Flexreport Finance

Name: Flexreport Finance
Author: cbecks1212

by cbecks1212version 1.0.0i★ –iRuns in the cloud

Registry namecom.flexreportfinapi/flexreport-finance

Install

Overview

Description from the maker (original English)

Live market events, research reports, and 750M+ curated equity datapoints on 2,900+ companies.

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 checksi0 of 1 passedChecked from public information; code not scanned yet
UsageiNot measured yet★ –

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: Runs in the cloud
Transport: Streamable HTTP
Category: Accounting, finance & tax

Install

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

Before you install

Basic checks: 0 of 1 passed
Runs on the maker’s server: what you ask it goes through their server.
The registry lists no key to fill in.

You need

Runs in the cloudNothing to install; it connects over the internet

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

Pick your app above. We remember it, so next time the button says “Install in …”.

Works in Claude on the web, desktop and mobile:

Open Settings → Connectors
Press Add custom connector
Paste the address below and press Add
If it asks you to sign in, sign in with the maker

https://mcp.flexreportfinapi.com/mcp

Run this in your terminal

claude mcp add --transport http flexreport-finance https://mcp.flexreportfinapi.com/mcp

Open in Cursor

Or copy the settings yourself

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

{
  "mcpServers": {
    "flexreport-finance": {
      "url": "https://mcp.flexreportfinapi.com/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.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "flexreport-finance": {
      "type": "http",
      "url": "https://mcp.flexreportfinapi.com/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:

Open ChatGPT on the web → Settings → Connectors (Apps)
Press Create or Add (some plans need Developer mode under Advanced first)
Paste the address below, give it a name and save
If it asks you to sign in, sign in with the maker

https://mcp.flexreportfinapi.com/mcp

Menu 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.

What it can do

We have not read this server’s tool list yet; we check endpoints in rotation.

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 6, 2026

! Caution
Maker matches the repo
The publisher (flexreportfinapi.com) is not the repo owner (cbecks1212); someone else may have listed it
… Not checked yet
Still maintained
We have not read this repo from GitHub yet
… Not checked yet
Has a licence
We have not read this repo from GitHub yet
… Not checked yet
Endpoint responds
Not checked yet; we check endpoints in rotation
… Not checked yet
Sign-in with OAuth
Not checked yet; we check endpoints in rotation
… Not checked yet
No hidden instructions in tool descriptions
Not checked yet; we read the tool list when we check the endpoint

Compared with others in Accounting, finance & taxi

More stars than 0% of the other 1722 servers in this category
Published to the registry more recently than 63% of the other 1722 servers in this category
Basic checks equal to or better than 36% of the other 1722 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is Flexreport Finance safe?

It passed 0 of 1 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?

The registry does not list a required key, though some servers ask you to sign in on first use.

Does it run on my computer or in the cloud?

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.

Is it still maintained?

The GitHub repo last changed –, and the latest version (1.0.0) reached the registry 23 days ago.

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?

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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.

flexreport-mcp

A standalone MCP microservice that provides access to Flexreport Finance's live events, research-report artifacts, and database of 750M+ datapoints as on-demand tools for Claude (and any MCP client).

It supercharges AI agents with real-time market events and curated, golden-source data spanning fundamentals, transcripts, filings, insider trades (Forms 3, 4, and 5), ratios, macro data, IR decks pulled straight from each company's investor relations site, and more.

Quick Install

Add the connector to Claude Code

claude mcp add --transport http flexreport https://mcp.flexreportfinapi.com/mcp

Or add to Codex

codex mcp add flexreport --url https://mcp.flexreportfinapi.com/mcp

Then start Claude and just ask (e.g. *"pull the biggest movers from flexreport"*). On the first data call your MCP client runs an OAuth sign-in in your browser — sign in or register when prompted; you never paste a token. Add --scope user to make it available in every directory. See Auth for details.

Demo

Stream real-time events in the terminal. Ask Claude to watch the market and events arrive as they land: movers, earnings releases, 8-Ks, IR decks and fresh report plans. As each report plan saves, Claude renders the refreshed report.

