Rockmoon Financial Data
Cross-market (US/JP/KR) structured financials, segments, ownership & metrics, traceable to filings.
Sollte ich dies verwenden
Qualität und Sicherheit
Befunde (2)
- LOWin screen_companies
- LOWin compare_metrics
Basierend auf einer automatisierten Analyse der Tool-Definitionen und der Einhaltung des Protokolls.
Kontextkosten
Dies ist die ungefähre Anzahl der Tokens, die jedes Mal verbraucht werden, wenn die Tools des Servers in den Kontext eines Modells geladen werden. Höhere Werte verringern die Aufmerksamkeit, die für andere Aufgaben verfügbar ist.
Installieren
Installation mit einem Klick
Fügen Sie dies Ihrer Datei `claude_desktop_config.json` hinzu:
{
"mcpServers": {
"financial-data": {
"url": "https://mcp.rockmoon.ai/mcp"
}
}
}Remote-Endpunkte
https://mcp.rockmoon.ai/mcpstreamable-httpWas es kann
Tool-Inventar
Tools (19)
🟢search_companies(query, limit)
Search companies by ticker or name across US/JP/KR/HK/CN/UK.
Eingabe-Schema
{
"type": "object",
"properties": {
"query": {
"title": "Query",
"type": "string"
},
"limit": {
"default": 10,
"title": "Limit",
"type": "integer"
}
},
"required": [
"query"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢get_company(ticker)
Get company facts (name, exchange, industry, regulator id, filings url).
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
}
},
"required": [
"ticker"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢get_financials(ticker, frequency, limit, fiscal_year)
Get all three financial statements (IS + BS + CF) for a ticker.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"frequency": {
"default": "quarterly",
"title": "Frequency",
"type": "string"
},
"limit": {
"default": 8,
"title": "Limit",
"type": "integer"
},
"fiscal_year": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null,
"title": "Fiscal Year"
}
},
"required": [
"ticker"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢get_income_statement(ticker, frequency, limit, fiscal_year)
Get income statement (revenue, costs, margins, EPS).
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"frequency": {
"default": "quarterly",
"title": "Frequency",
"type": "string"
},
"limit": {
"default": 8,
"title": "Limit",
"type": "integer"
},
"fiscal_year": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null,
"title": "Fiscal Year"
}
},
"required": [
"ticker"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢get_balance_sheet(ticker, frequency, limit, fiscal_year)
Get balance sheet (assets, liabilities, equity).
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"frequency": {
"default": "quarterly",
"title": "Frequency",
"type": "string"
},
"limit": {
"default": 8,
"title": "Limit",
"type": "integer"
},
"fiscal_year": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null,
"title": "Fiscal Year"
}
},
"required": [
"ticker"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢get_cash_flow(ticker, frequency, limit, fiscal_year)
Get cash flow statement (OCF, ICF, FCF, capex, dividends).
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"frequency": {
"default": "quarterly",
"title": "Frequency",
"type": "string"
},
"limit": {
"default": 8,
"title": "Limit",
"type": "integer"
},
"fiscal_year": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null,
"title": "Fiscal Year"
}
},
"required": [
"ticker"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢get_filing_source(ticker, period, statement, frequency)
Get the original SEC filing URL for a fiscal quarter or year from Rockmoon's stored provenance; use this instead of web search.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"period": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Period"
},
"statement": {
"default": "all",
"title": "Statement",
"type": "string"
},
"frequency": {
"default": "auto",
"title": "Frequency",
"type": "string"
}
},
"required": [
"ticker"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢get_prices(ticker, period)
Get daily price history for a ticker.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"period": {
"default": "1y",
"title": "Period",
"type": "string"
}
},
"required": [
"ticker"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢get_segments(ticker, period, concept, frequency)
Get reported business / geographic / product segments.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"period": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Period"
},
"concept": {
"default": "revenue",
"title": "Concept",
"type": "string"
},
"frequency": {
"default": "yearly",
"title": "Frequency",
"type": "string"
}
},
"required": [
"ticker"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢get_segments_trend(ticker, concept, frequency, limit)
Get time-series of segment values across periods for trend analysis.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"concept": {
"default": "revenue",
"title": "Concept",
"type": "string"
},
"frequency": {
"default": "yearly",
"title": "Frequency",
"type": "string"
},
"limit": {
"default": 12,
"title": "Limit",
"type": "integer"
}
},
"required": [
"ticker"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢get_major_shareholders(ticker, limit)
Get top shareholders (institutions + individuals).
