If you've tried asking Claude about a stock price, you've probably seen this frustrating response:
"I don't have real-time data. As of my training cutoff, AAPL was around..."
Your training data is always stale. Markets move every second. You need real-time data.
Here's how to fix that in under 2 minutes using FinanceKit MCP — an MCP (Model Context Protocol) server that gives any AI agent 17 financial analysis tools.
What you can ask Claude after installing this
- "What's AAPL's current price and RSI?"
- "Run full technical analysis on NVDA" → Gets RSI, MACD, Bollinger Bands, Golden Cross detection, plain-English verdict
- "Compare TSLA vs GM vs F over the last 6 months" → Returns, volatility, Sharpe ratios, max drawdown
- "What's the best-performing sector this month?" → Ranks all 11 GICS sectors
- "Analyze my portfolio: AAPL:10, MSFT:5, NVDA:3" → Full breakdown with concentration risk
- "What's Bitcoin doing? Show RSI and trend" → Technical analysis works for crypto too
The 2-minute install
Option 1: MCPize (zero setup — recommended)
If you don't want to mess with Python or terminal commands, this is the easiest:
- Go to mcpize.com/mcp/financekit-mcp
- Click "Install in Claude Desktop" (or Cursor, Windsurf, Claude Code)
- Done. Free tier includes 100 calls/month.
Or add this to your MCP config directly:
{
"mcpServers": {
"financekit": {
"url": "https://financekit-mcp.mcpize.run/mcp"
}
}
}
Option 2: Self-hosted via uvx (for developers)
# Claude Code
claude mcp add financekit -- uvx --from financekit-mcp financekit
Or in claude_desktop_config.json:
{
"mcpServers": {
"financekit": {
"command": "uvx",
"args": ["--from", "financekit-mcp", "financekit"]
}
}
}
Requires uv (Python package manager): pip install uv or brew install uv.
What makes this different from a simple Yahoo Finance wrapper
Most MCP servers just forward API responses. FinanceKit processes the data:
Technical analysis with a verdict
Ask "Run technical analysis on NVDA" and instead of raw numbers, you get:
Symbol: NVDA
Current Price: 142.58
Overall bias: STRONGLY BULLISH (3.0 bullish vs 0.5 bearish signals)
Indicators:
RSI(14): 55.65 — neutral
MACD: histogram positive — bullish momentum
Bollinger Bands: price within bands — normal
SMA(50): 138.84 → price above SMA50 = uptrend
ADX: 28.3 — strong trend
Patterns:
Golden Cross: YES (SMA50 crossed SMA200 upward)
Overbought: false
Oversold: false
Signals:
→ "MACD bullish — line above signal, both positive. Strong upward momentum."
→ "ADX > 25 indicates strong directional trend."
→ "Price above all SMAs (20/50/200) confirms uptrend."
That's 10 calculated indicators + pattern detection + plain-English signals. You can't get that from a raw API call.
Risk metrics that matter
Ask "What's the risk profile of TSLA over the last year?":
Symbol: TSLA
Metrics:
annual_return_pct: 22.45
annual_volatility_pct: 48.2
sharpe_ratio: 0.87
sortino_ratio: 1.21
beta: 1.85 (vs SPY)
value_at_risk_95_pct: -4.8
max_drawdown_pct: -32.4
Risk rating: MODERATE
Sharpe, Sortino, Beta, VaR, Max Drawdown — all computed from 252 trading days.
Portfolio analysis with sector breakdown
"Analyze my portfolio: AAPL:10, MSFT:5, NVDA:3, GOOGL:2, AMZN:1":
Total Value: $8,412.30
Positions: 5
Concentration Risk: MODERATE (top holding 31% of portfolio)
Sector Breakdown:
Technology: 68.2%
Communication Services: 22.4%
Consumer Discretionary: 9.4%
All 17 tools
Stocks (3): stock_quote, multi_quote, company_info
Crypto (4): crypto_price, crypto_trending, crypto_search, crypto_top_coins
Technical (2): technical_analysis, price_history
Market (1): market_overview (S&P 500, NASDAQ, DOW, VIX, movers)
Comparison (2): compare_assets, portfolio_analysis
Premium (5): risk_metrics, correlation_matrix, earnings_calendar, options_chain, sector_rotation
Pricing (MCPize hosted)
| Tier | Price | Calls/month | For who |
|---|---|---|---|
| Free | $0 | 100 | Testing |
| Hobby | $9/mo | 2,500 | Personal investing |
| Pro | $29/mo | 10,000 | Active traders |
| Team | $79/mo | 50,000 | Small funds |
| Business | $179/mo | 200,000 | Serious ops |
Self-hosted is always free (just pip install), but you manage infra and Yahoo Finance rate limits yourself.
Pair with SiteAudit MCP for full-stack analysis
For web/business audits on top of financial analysis, pair with SiteAudit MCP (11 tools for SEO/security/performance/accessibility). Bundle is $39/mo for both Pro tiers.
Data sources
- Stocks: Yahoo Finance (no API key needed)
- Crypto: CoinGecko free tier (10K calls/month)
-
Technicals: Calculated locally using
talibrary
All cached (quotes 60s, historical 1h, crypto 2min) to minimize calls.
Links
- 🚀 Install on MCPize: mcpize.com/mcp/financekit-mcp
- ⭐ GitHub: vdalhambra/financekit-mcp
- 📦 PyPI: financekit-mcp
- 🔗 Official MCP Registry:
io.github.vdalhambra/financekit-mcp
If this saves you time, star the repo on GitHub — it helps more devs find it.
Top comments (0)