Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Verified issuer earnings calendars and results documents
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Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json
{
"mcpServers": {
"earnings-watch": {
"command": "uvx",
"args": [
"earnings-watch",
"serve"
]
}
}
}Run this in your terminal
claude mcp add earnings-watch -- uvx earnings-watch servePaste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"earnings-watch": {
"command": "uvx",
"args": [
"earnings-watch",
"serve"
]
}
}
}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": {
"earnings-watch": {
"type": "stdio",
"command": "uvx",
"args": [
"earnings-watch",
"serve"
]
}
}
}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.
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Runs on your computer; the tool list appears in your AI app after you install it.
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 benjamin-di, which owns the repo
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This one runs on your computer; there is no internet endpoint
Runs on your computer and uses local settings instead
Runs on your computer; we can only read tool lists from internet endpoints
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It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).
The GitHub repo last changed –, and the latest version (0.3.3) reached the registry 4 days ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Python (uv) on your computer.
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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Verified issuer earnings calendars and results documents through a CLI, Python API and MCP server. Models propose dates; deterministic checks require quoted evidence and consistent issuer, period and timing. A call time never silently becomes a publication time.
Calendar updates are optional. Earnings Watch produces an operation plan; your MCP client uses its external Outlook app to apply it and acknowledges confirmed writes. No Microsoft credentials or calendar SDK are required by this package.
Maintained source and contributions: benjamin-di/earnings-watch. See Source and releases.
Requires Python 3.12+. Install the published package with uv tool install earnings-watch, or develop from a source checkout:
make bootstrap
uv run earnings-watch init uv run earnings-watch doctor uv run earnings-watch sources import examples/sources.yaml uv run earnings-watch watch EXAMPLE uv run earnings-watch upcoming --format json
The example uses reserved domains and fictional data; replace its source URLs and issuer metadata before fetching. There is no bundled issuer universe or market-data subscription.
Serving reads SQLite and updates personal follows/ledgers; it never fetches issuer pages or calls a model. Run maintenance separately:
uv run earnings-watch sweep --dry-run
uv run earnings-watch sweep uv run earnings-watch sweep --docs-only uv run earnings-watch worker
The default backend is none: it preserves existing dates and still polls official release providers. To extract new dates, install and sign into your own Claude Code or Codex CLI, then configure it in earnings-watch.toml:
[llm]
backends = ["claude-code", "codex", "none"] max_calls_per_run = 20
Supported minimum versions are Claude Code 2.1.312 and Codex 0.164.0. Run earnings-watch doctor --live to check capabilities and an optional model canary. The package has no login flow. Model usage follows your CLI account's limits and terms. Only an explicit sign-in or account-limit refusal, or a configured Codex endpoint that is unreachable or failing before any output, tries the next backend; a timed-out run is not repeated in the same tick.
Codex runs with --ignore-user-config. To send it through an OpenAI Responses-compatible endpoint, set both codex_base_url and codex_key_env (the name of the environment variable holding its key) under [llm]; the key itself never goes in the file. Use https:// for any endpoint that is not on the local host. Claude Code receives ANTHROPIC_BASE_URL and CLAUDE_CODE_MAX_RETRIES from the environment, so a bounded retry count lets an unavailable endpoint fail before the task timeout.
A local client configuration, after initialization:
{"mcpServers":{"earnings":{"command":"earnings-watch","args":["serve","--stdio"]}}}
| Tool | Purpose |
|---|---|
earnings_upcoming | Bounded upcoming dates with timing uncertainty |
earnings_get_events | Evidence, revisions and recent history |
earnings_documents | Official result-document links and verification status |
earnings_changes | Cursor-based public change feed |
earnings_watchlist | Your follows and registration states |
earnings_watch | Follow an issuer; queue registration or resolve ambiguity |
earnings_unwatch | Remove a manual follow |
earnings_calendar_plan | Plan optional external calendar operations |
earnings_calendar_ack | Record confirmed operations from a signed plan |
earnings_status | Catalogue and maintenance status |
Prompts: earnings_briefing, results_brief, sync_to_my_outlook. Resource: earnings://upcoming.ics. Exact times require verified clock and timezone evidence; otherwise calendar entries are all-day. Outlook operations never include attendees.
HTTP standalone mode uses a separate bearer token per person at /users/ /mcp. Gateway mode accepts a configured backend bearer and an immutable subject header from the admission gateway at /mcp. These modes are separate trust boundaries; see permissions.
The optional Connections page provides Upcoming, Your companies, Notifications and Calendar in one place. Sign in, add companies or preview a holdings import, then subscribe to your private calendar feed. Facts are shared; holdings, watchlists, mutes, preferences and receipts are personal.
Results-out notifications are enabled for new people. Daily briefs and urgent changes are optional. Mail submission requires a separately configured transport; the server and acquisition worker never send messages themselves.
cp earnings-watch.example.toml earnings-watch.toml
docker compose build docker compose run --rm server init docker compose run --rm server users add example docker compose up -d
Save the returned token privately and use it only on that person's HTTP path. The server binds to loopback by default. Both images run as uid 1000; Compose drops capabilities, prevents privilege escalation and mounts the root filesystem read-only. The worker image includes pinned model CLIs; their auth volume is optional with backends=["none"]. Configure CLI sign-in outside the read-only worker before enabling model maintenance. Protect auth files and the data volume from other users.
Use --config PATH, --person ID, and --json with the CLI. Settings come from TOML and EARNINGS_WATCH_* environment variables. See operations, architecture, providers and design decisions.
make check verifies lock drift, lint, formatting, types, dependency boundaries, offline tests and wheel/source builds. Tests use synthetic issuers and fake network/model/account boundaries. Real-model and real-page checks are separate operator gates. Read CONTRIBUTING.md and SECURITY.md.
See implementation status for completed capabilities, release gates and the production adapter work still required before cutover.