Financekit Mcp

io.github.vdalhambra由 GitHub 帳號 vdalhambra 發布v1.2.0更新於 Oct 24, 2026

Stock quotes, technical analysis, crypto prices, and portfolio insights for AI agents

已驗證STDIO僅桌面金融資料與分析

概覽

AI 產生的概覽

讓 AI 助理取得股票與加密貨幣報價、技術指標、市場總覽和投資組合分析。

可以做什麼
FinanceKit 提供十二個金融市場資料工具。可回傳股票報價、公司資訊,以及最多十個代碼的批次報價,並提供加密貨幣價格、熱門幣種、幣種搜尋和依市值排序的幣種清單。技術分析工具計算 RSI、MACD、布林通道、ADX、隨機指標、ATR、OBV 等指標,附帶型態辨識與白話訊號摘要;其他工具涵蓋歷史價格、主要指數總覽、資產比較和投資組合配置分析。
適用情境
適合助理需要當前市場資料或已計算好的技術指標,而非原始行情來源的情境,例如篩選某檔股票、比較多個資產、查看加密貨幣動能,或分析投資組合的產業集中度。適用於研究與分析對話,不用於下單交易。
執行需求
以本機程序透過 stdio 執行,可從 PyPI 安裝 financekit-mcp,或用 uvx 啟動;自行架設需要 Python 工具鏈。另有第三方服務提供的託管 HTTP 端點。股票與加密貨幣未聲明需要 API 金鑰;託管方案含付費等級。
安裝前請注意
託管端點會把查詢傳送給第三方服務,並依呼叫次數計費,付費方案最高每月 499 美元,依賴前請確認額度。自行架設時資料來自 Yahoo Finance 和 CoinGecko。輸出屬於資訊性分析,並非投資建議,此伺服器不會執行交易。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Financekit 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。

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

[PyPI version] [License: MIT] [Python 3.11+] [Glama MCP Server]

FinanceKit MCP

Financial Market Intelligence for AI Agents — real-time stock quotes, technical analysis, crypto data, and portfolio insights via the Model Context Protocol (MCP).

FinanceKit is an MCP server that gives Claude Code, Cursor, Windsurf, and any AI agent instant access to financial market data. No API keys required for stocks and crypto.

Try it now — no install needed: Open FinanceKit in the MCPize Playground — runs in your browser, free tier (100 calls/month)

Use Cases

Here are concrete examples of what you can ask your AI agent once FinanceKit is installed:

  • "Run full technical analysis on TSLA and tell me if it's a buy" — Get RSI, MACD, Bollinger Bands, ADX, Stochastic, and pattern detection with a plain-English signal summary
  • "Compare AAPL vs MSFT vs GOOGL performance over the last 6 months" — Side-by-side returns, volatility, Sharpe ratio, and max drawdown
  • "Analyze my portfolio: AAPL:50, NVDA:20, MSFT:30, AMZN:10" — Total value, sector allocation, concentration risk, and diversification score
  • "What are the trending cryptocurrencies right now? Any worth watching?" — Top trending coins from CoinGecko with price data and momentum
  • "Give me a market overview — how are the major indices doing?" — S&P 500, NASDAQ, Dow, VIX, and market sentiment in one call
  • "Is Bitcoin overbought? Show me RSI and Bollinger Band analysis" — Full technical analysis works on crypto too, not just stocks

Why FinanceKit?

FeatureFinanceKit MCPYahoo Finance APIAlpha VantageTradingView
Works with Claude Code / CursorYesNoNoNo
No API key neededYesYesNo (free tier)No
Technical analysis built-in10+ indicatorsRaw data onlyLimitedManual
Crypto + stocks in one toolYesStocks onlySeparate APIsManual
Portfolio analysisYesNoNoNo
MCP native (stdio + HTTP)YesREST onlyREST onlyWeb only
FreeYesYesRate limitedPaid

Tools (12)

Stocks

ToolDescription
stock_quoteCurrent price, change, volume, P/E, market cap
company_infoSector, financials, valuation metrics, description
multi_quoteBatch quotes for up to 10 tickers at once

Crypto

ToolDescription
crypto_pricePrice, market cap, 1h/24h/7d changes, ATH data
crypto_trendingTop 10 trending coins on CoinGecko
crypto_searchFind coins by name or symbol
crypto_top_coinsTop N coins ranked by market cap

