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hollaugo-financial-research-mcp-server

hollaugo-financial-research-mcp-server

Remote
github.com/hollaugoFinance22Updated 38w ago
Repository

About hollaugo-financial-research-mcp-server

A financial research MCP server built with FastMCP that provides stock information, SEC filings, analyst data and financial statements. It is aimed at users who want to research stocks through an AI assistant.

Key features

  1. 01Stock price and basic market summary
  2. 02Recent SEC filing retrieval by ticker
  3. 03Analyst price targets and recommendations
  4. 04Dividend and stock split history
  5. 05Balance sheet, income statement and cash flow data

Use cases

  1. 01Checking analyst recommendations for a ticker through an AI assistant
  2. 02Retrieving recent SEC filings for a company
  3. 03Reviewing institutional holders and insider transactions

MCP support

The project is an MCP server built with FastMCP that exposes financial data tools to MCP clients, each taking a ticker symbol as input.

Configuration

Remote servers need no local install. Pick your client, then copy the config or install in one click.

Endpointhttps://server.smithery.ai/@hollaugo/financial-research-mcp-server/mcp
Copy install command
Claude CodeTerminal
Cursor.cursor/mcp.json
VS Code.vscode/mcp.json
Claude Desktopclaude_desktop_config.json
Windsurf~/.codeium/windsurf/mcp_config.json

Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.

All endpoints
Streamable HTTPhttps://server.smithery.ai/@hollaugo/financial-research-mcp-server/mcpAuth required

Tools

Details

From the project README

Financial Research MCP Server

A comprehensive Model Context Protocol (MCP) server for financial research and analysis, built with FastMCP and deployed on Smithery.

Features

This server provides the following financial analysis tools:

  • Stock Summary: Get basic stock information including price, volume, and recent data
  • SEC Filings: Retrieve recent SEC filings for any ticker
  • Analyst Data: Get analyst price targets and recommendations
  • Dividend History: Access dividend payment history
  • Stock Splits: View stock split history
  • Institutional Holdings: See institutional holder information
  • Insider Transactions: Track insider buying/selling activity
  • Sector Information: Get sector and industry classification
  • Financial Statements: Access balance sheet, income statement, and cash flow data
  • SEC Filing Summaries: Extract and summarize content from SEC filing URLs

Configuration

The server supports session-specific configuration:

  • user_agent: Custom user agent string for SEC requests (default: "Prompt Circle Labs [email protected]")

Usage

Local Development
# Install dependencies
uv sync

# Run development server
uv run dev

# Run playground for testing
uv run playground
Deployment

This server is configured for deployment on Smithery. The server module is defined in src/fin-research-server/server.py and configured in pyproject.toml.

Dependencies

  • yfinance: Yahoo Finance data access
  • requests: HTTP requests for SEC filings
  • beautifulsoup4: HTML parsing
  • langchain-community: Document loading and processing
  • fastmcp: MCP server framework
  • smithery: Deployment platform

API Endpoints

All tools are available through the MCP protocol. Each tool accepts a ticker symbol as input and returns structured financial data.

Comments

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