finance-mcp
This server offers 11 MCP tools for real-time and historical financial data from free public sources—no API keys needed (only an email for SEC tools).
Stock Quotes & History: Current quotes and historical OHLCV candlesticks with configurable intervals and ranges, including period returns, for stocks, ETFs, and indices (e.g.,
get_stock_quote,get_price_history).Symbol Search: Resolve company names to ticker symbols (e.g., "Apple" → AAPL) via
search_symbols.Crypto Data: Spot prices, 24h changes, market caps, and top-coin rankings (
get_crypto_price,get_crypto_market).FX Rates: Current exchange rates with daily change using ECB reference rates (
get_fx_rate).SEC Filings: Browse recent EDGAR filings by form type (10-K, 10-Q, etc.) with direct URLs, and extract as‑filed XBRL financials as time series (
get_sec_filings,get_sec_financials).Full‑Text SEC Search: Search all filings since 2001 for specific topics, filterable by form and date (
search_sec_filings).Insider Trading: Analyze Form 4 trades, distinguishing open‑market decisions from mechanical events like vesting (
get_insider_activity).Economic Indicators: Access World Bank data (GDP, inflation, unemployment, etc.) by country (
get_economic_indicator).
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@finance-mcpWhat's Apple trading at?"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
finance-mcp
Live financial data for any LLM agent. Stock quotes · crypto · SEC filings · insider trades · XBRL financials · FX · macro
Why
Most finance APIs want a signup, a key, and a credit card before your agent can answer "what's Apple trading at?"
finance-mcp wraps five genuinely free public sources behind eleven MCP tools. No key for any of them. The only configuration is an email address, and only because the SEC insists on one.
The one you can't get anywhere else
Company insiders — officers, directors, 10% owners — must report every trade in their own stock to the SEC within two business days. It's public, it's structured, and essentially nobody reads it.
The catch is that most of it means nothing. Options vest. Shares get withheld to pay the tax on that vesting. None of it is a decision, and all of it gets reported as "insider selling."
get_insider_activity separates the two. Real output, Apple, one week in June:
OPEN-MARKET (a deliberate decision to trade)
Sold: 5 filing(s) 302.92K shares ≈ $87,566,268.55
MECHANICAL (vesting, option exercises, tax withholding — no decision): 1 filing(s)
Newstead Jennifer — SVP, GC and Secretary
2026-06-15 +30.10K @ — Option exercise / conversion
2026-06-15 −16.24K @ $296.42 Shares withheld for taxes ← not a trade
LEVINSON ARTHUR D — Director
★ 2026-05-06 −149.53K @ $284.57 Open-market sale ← a real decision
★ 2026-05-06 −100.47K @ $285.04 Open-market sale
2026-05-06 −5.00K @ — GiftSame company, same month. One of those is a signal; the other is payroll. Every row links to the filing it came from.
It reports what was disclosed and does not interpret it. Insider buying and selling both have innocent explanations, and neither predicts the share price.
So we measured how often it matters
That claim is testable, so we tested it: every Form 4 filed by an insider at an S&P 100 company over twelve months — 2,969 filings — classified by whether the filing contains an actual decision to trade.
Roughly seven in ten insider filings contain no decision to trade at all. At the median company it's 83%.
A second result surprised us more. Corporations file Form 4s too, as 10% owners — and 53 filings, 1.8% of the sample, accounted for 65% of every disposed share. The largest single "insider" in the data was Honeywell International Inc, disposing of 317M shares of a company it was spinning off. Rank insiders by share count and the top of the list isn't people.
Method, caveats and the raw data are in analysis/. It re-runs from scratch with two commands.
Related MCP server: AlphaVantage MCP Server
Tools
Tool | What it does |
| Current price, day/52-week range, volume — stocks, ETFs, indices |
| OHLCV candles plus period return and high/low summary |
| Resolve a company name to a ticker |
| Currency conversion at ECB reference rates |
| Spot price, 24h change, market cap, volume |
| Top coins ranked by market cap |
| Form 4 insider trades — open-market decisions separated from vesting/tax noise |
| Recent EDGAR filings with direct document URLs, filterable by form |
| As-filed XBRL line items as a time series |
| Full-text search across every EDGAR filing since 2001 |
| World Bank macro series — GDP, inflation, unemployment, debt, trade |
How it fits together
flowchart LR
A["Claude Desktop<br/>Claude Code<br/>any MCP client"] -->|MCP over stdio| B["finance-mcp"]
B --> C["Yahoo Finance<br/><i>equities · ETFs · indices</i>"]
B --> D["CoinGecko<br/><i>crypto</i>"]
B --> E["SEC EDGAR<br/><i>filings · XBRL · insider trades</i>"]
B --> F["ECB / Frankfurter<br/><i>FX</i>"]
B --> G["World Bank<br/><i>macro</i>"]The shared HTTP layer paces requests per host, retries 429/403/5xx with exponential backoff, honours Retry-After, and caches responses in memory — 30s for quotes, hours for filings and macro series.
