Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
US stocks incl. delisted, futures, CPI/macro vintages, point-in-time GEX, 13F, COT, backtests.
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This address needs a key in a request header, which the add-connector menu cannot set. Use Claude Code, Cursor or VS Code instead.
Run this in your terminal
claude mcp add --transport http finzdata https://api.finzdata.com/mcp --header 'X-API-Key: your-value'Fill in the empty values before running it.
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"finzdata": {
"url": "https://api.finzdata.com/mcp",
"headers": {
"X-API-Key": "your-value"
}
}
}
}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": {
"finzdata": {
"type": "http",
"url": "https://api.finzdata.com/mcp",
"headers": {
"X-API-Key": "your-value"
}
}
}
}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.
This address needs a key in a request header, which the add-connector menu cannot set. Use Claude Code, Cursor or VS Code instead.
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X-API-Key secret HTTP headerThese 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 7, 2026. The maker wrote them, not us; we show them as plain text.
search_datasetsFull-text search over the dataset catalog. Returns matching dataset ids and descriptions. Free of look-ahead concerns; no as_of needed.
describe_datasetReturns the schema, coverage and field definitions of one dataset. Raises not_found for an unknown dataset id.
get_universeReturns every US symbol that was trading on as_of, including companies that later delisted (survivorship-free). index='top500'|'top1000'|'top3000' instead returns the most-traded names priced at least $5 that day, ranked by 63-day dollar volume (a point-in-time large-cap proxy, n
get_barsReturns daily OHLCV bars for symbols between start and end, clipped to as_of (default today) so no future data leaks. Max 5000 rows per page; use next_cursor for more.
backtest_exportDaily OHLCV bars for one symbol packaged as ready-to-load files for an open-source backtester or trading framework: backtrader, backtesting_py, vectorbt, zipline (csvdir bundle), lean (QuantConnect LEAN, base64 zip), nautilus, freqtrade or qlib. Returns files (path, encoding, con
get_fundamentals_pitReturns fundamentals for one symbol as known on as_of (no restatements from the future). as_of defaults to today.
get_macro_vintageReturns a macro series as it was actually published by as_of (vintage data, no revisions from the future). Optional start.
get_quant_modelThe FinzData Quantitative Model as known on as_of: macro regime labels (financial conditions direction, financial risk direction, growth level and direction, inflation direction, macro quadrant GOLDILOCKS/REFLATION/STAGFLATION/SLOWDOWN, liquidity and credit), the growth/inflation
get_cotReturns CFTC Commitments of Traders rows for a market between start and end, clipped to as_of. Max 5000 rows per page.
get_gexPoint-in-time dealer gamma exposure for US stocks and ETFs, one row per ticker per session, each stamped with knowledge_time (17:00 New York on the session date). Columns: spot, net_gex_bn (dealer net gamma, $bn per 1% move; >0 dealers long gamma, <0 short), call_gex_bn, put_gex_
get_political_spendingUS election money, cleaned and rolled up (FEC + state and city filings; 2026 cycle plus 2022 and 2018). table: races (per House/Senate race: candidate receipts, outside spending for/against), candidates, donor_geo (donations by city/state/division/region), race_geo, flows (donor
get_13fReturns 13F holdings matching a query as known on as_of (default today); filings after as_of are hidden.
get_eventsReturns events of one kind between start and end (YYYY-MM-DD), clipped to as_of. kind='earnings' (company report dates, symbol and timing) or kind='macro' (economic releases such as CPI, payrolls, FOMC). Max 5000 rows per page.
run_backtestRuns a deterministic backtest from a JSON spec (universe, start, end, signal, rebalance, top_n, costs_bps, side='long'|'long_short', blind=true to hide tickers). universe: a list of symbols, or 'top500'|'top1000'|'top3000'|'all' for the liquid US market (each month the N most-tra
compare_runsReturns a table (run_id, cagr, sharpe, max_drawdown, turnover, final_equity) for previously run backtests in this session. Unknown run_id -> not_found.
publish_strategyRuns a backtest spec (same format as run_backtest) on the server and publishes it to the FinzData Hub as a public, reproducible strategy page at data.finzdata.com/s/ , forward-tracked daily from today. Only server-computed results are stored. Costs one backtest; free accounts may
fork_strategyCopies a published Hub strategy, applies `changes` (nested fields merged, e.g. {"signal": {"lookback": 126}}), re-runs it on the server and publishes the fork linked to its parent. Costs one backtest.
