Rockmoon Financial Data

Cross-market (US/JP/KR) structured financials, segments, ownership & metrics, traceable to filings.

¿Debería usar esto?

Calidad y seguridad

A
Calidad de la descripción
91%
Integridad del esquema
77%
Calidad de los nombres
98%
Riesgo de envenenamiento
100%
Coincidencia de permisos
100%
Cumplimiento del protocolo
100%

Hallazgos (2)

  • LOWTool 'screen_companies' description lacks action verben screen_companies
  • LOWTool 'compare_metrics' description lacks action verben compare_metrics

Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.

Costo de contexto

~2,156Tokens (definiciones de herramientas)
~989 BTamaño de respuesta típico
Impacto moderado en la atención (1.68% del contexto de 128k)

Este es el número aproximado de tokens que se consumen cada vez que las herramientas del servidor se cargan en el contexto de un modelo. Los recuentos más altos reducen la atención disponible para otras tareas.

Instalar

Instalación con un clic

Agrega esto a tu archivo `claude_desktop_config.json`:

{
  "mcpServers": {
    "financial-data": {
      "url": "https://mcp.rockmoon.ai/mcp"
    }
  }
}

Puntos de conexión remotos

https://mcp.rockmoon.ai/mcpstreamable-http

Qué puede hacer

Inventario de herramientas

Herramientas (19)

🟢 Solo lectura🟡 Escritura🔴 Eliminación⚪ Desconocido
🟢search_companies(query, limit)

Search companies by ticker or name across US/JP/KR/HK/CN/UK.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "query": {
      "title": "Query",
      "type": "string"
    },
    "limit": {
      "default": 10,
      "title": "Limit",
      "type": "integer"
    }
  },
  "required": [
    "query"
  ]
}

Esquema de salida

{
  "type": "object",
  "additionalProperties": true
}
🟢get_company(ticker)

Get company facts (name, exchange, industry, regulator id, filings url).

Esquema de entrada

{
  "type": "object",
  "properties": {
    "ticker": {
      "title": "Ticker",
      "type": "string"
    }
  },
  "required": [
    "ticker"
  ]
}

Esquema de salida

{
  "type": "object",
  "additionalProperties": true
}
🟢get_financials(ticker, frequency, limit, fiscal_year)

Get all three financial statements (IS + BS + CF) for a ticker.

Esquema de entrada

{
  "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"
  ]
}

Esquema de salida

{
  "type": "object",
  "additionalProperties": true
}
🟢get_income_statement(ticker, frequency, limit, fiscal_year)

Get income statement (revenue, costs, margins, EPS).

Esquema de entrada

{
  "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"
  ]
}

Esquema de salida

{
  "type": "object",
  "additionalProperties": true
}
🟢get_balance_sheet(ticker, frequency, limit, fiscal_year)

Get balance sheet (assets, liabilities, equity).

Esquema de entrada

{
  "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"
  ]
}

Esquema de salida

{
  "type": "object",
  "additionalProperties": true
}
🟢get_cash_flow(ticker, frequency, limit, fiscal_year)

Get cash flow statement (OCF, ICF, FCF, capex, dividends).

Esquema de entrada

{
  "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"
  ]
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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"
  ]
}

Esquema de salida

{
  "type": "object",
  "additionalProperties": true
}
🟢get_prices(ticker, period)

Get daily price history for a ticker.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "ticker": {
      "title": "Ticker",
      "type": "string"
    },
    "period": {
      "default": "1y",
      "title": "Period",
      "type": "string"
    }
  },
  "required": [
    "ticker"
  ]
}

Esquema de salida

{
  "type": "object",
  "additionalProperties": true
}
🟢get_segments(ticker, period, concept, frequency)

Get reported business / geographic / product segments.

Esquema de entrada

{
  "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"
  ]
}

Esquema de salida

{
  "type": "object",
  "additionalProperties": true
}
🟢get_segments_trend(ticker, concept, frequency, limit)

Get time-series of segment values across periods for trend analysis.

Esquema de entrada

{
  "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"
  ]
}

Esquema de salida

{
  "type": "object",
  "additionalProperties": true
}
🟢get_major_shareholders(ticker, limit)

Get top shareholders (institutions + individuals).