Quickstart
claude mcp add finance -e SEC_USER_AGENT="Your Name your@email.com" -- npx -y finance-data-mcpgit clone https://github.com/adididitagain/finance-mcp.git
cd finance-mcp
npm install
npm run build
claude mcp add finance -e SEC_USER_AGENT="Your Name your@email.com" -- node "$(pwd)/dist/index.js"Add to claude_desktop_config.json — on macOS, ~/Library/Application Support/Claude/claude_desktop_config.json — then restart the app:
{
"mcpServers": {
"finance": {
"command": "npx",
"args": ["-y", "finance-data-mcp"],
"env": {
"SEC_USER_AGENT": "Your Name your@email.com"
}
}
}
}To run from a local clone instead, use "command": "node" with "args": ["/absolute/path/to/finance-mcp/dist/index.js"].
The server speaks MCP over stdio. Run node dist/index.js and point your client at it.
Try it
What's Apple trading at?
Compare BTC and ETH over the last 24 hours.
Show me Microsoft's revenue for the last 5 years from their filings.
What 8-Ks has Tesla filed recently?
Which companies mention "quantum computing" in their 10-Ks?
What's India's GDP growth been over the past decade?
Convert 5000 USD to JPY.
Are Apple insiders actually selling, or is that just vesting?
Data sources
Source | Used for | Key required |
Equities, ETFs, indices, exotic FX | No | |
Cryptocurrency | No | |
Filings, XBRL financials, Form 4 insider trades | No (User-Agent required) | |
Frankfurter / ECB | FX reference rates | No |
Macroeconomic indicators | No |
Configuration
Env var | Required | Purpose |
| For SEC tools | EDGAR requires a User-Agent with a real name and email on every request, and returns 403 without one. Format: |
MCP clients donot pass your shell environment to the server. Set SEC_USER_AGENT in the client config shown above, not in .zshrc.
Development
npm run dev # tsc --watch
npm test # 66 offline tests, stubbed fetch + real EDGAR fixtures, no network
npm run smoke # drives all 11 tools against the live APIsNotes and limitations
Yahoo rate-limits by IP, and it cares what you claim to be. Sending a spoofed desktop-browser
User-Agentgets you throttled hard — measured 0/8 successful requests with a Chrome UA versus 8/8 with an honestfinance-mcp/0.1one, alternating back to back. This server identifies itself honestly for that reason; don't "fix" it by pretending to be a browser. FX is served from the ECB instead, which has no rate limit.Quotes may be delayed up to ~15 minutes and are not exchange-official.
SEC XBRL figures are as-filed.
get_sec_financialslabels each row by the period it covers, not the fiscal year of the filing it came from — EDGAR's ownfyfield describes the filing, so a 10-K restating a prior year would otherwise mislabel it.search_sec_filingsranks by EDGAR's relevance, which favours companies with your query in their name.World Bank data is annual and typically lags one to two years.
Insider data is only as complete as the window you read.
get_insider_activityreads the most recentlimitForm 4s and reports how many it skipped — a large company files hundreds a year, so a small limit shows a recent slice, not a full picture. Form 4s are due within two business days of the trade, so there is a short reporting lag.
Disclaimer
An informational data tool. Nothing it returns is investment advice, and the data carries no accuracy or availability guarantee. Verify anything you intend to act on against an official source.
License
MIT © Aditya Bisht
Available Tools
11 toolsget_crypto_marketGet top crypto by market capARead-only
Ranked table of the largest cryptocurrencies by market cap, with 24h and 7d performance, from CoinGecko. Use this to survey or discover the market — 'what are the biggest coins', 'what moved this week'. When you already know which coins you care about, use get_crypto_price instead: it takes explicit names and avoids pulling a whole ranking. Always returns the top N by market cap starting at rank 1; there is no paging or filtering, so a coin outside the top limit will not appear no matter how it performed.
