Finbolt
SEC-filed company financials with filing citations, plus market data, for AI agents
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Qualität und Sicherheit
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": {
"finbolt": {
"url": "https://api.getfinbolt.com/mcp"
}
}
}Remote-Endpunkte
https://api.getfinbolt.com/mcpstreamable-httpWas es kann
Tool-Inventar
Tools (23)
🟢fetch_time_series_daily(symbol, datatype, outputsize, max_data_points, start_date, ...)
[Personal research only] Fetch daily stock data with OHLCV (Open, High, Low, Close, Volume) information for each trading day.
Eingabe-Schema
{
"type": "object",
"properties": {
"symbol": {
"description": "Stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') for which to retrieve daily data",
"type": "string"
},
"datatype": {
"default": "json",
"description": "Response data type.",
"type": "string"
},
"outputsize": {
"default": "compact",
"description": "Data output size.",
"type": "string"
},
"max_data_points": {
"default": 100,
"description": "Maximum number of time series data points to return.",
"minimum": 1,
"type": "integer"
},
"start_date": {
"default": null,
"description": "Optional start date filter in YYYY-MM-DD format (inclusive).",
"type": "string"
},
"end_date": {
"default": null,
"description": "Optional end date filter in YYYY-MM-DD format (inclusive).",
"type": "string"
}
},
"required": [
"symbol"
],
"additionalProperties": false
}🟢fetch_time_series_weekly(symbol, datatype, max_data_points, start_date, end_date)
[Personal research only] Fetch weekly stock data with OHLCV (Open, High, Low, Close, Volume) aggregated by week.
Eingabe-Schema
{
"type": "object",
"properties": {
"symbol": {
"description": "Stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') for which to retrieve weekly data",
"type": "string"
},
"datatype": {
"default": "json",
"description": "Response data type.",
"type": "string"
},
"max_data_points": {
"default": 100,
"description": "Maximum number of time series data points to return.",
"minimum": 1,
"type": "integer"
},
"start_date": {
"default": null,
"description": "Optional start date filter in YYYY-MM-DD format (inclusive).",
"type": "string"
},
"end_date": {
"default": null,
"description": "Optional end date filter in YYYY-MM-DD format (inclusive).",
"type": "string"
}
},
"required": [
"symbol"
],
"additionalProperties": false
}🟢fetch_time_series_monthly(symbol, datatype, max_data_points, start_date, end_date)
[Personal research only] Fetch monthly stock data with OHLCV (Open, High, Low, Close, Volume) aggregated by month.
Eingabe-Schema
{
"type": "object",
"properties": {
"symbol": {
"description": "Stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') for which to retrieve monthly data",
"type": "string"
},
"datatype": {
"default": "json",
"description": "Response data type.",
"type": "string"
},
"max_data_points": {
"default": 100,
"description": "Maximum number of time series data points to return.",
"minimum": 1,
"type": "integer"
},
"start_date": {
"default": null,
"description": "Optional start date filter in YYYY-MM-DD format (inclusive).",
"type": "string"
},
"end_date": {
"default": null,
"description": "Optional end date filter in YYYY-MM-DD format (inclusive).",
"type": "string"
}
},
"required": [
"symbol"
],
"additionalProperties": false
}🟢search_endpoint(keywords)
[Personal research only] Searches for stock symbols and company names based on keywords (e.g., 'Tesla', 'Microsoft Corp').
Eingabe-Schema
{
"type": "object",
"properties": {
"keywords": {
"description": "Keywords to search for company names or stock symbols (e.g., 'Tesla', 'Microsoft Corp', 'AAPL')",
"type": "string"
}
},
"required": [
"keywords"
],
"additionalProperties": false
}🟢fetch_quote(symbol)
[Personal research only] Fetches the latest price and trading information for a stock ticker symbol.
Eingabe-Schema
{
"type": "object",
"properties": {
"symbol": {
"description": "Stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') for which to fetch the latest price and trading…",
"type": "string"
}
},
"required": [
"symbol"
],
"additionalProperties": false
}🟢fetch_news_sentiment(tickers, datatype, topics, time_from, time_to, ...)
[Personal research only] Fetch news sentiment analysis data with sentiment scores, relevance scores, and article metadata.
