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henrysouchien

sheets-finance-mcp

sheets-finance-mcp

MCP server for the SheetsFinance formula catalog.

This package exposes three tools:

  • sf_search: search metrics/functions and get ranked metric_id candidates.

  • sf_formula: build validated SheetsFinance formulas from a metric_id or explicit function/category/metric fields.

  • sf_describe: inspect category/function metadata, metric lists, and examples.

What Is SheetsFinance?

SheetsFinance is a Google Sheets add-on for financial market/company data retrieval using spreadsheet formulas.

Related MCP server: google-sheets-mcp

Installation

From this package directory:

pip install -e .

Run as a module:

python -m sheets_finance_mcp

Or via console script (installed by pyproject.toml):

sheets-finance-mcp

Claude Code MCP Config

{
  "mcpServers": {
    "sheetsfinance": {
      "command": "python",
      "args": ["-m", "sheets_finance_mcp"]
    }
  }
}

Tool Reference

Tool

Purpose

Typical Next Step

sf_search(query, limit=10)

Find matching metrics/functions

Use returned metric_id with sf_formula

sf_formula(...)

Construct a formula string (single or multi-symbol)

Paste formula in Sheets

sf_describe(target)

Inspect category/function metrics and options

Pick a metric/function for sf_formula

Example Workflow

  1. Search for a metric:

    sf_search(query="gross margin")
  2. Build a formula from the selected metric id:

    sf_formula(symbol="AAPL", metric_id="SF.ratios.grossProfitMargin")
  3. Inspect a category/function when needed:

    sf_describe(target="income")

Available Tools

3 tools
sf_describeC

Describe all metrics for a category or non-SF function.

ParametersJSON Schema
NameRequiredDescriptionDefault
targetYes

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

TDQS

C2.1/5.0
Behavior2/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations exist, and the description fails to disclose whether the tool is read-only, if it has side effects, or any behavioral traits. The phrase 'describe all metrics' implies a fetch operation but lacks confirmation.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness2/5

Is the description appropriately sized, front-loaded, and free of redundancy?

At only one sentence, the description is short but under-specified. It lacks key details, so it is not effectively concise; it sacrifices completeness for brevity.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool has one parameter and an output schema, the description should explain the return value or usage context. It does neither, leaving significant gaps for the agent.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters1/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The parameter 'target' has no description in the schema (0% coverage), and the description does not clarify what values it accepts (e.g., examples of categories or non-SF functions). No added meaning beyond type string.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose3/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description 'Describe all metrics for a category or non-SF function' includes a verb ('Describe') and a resource ('metrics'), but the terms 'category' and 'non-SF function' are vague and not defined. It distinguishes from siblings but lacks specificity.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

No guidance is provided on when to use this tool versus alternatives like sf_formula or sf_search. There is no context on prerequisites or exclusions.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

sf_formulaC

Build and validate a SheetsFinance formula for SF() or non-SF functions.

ParametersJSON Schema
NameRequiredDescriptionDefault
yearNo
metricNoall
symbolYes
optionsNo
categoryNo
functionNoSF
metric_idNo
extra_argsNo

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

TDQS

C2.4/5.0
Behavior2/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations provided, the description must fully disclose behavior. It only says 'Build and validate', but does not mention whether the tool modifies data, requires specific permissions, or has limits. Minimal transparency.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is very short (one sentence), which is concise, but it omits critical information. It is not well-structured as it lacks details needed for effective tool use.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness1/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's complexity (8 parameters, no schema descriptions, no annotations), the description is far from complete. It does not provide enough context for an agent to use the tool correctly, even with an output schema.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters1/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The description provides no explanation of any of the 8 parameters, despite 0% schema description coverage. The agent is left to infer meaning from parameter names alone, which is insufficient.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool builds and validates SheetsFinance formulas, distinguishing it from sibling tools like sf_describe and sf_search which likely have different purposes. However, it does not explicitly differentiate from siblings.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

No guidance on when to use this tool versus alternatives. The description lacks context about when to build formulas versus describing or searching, and no prerequisites or exclusions are mentioned.

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.

  1. 3 tool updatesv0.1.0
    • First observedsf_describe
    • First observedsf_formula
    • First observedsf_search

TDQS

B3/5.0
Disambiguation5/5

Each tool has a distinct purpose: describing metrics, building/validating formulas, and searching. No overlap or ambiguity.

Naming Consistency5/5

All tools follow a consistent 'sf_verb' pattern (sf_describe, sf_formula, sf_search), making them easy to predict.

Tool Count4/5

Three tools is a reasonable minimal set for the domain, though slightly thin; could benefit from one or two additional tools.

Completeness4/5

Covers the core needs of exploring, building, and searching finance formulas. Missing a 'list categories' tool but minor gap.

Maintenance

ActivitySlowing
ResponsivenessSyncing

Resources

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