Finance Toolkit
by JerBouma
Finance Toolkit's MCP server exposes 200+ transparent, open-source financial ratios, valuation models, and technical indicators to any MCP client, backed by live FMP data.
Local install via uvx
uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup
About
Finance Toolkit is an open-source Python library for financial analysis, and its MCP server puts that same calculation logic, every formula visible and auditable rather than hidden behind a black-box API, behind natural-language MCP tool calls. Ask a connected client for a company's Altman Z-Score or its RSI over the last quarter, and it fetches live data from Financial Modeling Prep and runs the actual open-source calculation rather than returning a pre-baked number from an opaque service.
You can point a client straight at the hosted server, https://financetoolkit.jeroenbouma.com/mcp, and authenticate with your FMP API key via OAuth on first connection, or run it locally with a single uvx command if you'd rather keep the key on your own machine. Either way it covers profitability, liquidity, and valuation ratios, models like DuPont analysis and WACC, options Greeks, 40+ technical indicators, and macro data like GDP and CPI across 60+ countries.
Key features
- 200+ financial ratios, models, and indicators, all open-source and auditable
- Hosted MCP endpoint with OAuth, or a local uvx install if you'd rather self-host
- Options pricing and Greeks: Black-Scholes, Delta, Gamma, Theta, Vega
- 40+ technical indicators, including RSI, MACD, Bollinger Bands, Ichimoku Cloud
- Risk metrics: Value at Risk, max drawdown, Sharpe and Sortino ratios
- Macroeconomic data, including GDP, CPI, unemployment, and central bank rates, across 60+ countries
Use cases
- Asking an agent for a company's valuation ratios or Altman Z-Score in plain English instead of writing Python
- Pulling technical indicators for a ticker directly into an agent's analysis without a separate charting tool
- Comparing risk metrics like VaR, drawdown, and Sharpe ratio across a portfolio through natural-language queries
- Cross-referencing company fundamentals against macro data, like GDP or CPI, for a given country
Available tools
Ratios & valuation
Profitability, liquidity, efficiency, solvency, and valuation ratios for a given company.
Financial models
Higher-level models built on the ratios: DuPont analysis, WACC, EVA, Altman Z-Score, Graham Number.
Options & Greeks
Black-Scholes pricing and the standard Greeks, Delta, Gamma, Theta, Vega, for options.
Technical indicators
40+ indicators including RSI, MACD, Bollinger Bands, and Ichimoku Cloud.
Risk analysis
Value at Risk, maximum drawdown, volatility, and related risk measures.
Economic indicators
Macro data, including GDP, CPI, unemployment, and central bank rates, across 60+ countries.
Frequently asked questions
Do I need an API key to use it?
Yes. It requires a Financial Modeling Prep (FMP) API key, entered via OAuth on first connection to the hosted server, or set as FINANCIAL_MODELING_PREP_API_KEY for a local install. A free tier covers 250 requests/day on US exchanges with 5 years of history.
Can I use the hosted server without installing anything locally?
Yes. Connect a compatible client directly to https://financetoolkit.jeroenbouma.com/mcp and it walks you through OAuth for your FMP key on first use.