Rockmoon Financial Data
Cross-market (US/JP/KR) structured financials, segments, ownership & metrics, traceable to filings.
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Calidad y seguridad
Hallazgos (2)
- LOWen screen_companies
- LOWen compare_metrics
Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.
Costo de contexto
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-httpQué puede hacer
Inventario de herramientas
Herramientas (19)
🟢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_companiessearch_companiesget_companyget_companysearch_companiesget_companyComunidad
Evidencia