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | How many coins to return, ranked from #1 by market cap. Max 100. | |
| vs_currency | No | Currency that prices, market caps and volumes are denominated in: usd, eur, inr, jpy, or a crypto like btc. Does not filter which coins are returned. | usd |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint=true and destructiveHint=false, and the description adds valuable behavioral context beyond that: 'Always returns the top N by market cap starting at rank 1; there is no paging or filtering, so a coin outside the top limit will not appear no matter how it performed.' This clarifies the limitation and confirms the openWorldHint annotation. It also mentions the data source. Minor gap: it doesn't specify the exact return structure, but annotations cover safety.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is four sentences, tightly packed with purpose, usage, alternative, and limitation. There is zero fluff; every sentence adds value. It is front-loaded with the core purpose before diving into guidance.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's low complexity, no output schema, and good annotations, the description covers the essential contextual aspects: what it returns (ranked table with performance), when to use it, and its limitations (no paging/filtering). It lacks an explicit statement that the output is a JSON array, but that is easily inferred from 'ranked table'. Overall it provides sufficient context for an agent to invoke correctly.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, so baseline is 3. The description adds minimal extra param semantics: it references `limit` in the limitation sentence and repeats that vs_currency does not filter coins. Since the schema already fully describes both parameters, the description adds no significant new meaning. It does reinforce the behavior but doesn't go beyond what the schema provides.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool lists the largest cryptocurrencies by market cap with 24h and 7d performance, sourced from CoinGecko. It explicitly distinguishes itself from the sibling tool get_crypto_price, saying to use that when specific coins are known. The verb 'ranked table' and resource 'largest cryptocurrencies by market cap' clearly define the tool's purpose.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides explicit when-to-use guidance: 'Use this to survey or discover the market — what are the biggest coins, what moved this week.' It also gives a clear alternative: 'When you already know which coins you care about, use get_crypto_price instead.' This explicitly covers usage and alternatives.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_crypto_priceGet crypto priceARead-only
Spot price, 24h change, market cap, and 24h volume for specific cryptocurrencies you name, from CoinGecko. Use this when you know which coins you want; use get_crypto_market instead to rank the market or discover the largest coins. Accepts common tickers ("btc", "eth", "sol") or CoinGecko ids ("bitcoin", "matic-network"); unknown names are reported back rather than failing the whole call, so a typo returns the other coins. Prices are near-real-time but not exchange-official. Stocks and FX are not available here — use get_stock_quote and get_fx_rate.
| Name | Required | Description | Default |
|---|---|---|---|
| coins | Yes | e.g. ["btc", "eth", "solana"] | |
| vs_currency | No | Quote currency: usd, eur, inr, jpy, btc, … | usd |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations only say readOnlyHint, openWorldHint, destructiveHint. The description adds critical behavioral context beyond these: it accepts both tickers and ids, reports unknown names back rather than failing the whole call, and clarifies prices are 'near-real-time but not exchange-official.' It also names the data source (CoinGecko), giving the user a full picture of behavior and limitations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is four sentences long, front-loaded with the primary purpose, and every sentence earns its place: purpose, usage alternative, input format/behavior, and boundary/alternatives. There is no fluff or redundancy. It is dense with useful information while remaining readable.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Even though there is no output schema, the description lists the return fields (spot price, 24h change, market cap, 24h volume), covers input formats, error behavior, data source and freshness, and defines boundaries with alternative tools. It fully equips the agent to select and invoke the tool correctly, making the lack of an output schema non-problematic.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, but the description still adds significant meaning beyond the schema. It explains the `coins` parameter accepts common tickers or CoinGecko ids, and clarifies how unknown names are handled ('unknown names are reported back rather than failing the whole call'). This goes beyond the schema's `e.g. ["btc", "eth", "solana"]` example, providing real-world usage semantics.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description opens with a specific verb and resource: 'Spot price, 24h change, market cap, and 24h volume for specific cryptocurrencies you name, from CoinGecko.' This clearly states what the tool does and distinguishes it from get_crypto_market, naming the sibling tool and the difference in use case. The purpose is unmistakable.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Usage guidance is explicit: 'Use this when you know which coins you want; use get_crypto_market instead to rank the market or discover the largest coins.' It also states exclusions: 'Stocks and FX are not available here — use get_stock_quote and get_fx_rate.' This gives clear when-to-use and when-not-to-use guidance with named alternatives.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_economic_indicatorGet economic indicatorARead-only
Macroeconomic time series by country from the World Bank — GDP, GDP growth, inflation, unemployment, population, government debt, trade balance and more — returned newest year first with year-over-year change. Use this for country-level economics; it says nothing about any individual company or security, which is what the market-data and SEC tools cover. Data is annual only, so it cannot answer questions about this month or this quarter, and reporting lags: the last one or two years are frequently unreported and are omitted rather than returned as zero. Coverage varies by country and indicator, so a valid pairing can still be empty.
