Metadata-Version: 2.4
Name: findesk-ffd-mcp
Version: 0.6.9
Summary: Official installer and updater for FFD MCP, a finance MCP server for Chinese financial research agents.
Author: Findesk
License-Expression: MIT
Project-URL: Homepage, https://www.findesk.cn
Project-URL: Documentation, https://github.com/findesk-ai/findesk-ffd-mcp
Project-URL: Source, https://github.com/findesk-ai/findesk-ffd-mcp
Project-URL: Official MCP Bundle, https://ffd.findesk.cn/downloads/ffd-agent-kit/
Keywords: mcp,finance,financial-data,stock-market,a-share,china-stock,us-stock,fund,macro,research-report,findesk,ffd
Classifier: Development Status :: 4 - Beta
Classifier: Environment :: Console
Classifier: Intended Audience :: Financial and Insurance Industry
Classifier: Intended Audience :: Developers
Classifier: Natural Language :: Chinese (Simplified)
Classifier: Operating System :: MacOS
Classifier: Operating System :: Microsoft :: Windows
Classifier: Operating System :: POSIX :: Linux
Classifier: Programming Language :: Python :: 3
Classifier: Programming Language :: Python :: 3.9
Classifier: Programming Language :: Python :: 3.10
Classifier: Programming Language :: Python :: 3.11
Classifier: Programming Language :: Python :: 3.12
Classifier: Topic :: Office/Business :: Financial
Classifier: Topic :: Scientific/Engineering :: Information Analysis
Requires-Python: >=3.9
Description-Content-Type: text/markdown
License-File: LICENSE
Dynamic: license-file

# FFD MCP · Finance MCP Server for Chinese Financial Research

FFD MCP connects local AI agents to Findesk financial research capabilities: A-share data, public funds, money flow, macro data, global financial news, domestic and overseas research reports, and smart routing for Chinese financial questions.

It is designed for agents that should **ask in natural language, choose the right financial tool automatically, and explain failures in human language**.

Current public MCP Server version: **0.6.9**

![FFD MCP finance MCP server social preview](./assets/ffd-mcp-social-card.png)

## Search Keywords

If you are looking for a finance MCP server, financial data MCP, stock market MCP, Chinese finance MCP, A-share MCP, China stock MCP, US stock MCP, fund MCP, macro data MCP, global financial news MCP, or research report MCP, FFD MCP is built for that workflow.

Chinese search terms: 金融 MCP, 股票 MCP, A股 MCP, 基金 MCP, 研报 MCP, 财经新闻 MCP, 全球新闻 MCP, 资金流 MCP, 宏观数据 MCP, 投研 MCP, 中文金融 MCP.

Agent search intent that FFD MCP is meant to satisfy:

- connect an AI agent to Chinese financial data
- query A-share stocks, sectors, concepts, funds, and macro indicators
- query US stock snapshots, company profiles, filing-based financial metrics, and technology/semiconductor screens
- search global financial news and domestic or overseas research reports
- combine money flow, news sentiment, and research clues
- install a local MCP server for Claude, Cursor, ChatGPT, Codex, or other MCP-compatible agents

For crawler-friendly context, see [llms.txt](./llms.txt) and [docs/github-listing.md](./docs/github-listing.md).

## Why FFD MCP

- **Chinese financial research first**: built for A-share, funds, sectors, concepts, macro, announcements, research reports, and Chinese query habits.
- **Global news + research reports**: connect global financial news, overseas research clues, domestic brokerage reports, and FFD report-library workflows.
- **US stock research upgrades**: ask for AAPL.O snapshots, company profiles, filing-based ROE/revenue, market-cap context, and technology/semiconductor stock screens in Chinese.
- **Smart routing, not tool sprawl**: FFD is not trying to expose 200 scattered tools. It focuses on stable high-value tools, route planning, fallback chains, and reusable research assets.
- **Fund and sector workflows**: search funds, inspect fund profiles/performance/holdings, query sector constituents, money flow, industry signals, and index-component prechecks.
- **Agent-friendly failure handling**: missing code, wrong field, expired trial, quota limit, permission issue, or unsupported cross-market route should return a clear next step instead of raw backend errors.

## What Makes It Different

Many finance MCP projects start from a single public API, ticker quotes, or broad generic datasets. FFD MCP focuses on Chinese financial research workflows:

- A-share, fund, sector, concept, macro, and money-flow questions in Chinese
- US stock profiles, latest-available snapshots, filing-based financial metrics, and sector screening with Chinese prompts
- global financial news plus domestic and overseas research-report discovery
- route planning that identifies whether the user is asking for a code, indicator, sector, index, fund, macro series, news item, or report
- a stable high-value tool surface instead of hundreds of fragmented tools
- quota, trial, and permission messages that tell the user what to do next

## Trial

New users can register at [www.findesk.cn](https://www.findesk.cn) and receive the current public trial package:

- **3-day trial**
- **50,000 data points**
- **5 research-report downloads**
- **3-day global-news access**

Install FFD MCP, enter your Findesk API Key locally, restart your AI client, and your agent can start using FFD tools.

