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finance-mcp

Live financial data for any LLM agent. Stock quotes · crypto · SEC filings · XBRL financials · FX · macro indicators

<img src="assets/demo.svg" width="840" alt="Terminal demo: an agent calls get_stock_quote and get_price_history and gets live Apple and NVIDIA market data back">

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Why

Most finance APIs want a signup, a key, and a credit card before your agent can answer "what's Apple trading at?"

finance-mcp wraps five genuinely free public sources behind ten MCP tools. Clone, build, point Claude at it — done. The only configuration is an email address, and only because the SEC insists on one.

Tools

Tool	What it does
get_stock_quote	Current price, day/52-week range, volume — stocks, ETFs, indices
get_price_history	OHLCV candles plus period return and high/low summary
search_symbols	Resolve a company name to a ticker
get_fx_rate	Currency conversion at ECB reference rates
get_crypto_price	Spot price, 24h change, market cap, volume
get_crypto_market	Top coins ranked by market cap
get_sec_filings	Recent EDGAR filings with direct document URLs, filterable by form
get_sec_financials	As-filed XBRL line items as a time series
search_sec_filings	Full-text search across every EDGAR filing since 2001
get_economic_indicator	World Bank macro series — GDP, inflation, unemployment, debt, trade

How it fits together

flowchart LR
    A["Claude Desktop<br/>Claude Code<br/>any MCP client"] -->|MCP over stdio| B["finance-mcp"]
    B --> C["Yahoo Finance<br/><i>equities · ETFs · indices</i>"]
    B --> D["CoinGecko<br/><i>crypto</i>"]
    B --> E["SEC EDGAR<br/><i>filings · XBRL</i>"]
    B --> F["ECB / Frankfurter<br/><i>FX</i>"]
    B --> G["World Bank<br/><i>macro</i>"]

The shared HTTP layer paces requests per host, retries 429/403/5xx with exponential backoff, honours Retry-After, and caches responses in memory — 30s for quotes, hours for filings and macro series.

Quickstart

<details open> <summary><b>Claude Code</b> — no clone needed</summary>

claude mcp add finance -e SEC_USER_AGENT="Your Name your@email.com" -- npx -y finance-data-mcp

</details>

<details> <summary><b>From source</b></summary>

git clone https://github.com/AdityaSBisht/finance-mcp.git
cd finance-mcp
npm install
npm run build
claude mcp add finance -e SEC_USER_AGENT="Your Name your@email.com" -- node "$(pwd)/dist/index.js"

</details>

<details> <summary><b>Claude Desktop</b></summary>

Add to claude_desktop_config.json — on macOS, ~/Library/Application Support/Claude/claude_desktop_config.json — then restart the app:

{
  "mcpServers": {
    "finance": {
      "command": "npx",
      "args": ["-y", "finance-data-mcp"],
      "env": {
        "SEC_USER_AGENT": "Your Name your@email.com"
      }
    }
  }
}

To run from a local clone instead, use "command": "node" with "args": ["/absolute/path/to/finance-mcp/dist/index.js"]. </details>

<details> <summary><b>Any other MCP client</b></summary>

The server speaks MCP over stdio. Run node dist/index.js and point your client at it. </details>

Try it

What's Apple trading at?

Compare BTC and ETH over the last 24 hours.

Show me Microsoft's revenue for the last 5 years from their filings.

What 8-Ks has Tesla filed recently?

Which companies mention "quantum computing" in their 10-Ks?

What's India's GDP growth been over the past decade?

Convert 5000 USD to JPY.

Data sources

Source	Used for	Key required
Yahoo Finance	Equities, ETFs, indices, exotic FX	No
CoinGecko	Cryptocurrency	No
SEC EDGAR	Filings and XBRL financials	No (User-Agent required)
Frankfurter / ECB	FX reference rates	No
World Bank	Macroeconomic indicators	No

Configuration

Env var	Required	Purpose
SEC_USER_AGENT	For SEC tools	EDGAR requires a User-Agent with a real name and email on every request, and returns 403 without one. Format: "Your Name your@email.com".

[!IMPORTANT] MCP clients do not pass your shell environment to the server. Set SEC_USER_AGENT in the client config shown above, not in .zshrc.

Development

npm run dev      # tsc --watch
npm test         # 51 offline tests, stubbed fetch, no network
npm run smoke    # drives all 10 tools against the live APIs

Notes and limitations

• Yahoo rate-limits by IP, and it cares what you claim to be. Sending a spoofed desktop-browser User-Agent gets you throttled hard — measured 0/8 successful requests with a Chrome UA versus 8/8 with an honest finance-mcp/0.1 one, alternating back to back. This server identifies itself honestly for that reason; don't "fix" it by pretending to be a browser. FX is served from the ECB instead, which has no rate limit.
• Quotes may be delayed up to ~15 minutes and are not exchange-official.
• SEC XBRL figures are as-filed. get_sec_financials labels each row by the period it covers, not the fiscal year of the filing it came from — EDGAR's own fy field describes the filing, so a 10-K restating a prior year would otherwise mislabel it.
• search_sec_filings ranks by EDGAR's relevance, which favours companies with your query in their name.
• World Bank data is annual and typically lags one to two years.

Disclaimer

An informational data tool. Nothing it returns is investment advice, and the data carries no accuracy or availability guarantee. Verify anything you intend to act on against an official source.

License

MIT © Aditya Bisht