Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Read-only fundamentals of developed-market listed companies from official filings, with dates.
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.
Pick the AI app you use, then copy the settings.
You need
Which app do you use?
Pick your app above. We remember it, so next time the button says “Install in …”.
Works in Claude on the web, desktop and mobile:
https://masteringfinancialmarkets.com/ai/mcpRun this in your terminal
claude mcp add --transport http mfm https://masteringfinancialmarkets.com/ai/mcpPaste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"mfm": {
"url": "https://masteringfinancialmarkets.com/ai/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": {
"mfm": {
"type": "http",
"url": "https://masteringfinancialmarkets.com/ai/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://masteringfinancialmarkets.com/ai/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 7, 2026. The maker wrote them, not us; we show them as plain text.
searchSearch MFM public companies, pages and published datasets by keyword, company name or ticker. An empty result means no MFM record matched those words: say that MFM does not publish it under those words and never attribute figures from other sources to MFM. Results contain documen
fetchRead one numbered part of a published MFM document or dataset (an id returned by search that starts with "portfolio:" recomputes the portfolio calculator, nothing stored). Company metadata includes verification_level, audit_id, audit_url and controls_performed. metadata.next_id i
screen_companiesFilter and sort ALL MFM company profiles (about 10,700 listed companies) by the parameters the USER chooses, using the latest fiscal year of each profile. Returns at most 10 companies with only the requested parameters, the audit level, a link and the exact fetch_id of the comple
portfolio_calculatorRun the MFM portfolio calculator, the same as the calculator page of the site, on positions the USER writes in the conversation. Returns, in order: "sintesi" (the page's «In short» box: {titolo, voci:[{chiave, titolo, testo, numeri}], nota}; composition and concentration against
bond_calculatorSame calculations as the fixed-income page. Supply actual dated positive cash flows including redemption, settlement, currency, and either total outlay (clean price + accrued interest + fees) or annual-effective yield as a fraction. Returns price, annual-effective ACT/365F IRR, M
quota_statusRead-only: how many complete company pages this MFM account can still read (10 every 5 minutes, 40 a day, 100 different companies a month) and how many selections (40 per calendar month, shared with the website), with reset times (UTC). Nothing is consumed. Clients that only expo
list_datasetsList public MFM catalog entries, optionally filtered by kind or verification level, with explicit pagination. Catalog availability does not certify completeness of every financial indicator.
request_updateAfter the user explicitly requests it, queue interim statements and PDF readings for an on-request company. Fulfilment within 7 days; five requests per calendar month per account. Repeated requests for the same company in the same month return the same receipt.
submit_feedbackPrepare a technical proposal for the separate public User Register after explicit user publication consent. The author is masked and the declared model is public. Receipt status PENDING_TIMESTAMP is not public acceptance; publication follows verified timestamp proof. This cannot
submit_peer_reviewPrepare an evidence-based peer review for the separate 15-day User Register after explicit user publication consent. The author is publicly masked. Financial records and official audits remain unchanged. A proof-pending receipt is not yet public acceptance.
list_user_proposalsRead the separate public user-proposal history, including final outcomes. These assertions are separate from official audits; next_cursor identifies another results page.
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 lists no source repo, so we cannot match the publisher (masteringfinancialmarkets.com) to the code
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
Responded in 397 ms (HTTP 200)
No sign-in needed
Read 11 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 11 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
Servers in the same category from other makers, sorted by stars.
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.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
No README found in the repo