## Quick Install

Python / pipx:

```bash
python -m pip install --upgrade findesk-ffd-mcp
findesk-ffd-mcp install
```

Or run without a permanent install:

```bash
python -m pipx run findesk-ffd-mcp install
```

macOS / Linux:

```bash
curl -fsSL https://raw.githubusercontent.com/findesk-ai/findesk-ffd-mcp/main/scripts/install.sh | bash
```

Windows PowerShell:

```powershell
irm https://raw.githubusercontent.com/findesk-ai/findesk-ffd-mcp/main/scripts/install.ps1 | iex
```

If you do not have an API Key yet, register first:

[https://www.findesk.cn/register](https://www.findesk.cn/register)

The installer writes local MCP config to `~/.ffd/mcp-config.json` and reuses an existing local `FFD_API_KEY` when upgrading. Do **not** paste your API Key into an AI chat. Enter it only in your local terminal prompt or local MCP config.

The PyPI package is a lightweight public installer/updater. It does not contain upstream credentials, production service code, user keys, or private provider details. The actual MCP server is downloaded from the official FFD bundle and follows `latest.json`.

## Agent Prompt

Give this prompt to your local AI agent:

```text
Read https://github.com/findesk-ai/findesk-ffd-mcp and install FFD MCP for me.
Do not ask me to paste my FFD API Key in chat.
If a key is needed, guide me to register at https://www.findesk.cn/register and enter the key only in the local terminal prompt.
After installation, restart the AI client and call ffd_health to verify the MCP version is 0.6.9 or higher.
```

## What You Can Ask

```text
查一下半导体板块今天资金流向和新闻情绪
搜索最近关于英伟达产业链的全球新闻
AAPL.O公司基本档案
筛选市值大于1000亿美元的美股半导体股
AAPL.O 2024年ROE和营收
最近有哪些光伏行业研报？
帮我看一下沪深300指数成分股权重应该怎么查
半导体板块有哪些股票？
查一下某只基金最近一个月净值走势
宁德时代最近 6 个月风险收益指标
帮我做一个双均线回测
```

## Core Tool Families

- `ffd_route_plan`: smart routing, recommended tool, arguments, fallback chain, and reusable-asset policy.
- `ffd_capabilities`: progressive capability discovery, e.g. `query="基金"` or `query="资金研报新闻联动"`.
- `ffd_market_intelligence`: combine money flow, news sentiment, and research-report clues.
- `ffd_money_flow`: stock, sector, concept, northbound, main-capital, large-order, and real-time fund-flow questions.
- `ffd_news_latest` / `ffd_news_search`: global financial news and flash search.
- `ffd_research_search` / `ffd_research_detail` / `ffd_research_download`: research-report discovery, details, and download links.
- `ffd_nl_query` / `ffd_screen_stocks` / `ffd_financial_metrics`: US stock snapshots, company profiles, filing-based financial metrics, and technology/semiconductor screening.
- `ffd_fund_search`, `ffd_fund_profile`, `ffd_fund_market_performance`, `ffd_fund_nav_history`, `ffd_fund_portfolio`: fund workflows.
- `ffd_industry_stocks`, `ffd_industry_signal`, `ffd_industry_overview`: sector/concept constituents, industry-cycle signals, and overview research.
- `ffd_macro_data`: macro data such as GDP, CPI, PPI, PMI, M2, social financing, DR007, customs import/export freight, and treasury-futures routes.
- `ffd_technical_indicators`, `ffd_risk_metrics`, `ffd_backtest_ma_cross`: technical indicators, risk metrics, and lightweight backtesting.

See [skill.md](./skill.md) for the full agent-facing tool guide.

## Update

FFD MCP checks the official release metadata on startup and can auto-download a newer `ffd_mcp_server.py`. The update takes effect after restarting the AI client.

Manual update:

```bash
python -m pip install --upgrade findesk-ffd-mcp
findesk-ffd-mcp install
```

Official script update:

```bash
curl -fsSL https://ffd.findesk.cn/downloads/ffd-agent-kit/install.sh | bash
```

Windows:

```powershell
irm https://ffd.findesk.cn/downloads/ffd-agent-kit/install.ps1 | iex
```

## Security Boundary

This repository is the public installation and onboarding layer. The production service controls:

- user account and subscription status
- trial period and data-point balance
- research-report download quota
- global-news entitlement
- API Key validation and quota deduction
- data routing, permission checks, and abuse prevention

This repository must never contain upstream credentials, internal service credentials, production logs, user API Keys, database schemas, or private provider details.

Read [docs/security.md](./docs/security.md) before opening issues or pull requests.

## Links

- Website: [https://www.findesk.cn](https://www.findesk.cn)
- Register and trial: [https://www.findesk.cn/register](https://www.findesk.cn/register)
- Official FFD MCP bundle: [https://ffd.findesk.cn/downloads/ffd-agent-kit/](https://ffd.findesk.cn/downloads/ffd-agent-kit/)
- Latest release metadata: [latest.json](./latest.json)

## Disclaimer

FFD MCP returns financial data and research clues for analysis workflows. It does not provide investment advice. Verify data, dates, assumptions, and permissions before making decisions.
