FinanceMCP - Professional Financial Data MCP Server 🚀

Language: English | 简体中文

Welcome to FinanceMCP - A professional financial data server based on Model Context Protocol (MCP)! This project integrates Tushare API to provide comprehensive real-time financial data access for language models (like Claude), supporting multi-dimensional financial data analysis including stocks, funds, bonds, macroeconomic indicators, and more.

📺 Video Tutorial

🎥 Complete Usage Tutorial: FinanceMCP - Comprehensive Financial Data Query Super MCP Tool Based on Tushare Data Interface

Watch our detailed bilibili video tutorial to learn how to:

• 🔧 Install and configure FinanceMCP
• 📊 Query various types of financial data
• 💡 Use advanced features and analysis capabilities
• 🚀 Integrate with Claude and other MCP clients

🌟 Core Features

📈 Multi-Market Stock Data

Support stock data queries from major global markets:

• A-Shares (Shanghai & Shenzhen) - e.g., Ping An Bank (000001.SZ)
• US Stocks (NASDAQ, NYSE, etc.) - e.g., Apple (AAPL)
• Hong Kong Stocks (HKEX) - e.g., Tencent Holdings (00700.HK)
• Forex (Major currency pairs) - e.g., USD/CNH (USDCNH.FXCM)
• Futures (Commodity & financial futures) - e.g., Copper Futures (CU2501.SHF)
• Funds (ETFs, LOFs, etc.) - e.g., CSI 300 ETF (159919.SZ)
• Bond Repos (Government & corporate bonds) - e.g., GC001 (204001.SH)
• Convertible Bonds (Including conversion value, premium) - e.g., Ping An CB (113008.SH)
• Options (Stock & index options) - e.g., 50ETF Options (10001313.SH)

📊 Index Data Query

Get data for major market indices like Shanghai Composite Index, Shenzhen Component Index, etc.

📰 Financial News Search ⭐️ Smart Optimization

Get financial news content from mainstream financial media through real search API, supporting intelligent search with single or multiple keywords:

• Supported Sources: Sina Finance, Wallstreetcn, 10jqka, Eastmoney, Yuncaijing, Phoenix News, JRJ, etc.
• Search Function: Support single keywords like 'WuXi AppTec', 'Tencent', or multiple keywords separated by spaces like 'Federal Reserve Interest Rate', 'Bitcoin Regulation'
• Smart Matching: System intelligently searches relevant historical news
• Real-time Updates: Provide latest financial news and market dynamics

🏢 Company Financial Performance Analysis ⭐️ Complete Integration

Get comprehensive financial data for listed companies with smart data filtering and batch display:

Financial Statements (Fully Integrated)

• Income Statement - Operating revenue, net profit, gross margin, etc., supporting basic and complete versions
• Balance Sheet - Total assets, liabilities, shareholders' equity, etc., with smart empty field filtering
• Cash Flow Statement - Operating, investing, financing cash flows with clearer categorized display

Company Performance Data

• Earnings Forecast - Net profit change predictions, forecast types
• Earnings Express - Quick financial data, year-over-year growth rates
• Financial Indicators - ROE, ROA, current ratio, debt-to-asset ratio, etc.
• Dividends & Stock Distribution - Cash dividends, stock splits, key dates

Main Business Composition

• By Product Analysis - Main product revenue, profit, cost composition
• By Region Analysis - Regional revenue distribution, regional performance comparison
• By Industry Analysis - Industry revenue composition, industry competitive position

Shareholder Information

• Shareholder Count - Shareholder number change trends
• Shareholder Trading - Important shareholder buy/sell activities, shareholding changes

Management Information ⭐️ New Feature

• Management Team - Senior executives, directors, supervisors information
• Profile Analysis - Gender, education, nationality, age statistics
• Position Distribution - Position categories, title hierarchy analysis
• Tenure Tracking - Appointment dates, resignation status, career timeline

Company Basic Information ⭐️ New Feature

• Company Overview - Company name, business license, registered capital, establishment date
• Executive Information - Chairman, general manager, secretary, key personnel
• Contact Details - Website, email, office address, business scope
• Regional Analysis - Location distribution, exchange listing analysis
• Scale Statistics - Employee count, capital structure, corporate age analysis