Eingabe-Schema
{
"type": "object",
"properties": {
"tickers": {
"description": "Comma-separated list of ticker symbols to filter news articles.",
"type": "string"
},
"datatype": {
"default": "json",
"description": "Response data type.",
"type": "string"
},
"topics": {
"default": null,
"description": "Optional news topics filter.",
"type": "string"
},
"time_from": {
"default": null,
"description": "Start time for news articles in YYYYMMDDTHHMM format (e.g., '20240101T0000')",
"type": "string"
},
"time_to": {
"default": null,
"description": "End time for news articles in YYYYMMDDTHHMM format (e.g., '20240131T2359')",
"type": "string"
},
"sort": {
"default": "LATEST",
"description": "Sort order for results.",
"type": "string"
},
"limit": {
"default": 50,
"description": "Maximum number of news articles to return (1-200).",
"type": "integer"
}
},
"required": [
"tickers"
],
"additionalProperties": false
}🟢fetch_company_overview(symbol)
[Personal research only] Fetch comprehensive company overview including business description, financial ratios, market capitalization, dividend information, and key financial metrics.
Eingabe-Schema
{
"type": "object",
"properties": {
"symbol": {
"description": "Stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') for which to retrieve comprehensive company over…",
"type": "string"
}
},
"required": [
"symbol"
],
"additionalProperties": false
}🟢fetch_income_statement(symbol)
[Personal research only] Fetch annual and quarterly income statement data including revenue, expenses, net income, EPS, and other profit & loss metrics.
Eingabe-Schema
{
"type": "object",
"properties": {
"symbol": {
"description": "Stock ticker symbol (e.g., 'AAPL', 'MSFT', 'GOOGL') for which to retrieve annual and quarterly inco…",
"type": "string"
}
},
"required": [
"symbol"
],
"additionalProperties": false
}🟢fetch_balance_sheet(symbol)
[Personal research only] Fetch annual and quarterly balance sheet data including assets, liabilities, shareholders' equity, and other financial position metrics.
Eingabe-Schema
{
"type": "object",
"properties": {
"symbol": {
"description": "Stock ticker symbol (e.g., 'AAPL', 'MSFT', 'GOOGL') for which to retrieve annual and quarterly bala…",
"type": "string"
}
},
"required": [
"symbol"
],
"additionalProperties": false
}🟢fetch_cash_flow(symbol)
[Personal research only] Fetch annual and quarterly cash flow statement data including operating, investing, and financing cash flows.
Eingabe-Schema
{
"type": "object",
"properties": {
"symbol": {
"description": "Stock ticker symbol (e.g., 'AAPL', 'MSFT', 'GOOGL') for which to retrieve annual and quarterly cash…",
"type": "string"
}
},
"required": [
"symbol"
],
"additionalProperties": false
}🟢fetch_earnings(symbol)
[Personal research only] Fetch annual and quarterly earnings data including EPS (earnings per share) estimates vs actual results, surprise percentages, and earnings growth trends.
Eingabe-Schema
{
"type": "object",
"properties": {
"symbol": {
"description": "Stock ticker symbol (e.g., 'AAPL', 'MSFT', 'GOOGL') for which to retrieve annual and quarterly earn…",
"type": "string"
}
},
"required": [
"symbol"
],
"additionalProperties": false
}🟢fetch_exchange_rate(from_currency, to_currency)
[Personal research only] Fetch real-time currency exchange rates between two currencies with bid/ask prices and conversion rates.
Eingabe-Schema
{
"type": "object",
"properties": {
"from_currency": {
"description": "Source currency code (e.g., 'USD', 'EUR', 'GBP') to convert from",
"type": "string"
},
"to_currency": {
"description": "Target currency code (e.g., 'USD', 'EUR', 'JPY') to convert to",
"type": "string"
}
},
"required": [
"from_currency",
"to_currency"
],
"additionalProperties": false
}🟢fetch_sma(symbol, interval, time_period, series_type, datatype, ...)
[Personal research only] Fetch Simple Moving Average (SMA) technical indicator time series with customizable time periods.
