Filinglens

io.github.CloudCorpRecords由 GitHub 帳號 CloudCorpRecords 發布v0.1.0更新於 Nov 7, 2026

SEC-filed company financials with citations, plus market data and technical indicators.

已驗證STDIO僅桌面金融資料與分析

概覽

AI 產生的概覽

連接託管 Finbolt 服務的本機橋接,讓助理取得附引用來源的 SEC 申報財務資料,以及行情資料與技術指標。

可以做什麼
  • 搜尋股票代號與公司,取得報價、日/週/月 OHLCV 時間序列、匯率和新聞情緒
  • 取得來自 SEC 申報的損益表、資產負債表、現金流量表和盈餘資料,最新期間在前
  • 查詢單一已揭露數字,並附上申報編號、表單類型、申報日期和 XBRL 標籤
  • 產生單一股票的一站式簡報,以及 2 至 6 檔股票的並排比較
  • 計算 SMA、EMA、MACD、RSI 和布林通道等技術指標
適用情境
適合需要助理回答可追溯至實際 SEC 申報文件的公司基本面問題,或把這些數字與報價、歷史價格和技術指標結合用於個人研究的場合。
執行需求
以本機程序執行,可透過 npx(需 Node.js)或 Docker 啟動,使用 stdio 傳輸,僅限桌面端。呼叫會經網路轉送到託管的 Finbolt 端點;FINBOLT_MCP_URL 可覆寫該端點,FINBOLT_API_KEY 可選擇性加入 bearer 權杖。預設不需帳號。
安裝前請注意
工具呼叫會轉送給第三方託管服務,因此送出的股票代號和查詢內容會離開本機。選用的 FINBOLT_API_KEY 會以 bearer 標頭形式送給該上游。資料標示為僅供個人研究使用;工具皆為唯讀,不含交易或帳戶功能,伺服器本身不保存資料。

安裝

在 SourceWeft 中

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

Desktop only,透過 STDIO。 STDIO 服務會啟動本機處理程序,因此需要 SourceWeft 桌面主機。

其他 MCP 客戶端

參照 儲存庫 中的啟動說明。

README

filinglens

filinglens is a small local bridge to the hosted Finbolt MCP server. Its centre of gravity is company financials taken from SEC filings, with every figure traceable to the filing it came from: ask for one reported fact and you get the value together with its accession number, form, filing date and XBRL tag; ask for a statement and you get the income statement, balance sheet or cash-flow statement newest period first. Around that core sit market data — quotes, daily / weekly / monthly time series, exchange rates and news sentiment — and the usual technical indicators.

The bridge holds no data of its own. It serves the upstream server's captured tool list locally and forwards each tool call upstream, returning the result untouched.

Labelled subset — 21 of 23 tools

This rebuild is a labelled subset: it serves 21 of the 23 tools in the live capture. The two omitted tools are find_tool and run_tool, a meta-dispatch pair that searches and runs "all 113 data tools, including ones not in the default list". That is a dynamic surface onto roughly 92 unenumerated tools whose schemas are nowhere published, so it cannot be parity-pinned and is deliberately not registered here. Their absence is asserted in the test suite.

The 21 served tools are entirely read-only: SEC-filing financials with citations, market data, and technical indicators. There is no trading, order, or account tool among them. Upstream descriptions mark the data "Personal research only"; respect that in use.

Tools

Time series, search and quotes:

  • fetch_time_series_daily — daily OHLCV. Required: symbol.
  • fetch_time_series_weekly — weekly OHLCV. Required: symbol.
  • fetch_time_series_monthly — monthly OHLCV. Required: symbol.
  • search_endpoint — symbol / company search. Required: keywords.
  • fetch_quote — latest price and trading info. Required: symbol.
  • fetch_news_sentiment — news sentiment. Required: tickers.
  • fetch_company_overview — overview, ratios, market cap. Required: symbol.
  • fetch_exchange_rate — currency conversion. Required: from_currency, to_currency.

Statements and earnings:

  • fetch_income_statement — Required: symbol.
  • fetch_balance_sheet — Required: symbol.
  • fetch_cash_flow — Required: symbol.
  • fetch_earnings — EPS estimates vs actuals. Required: symbol.

Technical indicators:

  • fetch_sma — Required: symbol, interval, time_period.
  • fetch_ema — Required: symbol, interval, time_period.
  • fetch_macd — Required: symbol, interval.
  • fetch_rsi — Required: symbol, interval.
  • fetch_bbands — Required: symbol, interval.

SEC-filing tools:

  • analyze_stock — one-call brief: filed fundamentals (each filing cited by accession), market figures and derived ratios. Required: symbol.
  • compare_stocks — side-by-side table for 2–6 stocks. Required: symbols.
  • get_fact — one reported figure with its citation; a figure never reported comes back as missing, never estimated. Required: company, concept.
  • financials — a full statement from SEC filings, newest period first, every null carrying a reason. Required: company.

