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JerBouma / MCP Servers · Official registry

FinanceToolkit

Transparent and Efficient Financial Analysis

  • 5.5k stars
  • 638 forks
  • 2 open issues
  • Language: Python
  • License: MIT
  • updated

Install

remote
Terminal
claude mcp add --transport http financetoolkit https://financetoolkit.jeroenbouma.com/mcp
.mcp.json (project scope)
{
  "mcpServers": {
    "financetoolkit": {
      "type": "http",
      "url": "https://financetoolkit.jeroenbouma.com/mcp"
    }
  }
}

Remote server, no local binary. If it asks for credentials, follow the provider's README.

  1. Run the command in your terminal (Claude Code), or add the URL as a connector (Claude Desktop) or in mcp.json (Cursor).
  2. Authorise access when the client asks.
  3. Restart the session: the server's tools show up automatically.

Editor's note

FinanceToolkit is a Python library and MCP server that provides over 200 financial ratios, indicators, and performance measurements with fully transparent, open-source calculation methods. It addresses a real problem in financial data: the same metric, such as Microsoft's P/E ratio, can differ significantly across providers like Yahoo Finance, Morningstar, and Wall Street Journal because each applies its own hidden methodology. The toolkit standardizes these calculations across equities, options, ETFs, cryptocurrencies, currencies, commodities, and key economic indicators, pulling historical financial statements going back 30 years via the FinancialModelingPrep API. As an MCP server, it connects to Claude, GitHub Copilot, Cursor, and other Model Context Protocol-compatible AI assistants, letting users query financial metrics conversationally without writing Python code. A single configuration command sets up the MCP client automatically, requiring no local Python installation. The project pairs with the companion Finance Database, which indexes over 300,000 symbols, enabling competitive analysis across entire sectors. Investors, analysts, and developers who need reproducible, methodology-transparent financial calculations benefit most.

README

MCP Servers overview

README preview not available. Visit the repo on GitHub for full documentation.
Use cases
Topics
algorithmic-tradingequitiesfactor-analysisfinancefinancial-analysisfinancial-datafinancial-statementsfundamental-analysisfundamentalsmarket-datamcp-serverperformance-analysispythonquantitative-analysisquantitative-financerisk-managementsector-analysisstock-datatechnical-analysisvaluation
Frequently asked

What people ask about FinanceToolkit

What is JerBouma/FinanceToolkit?

JerBouma/FinanceToolkit is mcp servers for the Claude AI ecosystem. Transparent and Efficient Financial Analysis It has 5.5k GitHub stars and its last recorded update is dated 2026-10-22.

How do I install FinanceToolkit?

You can install FinanceToolkit by cloning the repository (https://github.com/JerBouma/FinanceToolkit) or following the README instructions on GitHub. ClaudeWave also provides quick install blocks on this page.

Is JerBouma/FinanceToolkit safe to use?

Our security agent has analyzed JerBouma/FinanceToolkit and assigned a Trust Score of 100/100 (tier: Verified). See the full breakdown of passed checks and flags on this page.

Who maintains JerBouma/FinanceToolkit?

JerBouma/FinanceToolkit is maintained by JerBouma. The last recorded GitHub activity is dated 2026-10-22, with 2 open issues.

Are there alternatives to FinanceToolkit?

Yes. On ClaudeWave you can browse similar mcp servers at /categories/mcp, sorted by popularity or recent activity.