We and selected third parties use cookies or similar technologies for technical purposes and, with your consent, to analyze how the site is used.

You can freely give, refuse or withdraw your consent at any time.

Finance Toolkit

MCP server by Jeroen Bouma

Run 500+ transparent financial ratios and analysis methods calculated from raw financial statements.

OAuth sign-in (You sign in with the vendor the first time you connect)Streamable HTTP

Connect to Finance Toolkit

Finance Toolkit needs sign-in. Connect with its own URL:

https://financetoolkit.jeroenbouma.com/mcp

Your client opens Jeroen Bouma’s sign-in the first time you use it. The token stays between your client and Jeroen Bouma.

Share this server

Opens this page, with the URL and setup steps.

mcp.tc/i/finance-toolkit

About

Finance Toolkit exposes the open-source FinanceToolkit library to MCP clients. It calculates more than 500 financial methods, such as valuation ratios, risk and performance measures, from raw statements instead of third-party metric endpoints. It covers equities, ETFs, funds, currencies, cryptocurrencies, indices, commodities and economic indicators.

It runs as a hosted endpoint over streamable HTTP, or locally through the financetoolkit PyPI package with uvx. On first connection to the hosted server, the client opens a consent page that asks for a Financial Modeling Prep API key. An optional FRED key adds some US economic indicators.

What you can do

  • Calculate valuation, profitability and other ratios from financial statements
  • Retrieve financial statements for listed companies
  • Measure risk and return, such as Sharpe ratio and Value at Risk
  • Cover equities, ETFs, funds, currencies, crypto, indices and commodities
  • Look up key economic indicators

Tools

Finance Toolkit lists its tools only after you sign in, so we can’t show them here. Your client lists them once you’re connected.

Example prompts

  • Compare the price-to-earnings ratio of AAPL and MSFT over the last five years

  • Calculate the Sharpe ratio for NVDA, AMD and INTC

  • Show Microsoft's income statement and its gross margin trend

  • Which economic indicators are available for the US?

Set up

Every client connects to financetoolkit.jeroenbouma.com, and Jeroen Bouma asks you to sign in the first time. Pick yours; the page remembers your choice.

Claude Code

  1. Run this in a terminal, in your project folder:
claude mcp add --transport http finance-toolkit https://financetoolkit.jeroenbouma.com/mcp
  1. Start Claude Code, type /mcp, pick finance-toolkit and choose Authenticate. A browser window opens for the Jeroen Bouma sign-in.

Add --scope user to make it available in every project, not just this one.

Claude Desktop

  1. Open Customize → Connectors, click + Add, then Add custom connector.
  2. Name it Finance Toolkit and paste this URL:
https://financetoolkit.jeroenbouma.com/mcp
  1. Click Add, then Connect, and sign in when Jeroen Bouma asks.

Claude Desktop’s JSON config file only starts local servers. Remote servers go through Connectors, and connectors you add on claude.ai show up here too.

claude.ai

  1. Open the connector form on claude.ai. This button fills in the name and URL for you:
  1. Check that the URL reads https://financetoolkit.jeroenbouma.com/mcp and click Add.
  2. Click Connect and sign in when Jeroen Bouma asks.

Free plans allow one custom connector. On Team and Enterprise plans an owner adds it under Organization settings → Connectors.

ChatGPT

  1. On chatgpt.com, go to Plugins, select +, then Add custom MCP server.
  2. Enter a name for the server.
  3. Under Connection, paste https://financetoolkit.jeroenbouma.com/mcp as the server URL, then for authentication choose OAuth. ChatGPT sends you to Jeroen Bouma to sign in.
  4. Check I understand and want to continue, then select Create as a plugin.

Whether you can add a custom MCP server depends on your ChatGPT plan and your workspace permissions (in Business workspaces, admins and owners can).

Cursor

Or add it by hand to ~/.cursor/mcp.json (all projects) or .cursor/mcp.json (this project):

mcp.json
{
  "mcpServers": {
    "finance-toolkit": {
      "url": "https://financetoolkit.jeroenbouma.com/mcp"
    }
  }
}

Cursor shows Needs authentication next to the server. Click the button beside it to sign in.

VS Code

Or from a terminal:

code --add-mcp '{"name":"finance-toolkit","type":"http","url":"https://financetoolkit.jeroenbouma.com/mcp"}'

Or commit it to the repo in .vscode/mcp.json:

.vscode/mcp.json
{
  "servers": {
    "finance-toolkit": {
      "type": "http",
      "url": "https://financetoolkit.jeroenbouma.com/mcp"
    }
  }
}

VS Code asks you to sign in the first time the server starts.

Devin Desktop

  1. Add it to ~/.config/devin/mcp_config.json (macOS and Linux) or %APPDATA%\devin\mcp_config.json (Windows):
mcp_config.json
{
  "mcpServers": {
    "finance-toolkit": {
      "serverUrl": "https://financetoolkit.jeroenbouma.com/mcp"
    }
  }
}
  1. Refresh the MCP server list in Cascade and sign in when asked.

Devin Desktop is the new name for Windsurf. It reads serverUrl (or url) for remote servers.

Codex

codex mcp add finance-toolkit --url https://financetoolkit.jeroenbouma.com/mcp
codex mcp login finance-toolkit

Or edit ~/.codex/config.toml directly:

config.toml
[mcp_servers.finance-toolkit]
url = "https://financetoolkit.jeroenbouma.com/mcp"

Gemini CLI

gemini mcp add --transport http finance-toolkit https://financetoolkit.jeroenbouma.com/mcp

Then, inside Gemini CLI, run /mcp auth finance-toolkit to sign in.

This adds it to the current project. Add -s user to use it everywhere.

Any client

Most clients accept this shape. Some name the URL field differently: serverUrl in Devin Desktop, httpUrl in Gemini CLI’s settings file.

