Finra MCP Server

A Model Context Protocol (MCP) server that exposes the FINRA Query API as a set of tools.

Local serverstdioTypeScript

What is the Finra MCP Server?

A Model Context Protocol (MCP) server that exposes the FINRA Query API as a set of tools.

What the server does

The server handles OAuth2 authentication, token caching, request shaping, and pagination, and ships with a local catalog of datasets so a model can discover what's available before issuing a query.

  • OAuth2 client-credentials flow — — fetches and caches a bearer token, refreshing automatically before expiry
  • A generic query tool — (finra_query) that exposes the full filtering surface of the Query API
  • A local dataset catalog — so the model can discover valid group/dataset combinations without guessing
  • Curated convenience tools — for the most common datasets (TRACE bonds, short interest, OTC weekly summary, firm profile) that map friendly arguments (CUSIP, symbol, date range, CRD number) onto the underlying query shape

Credentials and setup notes

  • Node.js ≥ 20 - FINRA API credentials — a client ID and client secret provisioned from the FINRA API Console. You will need a FINRA account with access to the API Platform, and you must accept the data-set agreements for any non-public datasets you intend to query.

More MCP options

Compare MCP servers by category, or browse hosted MCP servers if you prefer an endpoint over a local process.

Maintainer setup documentation.

Recorded tools

Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.

ToolWhat it does
finra_queryGeneric Query API request. Supports compareFilters, dateRangeFilters, domainFilters, field projection, sorting, and pagination. Sync cap is 5,000 records.
finra_list_datasetsList datasets in the local catalog, optionally filtered by category or a search substring. Use this first to discover valid group/dataset names.
finra_describe_datasetLook up catalog metadata for a specific group/dataset.
finra_trace_corporate_bondsCurated wrapper for TRACE corporate-bond trade reports (fixedIncomeMarket/trace). Filter by cusip, symbol, or trade-date range.
finra_short_interestCurated wrapper for consolidated short interest (otcMarket/consolidatedShortInterest). Filter by symbol and/or settlement-date range.
finra_otc_weekly_summaryCurated wrapper for OTC equity weekly trade summary (otcMarket/weeklySummary). Filter by symbol and/or week-ending date.
finra_firm_profileCurated wrapper for firm profile lookup (registration/firmProfile). Provide a CRD number.

How to install the Finra MCP Server

{
  "mcpServers": {
    "finra": {
      "command": "node",
      "args": ["/absolute/path/to/finra-mcp-server/dist/index.js"],
      "env": {
        "FINRA_CLIENT_ID": "your-client-id",
        "FINRA_CLIENT_SECRET": "your-client-secret"
      }
    }
  }
}

Configuration as documented by the project. Restart the client after saving.

Configuration

  • Node.js ≥ 20 - FINRA API credentials — a client ID and client secret provisioned from the FINRA API Console. You will need a FINRA account with access to the API Platform, and you must accept the data-set agreements for any non-public datasets you intend to query.
VariableDescriptionRequired
FINRA_CLIENT_IDConfiguration value read at startup.Optional
FINRA_CLIENT_SECRETCredential the server authenticates with.Yes
FINRA_TOKEN_URLCredential the server authenticates with.Yes

Example prompts to try

  • “Use Finra to finra query.”
  • “Use Finra to finra list datasets.”
  • “Use Finra to finra describe dataset.”

Frequently asked questions

A Model Context Protocol (MCP) server that exposes the FINRA Query API as a set of tools. Confirm the tools offered by your installed version in the connected client. Tool availability and permissions depend on the server and account configuration.