Finance Toolkit

Name: Finance Toolkit
Author: JerBouma

by JerBoumaversion 2.3.1i★ 5,496iComputer or cloud

Registry nameio.github.JerBouma/financetoolkit

Overview

Description from the maker (original English)

500+ transparent financial methods calculated from raw statements, not third-party endpoints.

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

User voiceiNo reviews yetReviews open together with accounts in a later step
Our basic checksi5 of 5 passedChecked from public information; code not scanned yet
UsageiGrowing★ 5,496

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

Connection: Computer or cloud
Transport: stdio, Streamable HTTP
Category: Accounting, finance & tax
You need to fill in: FINANCIAL_MODELING_PREP_API_KEY, FRED_API_KEY

Install

Pick the AI app you use, then copy the settings.

You need

Runs in the cloudNothing to install; it connects over the internet
PyPIPython’s uv installed (for the uvx command)

Claude DesktopClaude CodeCursorVS Code

Open Claude Desktop → Settings → Connectors → Add custom connector, and paste this address

https://financetoolkit.jeroenbouma.com/mcp

Runs on your computer

Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json

{
  "mcpServers": {
    "financetoolkit": {
      "command": "uvx",
      "args": [
        "financetoolkit"
      ],
      "env": {
        "FINANCIAL_MODELING_PREP_API_KEY": "your-value",
        "FRED_API_KEY": "your-value"
      }
    }
  }
}

Run this in your terminal

claude mcp add --transport http financetoolkit https://financetoolkit.jeroenbouma.com/mcp

Runs on your computer

Run this in your terminal

claude mcp add financetoolkit --env FINANCIAL_MODELING_PREP_API_KEY=your-value --env FRED_API_KEY=your-value -- uvx financetoolkit

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

{
  "mcpServers": {
    "financetoolkit": {
      "url": "https://financetoolkit.jeroenbouma.com/mcp"
    }
  }
}

Runs on your computer

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

{
  "mcpServers": {
    "financetoolkit": {
      "command": "uvx",
      "args": [
        "financetoolkit"
      ],
      "env": {
        "FINANCIAL_MODELING_PREP_API_KEY": "your-value",
        "FRED_API_KEY": "your-value"
      }
    }
  }
}

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "financetoolkit": {
      "type": "http",
      "url": "https://financetoolkit.jeroenbouma.com/mcp"
    }
  }
}

Runs on your computer

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "financetoolkit": {
      "type": "stdio",
      "command": "uvx",
      "args": [
        "financetoolkit"
      ],
      "env": {
        "FINANCIAL_MODELING_PREP_API_KEY": "your-value",
        "FRED_API_KEY": "your-value"
      }
    }
  }
}

Values you fill in

FINANCIAL_MODELING_PREP_API_KEY secret required env
Financial Modeling Prep API key, get a key over at https://www.jeroenbouma.com/fmp
FRED_API_KEY secret env
Optional FRED API key unlocking a handful of US-only economic indicators, get a free key over at https://fred.stlouisfed.org/docs/api/api_key.html

Values marked secret are keys to your account. Never share them or paste them into a chat.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 5, 2026

✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account JerBouma, which owns the repo
✓ Pass
Still maintained
Code last changed today
✓ Pass
Has a licence
Uses MIT
✓ Pass
Endpoint responds
Responded in 1046 ms (HTTP 401)
✓ Pass
Sign-in with OAuth
Declares OAuth sign-in, so your AI app can take you to log in
… Not checked yet
No hidden instructions in tool descriptions
Needs the server’s tool list first; this check starts in the next step

Compared with others in Accounting, finance & taxi

More stars than 100% of the other 4 servers in this category
Published to the registry more recently than 100% of the other 4 servers in this category
Basic checks equal to or better than 100% of the other 4 servers in this category

Compared only with servers in this prototype, not the whole registry.

Common questions

Is Finance Toolkit safe?

It passed 5 of 5 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

You need to fill in: FINANCIAL_MODELING_PREP_API_KEY, FRED_API_KEY

Does it run on my computer or in the cloud?

Either way works: install it on your computer or connect to the cloud version.

Is it still maintained?

The GitHub repo last changed today, and the latest version (2.3.1) reached the registry today.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.

What can I use instead?

In the same category: SolidInvoice, Korea Tax Calculator, Norman Finance — AI Bookkeeping, Accounting & Taxes

Alternatives

Servers in the same category from other makers, sorted by stars.

Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

SolidInvoice

by SolidInvoice

Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.

Runs in the cloud★ 981MITUpdated 6 days ago

Korea Tax Calculator

by UpstageAI

Korean tax calculation and tax-audit judgment MCP: 95 tools with statutory citations.

Runs on your computer★ 97MITUpdated today

Norman Finance — AI Bookkeeping, Accounting & Taxes

by norman-finance

Bookkeeping, invoices and tax workflows for European businesses, including Polish KPiR and JPK.

