Finance Toolkit MCP Server

Finance Toolkit MCP Server is an open-source Model Context Protocol server that connects AI assistants to stock analysis tools and financial data.

The Finance Toolkit MCP server connects AI assistants like Claude, ChatGPT, GitHub Copilot, Cursor, Gemini and others to current financial statements, market data, and over 500 documented methods. It turns financial data into ratios, valuations, risk metrics, technical indicators and macroeconomic series. Rather than leaving calculations to language models, the server performs them through code that can be read and verified. It features 22 categorical tools designed for both small and large models to use reliably. Users can ask questions in plain English without naming specific tools or indicators.

Finance Toolkit MCP Server at a glance

Best for: Software engineer, Finance
Runs on: Web, macOS, Windows, Linux, API, VS Code, Cursor, CLI, self-hosted, open source
Pricing: Free
Released: October 2026
Category: AI coding tool
Website: jeroenbouma.com/projects/financetoolkit

Key features

Exposes 500+ financial methods and indicators
Performs calculations through code instead of model memory
Connects AI assistants to financial statements and market data
Includes 22 categorical tools for reliable model use
Supports remote server connections via OAuth
Supports local server running through uvx
Traces calculations back to documented formulas

Use it for

Compare company fundamentals and profitability ratios
Calculate share price growth using discounted cash flow models
Compare Value at Risk and maximum drawdown for multiple companies
Check technical indicators like RSI and moving averages
Compare real interest rates across different regions

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