Finance MCP

io.github.aowang-ai由 GitHub 帳號 aowang-ai 發布v0.1.0更新於 Oct 25, 2026

Hosted MCP server for SEC, FRED, Polymarket, Deribit, OKX, and FMP.

發布方自己的服務:Finance Foundation

已驗證Streamable HTTP可網頁執行金融資料與分析

概覽

AI 產生的概覽

託管式 MCP 伺服器,讓助理探索、檢視並執行金融資料工具,涵蓋美股、SEC 文件、總體經濟資料、加密貨幣與預測市場。

可以做什麼
  • 依任務描述搜尋金融工具目錄,例如某檔股票價格、損益表或總體經濟序列
  • 檢視單一工具的完整契約:輸入結構、輸出結構、費用與速率限制
  • 帶參數執行選定的工具並取回資料來源回傳的結果
  • 涵蓋範圍包括股票快照、歷史價格與新聞,SEC EDGAR 財務資料、申報文件與提交紀錄,FRED 觀測值,FMP 損益表,OKX 行情與 K 線,Deribit 選擇權以及 Polymarket 事件
適用情境
當助理需要行情、申報文件或總體經濟資料,又不想自行逐一串接多家資料來源 API 時適用。先探索、再檢視、後執行的三步流程,適合回答個股、公司財報、美國經濟指標以及加密與預測市場相關問題。
執行需求
遠端 MCP 端點,無需在本機安裝套件。用戶端會要求登入,每個帳號一次性取得 1,000 點免費額度,由其所有 API 金鑰與 OAuth 工作階段共用。每次成功執行會消耗額度(FMP 工具為 2 點),失敗不扣費。部分資料來源依賴上游金鑰,如 TIINGO_API_KEY、FINNHUB_API_KEY、FRED_API_KEY、FMP_API_KEY,SEC EDGAR 使用 SEC_EDGAR_USER_AGENT。
安裝前請注意
執行會消耗一次性免費額度,頻繁使用可能用盡。資料來自第三方供應商,多為延遲資料或僅 IEX 資料,專案聲明不構成投資建議。查詢與參數會傳送到託管服務並轉送給上游供應商。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Finance MCP,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。

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。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.github.aowang-ai%2Ffinance-mcp/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "mcpServers": {
    "finance": {
      "type": "http",
      "url": "https://finance-mcp.com/mcp"
    }
  }
}

README

Finance MCP connectors

Connector definitions for Finance MCP: how each source is called, what it accepts, and what it returns.

This repo is the connector layer. Agents use the hosted server. Adding a source is a pull request.

Equity and crypto figures are what those sources return, often delayed. Not investment advice.

Quickstart

Connect to the hosted server.

  • MCP: https://finance-mcp.com/mcp
  • Skill: set up https://finance-mcp.com/SKILL.md
  • Docs: finance-mcp.com/docs

Cursor, in ~/.cursor/mcp.json:

json
{  "mcpServers": {    "finance-mcp": {      "url": "https://finance-mcp.com/mcp"    }  }}

Claude Code:

claude mcp add --transport http finance-mcp https://finance-mcp.com/mcp

Sign in when the client asks. Other clients are in the docs.

How an agent uses it

Three verbs. Finance MCP never charges money: each account gets 1,000 free credits once, shared by all of its API keys and OAuth sessions. Discover and inspect are free; each successful run costs 1 credit (FMP tools 2), and failed runs are not charged. See https://finance-mcp.com/pricing.

  1. finance_discover: describe the task. { "query": "BTC spot price", "limit": 5 } returns ranked { id, provider, displayName, summary }.
  2. finance_inspect: read one tool. { "id": "okx#ticker" } returns its input schema and output shape.
  3. finance_run: call it. { "id": "okx#ticker", "params": { "instId": "BTC-USDT" } }. A failed vendor call returns an error.

Stock tools take the ticker directly. For "where is this stock now", start with stocks#snapshot.

json
{ "id": "stocks#snapshot", "params": { "ticker": "SNDK" } }{ "id": "stocks#price-history", "params": { "ticker": "MU", "range": "1y", "interval": "daily", "indicators": true } }{ "id": "stocks#news", "params": { "ticker": "SNDK", "days": 7, "limit": 10 } }{ "id": "macro#overview", "params": {} }{ "id": "sec-edgar#fundamentals", "params": { "ticker": "SNDK", "period": "quarterly", "limit": 4 } }{ "id": "sec-edgar#filings", "params": { "ticker": "MU", "forms": ["10-K", "10-Q", "8-K", "4"], "limit": 10 } }{ "id": "fmp#income-statement", "params": { "symbol": "AAPL", "period": "annual", "limit": 3 } }{ "id": "fred#observations", "params": { "seriesId": "DGS10", "limit": 12 } }{ "id": "sec-edgar#submissions", "params": { "cik": "0000320193" } }{ "id": "deribit#options", "params": { "currency": "BTC" } }{ "id": "polymarket#events", "params": { "query": "SpaceX" } }

