Finance Query — MCP Tools Reference

Quotes & Charts

get_quote

Get current quote and company data for a stock symbol (price, market cap, PE ratio, 52-week range, etc.)

Parameter	Type	Description
`symbol`required	`string`	Stock ticker symbol (e.g., "AAPL", "MSFT", "TSLA")

get_quotes

Get current quotes for multiple stock symbols in one request.

Parameter	Type	Description
`symbols`required	`string`	Comma-separated list of ticker symbols (e.g., "AAPL,MSFT,GOOG")

get_chart

Get historical OHLCV candlestick chart data for a symbol.

Parameter	Type	Description
`end`optional	`['integer', 'null']`	End date as Unix timestamp (seconds). Defaults to now when `start` is set.
`interval`optional	`['string', 'null']`	Candle interval: 1m\|5m\|15m\|30m\|1h\|1d\|1wk\|1mo\|3mo (default: 1d)
`range`optional	`['string', 'null']`	Time range: 1d\|5d\|1mo\|3mo\|6mo\|1y\|2y\|5y\|10y\|ytd\|max (default: 1mo). Ignored when `start` is set.
`start`optional	`['integer', 'null']`	Start date as Unix timestamp (seconds). When provided, overrides `range`.
`symbol`required	`string`	Stock ticker symbol

get_charts

Get historical OHLCV candlestick data for multiple symbols in one request. Use for portfolio analysis and cross-symbol comparison.

Parameter	Type	Description
`interval`optional	`['string', 'null']`	Candle interval: 1m\|5m\|15m\|30m\|1h\|1d\|1wk\|1mo\|3mo (default: 1d)
`range`optional	`['string', 'null']`	Time range: 1d\|5d\|1mo\|3mo\|6mo\|1y\|2y\|5y\|10y\|ytd\|max (default: 1mo)
`symbols`required	`string`	Comma-separated list of ticker symbols (e.g., "AAPL,MSFT,GOOG")

get_spark

Get lightweight close-price sparklines for multiple symbols. Faster and smaller than get_charts — use when you only need price direction/trend across many symbols.

Parameter	Type	Description
`interval`optional	`['string', 'null']`	Candle interval: 1m\|5m\|15m\|30m\|1h\|1d\|1wk\|1mo\|3mo (default: 1d)
`range`optional	`['string', 'null']`	Time range: 1d\|5d\|1mo\|3mo\|6mo\|1y\|2y\|5y\|10y\|ytd\|max (default: 1mo)
`symbols`required	`string`	Comma-separated list of ticker symbols (e.g., "AAPL,MSFT,GOOG")

get_recommendations

Get similar stock recommendations and analyst ratings for a symbol.

Parameter	Type	Description
`limit`optional	`['integer', 'null']`	Maximum number of recommendations to return (default: 5)
`symbol`required	`string`	Stock ticker symbol

get_splits

Get historical stock split history for a symbol.

Parameter	Type	Description
`range`optional	`['string', 'null']`	Time range: 1y\|2y\|5y\|10y\|max (default: max)
`symbol`required	`string`	Stock ticker symbol

Financials

get_financials

Get income statement, balance sheet, or cash flow statement for a symbol.

Parameter	Type	Description
`frequency`optional	`['string', 'null']`	Reporting frequency: annual \| quarterly (default: annual)
`statement`required	`string`	Statement type: income \| balance \| cashflow
`symbol`required	`string`	Stock ticker symbol

get_batch_financials

Get financial statements for multiple symbols in one request. Use for comparing fundamentals across companies.

Parameter	Type	Description
`frequency`optional	`['string', 'null']`	Reporting frequency: annual \| quarterly (default: annual)
`statement`required	`string`	Statement type: income \| balance \| cashflow
`symbols`required	`string`	Comma-separated list of ticker symbols (e.g., "AAPL,MSFT,GOOGL")

Indicators

get_indicators

Get all 42 technical analysis indicators (SMA, EMA, RSI, MACD, Bollinger Bands, Ichimoku, etc.) for a symbol.

Parameter	Type	Description
`interval`optional	`['string', 'null']`	Candle interval: 1d\|1wk\|1mo (default: 1d)
`range`optional	`['string', 'null']`	Time range: 1mo\|3mo\|6mo\|1y\|2y\|5y (default: 1y)
`symbol`required	`string`	Stock ticker symbol

get_batch_indicators

Get all technical indicators for multiple symbols in one request. Use for portfolio-wide technical screening.

