What is Financemcp

FinanceMCP is a financial data server that provides access to real-time financial news, stock data, and index data through the Tushare API. It enables insightful analysis and predictions based on the latest market information.

Use cases

Use cases for FinanceMCP include retrieving historical stock prices for analysis, accessing major market indices data, collecting the latest financial news for reporting, and integrating with language models for automated insights.

How to use

To use FinanceMCP, you need to clone the repository, install the required Node.js packages, configure the MCP server with your MCP client (like Cline), and obtain a Tushare API token for data access.

Key features

Key features include comprehensive financial data access via Tushare API, stock and index data retrieval, financial news search, seamless MCP integration, easy configuration through JSON files, and extensibility for new API interfaces.

Where to use

FinanceMCP can be used in various fields such as finance, investment analysis, market research, and data analytics, where real-time financial information is crucial.

FinanceMCP Financial Data Server

Welcome to FinanceMCP Financial Data Server! This project provides a Model Context Protocol (MCP) based server that enables language models (like Claude) to access real-time financial data through the Tushare API. This allows AI assistants to perform financial analysis and predictions based on the latest market information.

🌟 Features

📈 Stock Data Query

Get historical market data for specified stock codes, supporting:

• 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 (00700.HK)
• Forex (Major currency pairs) - e.g., USD/CNY (USDCNY)
• 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 Retrieval ⭐️ Fully Optimized

Get the latest financial news data, supporting two types of news:

News Flash (High-frequency short news)

• Supported Sources: Sina Finance, Wallstreetcn, 10jqka, Eastmoney, Yuncaijing, Phoenix News, JRJ
• Data Features: Real-time flash news, concise and clear
• Retrieval Limit: Maximum 1500 articles per request
• Update Frequency: Real-time updates

Long-form Financial News (In-depth reports)

• Supported Sources: Xinhua, Phoenix Finance, 10jqka, Sina Finance, Wallstreetcn, cs.com.cn
• Data Features: In-depth analysis, detailed content
• Retrieval Limit: Maximum 400 articles per request
• Rich Content: Complete news content included

News Feature Highlights

• Flexible Time Range: Support custom time periods or retrieval by hours
• Smart Formatting: News content displayed in structured format with time, source, category info
• Multi-source Integration: Covers mainstream financial media with authoritative sources
• Content Preview: Long-form news provides content preview for quick filtering

🏢 Company Financial Performance Analysis

Get comprehensive financial data for listed companies, including:

• Income Statement (Operating revenue, net profit, gross margin, etc.)
• Balance Sheet (Total assets, liabilities, shareholders’ equity, etc.)
• Cash Flow Statement (Operating, investing, financing cash flows)
• 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)

🏦 Comprehensive Fund Data Query ⭐️ New Feature

• Fund List (Basic fund info, investment types, management fees, etc.)
• Fund Managers (Fund company info, establishment date, registered capital, etc.)
• Fund Managers Info (Manager profiles, tenure, managed funds, etc.)
• Fund Net Value (Unit NAV, cumulative NAV, adjusted NAV, etc.)
• Fund Dividends (Dividend plans, cash dividends, ex-dividend dates, etc.)
• Fund Holdings (Heavy positions, market value, shareholding ratios, etc.)

📈 Macroeconomic Data ⭐️ Fully Optimized

Get the following macroeconomic indicator data:

• Shibor Rates (Shanghai Interbank Offered Rate)
• LPR Rates (Loan Prime Rate)
• GDP (Gross Domestic Product)
• CPI (Consumer Price Index)
• PPI (Producer Price Index)
• Money Supply (M0, M1, M2)
• PMI (Purchasing Managers’ Index for manufacturing, services, composite) - Including 30+ detailed sub-indices
• Total Social Financing
• Shibor Bank Quotes (Bid price, ask price)
• Libor Rates (London Interbank Offered Rate)
• Hibor Rates (Hong Kong Interbank Offered Rate)

🕐 Current Timestamp ⭐️ New Feature

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

• Multiple Formats: datetime, date, time, timestamp, readable
• China Timezone: Accurate UTC+8 timezone calculation
• Weekday Info: Chinese weekday display
• Real-time: Current timestamp with precise second accuracy
• Formatted Output: Beautiful markdown display with timezone information

🤖 MCP Integration

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

🚦 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

🛠️ 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:

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

💡 Usage Examples

Here are some example queries using the FinanceMCP server:

1. Query Stock Data

You can ask Claude:

A-share Query:

“Query Ping An Bank (000001.SZ) stock price data for the last 30 days”

US Stock Query:

“Query Apple Inc. (AAPL) stock price data for the last month”