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Number of years, most recent first | |
| country | No | ISO code: US, IN, CN, GB, JP, DE — or "WLD" (world), "EUU" (EU) | US |
| indicator | No | One of: gdp, gdp_growth, gdp_per_capita, inflation, unemployment, population, interest_rate, government_debt, exports, imports, current_account, fdi, life_expectancy, co2 — or a World Bank indicator code. | gdp |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Beyond the annotations (readOnlyHint, openWorldHint), the description adds valuable behavioral details: annual frequency, reporting lags causing omitted years rather than zeros, coverage variation by country/indicator, and the possibility of empty results for valid pairings. This provides a comprehensive behavioral model.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Three dense, purposeful sentences: the first delivers the what, the second provides usage boundaries, and the third covers important caveats. No filler or redundant phrasing; every clause earns its place.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the absence of an output schema, the description covers output ordering, change calculation, temporal limitations, and empty-result behavior. It is sufficiently complete for an agent to select and invoke the tool correctly without further assumptions.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The schema already documents all three parameters with descriptions (100% coverage). The description reinforces and extends this by explaining how 'limit' behaves (newest year first, annual), how 'country' and 'indicator' interact (coverage varies, valid pairing can be empty), and the meaning of annual-only data. It adds contextual semantics without needing to re-list each indicator.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states it retrieves macroeconomic time series by country from the World Bank, listing available indicators and output ordering (newest year first with year-over-year change). It explicitly contrasts with company/security data covered by market-data and SEC tools, distinguishing this tool from siblings.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
It explicitly says 'Use this for country-level economics' and notes it cannot answer questions about this month or this quarter because data is annual only. It also identifies that individual company/security questions belong to market-data and SEC tools, providing clear when-to-use and when-not-to-use guidance.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_fx_rateGet FX rateARead-only
Convert between two currencies at the latest published reference rate, with the change since the prior session. Returns both the rate and, when amount is given, the converted total. Major currencies come from the European Central Bank (published once per business day, so the rate is a daily fix rather than a live tick); pairs outside the ECB's ~30 currencies fall back to Yahoo. Use get_crypto_price for crypto — BTC and ETH are not currencies here. These are indicative mid-market rates, not dealable quotes, so they will not match what a bank charges.
| Name | Required | Description | Default |
|---|---|---|---|
| to | Yes | Quote currency code, e.g. INR | |
| from | Yes | Base currency code, e.g. USD | |
| amount | No | Amount of the base currency to convert |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint and destructiveHint, but the description adds valuable behavioral context: the ECB publishes once per business day (daily fix), non-ECB pairs fall back to Yahoo, and rates are indicative mid-market not dealable quotes. This goes beyond the annotations to explain data freshness and reliability.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single dense paragraph but every sentence earns its place. The core function is front-loaded in the first sentence, followed by data-source caveats, a crypto exclusion, and a realistic usage warning. There is no fluff or repetition of schema data.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a tool without an output schema, the description explains the key return values: the rate, change since prior session, and converted total when amount is given. It also covers data provenance, fallback behavior, and the indicative-vs-dealable caveat, making it comprehensive for an FX converter.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so baseline is 3. The description adds meaning by explaining that 'amount' is 'Amount of the base currency' and that when given, the converted total is returned. It reinforces the schema's parameter descriptions and clarifies the conversion direction.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description opens with 'Convert between two currencies at the latest published reference rate', which is a specific verb and resource. It clearly distinguishes itself from siblings by stating 'Use get_crypto_price for crypto — BTC and ETH are not currencies here', and clarifies the scope to fiat/ECB/Yahoo currencies.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description gives explicit when-not guidance: 'Use get_crypto_price for crypto' and excludes BTC/ETH. It also sets expectations about the rate being a daily fix rather than a live tick, helping the agent decide if real-time data is needed. This is more than just a list of alternatives—it provides contextual exclusions.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_insider_activityGet insider trading activityARead-only
What a company's own officers, directors and 10% owners have been buying and selling in its stock, from their SEC Form 4 filings. Insiders must report within two business days, so this is the freshest disclosed signal about a company available anywhere. Crucially, it separates open-market trades — where someone actively chose to buy or sell — from mechanical activity like options vesting and shares withheld to pay the tax on that vesting. Most reported 'insider selling' is mechanical and means nothing; headlines routinely conflate the two. Read the open-market numbers, and treat the mechanical count as noise. US SEC registrants only. This reports what was disclosed and does not interpret it — insider buying and selling both have innocent explanations, and neither predicts the share price.