Technical Analysis

ToolDescription
technical_analysisFull analysis: RSI, MACD, Bollinger Bands, SMA/EMA, ADX, Stochastic, ATR, OBV + pattern detection (Golden Cross, Death Cross, overbought/oversold) with plain-English signal summary
price_historyHistorical OHLCV data with summary statistics

Market Overview

ToolDescription
market_overviewMajor indices (S&P 500, NASDAQ, Dow), VIX, market sentiment

Portfolio & Comparison

ToolDescription
compare_assetsSide-by-side returns, volatility, Sharpe ratio, drawdown
portfolio_analysisTotal value, allocation weights, sector breakdown, concentration risk

Installation

⭐ Recommended: MCPize (hosted, no setup)

The fastest way to get started. No terminal, no config files, no Python setup — works in any MCP client:

👉 Install FinanceKit on MCPize — Free tier available (100 calls/month)

Or add to your MCP config directly:

json
{  "mcpServers": {    "financekit": {      "url": "https://financekit-mcp.mcpize.run/mcp"    }  }}

Why MCPize?

  • ✅ Zero setup — works immediately in Claude Desktop, Cursor, Windsurf, Claude Code
  • ✅ Always up-to-date — new features deployed automatically
  • ✅ Scales with you — upgrade to Pro ($29/mo) for 10,000 calls + priority + all premium tools
  • ✅ Reliable uptime — managed cloud infrastructure
  • ✅ Analytics — track how your agents use the tools

See pricing below for all tiers including Team, Business, and Enterprise.


💻 Advanced: Self-hosted (developers)

For those who prefer to run the server locally:

Claude Code CLI
bash
claude mcp add financekit -- uvx --from financekit-mcp financekit
Claude Desktop / Cursor / Windsurf (local)
json
{  "mcpServers": {    "financekit": {      "command": "uvx",      "args": ["--from", "financekit-mcp", "financekit"]    }  }}
From PyPI
bash
pip install financekit-mcpfinancekit
From source
bash
git clone https://github.com/vdalhambra/financekit-mcp.gitcd financekit-mcpuv syncuv run financekit
Smithery
bash
npx -y @smithery/cli install @vdalhambra/financekit --client claude

Note: Self-hosted = full feature access but you manage updates, uptime, and infrastructure. For most users, MCPize is the better choice.


Pricing

TierPriceCalls/monthIncludes
Free$01005 basic tools (quotes, company info, crypto price)
Hobby$9/mo2,500Most tools — no portfolio or market overview
Pro ⭐$29/mo10,000All 12 tools + priority + premium features
Team$79/mo50,000Pro + 5 seats + CSV export + email support
Business$179/mo200,000Team + webhooks + alerts + SLA
Enterprise$499/moUnlimitedBusiness + white-label + on-prem + dedicated support

Annual plans: Get 2 months free (pay for 10, use 12).

Bundle: Combine with SiteAudit MCP for $39/mo (Pro Combo — save 19%).

👉 View all pricing on MCPize

Data Sources

  • Stocks: Yahoo Finance (via yfinance) — free, no API key
  • Crypto: CoinGecko API (free tier, 10K calls/month)
  • Technical Indicators: Calculated locally using the ta library (RSI, MACD, Bollinger Bands, ADX, Stochastic, ATR, OBV)

All data is cached to minimize API calls: quotes (60s), historical data (1h), crypto (2min), company info (24h).

Examples

Technical Analysis Output

Symbol: AAPLCurrent Price: 260.48Indicators:  RSI(14): 55.65 — neutral  MACD: histogram positive — bullish momentum  Bollinger Bands: price within bands — normal  SMA(50): 260.84  ADX: 18.3 — weak/no trendPatterns:  Golden Cross: false  Overbought: false

Portfolio Analysis Output

Total Value: $45,230.50Positions: 3Concentration Risk: MODERATESector Breakdown:  Technology: 85.2%  Communication Services: 14.8%

Compatible AI Agents

FinanceKit works with any AI agent or IDE that supports the Model Context Protocol:

  • Claude Code (CLI) — claude mcp add
  • Claude Desktop — claude_desktop_config.json
  • Cursor — .cursor/mcp.json
  • Windsurf — MCP settings
  • Copilot — MCP configuration
  • Any MCP client — stdio or HTTP transport

Support this project

If FinanceKit is useful to you, please consider supporting ongoing development:

License

MIT

來源:README.md,提交 08da618

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

1
  1. v1.2.0最新Sep 16, 2026

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