MCP server/other

Financial MCP Server

Query financial data including currency rates, stock quotes, and transactions.

mohelhamdani/financial-mcp ↗by mohelhamdaniupdated
Manual setup required. The maintainer's config contains paths only you know - edit the placeholders below before adding it to Claude Code.
1

Prepare the server locally

Run this once before adding it to Claude Code.

npm install
npm run build
2

Register it in Claude Code

claude mcp add financial-mcp -- node /absolute/path/to/financial-mcp-server/dist/index.js

Replace any placeholder paths in the command with the real path on your machine.

3

Make your agent remember this setup

financial-mcp's config, env vars, and the gotchas you hit — recalled in every future Claude Code, Cursor, and Codex session. 

npx conare@latest

Free · one command · indexes the sessions already on disk. Set up in the browser instead →

What it does

  • Real-time currency conversion using public API
  • Live stock market quotes via Alpha Vantage API
  • CSV-based local transaction database analysis
  • Dual mode support for local Stdio or Web Service (SSE)

Tools 10

get_exchange_rateGet exchange rate between two currencies
convert_currencyConvert an amount from one currency to another
get_multiple_ratesGet rates from one currency to multiple targets
get_stock_quoteGet current stock quote for a symbol
compare_stocksCompare multiple stock quotes
query_transactionsSearch and filter financial transactions
get_spending_by_categoryGet spending breakdown by category
get_spending_by_departmentGet spending breakdown by department
compare_to_budgetCompare actual spending vs budget
get_top_vendorsGet top vendors by spending

Environment Variables

ALPHA_VANTAGE_API_KEYAPI key for accessing stock market data via Alpha Vantage

Try it

→What's the EUR to USD exchange rate?
→Convert 10,000 EUR to USD
→What were our total expenses in Q4 2024?
→Are we over budget in any category?
→Compare Microsoft, Google, and Apple stocks
Original README from mohelhamdani/financial-mcp

Financial MCP Server

A production-ready Model Context Protocol (MCP) server that enables AI assistants (Claude Desktop, ChatGPT Desktop) to query financial data from three different sources.

Features

  • Exchange Rates - Real-time currency conversion using public API
  • Stock Market Data - Live stock quotes via Alpha Vantage API
  • Transaction Database - CSV-based local database with sample financial data
  • Dual Mode - Runs locally (Stdio) or as a Web Service (SSE)

🌐 Live Demo

You can connect to the hosted server directly without installing anything.

Option 1: Claude Desktop (Visual)

  1. Open similar dialog to "Add custom connector" (if available in your version).
  2. Name: Financial Mcp Demo
  3. URL: https://financial-mcp.el-hamdani.com/sse

Option 2: OpenAI / ChatGPT (Actions)

  1. Click "New App" or "Add Action".
  2. Name: Financial Mcp Demo
  3. MCP Server URL: https://financial-mcp.el-hamdani.com/sse
  4. Authentication: None / None (Public API)

Option 3: Claude Desktop (Config File)

Add this to claude_desktop_config.json:

{
  "mcpServers": {
    "financial-mcp-demo": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-sse-client",
        "https://financial-mcp.el-hamdani.com/sse"
      ]
    }
  }
}

Quick Start

Installation

npm install
npm run build

Configuration

Claude Desktop

Add to your Claude Desktop configuration:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "financial-data": {
      "command": "node",
      "args": ["/absolute/path/to/financial-mcp-server/dist/index.js"],
      "env": {
        "ALPHA_VANTAGE_API_KEY": "your_api_key_here"
      }
    }
  }
}

Optional: Stock Market Data

To enable stock market tools, get a free API key from Alpha Vantage and add it to the configuration.

Available Tools

Exchange Rate Tools

Tool Description
get_exchange_rate Get exchange rate between two currencies
convert_currency Convert an amount from one currency to another
get_multiple_rates Get rates from one currency to multiple targets

Stock Market Tools

Tool Description
get_stock_quote Get current stock quote for a symbol
compare_stocks Compare multiple stock quotes

Transaction Tools

Tool Description
query_transactions Search and filter financial transactions
get_spending_by_category Get spending breakdown by category
get_spending_by_department Get spending breakdown by department
compare_to_budget Compare actual spending vs budget
get_top_vendors Get top vendors by spending

Example Queries

Exchange Rates

  • "What's the EUR to USD exchange rate?"
  • "Convert 10,000 EUR to USD"
  • "Show me rates from EUR to USD, GBP, JPY, CHF"

Transactions

  • "What were our total expenses in Q4 2024?"
  • "Show me all software purchases over 1,000 EUR"
  • "Which department spent the most on travel?"
  • "Are we over budget in any category?"
  • "Who are our top 5 vendors?"

Stocks (requires API key)

  • "What's Apple's current stock price?"
  • "Compare Microsoft, Google, and Apple stocks"

Sample Data

The database includes 23 sample transactions across:

  • Departments: Engineering, Sales, Marketing
  • Categories: Software, Hardware, Travel, Marketing
  • Time Period: Q4 2024 - Q1 2025

Project Structure

financial-mcp-server/
├── package.json
├── tsconfig.json
├── src/
│   ├── index.ts           # Main server entry
│   ├── types.ts           # TypeScript interfaces
│   ├── services/          # Data access layer
│   │   ├── exchangeRate.ts
│   │   ├── stockData.ts
│   │   └── database.ts
│   └── tools/             # MCP tool implementations
│       ├── exchangeRate.ts
│       ├── stockData.ts
│       └── transactions.ts
└── data/
    ├── transactions.csv
    └── budgets.csv

Development

# Build
npm run build

# Watch mode
npm run watch

License

MIT

Frequently Asked Questions

What are the key features of Financial MCP Server?

Real-time currency conversion using public API. Live stock market quotes via Alpha Vantage API. CSV-based local transaction database analysis. Dual mode support for local Stdio or Web Service (SSE).

What can I use Financial MCP Server for?

Automating currency conversion calculations in financial reports. Tracking and comparing stock market performance for investment research. Analyzing internal department spending and budget adherence. Identifying top vendors based on transaction history.

How do I install Financial MCP Server?

Install Financial MCP Server by running: npm install && npm run build

What MCP clients work with Financial MCP Server?

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

Conare · memory for coding agents

Turn this server into reusable context

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

Set up free$npx conare@latest

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