Eingabe-Schema
{
"type": "object",
"properties": {
"symbol": {
"description": "Stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') for which to calculate Simple Moving Average",
"type": "string"
},
"interval": {
"description": "Time interval for data points.",
"type": "string"
},
"time_period": {
"description": "Number of data points to use for moving average calculation (e.g., 20 for 20-day SMA)",
"type": "integer"
},
"series_type": {
"default": "close",
"description": "Price data to use for calculation.",
"type": "string"
},
"datatype": {
"default": "json",
"description": "Response data type.",
"type": "string"
},
"max_data_points": {
"default": 100,
"description": "Maximum number of time series data points to return.",
"type": "integer"
},
"start_date": {
"default": null,
"description": "Optional start date filter in YYYY-MM-DD format (e.g., '2024-01-01').",
"type": "string"
},
"end_date": {
"default": null,
"description": "Optional end date filter in YYYY-MM-DD format (e.g., '2024-12-31').",
"type": "string"
}
},
"required": [
"symbol",
"interval",
"time_period"
],
"additionalProperties": false
}🟢fetch_ema(symbol, interval, time_period, series_type, datatype, ...)
[Personal research only] Fetch Exponential Moving Average (EMA) technical indicator time series with greater weight on recent prices.
Eingabe-Schema
{
"type": "object",
"properties": {
"symbol": {
"description": "Stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') for which to calculate Exponential Moving Average",
"type": "string"
},
"interval": {
"description": "Time interval for data points.",
"type": "string"
},
"time_period": {
"description": "Number of data points to use for moving average calculation (e.g., 12 for 12-period EMA)",
"type": "integer"
},
"series_type": {
"default": "close",
"description": "Price data to use for calculation.",
"type": "string"
},
"datatype": {
"default": "json",
"description": "Response data type.",
"type": "string"
},
"max_data_points": {
"default": 100,
"description": "Maximum number of time series data points to return.",
"type": "integer"
},
"start_date": {
"default": null,
"description": "Optional start date filter in YYYY-MM-DD format (e.g., '2024-01-01').",
"type": "string"
},
"end_date": {
"default": null,
"description": "Optional end date filter in YYYY-MM-DD format (e.g., '2024-12-31').",
"type": "string"
}
},
"required": [
"symbol",
"interval",
"time_period"
],
"additionalProperties": false
}🟢fetch_macd(symbol, interval, series_type, fastperiod, slowperiod, ...)
[Personal research only] Fetch MACD (Moving Average Convergence Divergence) technical indicator time series with signal line and histogram.
Eingabe-Schema
{
"type": "object",
"properties": {
"symbol": {
"description": "Stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') for which to calculate MACD",
"type": "string"
},
"interval": {
"description": "Time interval for data points.",
"type": "string"
},
"series_type": {
"default": "close",
"description": "Price data to use for calculation.",
"type": "string"
},
"fastperiod": {
"default": 12,
"description": "Fast EMA period for MACD calculation (default: 12)",
"type": "integer"
},
"slowperiod": {
"default": 26,
"description": "Slow EMA period for MACD calculation (default: 26)",
"type": "integer"
},
"signalperiod": {
"default": 9,
"description": "Signal line EMA period for MACD calculation (default: 9)",
"type": "integer"
},
"datatype": {
"default": "json",
"description": "Response data type.",
"type": "string"
},
"max_data_points": {
"default": 100,
"description": "Maximum number of time series data points to return.",
"type": "integer"
},
"start_date": {
"default": null,
"description": "Optional start date filter in YYYY-MM-DD format (e.g., '2024-01-01').",
"type": "string"
},
"end_date": {
"default": null,
"description": "Optional end date filter in YYYY-MM-DD format (e.g., '2024-12-31').",
"type": "string"
}
},
"required": [
"symbol",
"interval"
],
"additionalProperties": false
}🟢fetch_rsi(symbol, interval, time_period, series_type, datatype, ...)
[Personal research only] Fetch RSI (Relative Strength Index) momentum oscillator time series ranging from 0 to 100.
Eingabe-Schema
{
"type": "object",
"properties": {
"symbol": {
"description": "Stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') for which to calculate RSI",
"type": "string"
},
"interval": {
"description": "Time interval for data points.",
"type": "string"
},
"time_period": {
"default": 14,
"description": "Number of periods for RSI calculation (typically 14)",
"type": "integer"
},
"series_type": {
"default": "close",
"description": "Price data to use for calculation.",
"type": "string"
},
"datatype": {
"default": "json",
"description": "Response data type.",
"type": "string"
},
"max_data_points": {
"default": 100,
"description": "Maximum number of time series data points to return.",
"type": "integer"
},
"start_date": {
"default": null,
"description": "Optional start date filter in YYYY-MM-DD format (e.g., '2024-01-01').",
"type": "string"
},
"end_date": {
"default": null,
"description": "Optional end date filter in YYYY-MM-DD format (e.g., '2024-12-31').",
"type": "string"
}
},
"required": [
"symbol",
"interval"
],
"additionalProperties": false
}🟢fetch_bbands(symbol, interval, time_period, series_type, nbdevup, ...)
