Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Crypto market data, 200 indicators, order flow and a chart link. No account, no API key.
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
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Works in Claude on the web, desktop and mobile:
https://www.basischarts.com/api/mcpRun this in your terminal
claude mcp add --transport http basis https://www.basischarts.com/api/mcpPaste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"basis": {
"url": "https://www.basischarts.com/api/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"basis": {
"type": "http",
"url": "https://www.basischarts.com/api/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
ChatGPT connects only to servers on the internet:
https://www.basischarts.com/api/mcpMenu names can differ slightly by plan and over time.
Your choice stays on this device in a cookie; no account needed.
These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
Tool names and descriptions exactly as the server reported them on Nov 9, 2026. The maker wrote them, not us; we show them as plain text.
catalog_searchSearch what Basis can do: indicators, formula functions, built-in strategies, the extra series available inside strategy expressions, and the drawing tools with the number of anchors each one takes. This is a catalogue of chart objects, not callable agent functions: use tools_loa
catalog_describeFull detail for one catalogue entry: an indicator's parameters and defaults, a formula function's signature, a strategy's parameters, or drawing anchor order/text/style. Call this before passing parameters you have not seen.
crypto_quant_guideDomain knowledge for a crypto analysis: the constraints of the topic, the Basis tool chain, and — the part worth calling for — findings Basis has actually measured, each with its sample and verdict, plus the conventional readings it has NOT measured, marked as such. Call it befor
market_candlesLoad price history and return a handle to it, plus a summary. The bars themselves are deliberately not returned — pass the handle to the compute tools instead. lastClosedCandle is one exact OHLC bar; high/low are WHOLE-WINDOW wick extremes with highAt/lowAt timestamps; from/to ar
market_relationshipsProfessional multi-asset relationship analysis on timestamp-aligned closed-bar log returns. Returns a correlation matrix plus rolling correlation, OLS beta/alpha, R-squared, upside/downside correlation, relative performance, one-bar lead/lag diagnostics and a rolling log-price sp
market_dominanceCurrent crypto market-cap structure from a server-cached aggregate source: real BTC and ETH dominance, total market cap/volume, tracked stablecoin share and leading asset shares with source and timestamps. Use this for BTC.D/rotation context. This is a current snapshot, not a his
market_derivativesRead current perpetual funding (fonlama/takas ücreti), open interest and positioning directly by symbol, without loading candles first. Optional ref reuses a fresh derivatives handle. Funding is a transfer between longs/shorts, NOT a maker/taker trading commission. Returns decima
hyperliquid_whale_readRead current public Hyperliquid positions for a frozen, research-screened whale cohort. Returns account-normalized consensus, participation, agreement, effective-wallet count, single-wallet concentration, liquidity and optional recent fills for the focus symbol. Use this for whal
indicator_computeRun any indicator in the catalogue. Returns EVERY output series it has — Donchian gives three bands, MACD gives line, signal and histogram — each reduced, plus the indicator's own conventional levels so the reading can be interpreted against its actual scale. Pass a symbol to loa
formula_evaluateEvaluate a Basis formula expression over a loaded window. Functions are listed by catalog_search kind=formula; series named open, high, low, close, volume, returns and more. Multi-line with `let` bindings is supported; the last expression is the result.
backtest_runBacktest one built-in strategy with one set of parameters. Fills happen at the next bar's open and costs are charged per side. Returns risk-adjusted metrics alongside the raw return — judge on those, not on total return.
strategy_researchRun one chronological research experiment across many built-in strategies, instruments and timeframes. Use this for broad discovery instead of many backtest_run calls — and in particular instead of testing one strategy on coin after coin, which is a search whether or not it is ca
position_calculateRisk-first position sizing with quantity, notional, margin, effective leverage, fees, funding, breakeven, liquidation estimate, target R multiples and warnings. Use position_plan_on_chart instead when the user should see the plan on the chart.
