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

A
說明品質
91%
結構描述完整度
77%
命名品質
98%
汙染風險
100%
權限相符程度
100%
協定合規性
100%

發現項目(2)

  • LOWTool 'screen_companies' description lacks action verb在 screen_companies 中
  • LOWTool 'compare_metrics' description lacks action verb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

~2,156Token(工具定義)
~989 B典型回應大小
中等的注意力影響(128k 上下文的 1.68%)

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)

🟢 唯讀🟡 寫入🔴 刪除⚪ 未知
🟢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

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

社群

為此伺服器評分

證據

近期觀測

已驗證未記錄版本19 個工具
已驗證未記錄版本19 個工具
已驗證未記錄版本19 個工具