[Personal research only] Fetch Bollinger Bands technical indicator time series with upper band, lower band, and middle line (SMA).
Eingabe-Schema
{
"type": "object",
"properties": {
"symbol": {
"description": "Stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') for which to calculate Bollinger Bands",
"type": "string"
},
"interval": {
"description": "Time interval for data points.",
"type": "string"
},
"time_period": {
"default": 20,
"description": "Number of periods for moving average calculation (typically 20)",
"type": "integer"
},
"series_type": {
"default": "close",
"description": "Price data to use for calculation.",
"type": "string"
},
"nbdevup": {
"default": 2,
"description": "Number of standard deviations for upper band (typically 2)",
"type": "integer"
},
"nbdevdn": {
"default": 2,
"description": "Number of standard deviations for lower band (typically 2)",
"type": "integer"
},
"datatype": {
"default": "json",
"description": "Response data type.",
"type": "string"
},
"max_data_points": {
"default": 100,
"description": "Maximum number of time series data points to return.",
"type": "integer"
},
"start_date": {
"default": null,
"description": "Optional start date filter in YYYY-MM-DD format (e.g., '2024-01-01').",
"type": "string"
},
"end_date": {
"default": null,
"description": "Optional end date filter in YYYY-MM-DD format (e.g., '2024-12-31').",
"type": "string"
}
},
"required": [
"symbol",
"interval"
],
"additionalProperties": false
}🟢analyze_stock(symbol)
[Personal research only] One-call stock brief. `filed` holds fundamentals from SEC filings (TTM revenue and growth, gross and operating margin, net income, free cash flow, net debt; for banks net revenue, net interest income, efficiency ratio, PPNR, provisions, loans, deposits, ROE, ROTCE and tangible book; for broker-dealers efficiency ratio, pretax margin, compensation ratio and ROE; for insurers total revenues, premiums earned, net investment income, benefits and losses, a simple combined ratio for P&C insurers, ROE, and book value per share with and without AOCI), each filing cited by accession in sources.edgar (https://www.sec.gov/Archives/edgar/data/{cik}/{accession without dashes}/). A balance input the newest filing omits comes from the latest filing within 15 months, dated in inputs_as_of. `market` holds delayed price, 52-week range, 50/200-day averages and RSI(14); `derived` holds market cap, P/E (on filed diluted EPS LTM), P/B and P/TBV (insurers: P/B and P/B ex-AOCI), each with its inputs. A figure that couldn't be computed is in gaps with its reason; lines that don't apply to the company's layout are left out (layout_note). Up to 4 descriptive observations, including any quarter whose tax rate or non-operating income moves net income. News sentiment on Pro. Start here for "tell me about X". Personal research only: on every plan, this tool's output is for your own personal, non-commercial research. Do not use it in a commercial product, client deliverable or service.
Eingabe-Schema
{
"type": "object",
"properties": {
"symbol": {
"description": "Stock ticker, e.g. 'AAPL'",
"type": "string"
}
},
"required": [
"symbol"
],
"additionalProperties": false
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}⚪compare_stocks(symbols)
[Personal research only] Side-by-side comparison of 2-6 stocks as one table: TTM revenue and growth, pretax margin, net income growth and diluted EPS growth from SEC filings (each row's window ends on its ttm_to), net debt for standard layouts, delayed price, day change, distance from the 52-week high and trend, market cap, and P/E on filed diluted EPS LTM (FY + YTD - prior YTD). `order` lists each filed figure highest first, P/E lowest first. `comparability` says what revenue means per layout; cell_notes say what moves a figure. Filings are cited by accession in sources.edgar: open https://www.sec.gov/Archives/edgar/data/{cik}/{accession without dashes}/. Personal research only: on every plan, this tool's output is for your own personal, non-commercial research. Do not use it in a commercial product, client deliverable or service.
