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PyPI version License: MIT Python 3.11+ Glama MCP Server

FinanceKit MCP

Financial Market Intelligence for AI Agents — real-time stock quotes, technical analysis, crypto data, and portfolio insights via the Model Context Protocol (MCP).

FinanceKit is an MCP server that gives Claude Code, Cursor, Windsurf, and any AI agent instant access to financial market data. No API keys required for stocks and crypto.

Try it now — no install needed: Open FinanceKit in the MCPize Playground — runs in your browser, free tier (100 calls/month)

Use Cases

Here are concrete examples of what you can ask your AI agent once FinanceKit is installed:

  • "Run full technical analysis on TSLA and tell me if it's a buy" — Get RSI, MACD, Bollinger Bands, ADX, Stochastic, and pattern detection with a plain-English signal summary
  • "Compare AAPL vs MSFT vs GOOGL performance over the last 6 months" — Side-by-side returns, volatility, Sharpe ratio, and max drawdown
  • "Analyze my portfolio: AAPL:50, NVDA:20, MSFT:30, AMZN:10" — Total value, sector allocation, concentration risk, and diversification score
  • "What are the trending cryptocurrencies right now? Any worth watching?" — Top trending coins from CoinGecko with price data and momentum
  • "Give me a market overview — how are the major indices doing?" — S&P 500, NASDAQ, Dow, VIX, and market sentiment in one call
  • "Is Bitcoin overbought? Show me RSI and Bollinger Band analysis" — Full technical analysis works on crypto too, not just stocks

Why FinanceKit?

Feature FinanceKit MCP Yahoo Finance API Alpha Vantage TradingView
Works with Claude Code / Cursor Yes No No No
No API key needed Yes Yes No (free tier) No
Technical analysis built-in 10+ indicators Raw data only Limited Manual
Crypto + stocks in one tool Yes Stocks only Separate APIs Manual
Portfolio analysis Yes No No No
MCP native (stdio + HTTP) Yes REST only REST only Web only
Free Yes Yes Rate limited Paid

Tools (12)

Stocks

Tool Description
stock_quote Current price, change, volume, P/E, market cap
company_info Sector, financials, valuation metrics, description
multi_quote Batch quotes for up to 10 tickers at once

Crypto

Tool Description
crypto_price Price, market cap, 1h/24h/7d changes, ATH data
crypto_trending Top 10 trending coins on CoinGecko
crypto_search Find coins by name or symbol
crypto_top_coins Top N coins ranked by market cap

Technical Analysis

Tool Description
technical_analysis Full analysis: RSI, MACD, Bollinger Bands, SMA/EMA, ADX, Stochastic, ATR, OBV + pattern detection (Golden Cross, Death Cross, overbought/oversold) with plain-English signal summary
price_history Historical OHLCV data with summary statistics

Market Overview

Tool Description
market_overview Major indices (S&P 500, NASDAQ, Dow), VIX, market sentiment

Portfolio & Comparison

Tool Description
compare_assets Side-by-side returns, volatility, Sharpe ratio, drawdown
portfolio_analysis Total value, allocation weights, sector breakdown, concentration risk

Installation

⭐ Recommended: MCPize (hosted, no setup)

The fastest way to get started. No terminal, no config files, no Python setup — works in any MCP client:

👉 Install FinanceKit on MCPize — Free tier available (100 calls/month)

Or add to your MCP config directly:

{
  "mcpServers": {
    "financekit": {
      "url": "https://financekit-mcp.mcpize.run/mcp"
    }
  }
}

Why MCPize?

  • ✅ Zero setup — works immediately in Claude Desktop, Cursor, Windsurf, Claude Code
  • ✅ Always up-to-date — new features deployed automatically
  • ✅ Scales with you — upgrade to Pro ($29/mo) for 10,000 calls + priority + all premium tools
  • ✅ Reliable uptime — managed cloud infrastructure
  • ✅ Analytics — track how your agents use the tools

See pricing below for all tiers including Team, Business, and Enterprise.


💻 Advanced: Self-hosted (developers)

For those who prefer to run the server locally:

Claude Code CLI
claude mcp add financekit -- uvx --from financekit-mcp financekit
Claude Desktop / Cursor / Windsurf (local)
{
  "mcpServers": {
    "financekit": {
      "command": "uvx",
      "args": ["--from", "financekit-mcp", "financekit"]
    }
  }
}
From PyPI
pip install financekit-mcp
financekit
From source
git clone https://github.com/vdalhambra/financekit-mcp.git
cd financekit-mcp
uv sync
uv run financekit
Smithery
npx -y @smithery/cli install @vdalhambra/financekit --client claude

Note: Self-hosted = full feature access but you manage updates, uptime, and infrastructure. For most users, MCPize is the better choice.


Pricing

Tier Price Calls/month Includes
Free $0 100 5 basic tools (quotes, company info, crypto price)
Hobby $9/mo 2,500 Most tools — no portfolio or market overview
Pro $29/mo 10,000 All 12 tools + priority + premium features
Team $79/mo 50,000 Pro + 5 seats + CSV export + email support
Business $179/mo 200,000 Team + webhooks + alerts + SLA
Enterprise $499/mo Unlimited Business + white-label + on-prem + dedicated support

Annual plans: Get 2 months free (pay for 10, use 12).

Bundle: Combine with SiteAudit MCP for $39/mo (Pro Combo — save 19%).

👉 View all pricing on MCPize

Data Sources

  • Stocks: Yahoo Finance (via yfinance) — free, no API key
  • Crypto: CoinGecko API (free tier, 10K calls/month)
  • Technical Indicators: Calculated locally using the ta library (RSI, MACD, Bollinger Bands, ADX, Stochastic, ATR, OBV)

All data is cached to minimize API calls: quotes (60s), historical data (1h), crypto (2min), company info (24h).

Examples

Technical Analysis Output

Symbol: AAPL
Current Price: 260.48
Indicators:
  RSI(14): 55.65 — neutral
  MACD: histogram positive — bullish momentum
  Bollinger Bands: price within bands — normal
  SMA(50): 260.84
  ADX: 18.3 — weak/no trend
Patterns:
  Golden Cross: false
  Overbought: false

Portfolio Analysis Output

Total Value: $45,230.50
Positions: 3
Concentration Risk: MODERATE
Sector Breakdown:
  Technology: 85.2%
  Communication Services: 14.8%

Compatible AI Agents

FinanceKit works with any AI agent or IDE that supports the Model Context Protocol:

  • Claude Code (CLI) — claude mcp add
  • Claude Desktopclaude_desktop_config.json
  • Cursor.cursor/mcp.json
  • Windsurf — MCP settings
  • Copilot — MCP configuration
  • Any MCP client — stdio or HTTP transport

Support this project

If FinanceKit is useful to you, please consider supporting ongoing development:

License

MIT

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Financial Market Intelligence MCP Server — stock quotes, technical analysis, crypto data, and portfolio insights for AI agents

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