💰 Fund Data Query ⭐️ Complete Refactoring

Performance optimized with 85% speed improvement (from 5.2s to 0.8s):

• Fund List - Fund basic information, investment types, management fees, etc.
• Fund NAV - Unit NAV, cumulative NAV, adjusted NAV, etc., with automatic share data integration
• Fund Dividends - Dividend plans, cash dividends, ex-dividend dates, etc.
• Fund Holdings - Heavy positions, market value ratios, shareholding percentages, etc.
• Fund Managers - Manager profiles, tenure, managed funds, etc. (now independent tool)

👨‍💼 Fund Manager Query ⭐️ Independent Tool

Query detailed information by fund manager name:

• Personal Background - Gender, birth year, education, nationality
• Career History - Managed fund list, tenure, departure status
• Professional Resume - Detailed resume information, career development track

📈 Macroeconomic Data ⭐️ Chinese Optimization

Get key macroeconomic indicator data with full Chinese localization:

• Shibor Rates - Shanghai Interbank Offered Rate
• LPR Rates - Loan Prime Rate
• GDP - Gross Domestic Product
• CPI - Consumer Price Index
• PPI - Producer Price Index (fixed field mapping bug)
• Money Supply - M0, M1, M2 money supply data
• PMI Index - Manufacturing, services, composite PMI with 30+ detailed sub-indicators
• Social Financing - Total Social Financing data
• Shibor Quotes - Bank quote data (bid price, ask price)
• Libor Rates - London Interbank Offered Rate
• Hibor Rates - Hong Kong Interbank Offered Rate

🪙 Convertible Bond Data ⭐️ Professional Tool

Get comprehensive non-market data for convertible bonds:

Basic Information Query

• Bond Details - Bond name, underlying stock code/name, maturity period, par value
• Trading Info - Exchange, listing date, delisting date, issue date
• Conversion Terms - Initial conversion price, current conversion price, conversion period
• Bond Clauses - Interest rate clause, put clause, forced redemption clause, resale clause

Issuance Data Query

• Issue Overview - Planned/actual issue size, issue price, issue method, issue cost
• Online Issuance - Subscription code/name, issue date, subscription volume, winning rate
• Shareholder Allotment - Allotment code/name, record date, payment date, allotment ratio
• Offline Issuance - Issue volume, deposit ratio, subscription statistics
• Underwriting Info - Lead underwriter, underwriting volume

🔄 Block Trade Data ⭐️ New Feature

Get detailed block trade data:

• Trade Details - Transaction price, volume, amount
• Trading Parties - Buyer and seller business departments
• Market Statistics - Support whole market or individual stock block trade queries
• Time Range - Flexible date range queries

💹 Money Flow Data ⭐️ New Feature

Get individual stock and market money flow data:

• Main Funds - Main fund net inflow amount and net ratio
• Super Large Orders - Super large order fund flow statistics
• Large/Medium/Small Orders - Various fund inflow and outflow situations
• Individual Analysis - Individual stock money flow analysis
• Market Statistics - Overall market money flow trends

💰 Margin Trade Data ⭐️ Enhanced Feature

Get comprehensive margin trading data from multiple sources:

• Margin Securities - List of eligible margin trading securities across SSE/SZSE/BSE exchanges
• Trading Summary - Daily financing balance, purchase amount, repayment amount
• Trading Details - Detailed margin transaction records
• Securities Lending - Securities lending volume, repayment volume
• Market Making - Securities lending by market makers with inventory data
• Multi-Interface - 4 different Tushare APIs for comprehensive coverage

🕐 Current Timestamp ⭐️ Utility Tool

Get current time information for China timezone (UTC+8):

• Multiple Formats - datetime, date, time, timestamp, readable
• China Timezone - Accurate UTC+8 timezone calculation
• Weekday Info - Chinese weekday display
• Real-time Precision - Current timestamp accurate to seconds
• Beautiful Display - Markdown format with timezone information

🤖 MCP Integration

Seamless integration with MCP-compatible clients (like Claude) for intelligent financial analysis.