Eingabe-Schema
{
"type": "object",
"properties": {
"symbols": {
"description": "2 to 6 tickers, e.g. ['NVDA', 'AMD']",
"items": {
"type": "string"
},
"type": "array"
}
},
"required": [
"symbols"
],
"additionalProperties": false
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢get_fact(company, concept, period, as_of)
One reported figure from SEC filings, with its citation: filing accession number, form, filing date, XBRL tag, period and a link to the filing. Restated values are listed. A figure the company never reported comes back as missing, never estimated. Values are in units as filed (USD, shares, USD/shares). A value and its as_originally_reported version come only from financial statements (10-K, 10-Q, their amendments and transition reports, 20-F, 40-F), never a proxy or an 8-K.
Eingabe-Schema
{
"type": "object",
"properties": {
"company": {
"description": "Ticker (e.g. 'AAPL') or SEC CIK",
"type": "string"
},
"concept": {
"description": "Line item such as 'revenue', 'net_income', 'eps_diluted', 'total_assets', 'operating_cash_flow', 'shares_outstanding', 'book_value_per_share', 'net_debt', 'dividend_payout_ratio', 'net_revenues', or a raw XBRL tag like 'us-gaap:Revenues'",
"type": "string"
},
"period": {
"default": "latest",
"description": "'latest', a fiscal year 'FY2025', a fiscal quarter 'FY2025 Q2', or a period end date '2025-06-28'",
"type": "string"
},
"as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "Optional date: return the figure as it was on file then (before any later restatement)"
}
},
"required": [
"company",
"concept"
],
"additionalProperties": false
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢financials(company, statement, period_type, limit, as_of)
A financial statement from SEC filings, newest period first, every value traceable to its filing. Quarterly figures the company reported only year-to-date are derived (e.g. Q4 = FY - 9M) and marked; per-share values and share counts can't be derived that way and are null with reason not_derivable. A line the company tagged with its own element is null with reason custom_element. Common equity and the book values from it are null with reason pending when a preferred issue or redemption follows the last tagged liquidation preference. Every null carries a reason, in cell_notes or (when all of a row's nulls share it) on the row. Banks, insurers and broker-dealers get not_applicable, with a reason, for lines they don't present (capex, current assets, total debt for banks and brokers); banks get loans, allowance and deposits. Broker-dealers and asset managers get the bank layout under net_revenues, with compensation and the compensation ratio. Balance sheets include common equity, book value per share and net debt. A balance the period's own filing didn't present is null, with any later comparative value in a note. A derived or fallback line equal to another row in every column (total equity with no NCI) is named in same_as instead of shown, and a derived Q4 with the opposite sign to Q1-Q3 says so. Values are in units as filed. Values and earlier versions come only from financial statements (10-K, 10-Q, their amendments and transition reports, 20-F, 40-F).
Eingabe-Schema
{
"type": "object",
"properties": {
"company": {
"description": "Ticker (e.g. 'AAPL') or SEC CIK",
"type": "string"
},
"statement": {
"default": "income",
"description": "'income', 'balance' or 'cashflow'",
"type": "string"
},
"period_type": {
"default": "annual",
"description": "'annual' or 'quarterly'",
"type": "string"
},
"limit": {
"default": 4,
"description": "Number of periods, 1 to 8",
"type": "integer"
},
"as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "Optional date: the statement as it was on file then"
}
},
"required": [
"company"
],
"additionalProperties": false
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}🟢find_tool(query)
Search all 113 data tools, including ones not in the default list.
Eingabe-Schema
{
"type": "object",
"properties": {
"query": {
"description": "What you need, e.g.",
"type": "string"
}
},
"required": [
"query"
],
"additionalProperties": false
}Ausgabe-Schema
{
"type": "object",
"additionalProperties": true
}⚪run_tool(name, arguments)
Run any Finbolt data tool by name, including ones not in the default list.
Eingabe-Schema
{
"type": "object",
"properties": {
"name": {
"description": "Exact tool name from find_tool, e.g.",
"type": "string"
},
"arguments": {
"additionalProperties": true,
"default": null,
"description": "Arguments for that tool",
"type": "object"
}
},
"required": [
"name"
],
"additionalProperties": false
}Community
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