Flexreport Finance

Name: Flexreport Finance
Author: cbecks1212

作者：cbecks1212版本 1.0.0i★ –i在云端运行

注册名称com.flexreportfinapi/flexreport-finance

安装

概览

作者提供的说明（英文原文）

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

PopNx MCP 的三大支柱

这三项永远不会合并成一个分数：意见、测量和人气是不同的东西。

用户评价i暂无评价评价功能将在后续阶段与账户功能一起开放
我们的基础检查i1 项中通过 0 项依据公开信息检查；尚未扫描代码
使用情况i尚未统计★ –

它能帮你做什么

我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。

连接方式: 在云端运行
传输方式: Streamable HTTP
分类: 会计、财务与税务

安装

选择你使用的 AI 应用，然后复制设置。

安装之前

基础检查：1 项中通过 0 项
在作者的服务器上运行：你向它提出的内容会经过他们的服务器。
注册中心没有列出需要填写的密钥。

你需要

在云端运行无需安装任何东西，通过互联网连接

你用的是哪个应用？

ClaudeClaude CodeCursorVS CodeChatGPT

在上方选择你的应用。我们会记住它，下次按钮会显示“安装到 …”。

适用于网页版、桌面版和手机版 Claude：

打开 Settings → Connectors
点击 Add custom connector
粘贴下面的地址，然后点击 Add
如果要求登录，请登录作者的服务

https://mcp.flexreportfinapi.com/mcp

在终端中运行这条命令

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

在 Cursor 中打开

或者自己复制设置

粘贴到项目中的 .cursor/mcp.json，或 ~/.cursor/mcp.json

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

浏览器会先询问是否打开应用，然后应用会显示设置并请你确认。密钥的值会留空，由你自己填写。

在 VS Code 中打开

或者自己复制设置

粘贴到项目中的 .vscode/mcp.json

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

浏览器会先询问是否打开应用，然后应用会显示设置并请你确认。密钥的值会留空，由你自己填写。

ChatGPT 只能连接互联网上的服务器：

打开网页版 ChatGPT → Settings → Connectors (Apps)
点击 Create 或 Add（部分套餐需要先在 Advanced 中开启 Developer mode）
粘贴下面的地址，起个名字，然后保存
如果要求登录，请登录作者的服务

https://mcp.flexreportfinapi.com/mcp

菜单名称可能因套餐和版本不同而略有差异。

你的选择通过 Cookie 保存在这台设备上，无需账户。

这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同，请以 README 为准。

它能做什么

我们还没有读取这个服务器的工具列表；我们会轮流检查各个端点。

基础检查i

我们检查的是任何人都能看到的信息；我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月7日

! 注意
作者与仓库一致
发布者（flexreportfinapi.com）不是仓库所有者（cbecks1212）；可能是其他人代为上架的
… 尚未检查
仍在维护
我们还没有从 GitHub 读取这个仓库
… 尚未检查
有许可证
我们还没有从 GitHub 读取这个仓库
… 尚未检查
端点有响应
尚未检查；我们会轮流检查各个端点
… 尚未检查
使用 OAuth 登录
尚未检查；我们会轮流检查各个端点
… 尚未检查
工具描述中没有隐藏指令
尚未检查；我们会在检查端点时读取工具列表

与“会计、财务与税务”中的其他服务器比较i

星标数多于此分类中其他 1726 个服务器的 0%
发布到注册中心的时间比此分类中其他 1726 个服务器的 63% 更新
基础检查结果等于或优于此分类中其他 1726 个服务器的 35%

与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时，星标数才计入。

常见问题

Flexreport Finance 安全吗？

它在 1 项适用的基础检查中通过了 0 项。我们没有阅读代码。在添加密钥或令牌之前，请先看看这个服务器要求哪些权限，并使用只具备所需权限的密钥。

它需要哪些密钥或代码？

注册中心没有列出必需的密钥，不过有些服务器会在首次使用时要求你登录。

它在我的电脑上运行还是在云端？

它在作者的云端运行。通过互联网连接，无需安装，但你发送的内容会经过作者的服务器。

它还在维护吗？

GitHub 仓库最后更新于–，最新版本（1.0.0）于23天前进入注册中心。

哪些应用可以使用它？

支持 MCP 的应用，例如 Claude Desktop、Claude Code、Cursor 和 VS Code。它通过 URL 连接，所以接受远程 MCP 服务器的应用也可以使用，例如开启开发者模式的 ChatGPT。

有什么可以替代它？

同一分类中有：Finance Toolkit, SolidInvoice, Korea Tax Calculator

替代选择

同一分类中其他作者的服务器，按星标数排序。

如何看卡片：★ GitHub 星标i三大支柱：评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i

Finance Toolkit

作者：JerBouma

500+ transparent financial methods calculated from raw statements, not third-party endpoints.

电脑或云端★ 5,496MIT昨天更新

安装

SolidInvoice

作者：SolidInvoice

Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.

在云端运行★ 981MIT7天前更新

安装

Korea Tax Calculator

作者：UpstageAI

Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.

在你的电脑上运行★ 97MIT今天更新

安装

作者的 README

打开 README

按原文从作者的仓库复制。PopNx MCP 没有审查或背书其内容。HTML、图片和脚本已被移除。链接会离开本站。

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

只显示了开头部分；其余内容请在仓库中阅读