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"limit": {
"default": 20,
"title": "Limit",
"type": "integer"
}
},
"required": [
"ticker"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢get_director_holdings(ticker, limit)
Get director / officer shareholdings (insider equity stakes).
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"limit": {
"default": 30,
"title": "Limit",
"type": "integer"
}
},
"required": [
"ticker"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢get_insider_trades(ticker, limit)
Get insider trading activity (US Form 4 filings).
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"limit": {
"default": 50,
"title": "Limit",
"type": "integer"
}
},
"required": [
"ticker"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢get_institutional_holdings(ticker, limit)
Get institutional holders (US 13F filings).
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"limit": {
"default": 50,
"title": "Limit",
"type": "integer"
}
},
"required": [
"ticker"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢get_large_holdings_events(ticker, limit)
Get large-holdings disclosure events (JP 350/360 reports).
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"limit": {
"default": 50,
"title": "Limit",
"type": "integer"
}
},
"required": [
"ticker"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢get_metrics(ticker)
Get latest valuation + financial metrics snapshot (PE, PB, ROE etc.).
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
}
},
"required": [
"ticker"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}⚪screen_companies(market, limit, sort_by, order, market_cap_min, ...)
Screen stocks across US/JP/KR/HK/CN by valuation + quality metrics (PE, PB, ROE, margins, market cap, dividend yield).
Eingabe-Schema
{
"type": "object",
"properties": {
"market": {
"default": "",
"title": "Market",
"type": "string"
},
"limit": {
"default": 20,
"title": "Limit",
"type": "integer"
},
"sort_by": {
"default": "market_cap",
"title": "Sort By",
"type": "string"
},
"order": {
"default": "desc",
"title": "Order",
"type": "string"
},
"market_cap_min": {
"default": null,
"title": "Market Cap Min",
"type": "number"
},
"market_cap_max": {
"default": null,
"title": "Market Cap Max",
"type": "number"
},
"pe_ttm_min": {
"default": null,
"title": "Pe Ttm Min",
"type": "number"
},
"pe_ttm_max": {
"default": null,
"title": "Pe Ttm Max",
"type": "number"
},
"pb_min": {
"default": null,
"title": "Pb Min",
"type": "number"
},
"pb_max": {
"default": null,
"title": "Pb Max",
"type": "number"
},
"roe_min": {
"default": null,
"title": "Roe Min",
"type": "number"
},
"roe_max": {
"default": null,
"title": "Roe Max",
"type": "number"
},
"roa_min": {
"default": null,
"title": "Roa Min",
"type": "number"
},
"gross_margin_min": {
"default": null,
"title": "Gross Margin Min",
"type": "number"
},
"operating_margin_min": {
"default": null,
"title": "Operating Margin Min",
"type": "number"
},
"net_margin_min": {
"default": null,
"title": "Net Margin Min",
"type": "number"
},
"dividend_yield_ttm_min": {
"default": null,
"title": "Dividend Yield Ttm Min",
"type": "number"
},
"ev_ebitda_ttm_max": {
"default": null,
"title": "Ev Ebitda Ttm Max",
"type": "number"
},
"ttm_revenue_min": {
"default": null,
"title": "Ttm Revenue Min",
"type": "number"
},
"gics_sector": {
"default": null,
"title": "Gics Sector",
"type": "string"
},
"gics_industry_group": {
"default": null,
"title": "Gics Industry Group",
"type": "string"
}
}
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢get_metrics_history(ticker, frequency, limit)
Get historical derived metrics (TTM aggregates + margins per period).
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"frequency": {
"default": "quarterly",
"title": "Frequency",
"type": "string"
},
"limit": {
"default": 20,
"title": "Limit",
"type": "integer"
}
},
"required": [
"ticker"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}⚪compare_metrics(tickers, fields)
Compare valuation metrics across multiple tickers.
Eingabe-Schema
{
"type": "object",
"properties": {
"tickers": {
"title": "Tickers",
"type": "string"
},
"fields": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Fields"
}
},
"required": [
"tickers"
]
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}Empfohlene Prompts
search_companiessearch_companiesget_companyget_companysearch_companiesget_companyCommunity
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