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | How many Form 4 filings to read, newest first. Each is a separate SEC request, so keep this modest — 15 typically covers a few months at a large company. | |
| since | No | Only include filings on or after this date, YYYY-MM-DD (e.g. "2026-01-01") | |
| company | Yes | Ticker ("AAPL"), CIK, or company name |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Beyond the readOnlyHint and destructiveHint annotations, the description adds valuable behavioral context: it separates open-market trades from mechanical activity, warns that most reported insider selling is mechanical, states the tool is US-only, and clarifies that it does not interpret or predict share prices. This aligns with annotations and provides deeper insight into the tool's output semantics.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is multi-sentence but each sentence serves a purpose: stating the function, highlighting freshness, explaining the open-market vs. mechanical distinction, and adding scope and interpretation caveats. It is slightly verbose but well-structured and front-loaded with the core purpose, making it easy for an agent to quickly understand the tool's value.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
With no output schema, the description adequately conveys what the tool returns (insider buying/selling activity from Form 4) and the key interpretive distinction between open-market and mechanical trades. It does not enumerate exact return fields, but given the tool's moderate complexity and clear parameter schema, the description provides sufficient context for correct usage.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema provides comprehensive descriptions for all three parameters (company, limit, since), including guidance on the limit parameter's cost implications. The description itself adds no additional parameter-specific details beyond what the schema already covers, so the baseline score of 3 applies due to high schema coverage.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool retrieves insider trading activity from SEC Form 4 filings, specifying the subjects (officers, directors, 10% owners) and the nature of the data (buying/selling). This distinguishes it from sibling tools like get_stock_quote or get_price_history, which focus on market prices rather than insider transactions.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides strong contextual guidance: it notes the freshness (2 business day reporting requirement), the crucial distinction between open-market and mechanical trades, and the US-only scope. It implicitly tells the agent when to use this tool (for insider trading signals) and cautions against misinterpreting mechanical activity, but it does not explicitly name alternative tools for other data types.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_price_historyGet price historyARead-only
Historical OHLCV candles for a stock, ETF, index, or FX pair from Yahoo Finance, plus the period return and a high/low/average summary. Use this for 'how has NVDA done this year?' or any question about change over time; use get_stock_quote when you only need the current price. Does not cover cryptocurrencies. Intraday intervals (1m–1h) are only retained by Yahoo for short ranges — pair them with 1d/5d/1mo, and use 1d or coarser for 1y and beyond, or the response comes back empty. Candles with no trade are omitted, so gaps in the series are expected.
| Name | Required | Description | Default |
|---|---|---|---|
| range | No | Lookback window | 6mo |
| symbol | Yes | Ticker symbol, e.g. AAPL | |
| interval | No | Candle size. Intraday intervals only work for short ranges. | 1d |
| max_rows | No | Cap on candles returned; the series is downsampled evenly if longer. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations only indicate read-only and non-destructive. The description adds substantial behavioral context: data source (Yahoo Finance), return value composition (OHLCV + summary), intraday data retention limitations, and expected gaps in the series due to omitted candles. This goes well beyond annotation expectations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is dense but every sentence contributes: primary output, usage examples, sibling differentiation, exclusions, constraint caveat, and gap explanation. No fluff, well-front-loaded.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Despite no output schema, the description explains the return structure (OHLCV, period return, summary), constraints, exclusions, and expected anomalies. With 4 parameters and rich sibling context, this is complete for an agent to decide and invoke correctly.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, providing baseline of 3. The description enriches this with concrete interval/range rules (e.g., 'pair 1m–1h with 1d/5d/1mo', 'use 1d or coarser for 1y and beyond') and explains max_rows downsampling behavior. It adds meaningful operational semantics.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool returns historical OHLCV candles plus a period return and summary for stocks, ETFs, indices, and FX pairs. It explicitly differentiates from get_stock_quote for current price needs, giving a specific verb and resource.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Provides explicit when-to-use examples ('how has NVDA done this year?'), when-not-to-use (current price → get_stock_quote), exclusions (cryptocurrencies), and practical guidance on interval/range pairing to avoid empty responses. This is exemplary usage guidance.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_sec_filingsGet SEC filingsARead-only
Recent SEC EDGAR filings for one US-listed company, newest first, with direct document URLs you can cite or fetch. Filter by form type (10-K annual report, 10-Q quarterly, 8-K material event, 4 insider trade, S-1 IPO, 13F fund holdings, DEF 14A proxy); an amended form such as 10-K/A is returned when you ask for its base form. Use this to find documents for a company you can already name. Use search_sec_filings instead to search filing text across all companies, and get_sec_financials to read reported numbers rather than locate documents. US SEC registrants only — non-US listings do not file with EDGAR.
