Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Descripción del creador (original en inglés)
Research U.S. public companies from their SEC filings: financials, XBRL facts and filing text.
Estos tres nunca se combinan en una sola puntuación: las opiniones, las mediciones y la popularidad son cosas distintas.
Todavía no escribimos un resumen sencillo para este. Abajo están los datos que leímos del registro.
Elige la app de IA que usas y copia la configuración.
Necesitas
¿Qué app usas?
Elige tu app arriba. La recordamos, así que la próxima vez el botón dirá “Instalar en …”.
Funciona en Claude para web, escritorio y móvil:
https://mcp.metricduck.com/mcpEjecuta esto en tu terminal
claude mcp add --transport http financial-analysis https://mcp.metricduck.com/mcpPégalo en .cursor/mcp.json de tu proyecto, o en ~/.cursor/mcp.json
{
"mcpServers": {
"financial-analysis": {
"url": "https://mcp.metricduck.com/mcp"
}
}
}Tu navegador te pide permiso para abrir la app; luego la app muestra la configuración y te pide confirmar. Los valores de las claves quedan vacíos para que los completes tú.
Pégalo en .vscode/mcp.json de tu proyecto
{
"servers": {
"financial-analysis": {
"type": "http",
"url": "https://mcp.metricduck.com/mcp"
}
}
}Tu navegador te pide permiso para abrir la app; luego la app muestra la configuración y te pide confirmar. Los valores de las claves quedan vacíos para que los completes tú.
ChatGPT solo se conecta a servidores en internet:
https://mcp.metricduck.com/mcpLos nombres de los menús pueden variar un poco según el plan y con el tiempo.
Tu elección se guarda en una cookie en este dispositivo; no necesitas cuenta.
Esta configuración se genera a partir de la ficha del creador en el registro. Si el README dice otra cosa, sigue el README.
Nombres y descripciones de las herramientas tal como los informó el servidor el 7 nov 2026. Los escribió el creador, no nosotros; los mostramos como texto sin formato.
browse_companyUse this when the user asks what MetricDuck has on a company or wants to start researching one: "what filings do you have for X?", "what's notable about X?", "where do I start on X?". One call returns the company's identity (ticker, name, CIK), its filings with extracted text by
search_companiesUse this when you have a company name or an ambiguous ticker and need the exact ticker (or CIK) before calling other tools. Fuzzy name/ticker match: handles partial names ("micro" -> MSFT), typos, and ticker variations. Returns ticker, full name, CIK, SIC, filer type (domestic /
get_company_overviewUse this when the user asks for a quick read on one company now: the latest price, valuation, margins, cash flow, balance sheet and segment mix in one call; get_financials gives the multi-period statements, and get_metric_history one metric over time. Includes: current price, val
get_stock_priceUse this when the user asks for a share price on a date or a return between two dates: daily end-of-day close, adj_close and volume for US-listed stocks, from a market-data feed, not SEC filings; get_company_overview shows only the latest price; get_metric_history has period-end
get_financialsUse this when the user asks for a company's income statement, balance sheet or cash flow over several quarters or years: all three statements in one call, up to 10 years, each period cited to its filing; get_metric_history follows one metric, and get_company_overview is the lates
compare_companiesUse this when the user asks how a company compares with its peers or named rivals: a side-by-side table of ~70 metrics (latest TTM, FY or Q), its rank on ROIC, operating margin and revenue growth, and whether it leads or trails on them; screen_companies finds companies by criteri
screen_companiesScreen US companies by financial metrics. Find stocks matching quantitative criteria. Metric IDs, period types (incl. growth: period_type="ttm.yoy") and sector codes are listed on the `filters` / `sectors` parameters. LATEST-snapshot values; full history via get_metric_history. T
list_filingsUse this when the user asks which filings a company has made — its 10-K annual reports, 10-Q quarterly reports, 8-K current reports (earnings releases, events, call transcripts), proxy statements (DEF 14A), or 20-F / 40-F / 6-K for foreign issuers — or needs one specific past fil
get_filing_sectionUse this when the user asks what a 10-K, 10-Q or 8-K says — risk factors, MD&A, the business description, an earnings release and its guidance / outlook, an 8-K event, a proxy (DEF 14A) — and for earnings call transcript Q&A or prepared remarks, where MetricDuck has the transcrip
get_xbrl_factsUse this when the user asks for a number the standard statements don't break out — revenue by segment, geography, product or customer, customer concentration, an industry metric (medical cost ratio, reserve replacement ratio) — or a figure exactly as filed in a 10-K / 10-Q. Searc
get_filing_indexUse this when the user asks what matters in a company's latest 10-K or 10-Q — red flags, accounting quality, debt and liquidity stress, top risks, management tone and guidance, segments and customer concentration. Returns the facts MetricDuck extracted from that filing, each with
