Finance Toolkit (Claude)

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Give AI assistants access to 200+ financial metrics calculated transparently from raw financial statements, not pulled from third-party endpoints.

About Finance Toolkit (Claude) MCP Server

The Finance Toolkit gives AI assistants access to 200+ financial metrics calculated transparently from raw financial statements. This includes financial statements, historical prices, analyst estimates, 80+ fundamental ratios, 30+ technical indicators, 20+ risk and performance metrics, and 50+ macro and fixed income indicators. A Financial Modeling Prep API key is required to access 30+ years of financial data. Obtain one at [jeroenbouma.com/fmp](https://jeroenbouma.com/fmp). Authenticate once via OAuth, no key is stored on the server. Rate limit fallback to Yahoo Finance is built in, and macro databases from OECD and GMDB are accessed independently.

Features

Tools

Category

Integrations
Getting Started

Open the Claude listing: https://claude.com/marketplace/connectors/finance-toolkit. Choose Add to Claude and follow the publisher’s setup instructions. Publisher documentation: https://www.jeroenbouma.com/projects/financetoolkit/mcp. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.

Tools (25)
Functions this server exposes to AI clients

breadth

discovery

efficiency

environment

fixed_income

government

jobs

liquidity

macroeconomics

market_data

models

momentum

options

overlap

performance

profitability

rates

risk

search_by_category

search_categories

search_instruments

search_metrics

solvency

valuation

volatility

Compatible With
Claude Desktop