Sources

SourceUpstreamAuthEndpoints
US stocksTiingo, Twelve Data, SEC XBRL, FinnhubTIINGO_API_KEY, FINNHUB_API_KEY, optional TWELVE_DATA_API_KEYstocks#snapshot, stocks#price-history, stocks#news
US macroFREDFRED_API_KEYmacro#overview
SEC EDGAREDGAR APIsSEC_EDGAR_USER_AGENT, or the default contact stringsec-edgar#fundamentals, sec-edgar#filings, sec-edgar#submissions
FREDseries observationsFRED_API_KEYfred#observations
PolymarketGamma eventsnonepolymarket#events
Deribitget_instrumentsnonederibit#options
OKXmarket datanoneokx#ticker, okx#klines
FMPincome statementFMP_API_KEYfmp#income-statement

Stock prices are delayed or IEX only. Finnhub parts of the snapshot are optional and show up as notes when the free tier does not cover them.

Writing a connector

A connector describes one provider and its endpoints. The id is <provider>#<endpoint>.

A provider names the source, links its docs, and says how auth is supplied:

ts
// connectors/okx/provider.tsexport default defineProvider({  name: "okx",  meta: {    displayName: "OKX",    summary: "Public crypto spot and swap market data.",    homepageUrl: "https://www.okx.com",    docsUrl: "https://www.okx.com/docs-v5/en/#order-book-trading-market-data",  },  auth: { kind: "none" },});

An endpoint declares the call, the input schema, the output shape, and an example. The example response is a fixture file, replayed by the test.

ts
// connectors/okx/endpoints/ticker/endpoint.tsexport default defineEndpoint({  provider,  name: "ticker",  meta: {    displayName: "OKX ticker",    summary: "24h ticker (last price, high/low, volume) for a crypto instrument like BTC-USDT.",    description: "Latest OKX ticker for one spot or swap instrument.",    tags: ["crypto", "spot", "ticker"],    docsUrl: "https://www.okx.com/docs-v5/en/#order-book-trading-market-data-get-ticker",  },  input: z.object({    instId: z.string().describe("Instrument id, for example BTC-USDT."),  }),  outputShape: {    type: "object",    required: ["instId", "last"],    properties: { instId: { type: "string" }, last: { type: "string" } },  },  example: {    params: { instId: "BTC-USDT" },    request: {      method: "GET",      url: "https://www.okx.com/api/v5/market/ticker?instId=BTC-USDT",    },    fixture: "recorded.json",  },  // buildRequest and parse map that call onto the output shape});

meta.summary is what finance_discover ranks and finance_inspect returns. Say what the endpoint returns.

connectors/<name>/├── provider.ts└── endpoints/<endpoint>/    ├── endpoint.ts    ├── endpoint.test.ts    └── fixtures/*.json

Composite tools, the ones that combine several upstream calls (stocks#*, macro#overview, sec-edgar#fundamentals, sec-edgar#filings), declare an execute function and are wrapped with composite() in the connector's index.ts. Their fixture records every upstream response of one run; npm run record:composite -- <provider>#<endpoint> writes it with keys removed.

  1. Read connectors/okx and connectors/fred, and CONTRIBUTING.md.
  2. Write the provider and the endpoint.
  3. Record a fixture with npm run record, then keep it trimmed.
  4. npm test and npm run lint must pass with no network.
  5. Open a pull request.

Check the definitions locally:

bash
npm installnpm testnpm run catalog

Repo layout

connectors/     provider + endpoint definitionssrc/            catalog load and fixture replayscripts/        catalog and recordserver.json     registry entry for the hosted server

License

MIT. See LICENSE.

來源:README.md,提交 d3e3176

工具

3

finance_discover

Discover finance tools

FREE. Search the finance tool catalog by task description (e.g. 'BTC spot price', 'AAPL income statement', 'US CPI'). Returns ranked tools with id, summary, and categories. Call this first.

輸入參數limitquery必填category

finance_inspect

Inspect a finance tool

FREE. Get the full contract of one tool by id (input schema, output shape, cost, rate limits). Call after finance_discover, before finance_run.

輸入參數id必填

finance_run

Run a finance tool

Execute a finance tool by id with params. Discover, inspect, and run are free to call. Failed vendor calls return an error.

輸入參數id必填params必填

版本歷史

1
  1. v0.1.0最新Oct 25, 2026

評分

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其他 Finance 整合