Fmp

io.github.houtini-ai由 GitHub 帳號 houtini-ai 發布v1.1.9更新於 Oct 24, 2026

Access financial data and market information via Financial Modeling Prep API

已驗證STDIO僅桌面金融資料與分析

概覽

AI 產生的概覽

把 Financial Modeling Prep 的市場資料接進助理:即時報價、公司基本面、分析師預估、技術指標與經濟行事曆。

可以做什麼
  • 查詢即時報價、搜尋股票代號並讀取公司簡介
  • 取得損益表、資產負債表、現金流量表、關鍵指標與財務比率
  • 查看漲幅榜、跌幅榜、成交熱門股與類股表現
  • 查閱分析師預估、目標價、評等以及內部人交易與機構持股
  • 計算 RSI、SMA、EMA 指標並取得分鐘級歷史行情
  • 查詢經濟與財報行事曆、標普 500 成分股以及個股新聞
適用情境
適合需要助理根據 Financial Modeling Prep 即時資料回答股票、公司財務、分析師看法或市場行情問題的情境,例如在 Claude Desktop 中進行研究或分析對話。
執行需求
以 npm 套件形式透過 npx 在使用者電腦本機執行,需要 Node.js 18 以上版本,以及 Claude Desktop 或 Claude Code。必須以環境變數 FMP_API_KEY 提供 Financial Modeling Prep 的 API 金鑰。需要連網存取 FMP API,免費方案每日 250 次請求。
安裝前請注意
FMP_API_KEY 是付費服務的憑證,會寫入用戶端設定檔,請勿放入共用設定。每次呼叫都會消耗 FMP 方案額度,個股新聞工具需要付費方案。所有工具皆為唯讀查詢,但查詢內容與股票代號會傳送到 Financial Modeling Prep 的伺服器。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Fmp,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

Financial Modeling Prep MCP Server

[npm version] [MCP Registry] [License: MIT] [Socket Badge]

Model Context Protocol (MCP) server providing access to Financial Modeling Prep's comprehensive financial data API. Get real-time stock quotes, company fundamentals, financial statements, market insights, analyst data, and technical indicators directly in Claude Desktop.

[Financial Modeling Prep MCP server]

Quick Navigation

Features | Installation | Tools | Usage examples | API rate limits | Development | Troubleshooting

Features

  • Real-time Market Data: Live stock quotes with price, volume, and market metrics
  • Company Information: Detailed profiles including industry, sector, and key executives
  • Financial Statements: Income statements, balance sheets, and cash flow statements
  • Market Performance: Track gainers, losers, most active stocks, and sector performance
  • Analyst Data: Price targets, estimates, ratings, and upgrades/downgrades
  • Insider Trading: Monitor insider transactions and institutional holdings
  • Technical Indicators: RSI, SMA, EMA with multiple timeframes
  • Economic Data: GDP, unemployment, inflation, treasury rates, and economic calendar
  • Historical Charts: Intraday data from 1-minute to 4-hour intervals
  • Symbol Search: Find companies by name or ticker across global exchanges

Installation

Prerequisites

Quick Start with NPX

Add to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

json
{  "mcpServers": {    "financial-modeling-prep": {      "command": "npx",      "args": [        "-y",        "@houtini/fmp-mcp"      ],      "env": {        "FMP_API_KEY": "your_api_key_here"      }    }  }}

Replace your_api_key_here with your actual API key from Financial Modeling Prep.

Important: Restart Claude Desktop completely after updating the configuration.

Claude Code (CLI)

Claude Code uses a different registration mechanism -- it doesn't read claude_desktop_config.json. Use claude mcp add instead:

bash
claude mcp add -e FMP_API_KEY=your_api_key_here -s user financial-modeling-prep -- npx -y @houtini/fmp-mcp

Verify with:

bash
claude mcp get financial-modeling-prep

You should see Status: Connected.

Available Tools

Core Market Data

get_quote

Get real-time stock quote data.

Parameters:

  • symbol (required): Stock ticker symbol (e.g., AAPL, TSLA, MSFT)

Returns: Current price, volume, market cap, P/E ratio, day high/low, and more.

search_symbol

Search for stock symbols by company name or ticker.

Parameters:

  • query (required): Search query (company name or partial ticker)

Returns: Matching symbols with company names and exchange information.

Company Fundamentals

get_company_profile

Get detailed company profile and fundamental data.

Parameters:

  • symbol (required): Stock ticker symbol

Returns: Company description, industry, sector, CEO, employee count, headquarters, website, and key financial metrics.

get_income_statement

Retrieve company income statement data.