list_strategiesLists public FinzData Hub strategies. sort: robust (deflated Sharpe), forward (forward Sharpe, 63+ days of out-of-sample record), new, forks. Optional family (momentum, expr, ma_cross, factor).
get_strategyReturns one public Hub strategy: spec, server-computed backtest result, forward-tracking record and fork lineage.
star_strategyStars (or with unstar=true removes your star from) a public Hub strategy. Stars feed the Trending list; rankings stay on deflated Sharpe and forward record.
comment_strategyPosts a public comment (1-2000 characters) on a Hub strategy, e.g. a question, a result from a fork or a suggested change. Comments are shown under your handle.
survivorship_auditRuns your backtest spec twice: once on the point-in-time universe (delisted companies included while they traded, the honest result) and once on only the names still trading today (what a backtest on a current ticker list does). Returns both stats and the inflation in CAGR and Sh
get_futuresDaily OHLCV and open interest for 139 futures markets (CME, CBOT, NYMEX, COMEX, ICE, Eurex, Cboe): every individual contract since 2007 plus continuous back-adjusted series. Give root (ES, NQ, YM, RTY, CL, GC, SI, NG, ZN, ZB, VX, 6E ...; a leading '/' is fine) for the continuous
get_futures_rollsRoll calendar for all 139 futures markets since 2007: for each front-month contract its first and last date as front month, expiry, the next contract, the roll date, trading days before expiry, and the back-adjustment added to its prices in the continuous series (adjusted = raw +
get_cryptoOHLCV bars for 74 crypto pairs (BTC-USD since 2013, ETH-USD since 2016, SOL-USD, XRP-USD, DOGE-USD, TON-USD, SUI-USD, HYPE-USD, BTC-EUR, ETH-BTC and more). interval: 1min, 5min, 1hour or 1day (default). Clipped to as_of. Free keys get daily bars for the last 12 months.
get_fxOHLC bars for 79 currency pairs (EURUSD, USDJPY, GBPUSD, AUDUSD, USDCAD, USDCHF, NZDUSD, EURJPY, USDCNH, USDMXN, USDINR, USDBRL, USDTRY, USDZAR and more) since January 2010. interval: 1min, 5min, 15min, 30min, 1hour or 1day (default). Times are US Eastern. Clipped to as_of. Free
get_indexOHLC bars for 123 indexes: S&P 500 (SPX), Nasdaq-100 (NDX), Dow (DJI), Russell 2000 (RUT), VIX and its term structure (VIX9D, VIX3M, VIX6M, VIX1Y, VVIX, SKEW), sector and style indexes, DAX, AEX, the dollar index (DXY), Treasury yield indexes (TNX, FVX, TYX) and more. interval: 1
get_ticksFinzData Ticks: every US trade print (time in UTC nanoseconds and ISO, price, size, exchange, condition codes) for 1,100+ US stocks and ETFs over the last 5 years. Give symbol and day (YYYY-MM-DD); optional start/end times (HH:MM, US Eastern) narrow the window; omit day to list t
get_global_pulseFinzData Global Macro Pulse: real-world activity that leads the official statistics. dataset: chokepoints (daily ship transits through Suez, Panama, Hormuz, Malacca and 24 more since 2019), ports (daily port calls and estimated imports/exports for 2,000+ ports since 2019), port_c
translate_stockcharts_scanTranslates a StockCharts.com scan (e.g. '[type = stock] and [daily close > daily sma(50,daily close)] and [rsi(14) < 70] rank by [ROC(20)]') into a FinzData signal formula and a ready-to-run backtest spec. Returns expr, universe, notes, and any clauses not yet supported (never gu
backtest_stockcharts_scanBacktests a StockCharts.com scan on point-in-time US stocks since 2000, delisted names included: each rebalance (weekly by default) holds the stocks that pass the scan, equally weighted up to top_n, 10 bps costs. Optional symbols (e.g. a ChartList) restricts the universe. Returns
register_strategyRegister a new strategy signal. The strategy is scored ONLY on data after registration, the record can never be edited or deleted, ranking starts at 63 trading sessions, and FinzData never trades on submitted signals.