*"Look out for the biggest movers, earnings releases, transcript updates, investor

decks, and 8K releases post market close, streaming these as they happen with Flexreport"*

*"For every thing that comes, can you check if the latest report plan is available,

to pull a refreshed report to provide deeper context"*

Open the research report. Every figure links back to the query that produced it, and every headline links to its source. Here's a report for AAPL:

*"Get me the latest flexreport report for AAPL"*

Open the full AAPL report (PDF, 13 pages)

Use-cases

1. Real-time

1a. Streaming (events and real-time reports). Subscribe to events as they publish, including the report_plan topic, which fires each time a report is ready, then pull the rendered report: *"Subscribe me to earnings releases, 8-Ks, IR publications and new report plans for NVDA, AVGO, AMD and MU. As each one lands, tell me what happened, check the intraday tape for an abnormal move, and pull the Flexreport Finance report once it's ready."*

Tools: register_event_subscription → stream_event_subscription, or ad-hoc stream_events, then detect_intraday_outlier_jumps and get_latest_report.

By default, a live-streaming ask gets a dashboard (in Claude, an Artifact) rather than a chat transcript. The page runs the stream_events loop itself, carrying the cursor from read to read, so one prompt keeps the stream open. If the page can't reach the server, the agent runs the loop and writes each event into the dashboard. Ask for chat output explicitly if you prefer the terminal view shown in the demo above.

1b. Events from the past twelve hours. Analyze real-time SEC 8-K filings, while also pulling in investor relations decks and 5-minute bars to quickly identify stocks making meaningful moves: *"What are the latest 8-K releases? Highlight the most significant ones, pull the accompanying investor relations releases via Flexreport Finance, chart 5-minute bars for any names making meaningful moves, and tell me how they align with each company's current state. I would like this in tabular format: 8-K summary, company trend, Flexreport Finance 8-K analysis S3 link, IR deck link."*

Tools: situate (no symbols) → list_realtime_events, then get_aftermarket_data / detect_intraday_outlier_jumps and get_latest_report.

2. Reports

2a. The latest report for a specific company: *"Pull the latest Flexreport Finance report on Snowflake and summarize what changed this quarter: guidance, margins, and anything management flagged on the call."*

Tools: get_latest_report(["SNOW"]). It returns the latest report in seconds; a stale or missing symbol can get a new note from generate_report_for_stock (a few minutes).

2b. The latest reports for a time period: *"What reports have come out in the Energy sector over the past three days? Pull the fresh ones and rank them by how significant the underlying event was."*

Tools: list_available_reports(report_date=<3 days ago>), filtered to Energy names (list_options("sectors"), get_company_snapshot), then get_latest_report for the fresh ones.

2c. A bespoke report built on your criteria: *"Build me a report on large-cap US semiconductors with ROIC above 20% and net debt/EBITDA under 1x, trading above their 200-day SMA with RSI below 60. Show the fundamentals, the technicals and the latest estimate revisions for each, laid out in my saved template."*

Tools: screen_stocks, explore_data_catalogue (ratios, fundamentals, estimates), get_technical_indicator_data, and get_user_template. The agent assembles the PDF in your template; set one up with draft_user_template → save_user_template.

3. Predictive analytics

Predict upcoming earnings volatility, pulling in simple and exponential moving averages and Bollinger Bands, and creating a bespoke investment memo: *"Predict tomorrow's upcoming earnings volatility, highlighting the stocks slated for the biggest moves; chart their simple and exponential moving averages and Bollinger Bands; and highlight the biggest fundamental drivers right now, putting this all in an investment memo for my team."*

Tools: list_earnings_announcements → predict_earnings_move, get_technical_indicator_data, get_company_snapshot.

4. Research and exploration

Run thematic research on a market narrative: *"The AI trade has cooled recently, largely due to CapEx concerns and return on investment. I believe this has happened before, in the fall of 2025. Can you confirm, and what were the factors that allayed those concerns? Was it management commentary, continued demand for AI services, robust profitability and higher guidance? Please put together an in-depth report with Flexreport Finance."*

Tools: explore_data_catalogue (transcripts, fundamentals, estimates), trace_data_sources / get_document_section for cited quotes, or generate_research_report for the full write-up.

Tools

59 tools, grouped by the module that registers them. Clients see them in tools/__init__.py import order (situate first).