Parameters:

  • symbol (required): Stock ticker symbol
  • period (optional): "annual" or "quarter" (default: "annual")
  • limit (optional): Number of periods to return (default: 5)

Returns: Revenue, expenses, net income, EPS, and other profitability metrics.

get_balance_sheet

Retrieve company balance sheet data.

Parameters:

  • symbol (required): Stock ticker symbol
  • period (optional): "annual" or "quarter" (default: "annual")
  • limit (optional): Number of periods to return (default: 5)

Returns: Assets, liabilities, shareholder equity, and detailed line items.

get_cash_flow

Retrieve company cash flow statement data.

Parameters:

  • symbol (required): Stock ticker symbol
  • period (optional): "annual" or "quarter" (default: "annual")
  • limit (optional): Number of periods to return (default: 5)

Returns: Operating cash flow, investing activities, financing activities, and free cash flow.

get_key_metrics

Get key financial metrics and ratios.

Parameters:

  • symbol (required): Stock ticker symbol
  • period (optional): "annual" or "quarter" (default: "annual")
  • limit (optional): Number of periods to return (default: 5)

Returns: P/E ratio, ROE, ROA, debt ratios, current ratio, and more.

get_financial_ratios

Get detailed financial ratios (profitability, liquidity, efficiency).

Parameters:

  • symbol (required): Stock ticker symbol
  • period (optional): "annual" or "quarter" (default: "annual")
  • limit (optional): Number of periods to return (default: 5)

Returns: Comprehensive ratio analysis including profitability, liquidity, and efficiency metrics.

Market Performance

get_market_gainers

Get stocks with the largest price increases.

Parameters: None

Returns: Top gaining stocks with price changes and volume.

get_market_losers

Get stocks with the largest price drops.

Parameters: None

Returns: Top losing stocks with price changes and volume.

get_most_active

Get most actively traded stocks by volume.

Parameters: None

Returns: Stocks with highest trading volume.

get_sector_performance

Get current sector performance snapshot.

Parameters:

  • date (optional): Date in YYYY-MM-DD format (defaults to latest)

Returns: Performance metrics for all market sectors.

Analyst Data

get_analyst_estimates

Get analyst financial estimates (revenue, EPS forecasts).

Parameters:

  • symbol (required): Stock ticker symbol
  • period (optional): "annual" or "quarter" (default: "annual")
  • limit (optional): Number of periods to return (default: 10)

Returns: Analyst revenue and earnings estimates with consensus figures.

get_price_target

Get analyst price target summary.

Parameters:

  • symbol (required): Stock ticker symbol

Returns: Average, high, low, and median price targets from analysts.

get_analyst_ratings

Get analyst ratings and upgrades/downgrades.

Parameters:

  • symbol (required): Stock ticker symbol

Returns: Recent analyst rating changes, upgrades, downgrades, and recommendations.

Insider Trading & Institutional

get_insider_trading

Get recent insider trading activity.

Parameters:

  • symbol (required): Stock ticker symbol
  • limit (optional): Number of transactions to return (default: 100)

Returns: Insider buy/sell transactions with names, dates, and amounts.

get_institutional_holders

Get institutional ownership (13F filings).

Parameters:

  • symbol (required): Stock ticker symbol
  • limit (optional): Number of holders to return (default: 100)

Returns: Top institutional holders with share counts and filing dates.

Technical Indicators

get_technical_indicator_rsi

Get Relative Strength Index (RSI).

Parameters:

  • symbol (required): Stock ticker symbol
  • timeframe (required): "1min", "5min", "15min", "30min", "1hour", "4hour", "1day"
  • period (optional): Period length (default: 14)

Returns: RSI values with timestamps for momentum analysis.

get_technical_indicator_sma

Get Simple Moving Average (SMA).

Parameters:

  • symbol (required): Stock ticker symbol
  • timeframe (required): "1min", "5min", "15min", "30min", "1hour", "4hour", "1day"
  • period (optional): Period length (default: 10)

Returns: SMA values with timestamps for trend analysis.

get_technical_indicator_ema

Get Exponential Moving Average (EMA).

Parameters:

  • symbol (required): Stock ticker symbol
  • timeframe (required): "1min", "5min", "15min", "30min", "1hour", "4hour", "1day"
  • period (optional): Period length (default: 10)

Returns: EMA values with timestamps for trend analysis.

Historical Data

get_historical_chart

Get historical price data with flexible time intervals.