trade_experience_retrieveRetrieve compact historical trade analogues for the current market state. Plans are deterministic synthetic templates, while fills, stop/target ordering, MAE/MFE and outcomes are settled on later historical candles with costs. Use it to compare similar wins and failures, never as
news_recentRecent crypto headlines with an impact score and the assets each one touches. Impact is a keyword heuristic, not a judgement about the market. Pass hours for "today" or "the last 24 hours"; every headline says how old it is.
news_detect_assetsWhich crypto assets a piece of text refers to. Word-bounded, so "button" does not match TON and "operation" does not match OP.
chart_stateThe chart you are building for this person: venue, symbol, timeframe, chart type, every indicator with its instance id and parameters, and every drawing. Start here when you need an instance id, and call it again after changes to confirm what landed. Finish with chart_link to giv
chart_set_instrumentPoint the chart at a market. Venue and symbol as the exchange writes them, e.g. BTCUSDT on binance. This changes the chart you are building, which the person opens through chart_link.
chart_set_timeframeChange the chart timeframe, e.g. 15m, 1h, 4h, 1d. Changes the chart you are building; finish with chart_link, or analysis_prepare for a sharing draft that needs human review.
chart_set_typeChange how price is drawn — candles, heikin ashi, line, renko, footprint and others. A wrong id is refused, and the refusal lists every one that works. Changes the chart you are building; finish with chart_link, or analysis_prepare for a sharing draft that needs human review.
chart_add_indicatorPut an indicator on the chart. studyId is an id or a common name ("ema20", "bollinger"); catalog_describe lists parameters. Omitted ones use the default. Changes the chart you are building; finish with chart_link, or analysis_prepare for a sharing draft that needs human review.
chart_update_indicatorEdit the parameters of an existing indicator instance. First call chart_state to get its instance id; use catalog_describe for supported parameters. To delete use chart_remove_indicator, to hide/show use chart_toggle_indicator. Changes the chart you are building; finish with char
chart_remove_indicatorDelete an indicator instance from the chart. Use chart_state to find its instance id. To temporarily hide it instead, use chart_toggle_indicator. Changes the chart you are building; finish with chart_link, or analysis_prepare for a sharing draft that needs human review.
chart_toggle_indicatorHide or show an indicator without removing it — useful for comparing a chart with and without something. Changes the chart you are building; finish with chart_link, or analysis_prepare for a sharing draft that needs human review.
drawing_addDraw measured geometry or explain it with text, note, callout or emoji. Points are {time, price} in chart coordinates — time in seconds, matching the candle timestamps a data handle reports. A horizontal line needs one point; a trendline or box needs two. Measured anchors must be
fibonacci_drawDraw a Fibonacci study directly on the chart with exact candle coordinates and optional custom ratios. Supports retracement, extension, channel, time, fan, circle, spiral, arc and wedge variants. Prefer swing timestamps/prices returned by market_candles computations rather than v
drawing_freehandCreate one or more precise freehand strokes as a single undoable composition. A stroke accepts arbitrary chart points; line accepts two endpoints; ellipse and rectangle accept two opposite corners and are generated smoothly. Use highlighter for translucent emphasis and brush for
position_draw_on_chartThe chart-only long/short position drawing tool. Draw an entry, stop and target box immediately when those price levels are known. It needs no account equity or risk percentage, performs no position sizing and places no order. Use position_plan_on_chart instead only when the user
position_plan_on_chartCalculate a risk-first long/short position and draw the entry, stop and first target directly on the live chart. The drawing retains quantity, notional, margin, costs, liquidation estimate, targets, warnings and an optional sandbox program id so later analysis reads the same plan
drawing_styleEdit only the requested properties of an existing drawing; all others are preserved. For a text edit send just {id,text,fontSize}; never copy the entire stored style or its hex colours. Get the id from chart_state. Use it to keep several drawings apart — a measured level and a pr
drawing_deleteDelete a drawing. This cannot be undone — the shape is not recoverable — so the user is asked first. Changes the chart you are building; finish with chart_link, or analysis_prepare for a sharing draft that needs human review.