Esquema de entrada

{
  "type": "object",
  "properties": {
    "ticker": {
      "title": "Ticker",
      "type": "string"
    },
    "limit": {
      "default": 20,
      "title": "Limit",
      "type": "integer"
    }
  },
  "required": [
    "ticker"
  ]
}

Esquema de salida

{
  "type": "object",
  "additionalProperties": true
}
🟢get_director_holdings(ticker, limit)

Get director / officer shareholdings (insider equity stakes).

Esquema de entrada

{
  "type": "object",
  "properties": {
    "ticker": {
      "title": "Ticker",
      "type": "string"
    },
    "limit": {
      "default": 30,
      "title": "Limit",
      "type": "integer"
    }
  },
  "required": [
    "ticker"
  ]
}

Esquema de salida

{
  "type": "object",
  "additionalProperties": true
}
🟢get_insider_trades(ticker, limit)

Get insider trading activity (US Form 4 filings).

Esquema de entrada

{
  "type": "object",
  "properties": {
    "ticker": {
      "title": "Ticker",
      "type": "string"
    },
    "limit": {
      "default": 50,
      "title": "Limit",
      "type": "integer"
    }
  },
  "required": [
    "ticker"
  ]
}

Esquema de salida

{
  "type": "object",
  "additionalProperties": true
}
🟢get_institutional_holdings(ticker, limit)

Get institutional holders (US 13F filings).

Esquema de entrada

{
  "type": "object",
  "properties": {
    "ticker": {
      "title": "Ticker",
      "type": "string"
    },
    "limit": {
      "default": 50,
      "title": "Limit",
      "type": "integer"
    }
  },
  "required": [
    "ticker"
  ]
}

Esquema de salida

{
  "type": "object",
  "additionalProperties": true
}
🟢get_large_holdings_events(ticker, limit)

Get large-holdings disclosure events (JP 350/360 reports).

Esquema de entrada

{
  "type": "object",
  "properties": {
    "ticker": {
      "title": "Ticker",
      "type": "string"
    },
    "limit": {
      "default": 50,
      "title": "Limit",
      "type": "integer"
    }
  },
  "required": [
    "ticker"
  ]
}

Esquema de salida

{
  "type": "object",
  "additionalProperties": true
}
🟢get_metrics(ticker)

Get latest valuation + financial metrics snapshot (PE, PB, ROE etc.).

Esquema de entrada

{
  "type": "object",
  "properties": {
    "ticker": {
      "title": "Ticker",
      "type": "string"
    }
  },
  "required": [
    "ticker"
  ]
}

Esquema de salida

{
  "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).

Esquema de entrada

{
  "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"
    }
  }
}

Esquema de salida

{
  "type": "object",
  "additionalProperties": true
}
🟢get_metrics_history(ticker, frequency, limit)

Get historical derived metrics (TTM aggregates + margins per period).

Esquema de entrada

{
  "type": "object",
  "properties": {
    "ticker": {
      "title": "Ticker",
      "type": "string"
    },
    "frequency": {
      "default": "quarterly",
      "title": "Frequency",
      "type": "string"
    },
    "limit": {
      "default": 20,
      "title": "Limit",
      "type": "integer"
    }
  },
  "required": [
    "ticker"
  ]
}

Esquema de salida

{
  "type": "object",
  "additionalProperties": true
}
⚪compare_metrics(tickers, fields)

Compare valuation metrics across multiple tickers.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "tickers": {
      "title": "Tickers",
      "type": "string"
    },
    "fields": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Fields"
    }
  },
  "required": [
    "tickers"
  ]
}

Esquema de salida

{
  "type": "object",
  "additionalProperties": true
}

Prompts recomendados

search_research
Search for information about [topic] using Rockmoon Financial Data
Herramientas esperadas: search_companies
find_specific
Find [specific item] using Rockmoon Financial Data
Herramientas esperadas: search_companies
retrieve_data
Get details about [item] from Rockmoon Financial Data
Herramientas esperadas: get_company
fetch_info
Fetch [information type] using Rockmoon Financial Data
Herramientas esperadas: get_company
research_workflow
Search for [topic], then get detailed information about the top results using Rockmoon Financial Data
Herramientas esperadas: search_companiesget_company

Comunidad

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Evidencia

Observaciones recientes

verificadoversión no registrada19 herramientas
verificadoversión no registrada19 herramientas