Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Computer or cloud
Stocksense
Overview
Description from the maker (original English)
Financial data for AI agents: SEC filings, price history, insider trades, and more.
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 checksi1 of 1 passedChecked from public information; code not scanned yet
- UsageiVery new↓ 12/wk · ★ –
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 on your computer
- Transport: stdio
- Category: Accounting, finance & tax
Install
Pick the AI app you use, then copy the settings.
Before you install
- Basic checks: 1 of 1 passed
- Runs on your computer with your user’s permissions (files, network, apps).
- The registry lists no key to fill in.
You need
- PyPIPython’s uv installed (for the uvx command)
Which app do you use?
Pick your app above. We remember it, so next time the button says “Install in …”.
Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json
{
"mcpServers": {
"stocksense": {
"command": "uvx",
"args": [
"stocksense"
]
}
}
}Run this in your terminal
claude mcp add stocksense -- uvx stocksenseOr copy the settings yourself
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"stocksense": {
"command": "uvx",
"args": [
"stocksense"
]
}
}
}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.
Or copy the settings yourself
Paste into .vscode/mcp.json in your project
{
"servers": {
"stocksense": {
"type": "stdio",
"command": "uvx",
"args": [
"stocksense"
]
}
}
}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 one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.
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
Runs on your computer; the tool list appears in your AI app after you install it.
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 8, 2026
- ✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account mikejj-creation, which owns the repo
- … 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 applicable
Endpoint responds
This one runs on your computer; there is no internet endpoint
- – Not applicable
Sign-in with OAuth
Runs on your computer and uses local settings instead
- … Not checked yet
No hidden instructions in tool descriptions
Runs on your computer; we can only read tool lists from internet endpoints
Compared with others in Accounting, finance & taxi
- More stars than 0% of the other 2949 servers in this category
- Published to the registry more recently than 4% of the other 2949 servers in this category
- Basic checks equal to or better than 100% of the other 2949 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 Stocksense safe?
It passed 1 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 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).
Is it still maintained?
The GitHub repo last changed –, and the latest version (0.1.1) reached the registry 7 months ago.
Which apps can use it?
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Python (uv) on your computer.
What can I use instead?
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Alternatives
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
SolidInvoice
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Runs in the cloud✓ solidinvoice.co
Korea Tax Calculator
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
Runs on your computer
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.
StockSense
An MCP (Model Context Protocol) server that gives AI agents access to financial data — SEC EDGAR filings, market fundamentals, insider trades, and price history. No API keys needed.
Quick Start
1. Install
pip install stocksense2. Add to Claude Desktop
Add to your Claude Desktop config:
macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json
{"mcpServers": { "stocksense": { "command": "stocksense" } } }
3. Restart Claude Desktop
Quit and reopen Claude Desktop. You should see the hammer icon with 13 tools available.
Available Tools
| Tool | Description |
|---|---|
price_history | Get historical OHLCV price data for any ticker |
quote | Get current price, market cap, P/E, 52-week range |
search_filings | Search SEC EDGAR filings (10-K, 10-Q, 8-K) |
get_filing | Get full text of a specific SEC filing |
insider_trades | Get recent insider buys/sells from Form 4 filings |
financials | Get income statement, balance sheet, cash flow, and key ratios |
analyze_company | Comprehensive research brief aggregating all data sources |
compare_companies | Compare key metrics across multiple companies side-by-side |
earnings | Quarterly earnings history with EPS estimates vs actuals |
company_profile | Company profile: sector, industry, and business description |
dividends | Dividend history and current yield |
key_events | Upcoming earnings dates, ex-dividend date, and estimates |
technicals | Technical indicators: SMA, EMA, RSI, MACD, and performance |
Example queries
- "What's AAPL's price history for the last month?"
- "Get me a quote for MSFT"
- "Show me TSLA's weekly prices over the past year"
- "Show me Apple's recent 10-K filings"
- "What insider trades happened at Tesla recently?"
- "Show me Apple's financial statements"
- "Give me a research brief on Tesla"
- "Compare AAPL, MSFT, and GOOGL"
- "Show me Apple's earnings history"
- "What sector is NVIDIA in?"
- "Show me AAPL's dividend history"
- "When is Microsoft's next earnings date?"
- "What are Tesla's technical indicators?"
Data Sources
- yfinance — price data, quotes, financial statements, analyst consensus
- SEC EDGAR — free, unlimited filings and insider trades (no API key needed)
Requirements
- Python 3.11+
- No API keys needed — uses free public data sources
Development
# Clone and install for developmentgit clone https://github.com/mikejj-creation/stocksense.git cd stocksense pip install -e ".[dev]"
Run tests
pytest
Run linter
ruff check src/ tests/
Disclaimer
StockSense uses free public data from Yahoo Finance and SEC EDGAR. Users are responsible for complying with each provider's terms of service. This tool is for informational purposes only — not financial advice.
License
MIT