| Name | Required | Description | Default |
|---|---|---|---|
| forms | No | Form types to keep, e.g. ["10-K", "8-K"]. Omit for all forms. | |
| limit | No | Maximum filings to return, newest first. Applied after the form filter. | |
| company | Yes | Ticker ("AAPL"), CIK ("320193"), or company name |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint=true and destructiveHint=false, but the description adds substantial behavior: chronological ordering (newest first), inclusion of amended forms when requesting base forms, form type semantics (10-K annual, 8-K event, etc.), and direct document URLs. This enriches the safety profile with functional details.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is longer than a single sentence but every clause earns its place: it covers purpose, output, form types, alternatives, and limitations without redundancy. The opening sentence front-loads the core function. Slightly dense but well-structured, earning a 4 rather than a 5.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a tool with moderate complexity (3 params, no output schema), the description provides sufficient context: what it produces, how to filter, when to use it versus alternatives, and geographic scope. Since no output schema exists, the mention of 'direct document URLs' gives a clear expectation of the return value. The tool is well-covered.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100% (all three parameters have descriptions), so the baseline is 3. The description adds semantic value by explaining form type filters (e.g., '10-K annual report') and the amended-forms rule ('10-K/A is returned when you ask for its base form'), which are not fully captured in the schema parameter descriptions. This extra context justifies a score above baseline.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool's function: 'Recent SEC EDGAR filings for one US-listed company, newest first, with direct document URLs you can cite or fetch.' It specifies the output (filings), ordering, and purpose (locate documents), and distinguishes it from siblings by mentioning search_sec_filings and get_sec_financials as alternatives for different needs.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description gives explicit when-to-use guidance: 'Use this to find documents for a company you can already name.' It also names alternatives and their purposes—'Use search_sec_filings instead to search filing text across all companies, and get_sec_financials to read reported numbers rather than locate documents'—plus a clear scope limitation ('US SEC registrants only').
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_sec_financialsGet SEC XBRL financialsARead-only
Reported financial line items straight from a US company's XBRL filings — revenue, net income, EPS, assets, cash, operating cash flow and more — as an annual or quarterly time series. These are as-filed audited figures, not analyst estimates or forecasts, so prefer this over any market-data tool for fundamentals. Use get_sec_filings instead when you want the documents rather than the numbers. Each row is labelled by the period it covers; where a later filing restated a period, the most recently filed value is returned. Filers tag the same concept differently, so a concept alias is tried against several us-gaap tags and the response names the tag actually used — expect the tag to differ between companies. US SEC registrants only.
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Maximum periods to return, most recent first. 8 annual periods ≈ 8 fiscal years. | |
| period | No | "annual" returns full-year figures from 10-Ks, "quarterly" returns 10-Q periods, "all" returns both interleaved. Annual is the right default for trend questions. | annual |
| company | Yes | Ticker ("AAPL"), CIK, or company name | |
| concept | No | One of: revenue, net_income, gross_profit, operating_income, eps, assets, liabilities, equity, cash, operating_cash_flow, capex, rd_expense, long_term_debt, shares_outstanding — or an exact us-gaap tag like "NetIncomeLoss". | revenue |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already indicate readOnly and non-destructive. The description adds valuable context: use of as-filed audited figures rather than estimates, handling of restatements (most recently filed value returned), tag differences between filers, and US-only scope. No contradictions with annotations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is multi-sentence but each sentence earns its place—purpose, use guidance, restatement behavior, tag nuances, and scope. It's well-structured and front-loaded, with no redundant wording.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
With no output schema, the description supplies necessary return-value context: rows labelled by period, most-recent value on restatements, and tag naming. It covers key limitations (US registrants only) and data provenance. Sufficient for an agent to invoke correctly.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema covers all 4 parameters at 100%, so baseline is 3. The description further explains concept aliases (tried against several us-gaap tags) and the meaning of period/limit in context. It doesn't fully describe every param but adds meaningful context beyond the schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool reports financial line items from SEC XBRL filings as time series, with specific examples (revenue, net income, EPS, etc.). It distinguishes itself from siblings like get_sec_filings ('want the documents rather than the numbers') and market-data tools.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicit guidance is given: 'prefer this over any market-data tool for fundamentals' and 'Use get_sec_filings instead when you want the documents rather than the numbers.' This provides clear when-to-use and when-not-to-use instructions.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_stock_quoteGet stock quoteARead-only
Latest price and daily change for one or more stocks, ETFs, or indices, from Yahoo Finance. Use Yahoo-style symbols: AAPL, MSFT, VOO, ^GSPC (S&P 500), ^IXIC (Nasdaq), RELIANCE.NS (India), 7203.T (Japan). Call search_symbols first if you only have a company name. Returns a single point in time — use get_price_history for a series or a period return, and get_crypto_price for cryptocurrencies, which are not on Yahoo symbols. Prices may be delayed up to ~15 minutes and are not exchange-official, so do not treat them as execution prices. Symbols are looked up independently: one bad symbol does not fail the rest.