🎯 Tool Overview

This server provides 12 professional financial tools:

Tool Name	Function Description	Key Features
🕐 current_timestamp	Current timestamp	China timezone, multiple formats
📰 finance_news	Financial news search	Smart keyword search, multi-media sources
📈 stock_data	Stock data query	Global multi-market, 9 financial instruments
📊 index_data	Index data query	Major market indices
📉 macro_econ	Macroeconomic data	11 economic indicators, Chinese optimized
🏢 company_performance	Company financial analysis	Financial statements integrated, management info
💰 fund_data	Fund data query	5 major fund data types, performance optimized
👨‍💼 fund_manager_by_name	Fund manager query	Query detailed info by name
🪙 convertible_bond	Convertible bond data	Basic info + issuance data
🔄 block_trade	Block trade data	Trade details + business department info
💹 money_flow	Money flow data	Individual stock + market money flow
💰 margin_trade	Margin trade data	4 APIs: Securities list + Trading summary/details + Market making

🔧 Technical Specifications

Data Sources

• Primary API: Tushare Pro - Professional financial data platform
• Coverage: Chinese mainland markets, Hong Kong, US markets, and global indices
• Update Frequency: Real-time to daily, depending on data type
• Historical Data: Multi-year historical coverage for most data types

Supported Markets & Instruments

• A-Shares: Shanghai Stock Exchange (SH) and Shenzhen Stock Exchange (SZ)
• Hong Kong: Hong Kong Stock Exchange (HK)
• US Markets: NASDAQ, NYSE, and other US exchanges
• Bonds: Government bonds, corporate bonds, convertible bonds
• Funds: ETFs, mutual funds, index funds
• Derivatives: Futures, options, currency pairs
• Indices: Major market indices and sector indices

API Interface Mapping

Tool	Tushare API	Description
🕐 Timestamp	current_timestamp	Current time information
📰 Financial News	Search API	Smart news search
📈 Stock Data	daily, us_daily, hk_daily, etc.	Multi-market stock data
📊 Index Data	index_daily	Market indices
📉 Macro Economics	shibor, gdp, cpi, etc.	Economic indicators
🏢 Company Performance	income, balancesheet, cashflow, stk_managers, etc.	Financial statements + management info
💰 Fund Data	fund_basic, fund_nav, etc.	Fund information
👨‍💼 Fund Manager	fund_manager	Fund manager information
🪙 Convertible Bond	cb_basic, cb_issue	Convertible bond data
🔄 Block Trade	block_trade	Block trade data
💹 Money Flow	moneyflow	Money flow data
💰 Margin Trade	margin_secs, margin, margin_detail, slb_len_mm	Multiple margin trading APIs

🚦 Requirements

Before getting started, please ensure you have:

1. Node.js and npm

   • Requires Node.js version >= 18
   • Download and install from nodejs.org

2. Tushare API Token

   • Visit tushare.pro to register and get an API Token
   • This token will be used to access financial data provided by Tushare
   • Note: Some premium data requires point permissions

🎓 Free Tushare Credits for Students & Teachers

For Students - Get 2000 Free Credits

Tushare provides 2000 free credits for student users, covering basic stock/index/futures/options/fund/convertible bond information, daily market data, and financial reports.

How to Get Student Credits:

1. Follow on Xiaohongshu (Little Red Book)

   • Search and follow Tushare's official Xiaohongshu account
   • Like and comment on any post, mentioning your data needs and usage

2. Join Student QQ Group

   • Search QQ Group: 290541801
   • When joining, mention your university name

3. Complete Profile on Tushare

   • Login to tushare.pro
   • Fill in your school and personal information in Profile
   • Use your university email address; if unavailable, provide student ID photo or Xuexin.net screenshot

4. Submit for Credits

   • Send screenshots of steps 1 & 3, plus your Tushare ID to group admin via QQ
   • Receive 2000 credits after verification

For Teachers - Get 5000 Free Credits

Tushare provides 5000 free credits for university teachers with higher data permissions and support.

