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Official OpenBB MCP server exposing the OpenBB Platform's equity, ETF, macroeconomic, crypto and news data to agents; enable only the tool categories you need to save context. Needs uv locally; some data sources need your own API keys. Not investment advice.

Command-line edition of the open-source OpenBB investment research platform: query stock prices, financial statements, macroeconomic and other financial data from the terminal, and automate data pulls with Routine scripts. Officially maintained; some sources need API keys.

Quant trading plugin from the wshobson/agents marketplace: quant analyst and risk manager subagents plus backtesting and risk metrics skills for strategy backtests, portfolio optimization and risk measures like VaR, Sharpe ratio and max drawdown. Needs local Python; not investment advice.

Trading research agent from HKU's HKUDS whose MCP server offers 70+ tools for quotes, financials, backtesting and research across A-shares, Hong Kong and US stocks and crypto. Needs local Python; HK, US and crypto research need no API key. For research only; not investment advice.

Finance plugin: ratio analysis, DCF valuation, budget variance, revenue and cash-flow forecasts, SaaS metrics like ARR, churn, LTV and CAC, and peer-comparison fundamentals for US and Indian listed companies. Includes Python scripts. Not investment advice; needs professional review.

From the FinanceToolkit author: computes ratios, valuation, risk and macro indicators with 500+ transparent formulas, for company comparisons and first-pass due diligence. Hosted, no install; enter a Financial Modeling Prep key on first connect (free tier: US stocks, 5 years). Verify results.

Python library with a built-in MCP server for US SEC EDGAR data: search 10-K, 10-Q, 8-K and other filings and read XBRL-standardized financial statements, Form 4 insider trades and 13F holdings. Free with no API key; just set an EDGAR_IDENTITY.

MathWorks' official server that lets agents start your local MATLAB, write and run scripts and unit tests, and check code style and potential errors, for computing, simulation and data analysis. Needs a licensed MATLAB R2021a+ and the downloaded server binary.

Drives desktop Excel on Windows: refresh Power Query, build pivot tables and charts, evaluate DAX and run VBA while keeping existing formulas and formatting, so finance and admin staff can automate existing reports. Needs Windows, Excel 2016+ and Node.js; no macOS.

Official FinLab quant skill: lets agents use FinLab data (mainly Taiwan stocks, plus US, Japan, Korea and Hong Kong) to write stock-picking strategies, run backtests and analyze factors. Needs a FinLab account (free tier has a daily data cap), Python 3.10+ and uv. Not investment advice.

Official MCP from Massive (formerly Polygon.io): three tools (search, call and SQL query) cover market and fundamentals data for US stocks, options, forex, crypto and futures, with built-in option Greeks and return calculations. Needs an API key; still experimental.

Connects to the St. Louis Fed's FRED database: search and pull 800,000+ macroeconomic time series (GDP, unemployment, inflation, interest rates) with built-in year-over-year and period-over-period changes. For macro research, investing and teaching. Needs a free FRED API key and Node.js.

EODHD's official plugin (remote MCP, 7 workflow skills, an analyst subagent): quotes, fundamentals and macro data from 70+ exchanges worldwide, company briefs, stock screening and portfolio risk analysis. Needs an EODHD account; free tier: 20 calls/day, basic US data only. Not investment advice.