Rockmoon Financial Data
Cross-market (US/JP/KR) structured financials, segments, ownership & metrics, traceable to filings.
我該用這個嗎
品質與安全性
發現項目(2)
- LOW在 screen_companies 中
- LOW在 compare_metrics 中
根據工具定義與協定合規性的自動化分析。
上下文成本
這是每次將伺服器的工具載入模型上下文時所消耗的約略 token 數量。數量越高,可用於其他工作的注意力就越少。
安裝
一鍵安裝
將以下內容加入你的 `claude_desktop_config.json` 檔案:
{
"mcpServers": {
"financial-data": {
"url": "https://mcp.rockmoon.ai/mcp"
}
}
}遠端端點
https://mcp.rockmoon.ai/mcpstreamable-http它能做什麼
工具清單
工具(19)
🟢search_companies(query, limit)
Search companies by ticker or name across US/JP/KR/HK/CN/UK.
輸入結構描述
{
"type": "object",
"properties": {
"query": {
"title": "Query",
"type": "string"
},
"limit": {
"default": 10,
"title": "Limit",
"type": "integer"
}
},
"required": [
"query"
]
}輸出結構描述
{
"type": "object",
"additionalProperties": true
}🟢get_company(ticker)
Get company facts (name, exchange, industry, regulator id, filings url).
輸入結構描述
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
}
},
"required": [
"ticker"
]
}輸出結構描述
{
"type": "object",
"additionalProperties": true
}🟢get_financials(ticker, frequency, limit, fiscal_year)
Get all three financial statements (IS + BS + CF) for a ticker.
輸入結構描述
{
"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"
]
}輸出結構描述
{
"type": "object",
"additionalProperties": true
}🟢get_income_statement(ticker, frequency, limit, fiscal_year)
Get income statement (revenue, costs, margins, EPS).
輸入結構描述
{
"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"
]
}輸出結構描述
{
"type": "object",
"additionalProperties": true
}🟢get_balance_sheet(ticker, frequency, limit, fiscal_year)
Get balance sheet (assets, liabilities, equity).
輸入結構描述
{
"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"
]
}輸出結構描述
{
"type": "object",
"additionalProperties": true
}🟢get_cash_flow(ticker, frequency, limit, fiscal_year)
Get cash flow statement (OCF, ICF, FCF, capex, dividends).
輸入結構描述
{
"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"
]
}輸出結構描述
{
"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.
輸入結構描述
{
"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"
]
}輸出結構描述
{
"type": "object",
"additionalProperties": true
}🟢get_prices(ticker, period)
Get daily price history for a ticker.
輸入結構描述
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"period": {
"default": "1y",
"title": "Period",
"type": "string"
}
},
"required": [
"ticker"
]
}輸出結構描述
{
"type": "object",
"additionalProperties": true
}🟢get_segments(ticker, period, concept, frequency)
Get reported business / geographic / product segments.
輸入結構描述
{
"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"
]
}輸出結構描述
{
"type": "object",
"additionalProperties": true
}🟢get_segments_trend(ticker, concept, frequency, limit)
Get time-series of segment values across periods for trend analysis.
輸入結構描述
{
"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"
]
}輸出結構描述
{
"type": "object",
"additionalProperties": true
}🟢get_major_shareholders(ticker, limit)
Get top shareholders (institutions + individuals).
輸入結構描述
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"limit": {
"default": 20,
"title": "Limit",
"type": "integer"
}
},
"required": [
"ticker"
]
}輸出結構描述
{
"type": "object",
"additionalProperties": true
}🟢get_director_holdings(ticker, limit)
Get director / officer shareholdings (insider equity stakes).
輸入結構描述
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"limit": {
"default": 30,
"title": "Limit",
"type": "integer"
}
},
"required": [
"ticker"
]
}輸出結構描述
{
"type": "object",
"additionalProperties": true
}🟢get_insider_trades(ticker, limit)
Get insider trading activity (US Form 4 filings).
輸入結構描述
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"limit": {
"default": 50,
"title": "Limit",
"type": "integer"
}
},
"required": [
"ticker"
]
}輸出結構描述
{
"type": "object",
"additionalProperties": true
}🟢get_institutional_holdings(ticker, limit)
Get institutional holders (US 13F filings).
輸入結構描述
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"limit": {
"default": 50,
"title": "Limit",
"type": "integer"
}
},
"required": [
"ticker"
]
}輸出結構描述
{
"type": "object",
"additionalProperties": true
}🟢get_large_holdings_events(ticker, limit)
Get large-holdings disclosure events (JP 350/360 reports).
輸入結構描述
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"limit": {
"default": 50,
"title": "Limit",
"type": "integer"
}
},
"required": [
"ticker"
]
}輸出結構描述
{
"type": "object",
"additionalProperties": true
}🟢get_metrics(ticker)
Get latest valuation + financial metrics snapshot (PE, PB, ROE etc.).
輸入結構描述
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
}
},
"required": [
"ticker"
]
}輸出結構描述
{
"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).
輸入結構描述
{
"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"
}
}
}輸出結構描述
{
"type": "object",
"additionalProperties": true
}🟢get_metrics_history(ticker, frequency, limit)
Get historical derived metrics (TTM aggregates + margins per period).
輸入結構描述
{
"type": "object",
"properties": {
"ticker": {
"title": "Ticker",
"type": "string"
},
"frequency": {
"default": "quarterly",
"title": "Frequency",
"type": "string"
},
"limit": {
"default": 20,
"title": "Limit",
"type": "integer"
}
},
"required": [
"ticker"
]
}輸出結構描述
{
"type": "object",
"additionalProperties": true
}⚪compare_metrics(tickers, fields)
Compare valuation metrics across multiple tickers.
輸入結構描述
{
"type": "object",
"properties": {
"tickers": {
"title": "Tickers",
"type": "string"
},
"fields": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Fields"
}
},
"required": [
"tickers"
]
}輸出結構描述
{
"type": "object",
"additionalProperties": true
}建議的提示詞
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