# Finance Toolkit MCP server > Run 500+ transparent financial ratios and analysis methods calculated from raw financial statements. - Listing: https://mcp.tc/i/finance-toolkit - Connect: use the server's own URL `https://financetoolkit.jeroenbouma.com/mcp` (OAuth sign-in at the server); clients connect to it directly. The listing link is a page, not an MCP endpoint. - Type: remote (Streamable HTTP) - Auth: OAuth sign-in - Category: [Finance & Payments](https://mcp.tc/c/finance-payments) - Vendor: Jeroen Bouma - Homepage: - Docs: - Repository: - Package: pypi `financetoolkit` ## 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 it 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 ## 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?" ## Install ### Claude Code 1. Run this in a terminal, in your project folder: ```bash claude mcp add --transport http finance-toolkit https://financetoolkit.jeroenbouma.com/mcp ``` 2. 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: ```url https://financetoolkit.jeroenbouma.com/mcp ``` 3. 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: [Add to claude.ai]() (opens connector settings) 2. Check that the URL reads `https://financetoolkit.jeroenbouma.com/mcp` and click **Add**. 3. 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 [Add to Cursor]() (opens Cursor) Or add it by hand to `~/.cursor/mcp.json` (all projects) or `.cursor/mcp.json` (this project): `mcp.json`: ```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 [Install in VS Code]() (opens VS Code) Or from a terminal: ```bash 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`: ```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`: ```json { "mcpServers": { "finance-toolkit": { "serverUrl": "https://financetoolkit.jeroenbouma.com/mcp" } } } ``` 2. 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 ```bash codex mcp add finance-toolkit --url https://financetoolkit.jeroenbouma.com/mcp codex mcp login finance-toolkit ``` Or edit `~/.codex/config.toml` directly: `config.toml`: ```toml [mcp_servers.finance-toolkit] url = "https://financetoolkit.jeroenbouma.com/mcp" ``` ### Gemini CLI ```bash 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. ```json { "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`. ## Details - Server version: 2.3.1 - Last checked: 2026-11-15 (reachable, asks for credentials) - Listed: 2026-11-05 - Updated: 2026-11-05 --- Source: https://mcp.tc/i/finance-toolkit (mcp.tc is an independent directory, not affiliated with this server's publisher). Corrections: https://mcp.tc/report