| Name | Required | Description | Default |
|---|---|---|---|
| symbols | Yes | Ticker symbols, e.g. ["AAPL", "NVDA", "^GSPC"] |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
The description adds meaningful behavioral context beyond the annotations: price delay up to ~15 minutes, non-official prices, and independent symbol lookup behavior. These details help the agent understand reliability and failure modes, which annotations do not convey.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Every sentence serves a distinct purpose: core function, symbol format, usage alternatives, and limitations. The description is front-loaded with the primary purpose and is appropriately sized for the tool's complexity.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Despite no output schema, the description completely covers what the tool returns, how to format inputs, how to use alternatives, and important caveats. It also handles multi-symbol behavior, making it self-sufficient for correct invocation.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100% and the parameter description includes basic examples. The tool description enriches this with Yahoo-style symbol formats (e.g., international suffixes like RELIANCE.NS, 7203.T) and edge-case behavior (one bad symbol does not fail the rest), adding value beyond the schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool returns 'Latest price and daily change for one or more stocks, ETFs, or indices, from Yahoo Finance.' This is a specific verb+resource+scope definition and distinguishes from siblings by explicitly referencing get_price_history and get_crypto_price for other use cases.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides explicit guidance on when to use this tool vs alternatives: 'Call search_symbols first if you only have a company name' and 'use get_price_history for a series or a period return, and get_crypto_price for cryptocurrencies.' This is clear and actionable.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
search_sec_filingsFull-text search SEC filingsARead-only
Search the full text of every SEC filing since 2001 to find which companies discuss a topic — e.g. "AI data center capex" in 10-Ks. Wrap a phrase in double quotes for exact matching; unquoted terms match loosely and return far more noise. Use this for discovery across companies. When you already know the company, get_sec_filings is more direct. Results are ranked by EDGAR's own relevance, which favours companies with your query in their name — a search for a common term may surface a company called after it ahead of substantive discussion. Totals above 10,000 are reported as approximate. Filings before 2001 are not indexed.
| Name | Required | Description | Default |
|---|---|---|---|
| forms | No | Restrict to form types, e.g. ["10-K"] | |
| limit | No | Maximum matching documents to return, by EDGAR relevance rank. | |
| query | Yes | Search text; wrap in quotes for an exact phrase | |
| date_to | No | Latest filing date, YYYY-MM-DD | |
| date_from | No | Earliest filing date, YYYY-MM-DD |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Beyond the readOnlyHint and openWorldHint annotations, the description discloses that filings before 2001 are not indexed, results are ranked by EDGAR relevance which can favor company names, totals above 10,000 are approximate, and quote matching behavior. This fully surfaces non-obvious behavioral traits.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is front-loaded with the core purpose in the first sentence, then packs each additional sentence with specific, non-redundant guidance (quote behavior, sibling distinction, ranking caveat, count approximation, coverage limit). Every sentence adds value without unnecessary padding.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a search tool with no output schema, the description covers scope, time coverage, ranking oddity, exact-match behavior, count precision, and when to choose an alternative. This is comprehensive enough for an agent to make informed invocation decisions, including caveats that are not derivable from schema or annotations.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so a baseline of 3 applies. The description adds meaningful semantics for the query parameter by explaining that unquoted terms match loosely and produce noise, while quoted phrases yield exact matches. It does not introduce syntax for other parameters, but the added query guidance justifies a 4.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool searches the full text of all SEC filings since 2001 to find companies discussing a topic, with a concrete example. It also distinguishes itself from the sibling get_sec_filings by positioning this as discovery across companies versus a more direct company-specific lookup.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicit guidance is provided: 'Use this for discovery across companies' and 'When you already know the company, get_sec_filings is more direct.' It also explains the exact-phrase versus unquoted search behavior, telling users when to use quotes and warning about noise.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
search_symbolsSearch ticker symbolsARead-only
Resolve a company or fund name to a ticker symbol using Yahoo Finance search. Call this first whenever you have a name rather than a symbol — "Apple" → AAPL — then pass the symbol to get_stock_quote or get_price_history. Covers equities, ETFs, and indices across global exchanges, so the same company may return several listings; prefer the one whose exchange matches the market you want. For US-listed companies you need SEC data on, get_sec_filings accepts a company name directly and needs no symbol lookup.