{
  "mcpServers": {
    "finance-toolkit": {
      "type": "http",
      "url": "https://financetoolkit.jeroenbouma.com/mcp"
    }
  }
}

Zed puts servers under context_servers in its settings. Cline needs "type": "streamableHttp", or it assumes SSE.

Client only starts local servers? Bridge it with npx -y mcp-remote https://financetoolkit.jeroenbouma.com/mcp.

Embed

Show Finance Toolkit in a README or on your site. Each embed links to this page, uses the server’s own URL, and sets no cookies. How embeds work

The card, the iframe and the JSON are in English. Add ?lang=it, fr, de or es to their address for another language.

README badge

Badge preview, lightBadge preview, dark
Markdown
[![Finance Toolkit on mcp.tc](https://mcp.tc/i/finance-toolkit/badge.svg)](https://mcp.tc/i/finance-toolkit)
HTML
<a href="https://mcp.tc/i/finance-toolkit"><img src="https://mcp.tc/i/finance-toolkit/badge.svg" alt="Finance Toolkit on mcp.tc" height="20"></a>

It follows the reader’s light or dark mode. Add ?theme=light or ?theme=dark to fix it, or ?style=compact to show the mark without the word.

Website card

HTML
<script src="https://mcp.tc/w/finance-toolkit.js" async></script>

The card appears where the tag is. Add data-theme="dark" or data-size="compact" to the tag to change it. The file holds everything it needs, so it makes no other requests and sets no cookies.

iframe

HTML
<iframe src="https://mcp.tc/embed/finance-toolkit" title="Finance Toolkit on mcp.tc" width="420" height="200" loading="lazy" allow="clipboard-write" style="border:0;border-radius:8px;max-width:100%"></iframe>

Use it on pages that don’t allow scripts. Add ?theme=light or ?theme=dark to the address to fix the colors.

JSON

The listing as data for your own pages and tools: name, tagline, the server’s own URL, tools and the “Add to” links. Any site can read it (CORS is open).

https://mcp.tc/i/finance-toolkit.json

What each field means

AI prompt

Paste this into an AI coding assistant, such as Claude Code or Cursor, and it adds the Finance Toolkit card to your site.

Markdown
Add the mcp.tc card for Finance Toolkit, an MCP server, to my website. It is one static script: no build step, no package to install, no cookies.

Put this tag where the card should appear. The card renders right before it:

```html
<script src="https://mcp.tc/w/finance-toolkit.js" async></script>
```

To show the card somewhere else, put this placeholder there and load the same script once, for example before `</body>`. Keep the link inside: visitors without JavaScript see it.

```html
<div data-mcptc="finance-toolkit"><a href="https://mcp.tc/i/finance-toolkit">Finance Toolkit on mcp.tc</a></div>
```

Options:
- `data-theme="light"` or `"dark"` on the tag or the placeholder fixes the colors. Without it, the card follows the visitor’s light or dark mode.
- `data-size="compact"` gives a smaller card without the tagline.
- The CSS variable `--mcptc-max-width` on the placeholder or a parent sets the width (default `520px`).
- `?lang=` on the script URL sets the card’s language: `en`, `it`, `fr`, `de` or `es`.

If the site has a Content Security Policy, allow `script-src https://mcp.tc` and `img-src data:` (the icon is inline).

For a README or other Markdown docs, use the badge instead:

```markdown
[![Finance Toolkit on mcp.tc](https://mcp.tc/i/finance-toolkit/badge.svg)](https://mcp.tc/i/finance-toolkit)
```

Reference: https://mcp.tc/embed

Change history

Its tools are behind a sign-in, so we can’t read them. Edits by its owner show up here.

Follow Finance Toolkit and we’ll email you when something changes.

Nothing recorded yet. Edits by the server’s owner will show up here.

FAQ

Can I paste mcp.tc/i/finance-toolkit into my MCP client?

No. mcp.tc links are pages, not server addresses. Connect with https://financetoolkit.jeroenbouma.com/mcp, so your client talks to Finance Toolkit directly. The sign-in token only works there anyway. The quick link is for sharing: it opens this page, with setup steps for every client.

Does Finance Toolkit need an API key or a sign-in?

Yes, you need a Jeroen Bouma account. The first time your client connects, it opens Jeroen Bouma’s sign-in page. The token goes straight to the server’s own URL, never through mcp.tc.

Is Finance Toolkit a remote or a local server?

Remote. Jeroen Bouma hosts it at https://financetoolkit.jeroenbouma.com/mcp, and it speaks Streamable HTTP. There’s nothing to install.

What can Finance Toolkit do?

You can calculate valuation, profitability and other ratios from financial statements, retrieve financial statements for listed companies and measure risk and return, such as Sharpe ratio and Value at Risk.

Which clients can use it?

Any client that supports remote MCP servers: Claude Code, Claude Desktop, claude.ai, ChatGPT, Cursor, VS Code, Devin Desktop, Codex, Gemini CLI, Zed and others. The setup steps cover each one.

Does mcp.tc track changes to Finance Toolkit?

Partly. Finance Toolkit’s tools are behind a sign-in, so its History tab shows only edits by its owner. Follow the listing to get an email when it changes.

Who wrote this page?

mcp.tc’s robot read Finance Toolkit’s own metadata (its MCP handshake, tool list and public pages), and an AI model drafted the text from it. A person reviews anything the checks can’t confirm. The text can still be wrong, so if you spot a mistake, use Report this listing on this page.

mcp.tc isn’t affiliated with Jeroen Bouma. This page was built from Finance Toolkit’s public metadata, last checked on 15 Nov 2026, and an AI model wrote the description, so it can be wrong. Names and marks belong to their owners. Something off? Report this listing.