Cite-Finance MCP Server

$pip install -r requirements.txt
README.md

Verified financial data (SEC EDGAR & FRED) with machine-readable citations.

Cite-Finance API

Production-grade financial data API with AI-powered synthesis

Overview

Cite-Finance provides SEC EDGAR data, market data, and financial calculations through a clean REST API with built-in AI synthesis capabilities.

What Makes Cite-Finance Different

āœ… Zero Hallucination

Pure structured JSON responses - no LLM inference, no made-up numbers.

⚔ Lightning Fast

Sub-300ms p95 latency with 99.9% SLA (Pro tier).

šŸ“Š Consistency Scores

Cross-source validation gives you a 0-1 confidence metric on every response.

šŸ”— SEC Citations

Every data point includes direct links to source filings - perfect for compliance.

šŸ¤– LLM-Ready Format

format=llm option returns prompt-ready text snippets with metadata.

šŸ›”ļø Production Grade

Sentry monitoring, Stripe billing, Redis caching, full observability.

Architecture

cite-finance-api/
ā”œā”€ā”€ src/
│   ā”œā”€ā”€ api/          # API routes (FastAPI)
│   ā”œā”€ā”€ core/         # Business logic (calculations, metrics)
│   ā”œā”€ā”€ data_sources/ # Plugin-based data source adapters
│   ā”œā”€ā”€ auth/         # API key management
│   ā”œā”€ā”€ billing/      # Stripe integration, usage tracking
│   ā”œā”€ā”€ middleware/   # Rate limiting, auth
│   ā”œā”€ā”€ models/       # Pydantic models
│   └── utils/        # Shared utilities
ā”œā”€ā”€ tests/            # Test suite
ā”œā”€ā”€ docs/             # API documentation
└── config/           # Configuration files

Quick Start

Installation

pip install -r requirements.txt

Configuration

cp .env.example .env
# Edit .env with your API keys

Run

uvicorn src.main:app --reload

API Documentation

Once running, visit: http://localhost:8000/docs

Pricing

Tier Price Calls/Month Key Features
Free $0 50 Basic metrics, testing
Starter $49 2,000 LLM answers, citations, consistency
Professional $199 10,000 All features, 99.9% SLA
Enterprise $999 Unlimited Custom metrics, dedicated support

Quick Start

1. Get Your API Key

curl -X POST https://api.cite-finance.io/api/v1/auth/register \
  -H "Content-Type: application/json" \
  -d '{"email": "you@company.com"}'

2. Make Your First Request

curl -H "X-API-Key: your_key" \
  "https://api.cite-finance.io/api/v1/answers?ticker=AAPL&metric=revenue_ttm&format=json"

3. Get Structured, Cited Data

{
  "ticker": "AAPL",
  "metric": "revenue_ttm",
  "value": 383285000000,
  "unit": "USD",
  "period": "TTM",
  "as_of": "2024-09-30",
  "sources": [
    {
      "type": "sec_filing",
      "filing": "10-K",
      "url": "https://www.sec.gov/...",
      "excerpt": "Total net sales: $383,285 million"
    }
  ],
  "consistency_score": 0.96,
  "retrieved_at": "2025-11-24T12:00:00Z"
}

Key Benefits:

  • āœ… Structured JSON (no hallucination)
  • āœ… SEC citations with URLs
  • āœ… 96% consistency score
  • āœ… Sub-300ms response time

Use Cases

  • AI Chatbots: Financial Q&A with verified sources
  • Trading Bots: High-confidence data for algorithmic trading
  • Dashboards: Real-time financial metrics with citations
  • Research Tools: Compliance-ready data with SEC links

Documentation

Built For

LLM-first financial applications that need:

  • Structured data (no hallucination)
  • Verified sources (SEC citations)
  • High confidence (consistency scores)
  • Production speed (<300ms)

Ready to launch? See DEPLOYMENT_CHECKLIST.md

License

Proprietary - All Rights Reserved

Tools (1)

get_financial_answersReturns structured financial metrics for a ticker with citations and consistency scores.

Environment Variables

X-API-KeyrequiredAPI key for authenticating with the Cite-Finance service

Configuration

claude_desktop_config.json
{
  "mcpServers": {
    "cite-finance": {
      "command": "uvicorn",
      "args": ["src.main:app"],
      "env": {
        "X_API_KEY": "your_key_here"
      }
    }
  }
}

Try it

→What was Apple's total revenue (TTM) according to their latest SEC filings?
→Get the revenue_ttm for AAPL and provide the direct SEC filing links for verification.
→Check the consistency score for Microsoft's latest financial metrics.
→Provide a prompt-ready snippet of Tesla's recent financial performance using the LLM format.

Frequently Asked Questions

What are the key features of Cite-Finance?

Zero Hallucination: Pure structured JSON responses with no LLM inference for data retrieval.. SEC Citations: Direct links to source filings for every data point to ensure compliance.. Consistency Scores: Cross-source validation providing a 0-1 confidence metric on every response.. LLM-Ready Format: Option to return prompt-ready text snippets with metadata for AI integration..

What can I use Cite-Finance for?

AI Chatbots: Powering financial Q&A with verified sources and real-time data.. Trading Bots: Providing high-confidence data for algorithmic trading strategies.. Research Tools: Generating compliance-ready research reports with direct SEC links.. Financial Dashboards: Displaying real-time metrics with verifiable source citations..

How do I install Cite-Finance?

Install Cite-Finance by running: pip install -r requirements.txt

What MCP clients work with Cite-Finance?

Cite-Finance works with any MCP-compatible client including Claude Desktop, Claude Code, Cursor, and other editors with MCP support.

Use Cite-Finance with Conare

Manage MCP servers visually, upload persistent context, and never start from zero with Claude Code & Codex.

Try Free