Metadata-Version: 2.4
Name: financekit-mcp
Version: 1.1.0
Summary: Financial Market Intelligence MCP Server — stock quotes, technical analysis, crypto data, and portfolio insights for AI agents
Author-email: Victor Dalhambra <victor@financekit.dev>
License-Expression: MIT
License-File: LICENSE
Keywords: ai-agent,crypto,finance,mcp,stocks,technical-analysis
Classifier: Development Status :: 4 - Beta
Classifier: Intended Audience :: Developers
Classifier: License :: OSI Approved :: MIT License
Classifier: Programming Language :: Python :: 3
Classifier: Topic :: Office/Business :: Financial :: Investment
Requires-Python: >=3.11
Requires-Dist: fastmcp>=3.2.0
Requires-Dist: pandas>=2.0.0
Requires-Dist: requests>=2.31.0
Requires-Dist: ta>=0.11.0
Requires-Dist: yfinance>=1.2.0
Description-Content-Type: text/markdown

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<!-- mcp-name: io.github.vdalhambra/financekit-mcp -->

# 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.

## 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

### Claude Code (recommended)

```bash
claude mcp add financekit -- uvx --from financekit-mcp financekit
```

### Claude Desktop / Cursor / Windsurf

Add to your MCP configuration (`claude_desktop_config.json`, `.cursor/mcp.json`, etc.):

```json
{
  "mcpServers": {
    "financekit": {
      "command": "uvx",
      "args": ["--from", "financekit-mcp", "financekit"]
    }
  }
}
```

### Install via Smithery

```bash
npx -y @smithery/cli install @vdalhambra/financekit --client claude
```

### Install via MCPize (hosted, no local install)

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

### From PyPI

```bash
pip install financekit-mcp
financekit
```

### From source

```bash
git clone https://github.com/vdalhambra/financekit-mcp.git
cd financekit-mcp
uv sync
uv run financekit
```

## 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 Desktop** — `claude_desktop_config.json`
- **Cursor** — `.cursor/mcp.json`
- **Windsurf** — MCP settings
- **Copilot** — MCP configuration
- **Any MCP client** — stdio or HTTP transport

## License

MIT