Configuration

  • FINBOLT_MCP_URL (optional) — override the upstream endpoint. Defaults to https://api.getfinbolt.com/mcp. (The override hook is this rebuild's own labelled reconstruction.)
  • FINBOLT_API_KEY (optional) — when set, every upstream request carries an Authorization: Bearer <key> header. When it is not set, no key header is sent. (The header name is pinned by the registry record; the Bearer scheme and the env forwarding are labelled reconstructions — the original surface was captured keyless.)

Forwarding mechanics

On the first tool call the client opens a streamable HTTP session with the upstream: a JSON-RPC initialize request (protocolVersion 2025-03-26, clientInfo name filinglens), then a notifications/initialized notification, then the tools/call request carrying the caller's arguments unchanged. When the upstream answers initialize with an Mcp-Session-Id header, that value rides on every later request of the session, which is reused for the life of the process. Replies may arrive as plain JSON or as server-sent events; both are read.

Successful upstream results pass through verbatim, including any isError flag the upstream sets. Failures — a JSON-RPC error, a non-2xx status, an unreadable response, or a request that cannot be completed — come back as an isError result whose text starts with filinglens error: (this rendering is this rebuild's own labelled reconstruction).

CLI

Each tool is also a subcommand taking one JSON argument string:

bash
npx @reneturcios/filinglens fetch_quote '{"symbol":"AAPL"}'npx @reneturcios/filinglens get_fact '{"company":"AAPL","concept":"revenue"}'npx @reneturcios/filinglens financials '{"company":"AAPL","statement":"income"}'npx @reneturcios/filinglens --version

Exit codes: 0 on success, 1 on an isError result, 2 on a usage error.

MCP server

bash
npx -y @reneturcios/filinglens mcp

MCP client config:

json
{  "mcpServers": {    "filinglens": {      "command": "npx",      "args": ["-y", "@reneturcios/filinglens", "mcp"]    }  }}

Docker

bash
docker run -i ghcr.io/cloudcorprecords/filinglensdocker run --rm ghcr.io/cloudcorprecords/filinglens --version

The container's default command is mcp, so the first form is a stdio MCP server; any other arguments reach the CLI normally.

Development

bash
npm installnpm run buildnpm testnpm run dev

The test suite runs entirely against a stubbed JSON-RPC upstream — no live network calls.

License

MIT — see LICENSE.

來源:README.md,提交 c97a51a

工具

21

fetch_time_series_daily

[Personal research only] Fetch daily stock data with OHLCV (Open, High, Low, Close, Volume) information for each trading day.

輸入參數symbol必填datatypeend_dateoutputsizestart_datemax_data_points

fetch_time_series_weekly

[Personal research only] Fetch weekly stock data with OHLCV (Open, High, Low, Close, Volume) aggregated by week.

輸入參數symbol必填datatypeend_datestart_datemax_data_points

fetch_time_series_monthly

[Personal research only] Fetch monthly stock data with OHLCV (Open, High, Low, Close, Volume) aggregated by month.

輸入參數symbol必填datatypeend_datestart_datemax_data_points

search_endpoint

[Personal research only] Searches for stock symbols and company names based on keywords (e.g., 'Tesla', 'Microsoft Corp').

輸入參數keywords必填

fetch_quote

[Personal research only] Fetches the latest price and trading information for a stock ticker symbol.

輸入參數symbol必填

fetch_news_sentiment

[Personal research only] Fetch news sentiment analysis data with sentiment scores, relevance scores, and article metadata.

輸入參數sortlimittopicstickers必填time_todatatypetime_from

fetch_company_overview

[Personal research only] Fetch comprehensive company overview including business description, financial ratios, market capitalization, dividend information, and key financial metrics.

輸入參數symbol必填

fetch_income_statement

[Personal research only] Fetch annual and quarterly income statement data including revenue, expenses, net income, EPS, and other profit & loss metrics.

輸入參數symbol必填

fetch_balance_sheet

[Personal research only] Fetch annual and quarterly balance sheet data including assets, liabilities, shareholders' equity, and other financial position metrics.

輸入參數symbol必填

fetch_cash_flow

[Personal research only] Fetch annual and quarterly cash flow statement data including operating, investing, and financing cash flows.

輸入參數symbol必填

fetch_earnings

[Personal research only] Fetch annual and quarterly earnings data including EPS (earnings per share) estimates vs actual results, surprise percentages, and earnings growth trends.

輸入參數symbol必填

fetch_exchange_rate

[Personal research only] Fetch real-time currency exchange rates between two currencies with bid/ask prices and conversion rates.

輸入參數to_currency必填from_currency必填

fetch_sma

[Personal research only] Fetch Simple Moving Average (SMA) technical indicator time series with customizable time periods.

輸入參數symbol必填datatypeend_dateinterval必填start_dateseries_typetime_period必填max_data_points

fetch_ema

[Personal research only] Fetch Exponential Moving Average (EMA) technical indicator time series with greater weight on recent prices.

