hollaugo-financial-research-mcp-server

Financial Research MCP Server

A comprehensive Model Context Protocol (MCP) server for financial research and analysis, built with FastMCP and deployed on Smithery.

Features

This server provides the following financial analysis tools:

• Stock Summary: Get basic stock information including price, volume, and recent data
• SEC Filings: Retrieve recent SEC filings for any ticker
• Analyst Data: Get analyst price targets and recommendations
• Dividend History: Access dividend payment history
• Stock Splits: View stock split history
• Institutional Holdings: See institutional holder information
• Insider Transactions: Track insider buying/selling activity
• Sector Information: Get sector and industry classification
• Financial Statements: Access balance sheet, income statement, and cash flow data
• SEC Filing Summaries: Extract and summarize content from SEC filing URLs

Configuration

The server supports session-specific configuration:

• user_agent: Custom user agent string for SEC requests (default: "Prompt Circle Labs [email protected]")

Usage

Local Development

# Install dependencies
uv sync

# Run development server
uv run dev

# Run playground for testing
uv run playground

Deployment

This server is configured for deployment on Smithery. The server module is defined in src/fin-research-server/server.py and configured in pyproject.toml.

Dependencies

• yfinance: Yahoo Finance data access
• requests: HTTP requests for SEC filings
• beautifulsoup4: HTML parsing
• langchain-community: Document loading and processing
• fastmcp: MCP server framework
• smithery: Deployment platform

API Endpoints

All tools are available through the MCP protocol. Each tool accepts a ticker symbol as input and returns structured financial data.