FinanceToolkit

MCP.Pizza Chef: JerBouma

Ask your assistant to pull profitability, valuation, liquidity, and risk numbers for any public company, and see exactly how each figure was calculated instead of trusting a black-box result. It works inside Claude Desktop, Claude.ai, Cursor, VS Code, and Windsurf, and you will need to sign up for a data key from a financial data provider before it can return real company numbers.

Data
Web/Research

Use This MCP server To

Compare the profitability of two companies side by side Check a stock's valuation ratios before investing Pull a company's balance sheet and income statement See how a company's debt levels changed over time Calculate risk and volatility measures for a stock Track technical indicators for a stock I'm watching Understand exactly how a financial ratio was calculated

README

FinanceToolkit

FinanceToolkit FAQ

Can I use this to compare two companies' financial health?
Yes — you can ask for side-by-side profitability, valuation, and liquidity ratios for any two public companies, along with the exact formulas used, so you get a plain answer about which one looks stronger.
Can I use this to check whether a stock is overvalued?
Yes — ask for a company's valuation ratios, such as price-to-earnings and price-to-book, and compare them against its own history or against a competitor's numbers.
Which apps can I use this with?
It works with Claude Desktop, Claude.ai, Cursor, VS Code, and Windsurf, and with any other assistant that supports this type of connection.
Do I need an account or a key to use it?
Yes — you will need a free or paid key from a financial data provider before it can pull real company numbers for you.
Is this hard to set up?
Setting it up involves some technical steps, such as installing a small program on your computer, so it is best suited to someone comfortable following developer-style instructions or getting a bit of help.
Does this work with Claude, ChatGPT, or Gemini?
It is built to work with any assistant that supports this type of connection, including Claude, and similar setups exist for tools like ChatGPT and Gemini.
Will it show me how a number was calculated?
Yes — every ratio and indicator comes with a transparent explanation of the formula behind it, so you are never just trusting an unexplained number.
Can I use this for companies outside the United States?
The toolkit covers a wide range of public companies globally, though how much detail you get depends on what the underlying data provider offers for that market.