Parameter	Type	Description
`interval`optional	`['string', 'null']`	Candle interval: 1m\|5m\|15m\|30m\|1h\|1d\|1wk\|1mo\|3mo (default: 1d)
`range`optional	`['string', 'null']`	Time range: 1d\|5d\|1mo\|3mo\|6mo\|1y\|2y\|5y\|10y\|ytd\|max (default: 1mo)
`symbols`required	`string`	Comma-separated list of ticker symbols (e.g., "AAPL,MSFT,GOOG")

Dividends

get_dividends

Get dividend history and analytics (CAGR, average payment, payout count) for a dividend-paying stock.

Parameter	Type	Description
`range`optional	`['string', 'null']`	Time range: 1y\|2y\|5y\|10y\|max (default: max)
`symbol`required	`string`	Stock ticker symbol

get_batch_dividends

Get dividend history for multiple symbols in one request. Use for portfolio income analysis.

Parameter	Type	Description
`range`optional	`['string', 'null']`	Time range: 1y\|2y\|5y\|10y\|max (default: 1y)
`symbols`required	`string`	Comma-separated list of ticker symbols (e.g., "AAPL,KO,JNJ")

Options

get_options

Get the options chain for a symbol. Provide an expiration timestamp to get a specific expiry, or omit for the nearest expiration.

Parameter	Type	Description
`expiration`optional	`['integer', 'null']`	Expiration date as Unix timestamp in seconds (optional; defaults to nearest expiration)
`symbol`required	`string`	Stock ticker symbol

Market

get_market_summary

Get market overview with major indices and currencies for a region.

Parameter	Type	Description
`region`optional	`['string', 'null']`	Region code: US\|GB\|DE\|CA\|AU\|FR\|IN\|CN\|HK\|BR\|TW\|SG (default: US)

get_fear_and_greed

Get the CNN Fear & Greed Index — market sentiment from extreme fear (0) to extreme greed (100).

No parameters required.

get_trending

Get currently trending stock tickers for a region.

Parameter	Type	Description
`region`optional	`['string', 'null']`	Region code: US\|GB\|DE\|CA\|AU\|FR\|IN\|CN\|HK\|BR\|TW\|SG (default: US)

get_indices

Get world market indices (S&P 500, DAX, Nikkei, etc.), optionally filtered by region.

Parameter	Type	Description
`region`optional	`['string', 'null']`	Region: americas\|europe\|asia-pacific\|middle-east-africa\|currencies (default: all)

get_market_hours

Get current market hours and open/closed status for a region.

Parameter	Type	Description
`region`optional	`['string', 'null']`	Region code: US\|GB\|DE\|CA\|AU\|FR\|IN\|CN\|HK\|BR\|TW\|SG (default: US)

get_sector

Get comprehensive sector data (overview, performance, top companies, ETFs) for one of the 11 GICS sectors.

Parameter	Type	Description
`sector`required	`string`	Sector slug: technology\|financial-services\|consumer-cyclical\|communication-services\| healthcare\|industrials\|consumer-defensive\|energy\|basic-materials\|real-estate\|utilities

get_industry

Get comprehensive industry data (overview, performance, top companies) for a specific industry slug.

Parameter	Type	Description
`industry`required	`string`	Industry slug (e.g., semiconductors, biotechnology, banks-diversified)

Discovery

Search for stocks, ETFs, and companies by name or ticker symbol.

Parameter	Type	Description
`query`required	`string`	Search query string (company name or ticker symbol)

lookup

Discover tickers filtered by type (equity, ETF, mutual fund, index, future, currency, cryptocurrency).

Parameter	Type	Description
`query`required	`string`	Search query (company name or ticker symbol)
`query_type`optional	`['string', 'null']`	Filter by type: equity\|etf\|mutualfund\|index\|future\|currency\|cryptocurrency (default: all)

screener

Get results from a predefined stock screener (e.g., most-actives, day-gainers, undervalued-growth-stocks).

Parameter	Type	Description
`count`optional	`['integer', 'null']`	Number of results to return (default: 25, max: 250)
`screener_type`required	`string`	Screener type: most-actives \| day-gainers \| day-losers \| growth-technology-stocks \| undervalued-growth-stocks \| undervalued-large-caps \| aggressive-small-caps \| small-cap-gainers \| most-shorted-stocks \| high-yield-bond \| top-mutual-funds \| conservative-foreign-funds \| portfolio-anchors \| solid-large-growth-funds \| solid-midcap-growth-funds

News & Feeds

get_news

Get recent news. If a symbol is provided, returns news for that stock; otherwise returns general market news.