Parameters:

  • symbol (required): Stock ticker symbol
  • interval (required): "1min", "5min", "15min", "30min", "1hour", "4hour"
  • from (optional): Start date in YYYY-MM-DD format
  • to (optional): End date in YYYY-MM-DD format

Returns: OHLC price data with volume for the specified interval.

Economic Data

get_economic_calendar

Get upcoming economic data releases calendar.

Parameters:

  • from (optional): Start date in YYYY-MM-DD format
  • to (optional): End date in YYYY-MM-DD format

Returns: Scheduled economic announcements with dates and expected impact.

get_economic_indicator

Get economic indicator data (GDP, unemployment, inflation, etc.).

Parameters:

  • name (required): Indicator name (e.g., "GDP", "unemploymentRate", "CPI")
  • from (optional): Start date in YYYY-MM-DD format
  • to (optional): End date in YYYY-MM-DD format

Returns: Historical values for the specified economic indicator.

Events & Calendars

get_earnings_calendar

Get upcoming earnings announcements calendar.

Parameters:

  • from (optional): Start date in YYYY-MM-DD format
  • to (optional): End date in YYYY-MM-DD format

Returns: Upcoming earnings dates with EPS estimates.

Index Data

get_sp500_constituents

Get list of S&P 500 index constituents.

Parameters: None

Returns: All companies in the S&P 500 with symbols and details.

News (Paid Feature)

get_stock_news

Get latest news articles for a stock.

Parameters:

  • symbol (required): Stock ticker symbol
  • limit (optional): Number of articles to return (default: 10)

Returns: News headlines, publication dates, URLs, and article summaries.

Note: This endpoint requires a paid FMP plan.

Usage Examples

Once installed, you can interact with the MCP server directly through Claude Desktop:

Get a quote for Apple stock
Show me Tesla's quarterly income statements for the last 8 quarters
What are today's biggest market gainers?
Get analyst price targets for NVIDIA
Show me insider trading activity for Microsoft
Calculate the 14-day RSI for TSLA on the daily timeframe
What's the current sector performance?
Get upcoming earnings announcements for this week
Show me institutional holders of Amazon

API Rate Limits

Financial Modeling Prep offers different pricing tiers:

  • Free Tier: 250 requests/day
  • Starter: 500 requests/day
  • Professional: 1,000+ requests/day

See FMP Pricing for current plans and limits.

Development

Local Installation

bash
git clone https://github.com/houtini-ai/fmp-mcp.gitcd fmp-mcpnpm installnpm run build

Claude Desktop Configuration for Local Development

json
{  "mcpServers": {    "financial-modeling-prep": {      "command": "node",      "args": [        "/absolute/path/to/fmp-mcp/build/index.js"      ],      "env": {        "FMP_API_KEY": "your_api_key_here"      }    }  }}

Building

bash
npm run build

Output goes to the build/ directory.

API Coverage

This MCP server implements 29 endpoints from the Financial Modeling Prep API:

Core Market Data (3)

  • Stock quotes, symbol search, company profiles

Financial Statements (6)

  • Income statement, balance sheet, cash flow, key metrics, financial ratios (annual & quarterly)

Market Performance (4)

  • Gainers, losers, most active, sector performance

Analyst Data (3)

  • Estimates, price targets, ratings

Insider & Institutional (2)

  • Insider trading, institutional holders

Technical Indicators (3)

  • RSI, SMA, EMA with multiple timeframes

Historical Data (1)

  • Intraday charts (1min to 4hour)

Economic Data (2)

  • Economic calendar, economic indicators

Events & Calendars (1)

  • Earnings calendar

Index Data (1)

  • S&P 500 constituents

News (1)

  • Stock news (paid feature)

For the complete API reference, see the FMP Developer Documentation.

Troubleshooting

MCP Server Not Appearing in Claude Desktop

  1. Verify your claude_desktop_config.json syntax is valid JSON
  2. Check that the FMP_API_KEY environment variable is set
  3. Restart Claude Desktop completely (quit from system tray/menu bar)
  4. Check Claude Desktop logs for error messages

API Authentication Errors

If you see 403 Forbidden errors:

  • Verify your API key is correct
  • Check you haven't exceeded your rate limit
  • Ensure your API key has the required permissions

Tool Execution Failures

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

License

MIT License - see LICENSE file for details.

Resources

Acknowledgments

Built with the Model Context Protocol SDK by Anthropic.

來源:README.md,提交 8a89b73

工具

0
SourceWeft 尚未在沙箱中啟動過該軟體包,因此其工具未知。

版本歷史

2
  1. v1.1.9最新Oct 7, 2026
  2. v1.1.8Sep 16, 2026

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