Tools

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.

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.

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.

Real-time quotes for stocks, crypto, forex and futures, top gainers/losers and volume-spike screens, multi-timeframe technical analysis and strategy backtesting. No TradingView account or API key needed; community project not affiliated with TradingView.

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.

Official Korea Investment & Securities MCP: quotes Korean and overseas stocks, futures, options and bonds, manages accounts and places orders (paper trading supported), plus API doc and sample search. Needs an account and App Key; runs via Docker or uv. Orders use real money.

Lets agents use Alpaca's trading API for US stocks, options, crypto and bond quotes and news, place orders, and manage positions and watchlists. Maintained by Alpaca; needs an API key and uses paper trading by default.

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.

Connects AI assistants to MetaTrader 5 to check balances, quotes and positions in plain language, and to place, modify and close orders. For forex and CFD traders. Needs the MT5 terminal on Windows and a trading account; start with a demo account, as trading carries risk of loss.

Stock analysis MCP for individual investors: quotes via yfinance, technical indicators such as RSI and MACD, screening strategies, a portfolio tracker and a trade journal. Core tools need no API key; backtesting and deep-research extensions are optional.

Market data for Borsa Istanbul and US stocks: quotes, financials, analyst ratings and technical indicators, plus Turkish funds, crypto, FX rates and an economic calendar. The author hosts a remote endpoint, and basic features need no API key. For reference only, not investment advice.

The MCP server (okx-trade-mcp) from OKX's official trading kit: market data and technical indicators, spot and derivatives orders, algo orders, account, earn, trading bots and news. Runs locally; trading tools need an OKX API key, market data needs no auth, and a read-only mode is available.

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.

Financial data MCP built on open-source AKShare: quotes and financials for China A-shares, Hong Kong and US stocks, A-share limit-up pools, top trader lists and fund flows, plus financial news and crypto prices. Free, no token; needs uv. Trading suggestions are for reference only.

Queries SEC EDGAR 10-K, 10-Q and 8-K filings, XBRL financial statements and insider trades, with links to the source documents for checking; for investment research and compliance due diligence. Free, no API key; needs uv and a SEC_EDGAR_USER_AGENT with your name and email.

Free Yahoo Finance data via yfinance: historical prices, company info, the three financial statements, holders and insider trades, option chains, analyst ratings and news. No API key; community-maintained.

Official Alpha Vantage MCP: exposes its API as tools for stock and options quotes, fundamentals, news sentiment, forex, crypto, commodities, economic indicators and dozens of technical indicators. Needs a free API key; a remote OAuth server is also available.

Pulls Yahoo Finance data for free via yfinance: company profiles, financials, analyst estimates, news, option chains, fund holdings and sector rankings, plus candlestick charts. No API key, just uv. Data may be delayed; have investment conclusions reviewed by a professional.

Gives agents 250+ Financial Modeling Prep endpoints: financials, valuation and technical indicators, insider and congressional trades, SEC filings and earnings calendars. Needs an FMP API key (free tier); connect to the author's hosted URL or run locally on Node.js 25.3+. Results need expert review.

Octagon AI's official research MCP: ask in plain language about SEC filings, earnings calls, financial metrics, stock and crypto prices and news; also prediction-market reports and a deep research agent. Needs a free API key and Node.js. Not investment advice; verify findings.

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.

Twelve Data's official MCP: real-time and historical prices for stocks, ETFs, forex and crypto, 60+ technical indicators, plus financials, dividends, fund holdings, company news and SEC filings. Hosted; sign in with your Twelve Data account in the browser, no API key to copy.

CoinGecko's official MCP: query prices, market caps, exchanges and price history for 10,000+ crypto assets, plus on-chain DEX data. Connect to the free keyless public server (shared rate limits) or use a Pro API key for higher limits and the full toolset. For research only, not investment advice.

Official MCP from broker tastytrade: quotes, option chains, balances, positions, transaction history and orders. Live by default; read-only and sandbox modes available. Orders need a dry run for a one-time confirm token (cancels don't). Needs OAuth credentials and Node.js 22+; build from source.