Finance MCP Server

Local setup required. This server has to be cloned and prepared on your machine before you register it in Claude Code.
1

Set the server up locally

Run this once to clone and prepare the server before adding it to Claude Code.

Run in terminal
git clone https://github.com/Ihtishammehmood/Finance_MCP-Server.git
2

Register it in Claude Code

After the local setup is done, run this command to point Claude Code at the built server.

Run in terminal
claude mcp add -e "GROQ_API_KEY=${GROQ_API_KEY}" -e "FINANCIAL_DATASETS_API_KEY=${FINANCIAL_DATASETS_API_KEY}" finance-mcp -- node "<FULL_PATH_TO_FINANCE_MCP_SERVER>/dist/index.js"

Replace <FULL_PATH_TO_FINANCE_MCP_SERVER>/dist/index.js with the actual folder you prepared in step 1.

Required:GROQ_API_KEYFINANCIAL_DATASETS_API_KEY
README.md

Retrieves real-time financial and company data using the financialdatasets API.

Building a Finance agent with MCP

See Full Video:

Overview

This project demonstrates the use of a Model Context Protocol (MCP) server for retrieving financial data. The MCP server is integrated with Agno and Smol Agent to showcase its versatility in handling multiple agentic frameworks in standardized way.

  1. MCP Server (Finance):

    • This server is created using financialdatasets api fetch financial information of companies
    • Standardizes interactions with external financial data sources using MCP.
  2. Agentic Framework Integration

    • Integrated mcp server with Agno and Smol Agent.
    • MCP creates a universal standard for all agentic workflows.

Features

  • MCP enables AI applications to access diverse data sources and tools using a consistent protocol, streamlining the development process.
  • AI applications (clients) communicate with MCP servers that expose specific capabilities, such as data access or function execution
  • MCP allows AI models to retrieve up-to-date information and perform actions based on real-time data, enhancing their responsiveness and accuracy .

Getting Started

  1. Clone the repository:
    git clone https://github.com/Ihtishammehmood/Finance_MCP-Server.git
  1. Add Groq and Financial Datasets APi to .env:
GROQ_API_KEY = "Place your GROQ API key here"
FINANCIAL_DATASETS_API_KEY = "Place your Financial Datasets API key here"
  1. Install UV package Manager
pip install uv
  1. Create Virtual Environment
uv venv
  1. Activate virtual Environment:
.venv\Scripts\activate
  1. Install dependencies
uv add -r requirements.txt
  1. Start Agno and Smol Agent integrations:
uv run agno_agent.py

Initialize MCP Inspector

  • Run mcp dev server.py in Terminal

Add MCP server in IDE

{
    "mcpServers": {
      "stockTools": {
        "command": "uv",
        "args": [
          "--directory",
          "Absolute path to server.py file directory",
          "run",
          "server.py"
        ]
      }
    }
  }

License

This project is licensed under the MIT License - see the LICENSE file for details.

Environment Variables

GROQ_API_KEYrequiredAPI key for Groq services
FINANCIAL_DATASETS_API_KEYrequiredAPI key for Financial Datasets

Configuration

claude_desktop_config.json
{"mcpServers": {"stockTools": {"command": "uv", "args": ["--directory", "Absolute path to server.py file directory", "run", "server.py"]}}}

Try it

Get the latest financial data for Apple Inc.
Retrieve current stock market information for Microsoft.
Fetch company financial reports using the finance MCP server.

Frequently Asked Questions

What are the key features of Finance MCP Server?

Retrieves real-time financial information of companies. Standardizes interactions with external financial data sources. Integrates with Agno and Smol Agent frameworks. Provides a universal standard for agentic workflows.

What can I use Finance MCP Server for?

Building AI agents that perform financial analysis. Automating the retrieval of company data for research. Integrating real-time stock data into agentic frameworks.

How do I install Finance MCP Server?

Install Finance MCP Server by running: git clone https://github.com/Ihtishammehmood/Finance_MCP-Server.git

What MCP clients work with Finance MCP Server?

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

Turn this server into reusable context

Keep Finance MCP Server docs, env vars, and workflow notes in Conare so your agent carries them across sessions.

Need the old visual installer? Open Conare IDE.
Open Conare