screen_filing_signalsUse this when the user asks which companies show a red flag or event across filings, earnings releases or earnings calls — "which companies lowered guidance?", "who has covenant risk or debt coming due?", "which tech companies sound cautious?", "who announced M&A or a partnership
search_sec_filingsSearch the full text of SEC filings since 2001 to find companies related to any concept — a product, technology, regulation, event, or company. Returns filing-level results with aggregated statistics (company count, form type breakdown, industry distribution). For 10-K/10-Q filin
get_earningsUse this when the user asks what a company just reported in its earnings release: the 8-K's headline income statement (revenue, operating income, net income, diluted EPS) and as-released cash flow (OCF, capex, FCF, with growth), typically weeks before the 10-Q/10-K that get_finan
get_guidance_vs_actualDid management deliver what they guided? Joins forward guidance from earnings-call transcripts to reported actuals from 10-K/10-Q + 8-K earnings for the same ticker + fiscal period. Returns both sides verbatim with quotes and locators. Use Cases: - "Did NVDA deliver on Q2 FY2026
compare_earnings_callsHow has management's posture shifted across recent earnings calls? Cross-quarter trajectory view of transcript signals for a single ticker. This is MetricDuck's EARNINGS-CALL TRANSCRIPT tool (agents also look for this as get_earnings_call_transcript / get_earnings_transcript / ge
get_metric_historyUse this when the user asks for one metric in a given period or over time (gross margin, ROE, P/E and 250+ more): its Q, FY or TTM series; get_financials returns whole statements, and compare_companies sets a company beside its peers. Returns newest-first rows labeled with the co
get_metric_lineageThe DERIVATION of one COMPUTED metric — its human formula + immediate inputs (each value + source), one level at a time. The audit / verify affordance for derived figures (margins, ratios, ROIC, FCF, adj-EBITDA): call it ONLY when the query asks **how a metric is computed**, **wh
get_ir_documentsRetrieve IR earnings-PRESENTATION-DECK text — forward guidance, operational KPIs, and segment outlook that are ONLY in the company's investor-relations slide deck and NOT in the SEC 8-K/10-Q release text or XBRL. Reach for this when get_metric_history / get_xbrl_facts have no ser
get_company_eventsRetrieve a company's IR event CALENDAR — UPCOMING and PAST investor-relations events (earnings calls, annual/shareholder meetings, broker conferences, investor days) with the materials attached to each (deck, webcast, press release, transcript). Reach for this for calendar questi
get_earnings_reportsPer-fiscal-period earnings DOCUMENT INDEX — one row per quarter/year gathering the documents for that reporting period: the 8-K press release, the earnings-call transcript (with prepared-remarks / Q&A deep-links), the 10-Q/10-K, the IR presentation deck(s), and the webcast event.
list_recent_filingsUse this when the user asks what SEC filings came out recently — "any new 10-Ks, 10-Qs or 8-Ks this week?", "which of my portfolio companies filed since Monday?", "who reported earnings today?" — across all companies or a list of tickers, in one call. Also the building block for
send_feedbackCall ONLY when the user asks to send feedback to MetricDuck. Pass the user's words in message; set source=user when the user wrote it, model when you summarised it. Sends the text to the MetricDuck team.
Revisamos información que cualquiera puede ver; no hemos leído el código. Las revisiones que no aplican no se cuentan. · Revisado el 8 nov 2026
El registro no indica ningún repo de código fuente, así que no podemos relacionar a quien lo publicó (metricduck.com) con el código
Todavía no hemos leído este repo en GitHub
Todavía no hemos leído este repo en GitHub
Respondió en 153 ms (HTTP 200)
No hace falta iniciar sesión
Leímos 23 descripciones de herramientas y no encontramos instrucciones ocultas para la IA
Comparado con todos los servidores activos de esta categoría en el registro. Las estrellas solo cuentan cuando quien lo publica es dueño del repo.
Superó 2 de 3 revisiones básicas aplicables. No hemos leído el código. Antes de agregar una clave o un token, revisa qué acceso pide el servidor y usa una clave que tenga solo los permisos que necesitas.
El registro no indica ninguna clave obligatoria, aunque algunos servidores te piden iniciar sesión la primera vez que los usas.
Se ejecuta en la nube del creador. Te conectas por internet sin instalar nada, pero lo que envías pasa por los servidores del creador.
El repo de GitHub cambió por última vez –, y la última versión (0.9.1) llegó al registro hace 18 días.
Las apps compatibles con MCP, como Claude Desktop, Claude Code, Cursor y VS Code. Se conecta por URL, así que también funcionan las apps que aceptan servidores MCP remotos, como ChatGPT en modo desarrollador.
En la misma categoría: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Servidores de la misma categoría hechos por otros creadores, ordenados por estrellas.
Cómo leer una tarjeta:★ Estrellas de GitHubiTres pilares: reseñas · revisiones · usoiActualizado = fecha en que se publicó la última versión en el registroi
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 se encontró un README en el repo