Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者提供的说明(英文原文)
Research U.S. public companies from their SEC filings: financials, XBRL facts and filing text.
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。
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。
选择你使用的 AI 应用,然后复制设置。
你需要
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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:
https://mcp.metricduck.com/mcp在终端中运行这条命令
claude mcp add --transport http financial-analysis https://mcp.metricduck.com/mcp粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"financial-analysis": {
"url": "https://mcp.metricduck.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。
粘贴到项目中的 .vscode/mcp.json
{
"servers": {
"financial-analysis": {
"type": "http",
"url": "https://mcp.metricduck.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:
https://mcp.metricduck.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。
工具名称和描述与服务器在 2026年11月7日 报告的完全一致。这些内容由作者撰写,不是我们写的;我们以纯文本形式显示。
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.
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8日
注册中心没有列出源代码仓库,因此无法将发布者(metricduck.com)与代码对应起来
我们还没有从 GitHub 读取这个仓库
我们还没有从 GitHub 读取这个仓库
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已读取 23 个工具描述,未发现针对 AI 的隐藏指令
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。
它在 3 项适用的基础检查中通过了 2 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。
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。
GitHub 仓库最后更新于–,最新版本(0.9.1)于19天前进入注册中心。
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。
同一分类中有:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同一分类中其他作者的服务器,按星标数排序。
如何看卡片:↓ 每周下载量i★ 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
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
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Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
仓库中没有找到 README