Hong Kong Stock Query:

“Query Tencent Holdings (00700.HK) recent stock performance”

Forex Query:

“Query USD/CNY (USDCNY) recent exchange rate trends”

Futures Query:

“Query Copper Futures (CU2501.SHF) recent market data”

Fund Query:

“Query CSI 300 ETF (159919.SZ) recent NAV performance”

Bond Repo Query:

“Query GC001 government bond repo (204001.SH) recent interest rate trends”

Convertible Bond Query:

“Query Ping An Convertible Bond (113008.SH) recent market data”

Options Query:

“Query 50ETF Options (10001313.SH) recent market data”

This will use the stock_data tool to retrieve corresponding market stock data.

2. Get Financial News ⭐️ Fully Optimized

You can ask Claude:

Get Flash News:

“Get the latest 10 Sina Finance flash news”
“Get Wallstreetcn financial flash news from the past 6 hours”
“Get today’s financial news from 10jqka”

Get Long-form News:

“Get long-form financial reports from Xinhua”
“Get in-depth financial analysis articles from Phoenix Finance”
“Get long-form news from cs.com.cn from the past 3 days”

Specify Time Range:

“Get Eastmoney news from 2024-01-01 09:00:00 to 2024-01-01 18:00:00”

Multi-source Comparison:

“Get the latest flash news from both Sina Finance and Wallstreetcn for comparative analysis”

This will use the finance_news tool to retrieve corresponding news types and sources.

3. Query Macroeconomic Data

You can ask Claude:

“Query GDP data for the last two years”
“Query the latest detailed PMI Purchasing Managers Index data”

This will use the macro_econ tool to retrieve GDP and PMI data.

4. Query Company Financial Performance

You can ask Claude:

Query Single Financial Data:

“Query Ping An Bank (000001.SZ) recent income statement data”
“Query Tencent Holdings (00700.HK) balance sheet”
“Query Apple Inc. (AAPL) cash flow statement”

Query Earnings Forecasts and Express:

“Query Kweichow Moutai (600519.SH) earnings forecast”
“Query BYD (002594.SZ) earnings express”

Query Financial Indicators:

“Query China Merchants Bank (600036.SH) financial indicators including ROE, ROA, etc.”

Query Dividends & Stock Distribution:

“Query China Ping An (601318.SH) dividend and stock distribution history”

Query All Financial Data:

“Query Vanke A (000002.SZ) comprehensive financial performance data”

This will use the company_performance tool to retrieve corresponding financial data.

5. Query Fund Data ⭐️ New Feature

You can ask Claude:

Query Fund Basic Information:

“Query CSI 300 ETF (159919.SZ) basic information”
“Query all ETF funds traded on exchange”

Query Fund NAV:

“Query E Fund Blue Chip Select (005827.OF) recent NAV trends”
“Query China AMC CSI 300 ETF NAV performance”

Query Fund Holdings:

“Query Invesco Great Wall CSI Liquor Index fund’s heavy positions”
“Query Southern CSI 500 ETF holdings details”

Query Fund Dividends:

“Query Fuguo Tianhui Select Growth fund dividend history”

Query Fund Managers:

“Query funds managed by Zhang Kun”
“Query E Fund Management fund manager information”

Query Fund Management Companies:

“Query detailed information about E Fund Management Co., Ltd.”

Query All Fund Data:

“Query all data for China AMC CSI 300 ETF (510330.SH)”

This will use the fund_data tool to retrieve corresponding fund data.

6. Get Current Timestamp ⭐️ New Feature

You can ask Claude:

Get Current Time:

“What time is it now?”
“What’s today’s date?”
“Get current timestamp”

Different Time Formats:

“Show current time in readable format”
“Get Unix timestamp”
“Show only today’s date”
“Show only current time”

Time-aware Analysis:

“What day of the week is today?”
“Get current time for market analysis”

This will use the current_timestamp tool to get accurate China timezone (UTC+8) time information.

7. Combined Data Analysis

You can ask Claude more complex questions:

“Combine recent news and stock price data to analyze Ping An Bank (000001.SZ) investment prospects”
“Combine macroeconomic PMI data and manufacturing stock performance to analyze current manufacturing investment opportunities”
“What’s the current time and latest market news for today’s trading session?”

Claude will call multiple tools to get the required data, then provide analysis based on this data.

📊 Supported Data Interfaces

The project currently integrates the following Tushare API interfaces:

🔮 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.
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.

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

📄 License

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

👨‍💻 Author

• Name: Xingyu_Chen
• Email: [email protected]
• GitHub: guangxiangdebizi