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Transparent and Efficient Financial Analysis

MCP Servers5k stars570 forksPythonMITUpdated today
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.

ClaudeWave Trust Score
100/100
Verified
Passed
  • Open-source license (MIT)
  • Actively maintained (<30d)
  • Healthy fork ratio
  • Clear description
  • Topics declared
  • Mature repo (>1y old)
Last scanned: 6/11/2026
Install in Claude Code / Claude Desktop
Method: UVX (Python) · financetoolkit
Claude Code CLI
claude mcp add financetoolkit -- uvx financetoolkit
claude_desktop_config.json (Claude Desktop)
{
  "mcpServers": {
    "financetoolkit": {
      "command": "uvx",
      "args": ["financetoolkit"]
    }
  }
}
1. Run the command above in your terminal (Claude Code), or paste the JSON config into claude_desktop_config.json (Claude Desktop).
2. Replace any <placeholder> values with your API keys or paths.
3. Restart Claude. The MCP server and its tools appear automatically.
💡 Package name inferred from the repository name. Verify it exists on PyPI, or clone https://github.com/JerBouma/FinanceToolkit and follow its README.

MCP Servers overview

README preview not available. Visit the repo on GitHub for full documentation.
economicsequitiesfactor-analysisfinancefinancial-analysisfinancial-datafinancial-statementsfundamental-analysisfundamentalsinvestinginvestmentsmarket-datamcpmcp-serveroptionsperformance-analysisrisk-managementsector-analysisstock-datatechnical-analysis

What people ask about FinanceToolkit

What is JerBouma/FinanceToolkit?

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JerBouma/FinanceToolkit is mcp servers for the Claude AI ecosystem. Transparent and Efficient Financial Analysis It has 5k GitHub stars and was last updated today.

How do I install FinanceToolkit?

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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?

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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?

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JerBouma/FinanceToolkit is maintained by JerBouma. The last recorded GitHub activity is from today, with 3 open issues.

Are there alternatives to FinanceToolkit?

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

Deploy FinanceToolkit to your cloud

Ship this repo to production in minutes. Each platform spins up its own environment with editable env vars.

Maintain this repo? Add a badge to your README

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Featured on ClaudeWave: JerBouma/FinanceToolkit
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