About Finance MCP
Finance MCP is a hosted server for agents that need data from financial and market sources. It provides a discover–inspect–run flow across SEC EDGAR, FRED, Polymarket, Deribit, OKX, and FMP.
Key features
- 01Discover relevant data endpoints
- 02Inspect input and output schemas
- 03Run provider endpoints
- 04Connectors for six data sources
Use cases
- 01Find SEC company submission data
- 02Query FRED economic observations
- 03Check crypto tickers or options
- 04Retrieve financial statements or market events
MCP support
The hosted MCP server exposes finance_discover, finance_inspect, and finance_run to MCP clients. Connect to https://finance-mcp.com/mcp.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://finance-mcp.com/mcpclaude mcp add --transport http aowang-ai-finance https://finance-mcp.com/mcp{"mcpServers":{"aowang-ai-finance":{"type":"http","url":"https://finance-mcp.com/mcp"}}}Open in Cursor{"servers":{"aowang-ai-finance":{"type":"http","url":"https://finance-mcp.com/mcp"}}}Open in VS Code{"mcpServers":{"aowang-ai-finance":{"type":"http","url":"https://finance-mcp.com/mcp"}}}{"mcpServers":{"aowang-ai-finance":{"serverUrl":"https://finance-mcp.com/mcp"}}}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.
Tools
Details
From the project READMEFinance 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:
{
"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. Discover, inspect, and run are free.
finance_discover— describe the task.{ "query": "BTC spot price", "limit": 5 }returns ranked{ id, provider, displayName, summary }.finance_inspect— read one tool.{ "id": "okx#ticker" }returns its input schema and output shape.finance_run— call it.{ "id": "okx#ticker", "params": { "instId": "BTC-USDT" } }. A failed vendor call returns an error.
{ "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": { "tag": "Fed" } }
Sources
| Source | Upstream | Auth | Endpoints |
|---|---|---|---|
| SEC EDGAR | submissions API | SEC_EDGAR_USER_AGENT, or the default contact string | sec-edgar#submissions |
| FRED | series observations | FRED_API_KEY | fred#observations |
| Polymarket | Gamma events | none | polymarket#events |
| Deribit | get_instruments | none | deribit#options |
| OKX | market data | none | okx#ticker, okx#klines |
| FMP | income statement | FMP_API_KEY | fmp#income-statement |
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:
// connectors/okx/provider.ts
export 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.
// connectors/okx/endpoints/ticker/endpoint.ts
export 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
- Read
connectors/okxandconnectors/fred, and CONTRIBUTING.md. - Write the provider and the endpoint.
- Record a fixture with
npm run record, then keep it trimmed. npm testandnpm run lintmust pass with no network.- Open a pull request.
Check the definitions locally:
npm install
npm test
npm run catalog
Repo layout
connectors/ provider + endpoint definitions
src/ catalog load and fixture replay
scripts/ catalog and record
server.json registry entry for the hosted server
License
MIT. See LICENSE.
Comments
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