200+ transparent financial metrics calculated from raw statements, not third-party endpoints.
200+ transparent financial metrics calculated from raw statements, not third-party endpoints. That is what the finance toolkit mcp server brings to an AI assistant: the same capability, reachable through the Model Context Protocol rather than a separate app or dashboard.
While browsing a variety of websites, I repeatedly observed significant fluctuations in the same financial metric among different sources. Similarly, the reported financial statements often didn't line up, and there was limited information on the methodology used to calculate each metric.
The server publishes 8 tools. What each one is for:
Hosted — ** connect to https://financetoolkit.jeroenbouma.com/mcp — OAuth handles the rest on first useLocal — ** uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup — sets up your client config and API key automatically. See [MCP ServerSymbol — NameNKE — NIKE, IncSAF.PA — Safran SAROST — Ross Stores, Incdate — OpenRevenue — 2.29234e+11Configuration is passed through the environment: FINANCIAL_MODELING_PREP_KEY. Treat anything key-shaped as a real credential — scope it to the minimum the server needs, and rotate it if it ever lands in a shared config.
Because this one is hosted, setup is mostly authentication — you point your client at the endpoint and approve access. Nothing runs on your machine, so there is no runtime to keep patched.
Among the knowledge and memory options, the useful question is rarely "what can it do" but "what does it cost you to run" — permissions, credentials, and how much of your context its toolset consumes. Finance Toolkit's toolset — Hosted, Local, Symbol and 5 more — is a fair guide to whether it matches your workflow. It is maintained by JerBouma; worth a glance at recent repository activity before you build anything load-bearing on it.
This entry was verified against Finance Toolkit's own documentation before publication; SyncDev keeps the directory reviewed rather than auto-generated.
| Tool | What it does |
|---|---|
| Hosted | ** connect to https://financetoolkit.jeroenbouma.com/mcp — OAuth handles the rest on first use. |
| Local | ** uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup — sets up your client config and API key automatically. See [MCP Server Documentation](https://www.jeroenbouma.com/projects/financetoolkit/mcp#local-clients) f |
| Symbol | Name |
| NKE | NIKE, Inc. |
| SAF.PA | Safran SA |
| ROST | Ross Stores, Inc. |
| date | Open |
| Revenue | 2.29234e+11 |
{
"mcpServers": {
"financetoolkit": {
"command": "uvx",
"args": ["financetoolkit"],
"env": {
"FINANCIAL_MODELING_PREP_KEY": "your-value"
}
}
}
}Add to claude_desktop_config.json, then restart Claude Desktop.
| Variable | Description | Required |
|---|---|---|
| FINANCIAL_MODELING_PREP_KEY | Credential the server authenticates with. | Yes |
A knowledge graph your assistant keeps between sessions — entities, relations and observations that persist.
Kill hallucinated APIs — version-accurate, up-to-date library documentation injected straight into context.
Your workspace, on speaking terms with AI — search, read and write Notion pages and databases.
A structured scratchpad for hard problems — stepwise reasoning with revisions, branches and visible logic.
Symbol-level code navigation, refactoring and memory for coding agents — the IDE brain your assistant has been missing.
Chat with your second brain — search, read and write vault notes through the Local REST API.