Situate & real-time events (`tools/realtime_events.py`)

Tool	Backend endpoint	What it does
`situate(symbols, event_type, card_types, window_days, sections, include_fetch, event_types, family, question, top_tickers, report_inventory, include_keys)`	`GET /situate-company` (with symbols, one call per symbol in parallel) / `GET /situate-market` (no symbols)	The first call. A pass-through to the backend's situation endpoints. With symbols: the company's event web deduped to the newest node per event type and per table (`same_chain_run` edges link each table to the event that wrote it), the event cards, the table cards with `read_by` (the tool that reads each table — `company_financials` for the EDGAR statements) and refreshed_by, and `entailed` routed to the company's EDGAR or FMP side. Defaults to the backend's lean call (MAR on 2026-11-02: 110K characters, 53K with `event_type` + `card_types`, 220K with every section and key). No symbols: the market — up to 4 event types in reading order (`shape` named_types / family / sweep, routed from `event_types`, else `family`, else the `question` keywords; nothing named = a sweep, no default family), each with its trimmed card, what the 12h realtime cache holds (count, newest/oldest, tickers or CIK/strategy members) and fresh/stale report-plan counts, plus the whole event-type corpus and market status; 3-10K characters. Scope-mismatched arguments are rejected. Unstructured output (a company payload would be sent twice). Synchronous, auth
`list_realtime_events(event_type, tickers, sector, industry, market_cap)`	`POST /get-realtime-events`	Pull live events (EPS updates, transcripts, ratings, …) from the 12h cache; each event's `report_inputs` (the ~27 KB report config) is dropped, `report_inputs_key` kept
`get_company_snapshot(symbol)`	`GET /get-company-snapshot`	Structured snapshot: thesis, fundamentals, technicals, price targets, ownership, grades
`get_company_event_web(symbol, window_days, max_nodes)`	`GET /get-company-event-web`	The why behind the snapshot — the company's recent event graph: time-ordered event/`data_update` nodes with `fetch` hints and typed edges (`same_chain_run` / `lineage` / `co_occurrence`). Pair it with `get_company_snapshot`, and call it before chaining a targeted `list_realtime_events` / `explore_data_catalogue` / report request at one symbol
`get_event_ontology(event_type, family, relation, format)`	`GET /get-event-ontology`	The class-level ontology behind the event web — what an event type entails: the tables written when it fires (by layer), the events that usually follow (observed rate / lag), where the payload lives after the 12h realtime cache (`persisted_in`), which workflow refreshes each relation and its `next_run_at` (the freshness check), and which tool reads it. Symbol-independent, public, cacheable — call it first on any event-driven request and join it to a web node's `type` / `relation` / `family`

Event streaming (`tools/event_subscriptions.py`)

Default delivery for a live-streaming ask is a dashboard (in Claude, an Artifact) whose page loops stream_events with its cursor. The server instructions and the stream tools' docstrings both say so.

Tool	Backend endpoint	What it does
`stream_events(topics, symbols, cursor, max_events, max_wait_seconds)`	`GET /events` (SSE)	Push delivery, ad-hoc. A bounded read of the realtime-event stream: returns after `max_events` matched events or `max_wait_seconds` (cap 55 s) with `{events, cursor, closed}` — each event is the same object `list_realtime_events` returns, the moment it publishes. Filter inline by `topics` (event types or families from `list_options("event_types")`, plus the stream-only `report_plan` topic — a frame each time a report plan is saved) and `symbols`. No server-side state: always pass the returned `cursor` back in or the next call starts at "now" (authed)
`register_event_subscription(topics, symbols)`	`POST /register-subscription`	Save a filter server-side → `{subscription_id, filter, cursor, created_at}`. Only events published after registration are delivered; keep the id (no list endpoint yet). 30/hour (authed)

| stream_event_subscription(subscription_id, cursor, max_events, max_wait_seconds) | GET /event-subscription/{id} (SSE) | Push delivery, resumable. Same bounded-read shape as stream_events, but the API saves the cursor when the read closes, so repeated calls see every matching event exactly once with no cursor bookkeeping; cursor only overrides the saved position for one connection. closed: "subscription deleted" means stop reconnecting; 404 covers a

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

Flexreport Finance

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

What it can do

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

Finance Toolkit

SolidInvoice

Korea Tax Calculator

README from the maker

flexreport-mcp

Quick Install

Demo

Use-cases

1. Real-time

2. Reports

3. Predictive analytics

4. Research and exploration

Tools

Situate & real-time events (tools/realtime_events.py)

Event streaming (tools/event_subscriptions.py)

Situate & real-time events (`tools/realtime_events.py`)

Event streaming (`tools/event_subscriptions.py`)