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Free · MIT · open source

Free finance MCP server

30 financial tools for Claude Desktop, Cursor, Cline, or any MCP-compatible AI — live quotes, options chains, Black-Scholes Greeks, technicals, DCF, portfolio risk. No API keys, no signup, runs locally on your machine. Built by Desktop Wallstreet.

Install in 60 seconds

  1. Clone the repo and install dependencies: cd mcp-server && npm install
  2. Open your Claude Desktop config at ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows) and add the block below using the absolute path to src/index.js.
  3. Fully quit and reopen Claude Desktop — the 30 tools appear in any chat.
{
  "mcpServers": {
    "dws-financial": {
      "command": "node",
      "args": ["/absolute/path/to/mcp-server/src/index.js"],
      "env": { "FRED_API_KEY": "" }
    }
  }
}

Then ask Claude: “Use get_quote to check AAPL” or “Price a 3-month AAPL 200 call with black_scholes.”

30 tools, grouped

Market Data

  • get_quoteReal-time quote: price, change, volume, P/E, market cap
  • get_historyOHLCV history (1m to max, any interval)
  • get_options_chainFull options chain: strikes, prices, IV, OI
  • get_financialsIncome statement, balance sheet, cash flows
  • get_earnings_calendarUpcoming earnings dates and EPS estimates
  • get_market_moversTop gainers, losers, most active
  • get_sector_performanceAll 11 S&P sectors via SPDR ETFs

Macro & Rates

  • get_macro_indicatorFed funds, GDP, CPI, unemployment, M2 from FRED
  • get_treasury_yieldsUS yield curve 1m–30y with FRED references

Alternative Data

  • search_sec_filingsSearch SEC EDGAR: 10-K, 10-Q, 8-K, Form 4, S-1
  • get_crypto_priceCoin price, market cap, 24h volume (CoinGecko)
  • get_crypto_listTop N coins by market cap
  • get_forex_rateAny currency pair exchange rate

Options Pricing

  • black_scholesOption price + all Greeks (Δ, Γ, Θ, Vega, Rho)
  • implied_volatilityBack-solve IV from market price (Newton-Raphson)
  • option_profit_at_expiryP&L at expiry, breakeven calculation

Technical Analysis

  • technical_analysisRSI, MACD, Bollinger, EMA, ATR, Stochastic, VWAP
  • calculate_rsiRSI with overbought/oversold signal
  • calculate_macdMACD with crossover detection
  • calculate_bollinger_bandsBands + %B + bandwidth

Portfolio & Risk

  • portfolio_metricsSharpe, Sortino, Calmar, Max DD, VaR, CVaR, Skew
  • calculate_betaBeta, Alpha, R², correlation vs benchmark
  • calculate_varVaR + CVaR at 95% or 99% confidence
  • kelly_criterionFull/half/quarter Kelly position sizing
  • position_sizeShares to buy from account risk % and stop

Valuation

  • dcf_valuationDCF: PV of FCFs + terminal value → value/share
  • graham_numberBenjamin Graham intrinsic value formula

Finance Math

  • compound_growthFuture value with compound interest
  • rule_of_72Years to double at a given growth rate
  • loan_amortizationMonthly payment, total interest, 12-mo schedule

Free data sources

Every source is free and requires no key (FRED is optional and only improves macro rate limits). The MIT license covers the software, not the third-party data — review each provider’s terms before redistributing their data commercially.

  • Yahoo Finance — stocks, ETFs, options, forex, crypto
  • FRED (Federal Reserve) — GDP, CPI, Fed Funds, M2, yields
  • SEC EDGAR — all public-company filings
  • CoinGecko — crypto prices and market caps
  • US Treasury — yield-curve data

Want all your servers behind one link?

MCP Hub lets you paste any number of MCP servers and APIs, then plug a single endpoint into your AI client. Free for up to 4 connections — and this DWS Financial server is included on every Hub, free, without counting against your limit.

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