get_verified_recordRetrieve a verified strategy record by its ID.
verified_boardGet the leaderboard of verified strategies.
verify_chainAnyone can check no record was edited or back-dated.
retire_strategyRetire one of your verified strategy records: it stops accruing new forward results, keeps its full history and stays public on the Verified board marked retired.
search_mcp_serversfinds financial MCP servers graded nightly by FinzData for health, protocol conformance and prompt-injection risk; results include install URLs.
get_mcp_serverretrieves a financial MCP server listing with tools, probe history, issues and verified-data status.
claim_mcp_serverclaims a listing for the calling API key so its owner can enable price-accuracy checks; first claimant wins; contact info@finzdata.com to dispute.
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 8, 2026
The registry name was verified with the GitHub account finzdata, which owns the repo
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
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Read 39 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 3 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.
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The GitHub repo last changed –, and the latest version (1.0.0) reached the registry 20 days 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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Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
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Research-grade US market data and server-side backtests for AI agents: Claude, ChatGPT, Gemini CLI, Cursor, Kimi, GLM and any MCP client.
Remote server: https://api.finzdata.com/mcp (Streamable HTTP, MCP 2026-07-28, accepts 2025-06-18 clients) Auth: OAuth 2.1 with PKCE (sign in with your FinzData API key), or the header Authorization: Bearer YOUR_API_KEY Free key: https://finzdata.com/signin · Pricing: https://finzdata.com/pricing · Agent docs: https://api.finzdata.com/agents.md
Market data your backtests can trust. The whole market, remembered: every one of the 16,000+ US stocks that has traded on the NYSE and Nasdaq in the last 26+ years, delisted included, point in time. Around them: 139 futures markets with every contract since 2007, the VIX and Cboe volatility indexes with the VIX futures curve, options-market gamma for single stocks, ETFs and the major indexes, 231 ETFs, and crypto since 2015. Macro exactly as it was known: 18,000+ series including CPI, payrolls, wages, GDP and the Treasury yield curve, every vintage kept. Plus COT positioning since 1986. Bars at every resolution you backtest on: 1-minute, 5-minute, 15-minute, 30-minute, hourly and daily, with tick-level trades on the Institutional plan. In pandas with one line: pip install finzdata.
as_of, so answers contain only what was public that day: fundamentals as filed, and macro series as first published (ALFRED vintages).run_id and a deflated Sharpe ratio that counts every variant you tried.| Tool | What it returns |
|---|---|
search_datasets / describe_dataset | The catalog, fields and coverage |
get_universe | Every US symbol trading on a date, or the 500/1000/3000 most-traded |
get_bars | Daily and 1-minute OHLCV, split-adjusted |
get_fundamentals_pit | Valuation and fundamentals as known on a date (P/E, EV/EBITDA, revenue, debt…) |
get_macro_vintage | FRED/ALFRED series exactly as published by a date |
get_cot | CFTC Commitments of Traders positioning |
get_13f | Institutional holdings from 13F filings |
get_events | Earnings dates, splits and economic releases |
run_backtest | Momentum, MA cross, factor or formula strategies, long-only or long/short |
compare_runs | Several backtests side by side |
Claude: add FinzData from the Claude connector directory, or add a custom connector with https://api.finzdata.com/mcp.
ChatGPT: add the FinzData app from the ChatGPT directory, or add a connector in developer mode with the URL above.
Gemini CLI:
export FINZDATA_API_KEY=your-key
gemini extensions install https://github.com/FinzData/finzdata-mcp
Cursor (.cursor/mcp.json), Windsurf, Cline, Kimi CLI, GLM / Z.ai coding tools and any client that takes a remote server:
{
"mcpServers": { "finzdata": { "url": "https://api.finzdata.com/mcp", "headers": { "Authorization": "Bearer YOUR_API_KEY" } } } }
Clients that only run local (stdio) servers: pip install finzdata-mcp (or uvx finzdata-mcp) with FINZDATA_API_KEY set. See README.pypi.md.
Free accounts cover the last 12 months, with 100 data calls and 5 backtests a day. Paid plans and prepaid credits ($0.001 per data call, $0.05 per backtest) unlock full history.
Data, not investment advice. Support: info@finzdata.com · https://finzdata.com/support · Privacy: https://finzdata.com/privacy