screener_runScan the venue's listed instruments for ones matching conditions, instead of looking at the open chart. Rules combine price fields, any indicator plot, or a formula expression, with ALL/ANY matching. This is the tool for "which coins are doing X right now". It fetches history for
daytrade_opportunity_scanRun one symmetric long/short scan over the same top-volume universe and return rule-independent breadth, 24h liquidity semantics and ranked directional candidates. Use this first for comprehensive day-trade or scalp discovery; then deep-dive only the shortlist with derivatives/or
screener_backtestHistorically replay a cross-sectional screen at every bar. Matching instruments form an equal-weight long or short portfolio, entered at the next bar open and held to the following bar open, then re-screened. Use this when the question is whether repeatedly trading screener match
calendar_upcomingScheduled events ahead: FOMC rate decisions, US CPI and non-farm payrolls from the Fed's and BLS's published calendars, the next funding settlements for a contract, the Bitcoin halving projected from live block height, difficulty retargets, monthly options expiry and CME settleme
orderflow_readEXECUTED trades only, not resting orders. For current resting liquidity or walls use orderbook_read. Aggressor-side order flow: buy and sell volume separated by who crossed the spread, delta, the footprint by price level, the point of control, and absorption or stacked imbalance.
orderbook_readRead current displayed resting bid/ask limit orders on Binance, Bybit, OKX or Hyperliquid perpetuals. Use for resting liquidity, order book/DOM and buy/sell walls, NOT orderflow_read, which reads executed trades. Returns timestamp, spread, largest displayed levels and bounded dep
news_historyRead archived crypto headlines, newest first, with source links. Use news_recent for live headlines. Paginate with nextBefore (ISO timestamp). Archive coverage starts when Basis began collecting; an empty page does not prove no news occurred. No full article text.
calendar_historyPast calendar dates: FOMC rate decisions, US CPI and non-farm payroll releases from the Fed's and BLS's published calendars (February 2025 on), plus reconstructed conventions (options expiry, CME settlement). Dates only: NOT actual, forecast or previous economic values. No histor
chart_linkPublish the chart and get a URL the person can open in Basis. Call it at the end of any answer about a market: the chart is half the answer. Either build first with the chart tools, or pass symbol, timeframe, indicators and levels here to build and publish in one call. Give the U
chart_imageSee the chart you are building: returns a PNG of it -- candles, volume, every indicator and drawing -- rendered the way Basis draws it, plus the exact figures it shows. Use it to check structure, levels and what you drew before you describe them. Build first with the chart tools,
alert_linkPrepare a price, indicator, chart-drawing, news, calendar or Founder whale-group alert and get a link that sets it in Basis in one click. Use it whenever the person wants to be told when something happens -- a level breaks, RSI crosses 70, price crosses a trend line, a high-impac
analysis_preparePrepare a PRIVATE sharing package of the current chart image, editable analysis and social caption. Only use when asked for something shareable. Returns a private review link, NOT a public link. The person must open it, edit/review and explicitly publish; you cannot publish or po
founders_previewWhat Basis Founders adds to this connection, and the live totals a non-member may see: how many screened Hyperliquid whales are tracked, their combined book and the coin most of them hold. Founders is an optional paid membership; this tool is free and always answers. Use it when
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 9, 2026
The registry lists no source repo, so we cannot match the publisher (basischarts.com) to the code
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
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Read 44 tool descriptions and found no hidden instructions to the AI
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
It passed 2 of 3 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.
The registry does not list a required key, though some servers ask you to sign in on first use.
It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.
The GitHub repo last changed –, and the latest version (1.0.0) reached the registry 2 months ago.
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.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
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Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
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No README found in the repo