UK Data: Finance formulas

uk.co.reliness由 reliness.co.uk 發布官方發布者v1.5.0更新於 Nov 7, 2026

Compound and simple interest, investment growth, future value, CAGR, dividends and tax at a rate

發布方自己的服務:UK Data: Compliance and finance checks

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

遠端 MCP 伺服器,為助理提供十個英國情境的財務計算器:利息、投資成長、終值、CAGR、股利、折扣與稅額。

可以做什麼
  • 計算單利與複利,可指定複利頻率
  • 預測投資成長、終值與投資報酬,可選擇每年追加投入與通膨調整
  • 依年化百分比計算複合年均成長率(CAGR)
  • 由股利總額與流通股數計算每股股利
  • 依百分比計算折扣後價格,並依稅率計算稅額
適用情境
適合讓助理直接完成例行財務算術,例如存貸款利息、投資預測、成長率、股利分攤、折扣或稅額,而不必自行推算。每次呼叫消耗 1 個額度,較適合零星計算而非大規模建模。
執行需求
遠端 streamable HTTP 端點,無需安裝。免費每日額度不需帳號。可選擇透過 Authorization 標頭攜帶 bearer 金鑰以提高額度,免費金鑰需向服務方的金鑰端點申請。需要網路存取。
安裝前請注意
每次工具呼叫消耗 1 個額度,超出免費每日額度需使用金鑰。Authorization 標頭攜帶金鑰,請避免寫入共用日誌。結果僅為公式計算輸出,並非財務建議;稅額與折扣工具採用你提供的固定比率。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 UK Data: Finance formulas,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/uk.co.reliness%2Ffinance-formulas/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": {
    "uk-data-finance-formulas": {
      "type": "http",
      "url": "https://ukdata.reliness.co.uk/mcp/finance-formulas"
    }
  }
}

工具

10

calculate_discounted_price

calculate discounted price

Calculates the final price after applying a discount percentage to the original price, rounded to 2 decimal places. (cost: 1 credit)

輸入參數original_pricediscount_percentage

calculate_investment_return

calculate investment return

Calculates the return on investment using compound interest formula. Returns the final amount and total return given an initial deposit, annual interest rate (as a percentage), and investment period in years. (cost: 1 credit)

輸入參數num_yearsinterest_rateinitial_amount

future_investment_value

future investment value

Calculates the future value of an investment using compound interest formula: FV = PV × (1 + r)^n, where r is annual interest rate and n is years. (cost: 1 credit)

輸入參數yearspresent_valueannual_interest_rate

calculate_interest

calculate interest

Calculates simple interest using the formula: Interest = Principal × Rate × Time. Rate should be provided as a percentage and time in years. (cost: 1 credit)

輸入參數time_periodinterest_rateprincipal_amount

calculate_discount

calculate discount

Calculates the discounted price after applying a percentage discount to the original price. Returns both discount amount and final price. (cost: 1 credit)

輸入參數original_pricediscount_percentage

calculate_tax

calculate tax

Calculates the tax amount by applying a tax rate percentage to an income or price amount. Formula: amount × (rate / 100). (cost: 1 credit)

輸入參數incometax_rate

project_investment_growth

project investment growth

Projects investment growth over years using compound interest with optional annual additions and inflation adjustment. Formula: FV = PV(1+r)^n + PMT×[((1+r)^n - 1)/r], with each annual addition made at the end of the year. (cost: 1 credit)

輸入參數yearsprincipalreturn_rateannual_additioninflation_adjusted

compound_interest

compound interest

Calculates compound interest using the formula A = P(1 + r/n)^(nt), where A is final amount, P is principal, r is annual rate, n is compounding frequency per year, and t is time in years. (cost: 1 credit)

輸入參數nratetimeprincipal

cagr

Calculates the Compound Annual Growth Rate (CAGR) using the formula CAGR = (end_value/start_value)^(1/years) - 1. Returns the annualized rate of return as a percentage. (cost: 1 credit)

輸入參數yearsend_valuestart_value

calculate_dividend_per_share

calculate dividend per share

Calculates the dividend per share by dividing total dividend payout by number of outstanding shares. Returns the quarterly dividend amount per share rounded to 2 decimal places. (cost: 1 credit)

輸入參數num_sharestotal_dividend

版本歷史

1
  1. v1.5.0最新Nov 7, 2026

評分

已滿足適用檢查項的 83%

該評分衡量此收錄條目的完整程度,依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價,也不表示伺服器安全或目前可用:可連通性是帶日期的檢查結果,評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 圖示10 分
  • 文件15 分

    請宣告包含 README 的 GitHub 儲存庫,或在 OAuth 受保護資源後設資料中提供 resource_documentation。

  • 授權條款不適用

    託管服務按其提供方的條款使用,因此這裡不要求授權條款。此檢查項不計入百分比。

其他 Reliness 整合