agent-fin

Agent Fin: finance MCP server with market data tools

Should I use this

Quality & Safety

B
Description quality
90%
Schema completeness
67%
Naming quality
77%
Poisoning risk
100%
Permission match
100%
Protocol compliance
100%

Findings (6)

  • LOWTool 'equity_compare_company_facts' description lacks action verbin equity_compare_company_facts
  • LOWTool 'equity_screener' description lacks action verbin equity_screener
  • LOWTool 'equity_discovery_undervalued_large_caps' name length outside 3-30 rangein equity_discovery_undervalued_large_caps
  • LOWTool 'equity_discovery_undervalued_growth' name length outside 3-30 rangein equity_discovery_undervalued_growth
  • LOWTool 'equity_discovery_aggressive_small_caps' name length outside 3-30 rangein equity_discovery_aggressive_small_caps
  • LOWTool 'equity_ownership_share_statistics' name length outside 3-30 rangein equity_ownership_share_statistics

Based on automated analysis of tool definitions and protocol compliance.

Context Cost

~2,095Tokens (tool definitions)
~705 BTypical response size
Moderate attention impact (1.64% of 128k context)

This is the approximate number of tokens consumed each time the server's tools are loaded into a model's context. Higher counts reduce the attention available for other tasks.

Install

One-Click Install

Add this to your `claude_desktop_config.json` file:

{
  "mcpServers": {
    "agent-fin": {
      "url": "https://agent-fin.biodnd.com/sse"
    }
  }
}

Remote endpoints

https://agent-fin.biodnd.com/ssesse

What it can do

Tool inventory

Tools (24)

🟢 Read-only🟡 Write🔴 Delete⚪ Unknown
🟢equity_fundamental_cash(symbol)

Get the cash flow statement for a given company.

Input Schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string"
    }
  },
  "required": [
    "symbol"
  ]
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_fundamental_dividends(symbol)

Get historical dividend data for a given company.

Input Schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string"
    }
  },
  "required": [
    "symbol"
  ]
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_price_historical(symbol)

Get historical price data for a given stock. This includes open, high, low, close, and volume.

Input Schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string"
    }
  },
  "required": [
    "symbol"
  ]
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_price_quote(symbol)

Get the latest quote data for a given stock symbol.

Input Schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string"
    }
  },
  "required": [
    "symbol"
  ]
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_fundamental_income(symbol)

Get the income statement for a given company.

Input Schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string"
    }
  },
  "required": [
    "symbol"
  ]
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_fundamental_balance(symbol)

Get the balance sheet for a given company.

Input Schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string"
    }
  },
  "required": [
    "symbol"
  ]
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_fundamental_metrics(symbol)

Get key fundamental metrics for a company.

Input Schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string"
    }
  },
  "required": [
    "symbol"
  ]
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_calendar_ipo(symbol)

Get historical and upcoming initial public offerings (IPOs).

Input Schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string"
    }
  },
  "required": [
    "symbol"
  ]
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_compare_groups(group)

Get company data grouped by sector, industry or country.

Input Schema

{
  "type": "object",
  "properties": {
    "group": {
      "type": "string"
    }
  },
  "required": [
    "group"
  ]
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
⚪equity_compare_company_facts(symbol, fact)

Compare reported company facts and fundamental data points.

Input Schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string"
    },
    "fact": {
      "type": "string"
    }
  },
  "required": [
    "symbol",
    "fact"
  ]
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_estimates_consensus(symbol)

Get consensus price target and recommendation.

Input Schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string"
    }
  },
  "required": [
    "symbol"
  ]
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_discovery_losers

Get the top price losers in the stock market.

Input Schema

{
  "type": "object",
  "properties": {}
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_discovery_active

Get the most actively traded stocks based on volume.

Input Schema

{
  "type": "object",
  "properties": {}
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_discovery_undervalued_large_caps

Get potentially undervalued large cap stocks.

Input Schema

{
  "type": "object",
  "properties": {}
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_discovery_undervalued_growth

Get potentially undervalued growth stocks.

Input Schema

{
  "type": "object",
  "properties": {}
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_discovery_aggressive_small_caps

Get top small cap stocks based on earnings growth.

Input Schema

{
  "type": "object",
  "properties": {}
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_discovery_growth_tech

Get top tech stocks based on revenue and earnings growth.

Input Schema

{
  "type": "object",
  "properties": {}
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_profile(symbol)

Get the company profile, including key information and descriptions.

Input Schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string"
    }
  },
  "required": [
    "symbol"
  ]
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
⚪equity_screener(metric)

Screen for equities using a predefined metric such as overview or valuation.

Input Schema

{
  "type": "object",
  "properties": {
    "metric": {
      "default": "overview",
      "type": "string"
    }
  }
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_search(query, is_symbol)

Search for equity tickers or names via NASDAQ.

Input Schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string"
    },
    "is_symbol": {
      "default": false,
      "type": "boolean"
    }
  },
  "required": [
    "query"
  ]
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_ownership_share_statistics(symbol)

Get share statistics such as float, shares outstanding, and insider holdings.

Input Schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string"
    }
  },
  "required": [
    "symbol"
  ]
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_shorts_fails_to_deliver(symbol)

Get fails-to-deliver data reported to the SEC.

Input Schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string"
    }
  },
  "required": [
    "symbol"
  ]
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_shorts_short_interest(symbol)

Get reported short interest for a given symbol.

Input Schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string"
    }
  },
  "required": [
    "symbol"
  ]
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}
🟢equity_shorts_short_volume(symbol)

Get reported short volume statistics for a given symbol.

Input Schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string"
    }
  },
  "required": [
    "symbol"
  ]
}

Output Schema

{
  "type": "object",
  "properties": {
    "result": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "result"
  ],
  "x-fastmcp-wrap-result": true
}

Community

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Evidence

Recent observations

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