輸入參數symbol必填datatypeend_dateinterval必填start_dateseries_typetime_period必填max_data_points

fetch_macd

[Personal research only] Fetch MACD (Moving Average Convergence Divergence) technical indicator time series with signal line and histogram.

輸入參數symbol必填datatypeend_dateinterval必填fastperiodslowperiodstart_dateseries_typesignalperiodmax_data_points

fetch_rsi

[Personal research only] Fetch RSI (Relative Strength Index) momentum oscillator time series ranging from 0 to 100.

輸入參數symbol必填datatypeend_dateinterval必填start_dateseries_typetime_periodmax_data_points

fetch_bbands

[Personal research only] Fetch Bollinger Bands technical indicator time series with upper band, lower band, and middle line (SMA).

輸入參數symbol必填nbdevdnnbdevupdatatypeend_dateinterval必填start_dateseries_typetime_periodmax_data_points

analyze_stock

[Personal research only] One-call stock brief. `filed` holds fundamentals from SEC filings (TTM revenue and growth, gross and operating margin, net income, free cash flow, net debt; for banks net revenue, net interest income, efficiency ratio, PPNR, provisions, loans, deposits, ROE, ROTCE and tangible book; for broker-dealers efficiency ratio, pretax margin, compensation ratio and ROE; for insurers total revenues, premiums earned, net investment income, benefits and losses, a simple combined ratio for P&C insurers, ROE, and book value per share with and without AOCI), each filing cited by accession in sources.edgar (https://www.sec.gov/Archives/edgar/data/{cik}/{accession without dashes}/). A balance input the newest filing omits comes from the latest filing within 15 months, dated in inputs_as_of. `market` holds delayed price, 52-week range, 50/200-day averages and RSI(14); `derived` holds market cap, P/E (on filed diluted EPS LTM), P/B and P/TBV (insurers: P/B and P/B ex-AOCI), each with its inputs. A figure that couldn't be computed is in gaps with its reason; lines that don't apply to the company's layout are left out (layout_note). Up to 4 descriptive observations, including any quarter whose tax rate or non-operating income moves net income. News sentiment on Pro. Start here for "tell me about X". Personal research only: on every plan, this tool's output is for your own personal, non-commercial research. Do not use it in a commercial product, client deliverable or service.

輸入參數symbol必填

compare_stocks

[Personal research only] Side-by-side comparison of 2-6 stocks as one table: TTM revenue and growth, pretax margin, net income growth and diluted EPS growth from SEC filings (each row's window ends on its ttm_to), net debt for standard layouts, delayed price, day change, distance from the 52-week high and trend, market cap, and P/E on filed diluted EPS LTM (FY + YTD - prior YTD). `order` lists each filed figure highest first, P/E lowest first. `comparability` says what revenue means per layout; cell_notes say what moves a figure. Filings are cited by accession in sources.edgar: open https://www.sec.gov/Archives/edgar/data/{cik}/{accession without dashes}/. Personal research only: on every plan, this tool's output is for your own personal, non-commercial research. Do not use it in a commercial product, client deliverable or service.

輸入參數symbols必填

get_fact

One reported figure from SEC filings, with its citation: filing accession number, form, filing date, XBRL tag, period and a link to the filing. Restated values are listed. A figure the company never reported comes back as missing, never estimated. Values are in units as filed (USD, shares, USD/shares). A value and its as_originally_reported version come only from financial statements (10-K, 10-Q, their amendments and transition reports, 20-F, 40-F), never a proxy or an 8-K.

輸入參數as_ofperiodcompany必填concept必填

financials

A financial statement from SEC filings, newest period first, every value traceable to its filing. Quarterly figures the company reported only year-to-date are derived (e.g. Q4 = FY - 9M) and marked; per-share values and share counts can't be derived that way and are null with reason not_derivable. A line the company tagged with its own element is null with reason custom_element. Common equity and the book values from it are null with reason pending when a preferred issue or redemption follows the last tagged liquidation preference. Every null carries a reason, in cell_notes or (when all of a row's nulls share it) on the row. Banks, insurers and broker-dealers get not_applicable, with a reason, for lines they don't present (capex, current assets, total debt for banks and brokers); banks get loans, allowance and deposits. Broker-dealers and asset managers get the bank layout under net_revenues, with compensation and the compensation ratio. Balance sheets include common equity, book value per share and net debt. A balance the period's own filing didn't present is null, with any later comparative value in a note. A derived or fallback line equal to another row in every column (total equity with no NCI) is named in same_as instead of shown, and a derived Q4 with the opposite sign to Q1-Q3 says so. Values are in units as filed. Values and earlier versions come only from financial statements (10-K, 10-Q, their amendments and transition reports, 20-F, 40-F).

輸入參數as_oflimitcompany必填statementperiod_type

版本歷史

1
  1. v0.1.0最新Nov 4, 2026

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