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Maximum matches to return, best match first. Raise it for ambiguous names. | |
| query | Yes | Company or fund name, e.g. "Vanguard S&P 500" |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint=true, openWorldHint=true, and destructiveHint=false, covering the safety profile. The description adds behavioral context beyond annotations: the search covers equities, ETFs, and indices across global exchanges, may return multiple listings for the same company, and advises preferring the listing whose exchange matches the market. This helps the agent interpret results correctly. No contradictions with annotations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is four sentences, front-loaded with the core purpose, followed by usage guidance, scope/ambiguity handling, and an alternative. Every sentence adds value with no redundancy or filler. It is concise yet comprehensive for a search tool.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a search/lookup tool with no output schema, the description covers the workflow (name → symbol → pass to quote/history), scope (global equities/ETFs/indices), ambiguity handling (multiple listings, exchange preference), and an alternative path (SEC filings). It does not detail the return format, but the purpose implies the response includes ticker symbols, and the 'may return several listings' comment hints at array-like output. This is sufficient given the tool's simplicity and the annotations.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema provides full descriptions for both query and limit, with 100% schema coverage, so the baseline is 3. The description adds an example ('Apple' → AAPL) and mentions that the search covers global exchanges, but these do not significantly enhance parameter understanding beyond the schema. The guidance about preferring exchange matches relates to result interpretation, not parameter syntax.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the action: 'Resolve a company or fund name to a ticker symbol using Yahoo Finance search.' It specifies the resource (company/fund names), the output (ticker symbol), and the method (Yahoo Finance search). It also differentiates from siblings by instructing to call this first when you have a name rather than a symbol, and by noting that get_sec_filings accepts a name directly without needing this lookup.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicit guidance is provided: 'Call this first whenever you have a name rather than a symbol' and then pass the symbol to get_stock_quote or get_price_history. It also gives an exclusion/alternative: for US companies needing SEC data, get_sec_filings accepts a company name directly. This clearly tells the agent when to use this tool versus alternatives.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections. Dates show when Glama detected each change.
6 tool updates
v0.2.0- Changed
get_crypto_market2 fields changed- added
Input schema / properties / limit / descriptionAdded value: +"How many coins to return, ranked from #1 by market cap. Max 100." - added
Input schema / properties / vs_currency / descriptionAdded value: +"Currency that prices, market caps and volumes are denominated in: usd, eur, inr, jpy, or a crypto like btc. Does not filter which coins are returned."
- Added
get_insider_activity - Changed
get_sec_filings1 field changed- added
Input schema / properties / limit / descriptionAdded value: +"Maximum filings to return, newest first. Applied after the form filter."
- Changed
get_sec_financials2 fields changed- added
Input schema / properties / limit / descriptionAdded value: +"Maximum periods to return, most recent first. 8 annual periods ≈ 8 fiscal years." - added
Input schema / properties / period / descriptionAdded value: +"\"annual\" returns full-year figures from 10-Ks, \"quarterly\" returns 10-Q periods, \"all\" returns both interleaved. Annual is the right default for trend questions."
- Changed
search_sec_filings1 field changed- added
Input schema / properties / limit / descriptionAdded value: +"Maximum matching documents to return, by EDGAR relevance rank."
- Changed
search_symbols1 field changed- added
Input schema / properties / limit / descriptionAdded value: +"Maximum matches to return, best match first. Raise it for ambiguous names."
10 tool updates
v0.1.1- First observed
get_crypto_market - First observed
get_crypto_price - First observed
get_economic_indicator - First observed
get_fx_rate - First observed
get_price_history - First observed
get_sec_filings - First observed
get_sec_financials - First observed
get_stock_quote - First observed
search_sec_filings - First observed
search_symbols
TDQS
Each tool targets a distinct financial domain or action: quotes vs. history vs. symbol lookup, currencies vs. crypto, SEC documents vs. financials vs. text search, and macro indicators. Even similar tools like get_stock_quote and get_price_history are clearly separated by point-in-time vs. time series, and get_sec_filings vs. get_sec_financials by documents vs. numbers.
All tool names follow a consistent lowercase snake_case pattern with a leading verb: 'get_' for retrievals and 'search_' for searches. The object nouns are descriptive and hierarchical (e.g., crypto_price vs. crypto_market, sec_filings vs. sec_financials), making the pattern predictable and easy to navigate.
With 11 tools, the server strikes a balanced scope for a finance data provider. It covers equities, FX, crypto, SEC filings, insider activity, and macroeconomic indicators without unnecessary granularity or padding. Each tool addresses a distinct need, and the count is within the ideal 3–15 range.
The tool surface is remarkably complete for a read-only finance data API. It includes current prices, historical data, symbol resolution, FX conversion, crypto spot and market rankings, SEC document retrieval, full-text search, financial statement line items, insider trades, and World Bank macro indicators. There are no obvious gaps that would dead-end an agent for common finance workflows.
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