corp-finance-mcp

Institutional-grade corporate finance calculations exposed as an MCP (Model Context Protocol) server, with a multi-agent AI analyst system for CFA-level financial analysis.

All financial math runs in 128-bit decimal precision via Rust, with Node.js bindings, a TypeScript MCP interface, and 9 specialist AI agents that route, coordinate, and synthesise across 200+ tools.

Wiki — Full technical documentation, module reference, data source catalogue, and architecture details.

Architecture

crates/corp-finance-core    Rust library — 72 domain modules, all in Decimal
crates/corp-finance-cli     Rust CLI — 72 subcommands
packages/mcp-server         206 corp-finance MCP tools (Zod-validated)
packages/data-mcp-server    121 data tools (FRED, EDGAR, FIGI, Yahoo Finance, World Bank, geopolitical)
packages/vendor-mcp-server  87 vendor tools (LSEG, S&P, FactSet, Morningstar, Moody's, PitchBook)
packages/agents             9-analyst pipeline with HNSW routing and swarm coordination

Quick Start

As an MCP Server

{
  "mcpServers": {
    "corp-finance": {
      "command": "node",
      "args": ["/path/to/packages/mcp-server/dist/index.js"]
    }
  }
}

Build & Run

npm install && npm run build     # Turborepo — builds all 6 packages
cargo test --workspace --all-features   # ~6,100 Rust tests
npm run test:contracts                  # 406 agent contract tests

Agent CLI

export ANTHROPIC_API_KEY=sk-ant-...

# Pipeline mode — routes to best specialist(s), coordinates, synthesises
cfa analyze "Calculate WACC for beta 1.2, risk-free 4%, ERP 6%"

# Single agent
cfa analyze --agent cfa-equity-analyst "Run a 3-stage DCF"

# Interactive REPL
cfa analyze -i

What's Inside

Area	Coverage
Valuation & Modelling	DCF, WACC, comps, three-statement, LBO, merger model, SOTP
Fixed Income	Bond pricing, curves, duration, MBS, TIPS, repo, rate models
Derivatives	Options (BS/CRR), Greeks, vol surface, SABR, forwards, swaps
Credit	Ratings, Altman Z, CDS, CVA, CLO waterfall, CECL, migration
Risk & Quant	Factor models, BL, VaR/CVaR, risk parity, pairs trading, momentum
Real Estate	Rent roll, comparable sales, HBU, replacement cost, NCREIF benchmarking, acquisition model
PE & VC	LBO, waterfall, fund returns, SAFEs, J-curve, commitment pacing
Regulatory	Basel III, AIFMD, MiFID II, GIPS, KYC/AML, FATCA/CRS, BEPS
ESG & Climate	ESG scoring, carbon markets, CBAM, green bonds, SLL
Geopolitical	Conflict (ACLED/UCDP/GDELT), disasters (GDACS/USGS), trade (WTO/EIA), alt data (Polymarket)
Fund Structures	Onshore (US/UK/EU), offshore (Cayman/BVI/Lux/Ireland), transfer pricing, tax treaty

See the Modules wiki page for the full 71-module reference with feature flags and tool counts.

Multi-Agent Pipeline

9 specialist analysts orchestrated by a chief analyst, with HNSW semantic routing and flash-attention swarm coordination.

Agent	Domain
Equity Analyst	DCF, comps, earnings quality, target price
Credit Analyst	Ratings, spreads, default risk, credit scoring
Fixed Income Analyst	Bonds, curves, duration, MBS
Derivatives Analyst	Options, Greeks, vol surface, structured products
Quant Risk Analyst	VaR, factor models, portfolio optimisation
Macro Analyst	Monetary policy, FX, sovereign, trade
ESG Analyst	ESG scoring, carbon, climate risk
Private Markets Analyst	PE, VC, real assets, restructuring

25 slash commands available in Claude Code (/cfa:initiate-coverage, /cfa:ic-memo, /cfa:property-valuation, /cfa:acquisition-model, etc.).

See the Multi-Agent Pipeline wiki page for routing details, workflow skills, and slash command reference.

Data Sources

Package	Tools	Sources
data-mcp-server	121	FRED, EDGAR, FIGI, Yahoo Finance, World Bank (26), ACLED, UCDP, GDELT, GDACS, USGS, NASA, EIA, WTO, Polymarket, CoinGecko, UNHCR, Open-Meteo
vendor-mcp-server	87	LSEG, S&P Global, FactSet, Morningstar, Moody's, PitchBook
fmp-mcp-server	180+	Financial Modeling Prep (quotes, financials, technicals, news)

See the Data Sources wiki page for the full tool breakdown and authentication requirements.

Documentation

Resource	Description
Wiki	Full technical reference
docs/adr/	Architecture Decision Records (ADR-001 to ADR-013)
docs/prd/	Product Requirements Documents
docs/ddd/	Domain-Driven Design documents
docs/contracts/	Executable specification contracts

License

MIT