), Change Points, Regimes, Copula, Allocation, Portfolio Optimizer, Portfolio Lab, Multi-Period, and Pricing (curves, bonds, swaps, credit and options).

How it works

Discovery: the server lists a small core set of tools. fincept_search_tools, fincept_describe_tool and fincept_call_tool reach every other tool in the catalog.
Results: every tool returns the same structured result. Large results are stored and can be read page by page.
Credits: tools use the same credits and quotas as the terminal.
No real money: trading tools only reach the Fincept Paper account.

Example prompts

text

Using Fincept, get the latest quote for AAPL and the last 5 daily candles.Using Fincept, fit an ARIMA(1,1,1) to the last 500 daily closes of ^NSEI and forecast 10 days.Using Fincept, build a hierarchical risk parity portfolio from SPY, TLT, GLD and QQQ over 3 years.

Using Fincept, get the latest quote for AAPL and the last 5 daily candles.Using Fincept, fit an ARIMA(1,1,1) to the last 500 daily closes of ^NSEI and forecast 10 days.Using Fincept, build a hierarchical risk parity portfolio from SPY, TLT, GLD and QQQ over 3 years.

Links

Documentation: https://docs.fincept.in
Website: https://fincept.in
Support: open an issue

This repository also holds the source of the documentation site. The site's pages are the .mdx files listed in docs.json.

來源：README.md，提交 911ab59

工具

0

工具後設資料尚未被收錄。

版本歷史

1

v1.0.0最新Oct 9, 2026

Fincept

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