Runs in the cloud★ 65MITUpdated 3 days ago

README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

While browsing a variety of websites, I repeatedly observed significant fluctuations in the same financial metric among different sources. Similarly, the reported financial statements often didn't line up, and there was limited information on the methodology used to calculate each metric.

For example, Microsoft's Price-to-Earnings (PE) ratio on the 6th of May, 2023 is reported to be 28.93 (Stockopedia), 32.05 (Morningstar), 32.66 (Macrotrends), 33.09 (Finance Charts), 33.66 (Y Charts), 33.67 (Wall Street Journal), 33.80 (Yahoo Finance) and 34.4 (Companies Market Cap). All of these calculations are correct, however the method of calculation varies leading to different results. Therefore, collecting data from multiple sources can lead to wrong interpretation of the results given that one source could apply a different definition than another. And that is, if that definition is even available as often the underlying methods are hidden behind a paid subscription.

This is why I designed the FinanceToolkit, this is an open-source toolkit in which all relevant financial methods (500+) are written down in the most simplistic way allowing for complete transparency of the method of calculation (proof). This enables you to avoid dependence on metrics from other providers that do not provide their methods. With a large selection of financial statements in hand, it facilitates streamlined calculations, promoting the adoption of a consistent and universally understood methods and formulas.

Beyond Equities, it supports Options, Currencies, Cryptocurrencies, ETFs, Mutual Funds, Indices, Money Markets, Commodities, Key Economic Indicators and more, allowing you to obtain historical data as well as important performance and risk measurements such as the Sharpe Ratio and Value at Risk.

Complementing this is the Finance Database 🌎, a database featuring 300.000+ symbols containing Equities, ETFs, Funds, Indices, Currencies, Cryptocurrencies and Money Markets. By utilising both, it is possible to do a fully-fledged competitive analysis with the tickers found from the FinanceDatabase inputted into the FinanceToolkit.

🔌 The Finance Toolkit is also available as an [MCP Server](https://www.jeroenbouma.com/projects/financetoolkit/mcp)

Query 500+ methods from Claude, Copilot, Cursor, Windsurf or any MCP-compatible client without writing code.

Hosted: connect to https://financetoolkit.jeroenbouma.com/mcp — OAuth handles the rest on first use.
Local: uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup — sets up your client config and API key automatically. See MCP Server Documentation for manual setup.

Also on Smithery, Glama, MCP Servers and more.

Installation
Functionality

Discovering the Sector
Following the Market
Zooming in on Competitors
Weighing Risk and Return
What the Option Market Expects
The Economic Environment
Economic Relations
Comparing the Sector's ETFs
Building a Diversified Portfolio
Following the Portfolio

MCP Server
Questions & Answers
Contributing
Mentions
Contact

Installation

Before installation, consider starring the project on GitHub which helps others find the project as well.

To install the Finance Toolkit it simply requires the following:

pip install financetoolkit -U

Then within Python use:

from financetoolkit import Toolkit

companies = Toolkit( tickers=['AAPL', 'MSFT'], api_key="FINANCIAL_MODELING_PREP_KEY", # replace with your actual API key )

To be able to get started, you need to obtain an API Key from FinancialModelingPrep. This is used to gain access to 30+ years of financial statement both annually and quarterly. Note that the Free plan is limited to 250 requests each day, 5 years of data and only features companies listed on US exchanges.

Obtain an API Key from FinancialModelingPrep here .

Through the link you are able to subscribe for the free plan and also premium plans at a 15% discount. This is an affiliate link and thus supports the project at the same time. I have chosen FinancialModelingPrep as a source as I find it to be the most transparent, reliable and at an affordable price. I have yet to find a platform offering such low prices for the amount of data offered. When you notice that the data is inaccurate or have any other issue related to the data, note that I simply provide the means to access this data and I am not responsible for the accuracy of the data itself. For this, use their contact form or provide the data yourself.

By default, the Finance Toolkit prioritizes Financial Modeling Prep for data retrieval. If data acquisition from Financial Modeling Prep is unsuccessful (e.g., due to plan restrictions or API key issues), the toolkit automatically switches to Yahoo Finance as a secondary source. To disable this fallback behavior and exclusively use Financial Modeling Prep, set enforce_source="FinancialModelingPrep" during Toolkit initialization. This configuration ensures that an error is raised if Financial Modeling Prep data cannot be accessed. Alternatively, you can set enforce_source="YahooFinance" to exclusively use Yahoo Finance as the data source.

The same enforce_source argument is also accepted per call on get_historical_data, get_treasury_data and the four statement

Only the beginning is shown; read the rest in the repo

Finance Toolkit

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Runs on your computer

Runs on your computer

Runs on your computer

Runs on your computer

Values you fill in

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Compared with others in Accounting, finance & taxi

Common questions

Alternatives

SolidInvoice

Korea Tax Calculator

Norman Finance — AI Bookkeeping, Accounting & Taxes

README from the maker

Table of Contents

Installation