How to Get Teacher Credits:

1. Add WeChat Contact

   • Add WeChat: waditu_a
   • Note: "XX University Teacher"

2. Complete Profile

   • Login to tushare.pro
   • Update institution and personal information in Profile
   • Provide your Tushare ID via WeChat or QQ

3. Student Template (Optional)

   • Download student credit template for batch student registration
   • Arrange students to fill template and send to Tushare contact

🛠️ Installation & Setup

Install via Smithery (Recommended)

If you're using Claude Desktop, you can quickly install via Smithery:

npx -y @smithery/cli install @guangxiangdebizi/finance-mcp --client claude

Manual Installation

1. Get the code

   git clone https://github.com/guangxiangdebizi/FinanceMCP.git
   cd FinanceMCP
   

2. Install dependencies

   npm install
   

3. Configure Tushare API Token

   • Create a .env file in the project root directory
   • Add the following content:

     TUSHARE_TOKEN=Your_Tushare_API_Token
     

   • Or set it directly in the src/config.ts file

4. Build the project

   npm run build
   

🚀 Running the Server

There are two ways to start the server:

Method 1: Using stdio mode (Direct run)

node build/index.js

Method 2: Using Supergateway (Recommended for development)

npx supergateway --stdio "node build/index.js" --port 3100

📝 Configuring MCP Clients

To use this server in Claude or other MCP clients, you need the following configuration:

Claude Configuration

Add the following to Claude's configuration file:

{
  "mcpServers": {
    "finance-data-server": {
      "url": "http://localhost:3100/sse", // If using Supergateway
      "type": "sse",
    }
  }
}

If using stdio mode directly (without Supergateway), configure as follows:

{
  "mcpServers": {
    "finance-data-server": {
      "command": "C:/path/to/FinanceMCP/build/index.js", // Modify to actual path
      "type": "stdio",
      "disabled": false,
      "autoApprove": [
        "current_timestamp",
        "finance_news",
        "stock_data",
        "index_data",
        "macro_econ",
        "company_performance",
        "fund_data",
        "fund_manager_by_name",
        "convertible_bond",
        "block_trade",
        "money_flow",
        "margin_trade"
      ]
    }
  }
}

💡 Usage Examples

Once configured, you can ask Claude natural language questions about financial data:

Basic Queries

• Stock Data: "Query Apple (AAPL) stock price for the last month"
• Financial News: "Search for latest news about Tesla"
• Company Financials: "Show Ping An Bank's recent financial statements"
• Fund Data: "Query CSI 300 ETF basic information and NAV trends"
• Macro Data: "Get latest GDP and CPI data"

Advanced Analysis

• Combined Analysis: "Analyze CATL's money flow and recent news sentiment"
• Multi-market: "Compare A-share, US stock, and Hong Kong stock performance"
• Risk Assessment: "Evaluate margin trading risks for specific stocks"

Claude will automatically call the appropriate tools and provide comprehensive analysis based on the requested data.

📊 Supported Data Interfaces

The project currently integrates the following Tushare API interfaces:

Function	Tushare Interface	Description
Current Timestamp	current_timestamp	Get current China timezone (UTC+8) time information ⭐️
A-share Data	daily	Get A-share daily market data
US Stock Data	us_daily	Get US stock daily market data
HK Stock Data	hk_daily	Get Hong Kong stock daily market data
Forex Data	fx_daily	Get forex daily market data ⭐️ Fixed
Futures Data	fut_daily	Get futures daily market data
Fund Data	fund_daily	Get fund daily market data
Index Data	index_daily	Get index daily market data
Financial News	Search API	Smart search mainstream financial websites ⭐️
Shibor Rates	shibor_data	Get Shanghai Interbank Offered Rate
LPR Rates	lpr_data	Get Loan Prime Rate
GDP	cn_gdp	Get Gross Domestic Product data
CPI	cn_cpi	Get Consumer Price Index data
PPI	cn_ppi	Get Producer Price Index data ⭐️ Fixed
Money Supply	cn_m	Get money supply data (M0, M1, M2)
PMI Index	cn_pmi	Get Purchasing Managers Index data ⭐️ Optimized
Social Financing	cn_sf	Get Total Social Financing data
Shibor Quotes	shibor_quote	Get Shibor bank quote data (bid, ask)
Libor Rates	libor	Get London Interbank Offered Rate
Hibor Rates	hibor	Get Hong Kong Interbank Offered Rate
Bond Repos	repo_daily	Get bond repo daily market data
Convertible Bonds	cb_daily	Get convertible bond daily market data
Options Data	opt_daily	Get options daily market data
Income Statement	income	Get listed company income statement data ⭐️ Integrated
Balance Sheet	balancesheet	Get listed company balance sheet data ⭐️ Integrated
Cash Flow Statement	cashflow	Get listed company cash flow statement data ⭐️ Integrated
Earnings Forecast	forecast	Get listed company earnings forecast data
Earnings Express	express	Get listed company earnings express data
Financial Indicators	fina_indicator	Get listed company financial indicator data
Dividends & Distribution	dividend	Get listed company dividend and distribution data
Main Business	fina_mainbz	Get main business composition data
Shareholder Count	stk_holdernumber	Get shareholder count data
Shareholder Trading	stk_holdertrade	Get shareholder trading data
Fund List	fund_basic	Get public fund basic information ⭐️ Optimized
Fund NAV	fund_nav	Get fund net asset value data ⭐️ Optimized
Fund Dividends	fund_div	Get fund dividend and distribution data ⭐️ Fixed
Fund Holdings	fund_portfolio	Get fund holdings details ⭐️ Optimized
Fund Managers	fund_manager	Get fund manager information ⭐️ Independent Tool
Convertible Bond Basic	cb_basic	Get convertible bond basic information ⭐️
Convertible Bond Issue	cb_issue	Get convertible bond issuance data ⭐️
Block Trade	block_trade	Get block trade data ⭐️ New
Money Flow	moneyflow	Get individual stock and market money flow data ⭐️ New
Margin Securities	margin_secs	Get margin trading eligible securities list ⭐️ Enhanced
Margin Summary	margin	Get margin trading summary data ⭐️ Enhanced
Margin Details	margin_detail	Get detailed margin trading records ⭐️ Enhanced
Securities Lending	slb_len_mm	Get market making securities lending data ⭐️ Enhanced

🔮 Future Plans

Future plans include integrating more Tushare data interfaces, including but not limited to:

1. Basic Data - Stock lists, trading calendars, suspension/resumption info, etc.
2. More Financial Data - Financial audit opinions, main business composition, shareholder info, etc. ⭐️ Partially implemented
3. More News Data - Announcement info, research report data, etc. ⭐️ Partially implemented
4. Technical Analysis Indicators - MACD, RSI, Bollinger Bands, and other technical indicators
5. Industry Data - Industry classification, industry indices, industry comparative analysis, etc.
6. Derivatives Data - More options and futures contract data
7. Alternative Data - ESG ratings, institutional research, shareholder meetings, etc.

See the tushare-interfaces.md file for more potential data interfaces that could be integrated.

📈 Latest Updates

v0.2.0 Major Updates

• ✅ Financial Statements Integration - Income statement, balance sheet, cash flow statement fully integrated into company_performance tool
• ✅ Smart Data Filtering - Automatically filter empty fields, only display items with actual data
• ✅ Fund Data Optimization - Query performance improved by 85%, split fund manager query into independent tool
• ✅ Forex Data Fix - Fixed forex field mapping error, correctly display bid/ask prices
• ✅ PPI Data Fix - Fixed PPI field mapping bug, correctly display Producer Price Index
• ✅ New Block Trade Tool - Support individual stock and market-wide block trade data queries
• ✅ New Money Flow Tool - Support individual stock and market money flow analysis
• ✅ Enhanced Margin Trade Tool - Support 4 margin trading APIs: securities list, trading summary/details, and market making
• ✅ Chinese Localization - Full Chinese localization of macroeconomic module
• ✅ Batch Display Optimization - Smart batch display for large data tables, improved readability

📄 License

This project is licensed under the MIT License. See the LICENSE file for details.

👨‍💻 Author

• Name: Xingyu Chen (陈星宇)
• Email: guangxiangdebizi@gmail.com
• GitHub: guangxiangdebizi

🤝 Contributing

Welcome to submit Issues and Pull Requests to improve this project!

⭐ Support the Project

If this project helps you, please give us a Star! Your support is our motivation for continuous improvement.