Parameter	Type	Description
`symbol`optional	`['string', 'null']`	Stock ticker symbol (optional; omit for general market news)

get_feeds

Fetch RSS/Atom news from financial publishers (Bloomberg, WSJ, MarketWatch, FT, SEC, etc.).

Parameter	Type	Description
`sources`optional	`['string', 'null']`	Comma-separated feed sources: federal-reserve\|sec\|marketwatch\|cnbc\|bloomberg\|ft\|nyt\| guardian\|investing\|bea\|ecb\|cfpb\|wsj\|fortune\|businesswire\|coindesk\|cointelegraph\| techcrunch\|hackernews\|oilprice\|calculatedrisk\|scmp\|nikkei\|boe\|venturebeat\|yc\| economist\|financialpost\|ftlex\|ritholtz (default: marketwatch, bloomberg, wsj, fortune)

Analysis

get_holders

Get ownership data for a stock: major holders, institutional/fund ownership, or insider activity.

Parameter	Type	Description
`holder_type`required	`string`	Holder type: major \| institutional \| mutualfund \| insider-transactions \| insider-purchases \| insider-roster
`symbol`required	`string`	Stock ticker symbol

get_analysis

Get analyst data for a stock: recommendation trends, upgrades/downgrades, earnings estimates, or earnings history.

Parameter	Type	Description
`analysis_type`required	`string`	Analysis type: recommendations \| upgrades-downgrades \| earnings-estimate \| earnings-history
`symbol`required	`string`	Stock ticker symbol

Risk

get_risk

Get risk analytics: VaR (95/99%), Sharpe/Sortino/Calmar ratios, beta, and maximum drawdown for a symbol.

Parameter	Type	Description
`benchmark`optional	`['string', 'null']`	Benchmark symbol for beta calculation (e.g., "SPY")
`interval`optional	`['string', 'null']`	Candle interval: 1d\|1wk (default: 1d)
`range`optional	`['string', 'null']`	Time range: 1y\|2y\|5y (default: 1y)
`symbol`required	`string`	Stock ticker symbol

Crypto

get_crypto_coins

Get top cryptocurrency coins by market cap from CoinGecko (no API key required).

Parameter	Type	Description
`count`optional	`['integer', 'null']`	Number of top coins to return (default: 50, max: 250)
`vs_currency`optional	`['string', 'null']`	Quote currency (default: usd)

FRED & Treasury

get_fred_series

Get FRED macroeconomic time series data (e.g., FEDFUNDS, CPIAUCSL, GDP, UNRATE). Requires FRED_API_KEY env var.

Parameter	Type	Description
`id`required	`string`	FRED series ID (e.g., "FEDFUNDS", "CPIAUCSL", "GDP", "UNRATE")

get_treasury_yields

Get US Treasury yield curve data (1m through 30y) for a given year. No API key required.

Parameter	Type	Description
`year`optional	`['integer', 'null']`	Year to fetch yield curve data for (default: current year)

EDGAR

get_edgar_facts

Get SEC EDGAR XBRL structured financial data (all reported accounting concepts) for a company. Requires EDGAR_EMAIL env var.

Parameter	Type	Description
`symbol`required	`string`	Stock ticker symbol (e.g., "AAPL", "MSFT", "TSLA")

get_edgar_submissions

Get SEC filing history and company metadata from EDGAR (up to 1000 most recent filings). Requires EDGAR_EMAIL env var.

Parameter	Type	Description
`symbol`required	`string`	Stock ticker symbol (e.g., "AAPL", "MSFT", "TSLA")

get_edgar_search

Full-text search across SEC EDGAR filings with optional form type and date filters. Requires EDGAR_EMAIL env var.

Parameter	Type	Description
`end_date`optional	`['string', 'null']`	End date filter in YYYY-MM-DD format
`forms`optional	`['string', 'null']`	Comma-separated form types to filter (e.g., "10-K,10-Q,8-K")
`query`required	`string`	Search query (keywords in filing text)
`start_date`optional	`['string', 'null']`	Start date filter in YYYY-MM-DD format

Transcripts

get_transcripts

Get earnings call transcripts for a company. Returns the full text of earnings presentations.

Parameter	Type	Description
`limit`optional	`['integer', 'null']`	Maximum number of transcripts to return (default: all)
`symbol`required	`string`	Stock ticker symbol