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FinImpulse MCP Server

A Model Context Protocol (MCP) server that provides structured financial market data to AI systems and development tools through the FinImpulse API.

It allows AI systems to access FinImpulse data — including stocks, ETFs, mutual funds, fundamentals, and market indicators — using a standardized MCP interface. The server acts as a bridge between the FinImpulse API and any MCP-compatible client, enabling LLMs and automation tools to retrieve financial data in a consistent format without building custom integrations.

How It Works

AI Client (Claude / ChatGPT / Cursor / ...)
        ↓
   MCP Server
        ↓
  FinImpulse API
        ↓
  Financial Data

The MCP server translates tool calls from AI clients into FinImpulse API requests and returns structured responses that AI models can interpret. This architecture allows AI tools to access financial datasets without implementing direct API integrations.

Key Features

  • Structured financial market data via MCP
  • Global coverage of stocks, ETFs, and mutual funds
  • Standardized tools for AI agents and developer environments
  • Compatible with major MCP clients and AI platforms

Use Cases

  • AI investment assistants
  • Automated financial research workflows
  • AI-assisted financial dashboards
  • Trading assistants
  • Portfolio analysis tools
  • Developer environments retrieving market data

Example prompt — once connected, an AI system can retrieve financial data using natural language:

Compare Microsoft and Google in terms of revenue growth and profitability.

Requirements

Quick Start

Claude Desktop

Open claude_desktop_config.json:

  • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
  • Windows: %APPDATA%\Claude\claude_desktop_config.json
  • Linux: ~/.config/Claude/claude_desktop_config.json

Add the server configuration:

{
  "mcpServers": {
    "finimpulse": {
      "command": "npx",
      "args": ["-y", "finimpulse-mcp-server"],
      "env": {
        "API_TOKEN": "your-api-token"
      }
    }
  }
}

Claude Code

claude mcp add finimpulse -- npx -y finimpulse-mcp-server

Then set the API_TOKEN environment variable or pass it inline.

ChatGPT

ChatGPT supports MCP via its desktop app. Add the server in Settings → MCP Servers with the same npx command.

Cursor

Open ~/.cursor/mcp.json (global) or .cursor/mcp.json (project-level) and add:

{
  "mcpServers": {
    "finimpulse": {
      "command": "npx",
      "args": ["-y", "finimpulse-mcp-server"],
      "env": {
        "API_TOKEN": "your-api-token"
      }
    }
  }
}

Windsurf

Open ~/.codeium/windsurf/mcp_config.json and add:

{
  "mcpServers": {
    "finimpulse": {
      "command": "npx",
      "args": ["-y", "finimpulse-mcp-server"],
      "env": {
        "API_TOKEN": "your-api-token"
      }
    }
  }
}

VS Code (Copilot)

Open your VS Code settings.json and add:

{
  "mcp": {
    "servers": {
      "finimpulse": {
        "command": "npx",
        "args": ["-y", "finimpulse-mcp-server"],
        "env": {
          "API_TOKEN": "your-api-token"
        }
      }
    }
  }
}

Gemini CLI

gemini mcp add finimpulse -- npx -y finimpulse-mcp-server

Cline

Open Cline settings, go to MCP Servers, and add a new server with this config:

{
  "mcpServers": {
    "finimpulse": {
      "command": "npx",
      "args": ["-y", "finimpulse-mcp-server"],
      "env": {
        "API_TOKEN": "your-api-token"
      }
    }
  }
}

Any MCP-Compatible Client (stdio)

API_TOKEN=your-api-token npx finimpulse-mcp-server

Available Tools

Search & Discovery

Tool Description
get_search Cross-asset search for stocks, ETFs, and mutual funds. Powers ticker autocomplete and discovery flows.

Market Data

Tool Description
get_summary Comprehensive single-call snapshot: identity, market data, fundamentals, ownership, analyst coverage, and fund metrics.
get_histories Historical time-series: prices, dividends, splits, and capital gains with configurable date range and interval.
get_profile Asset profile and descriptive metadata: identity, classification, governance, and fund-specific attributes.
get_news Latest news and press releases with headlines, descriptions, related tickers, and provider info.

Statistics & Performance

Tool Description
get_statistics_general Key statistics and performance indicators: valuation, dividends, risk, trailing returns.
get_statistics_risks Risk-adjusted performance metrics (Alpha, Beta, Sharpe, Treynor, R-squared) across 3y/5y/10y horizons.
get_statistics_annual_returns Historical annual total returns by calendar year with quarterly breakdowns.

Financial Statements

Tool Description
get_financials_general Unified financial statements and valuation measures across reporting intervals.
get_financials_income_statement Detailed Income Statement: revenue, expenses, net income (annual/quarterly/trailing).
get_financials_balance_sheet Balance Sheet: financial position and capital structure snapshot.
get_financials_cash_flow Cash Flow Statement: operating, investing, and financing cash flows.
get_financials_valuation_measures Valuation Measures: P/E, EV/EBITDA, P/B, and related metrics.

Holders & Ownership

Tool Description
get_holders_general High-level ownership snapshot: institutional and insider holdings percentages.
get_holders_institutional Paginated list of institutional holders with position size, percent held, and value.
get_holders_mutual_funds Mutual funds and ETFs that hold a given stock.
get_holders_insiders Insider transaction records: actions, roles, and reported positions.
get_holders_insiders_transactions Detailed insider transactions with share counts, values, and filer identity.

Fund Holdings

Tool Description
get_holdings_general Portfolio composition and holdings-level aggregates: asset allocation, sector exposure.
get_holdings_top_holdings Top holdings list with ticker, name, and weight as % of total net assets.

Analyst Coverage & Ratings

Tool Description
get_analysis_analysts Analyst coverage records per analyst: scores, ratings, sentiment, price targets, and announcement dates.
get_analysis_earnings Earnings and estimate data: EPS actuals, earnings vs. revenue, EPS trends, revisions, and growth metrics.
get_analysis_recommendations Analyst recommendation breakdown over time: Strong Buy, Buy, Hold, Sell, and Strong Sell counts per period.
get_analysis_upgrades_downgrades Analyst rating action feed: upgrades, downgrades, reiterations, and price target changes with from/to grades.

Options

Tool Description
get_options_expirations Available option expiration dates for an underlying symbol.
get_options_chain Full option chain for a given expiration: calls and puts with pricing, bid/ask, volume, open interest, and implied volatility.
get_options_contracts Single option contract snapshot: pricing, bid/ask, volume, open interest, implied volatility, moneyness, and Greeks.

Configuration

Environment Variable Required Description
API_TOKEN Yes Your FinImpulse API token

Development

git clone https://github.com/finimpulse/mcp-server-typescript.git
cd mcp-server-typescript
npm install
npm run build

Run locally:

API_TOKEN=your-api-token npm run cli

Security

Keep your API token secure. Never expose API credentials in public repositories. Always store them using environment variables.

Disclaimer

The AI-powered features and examples provided through FinImpulse MCP are intended for informational and research purposes only. Any insights, summaries, or suggestions generated by AI systems using FinImpulse data should be considered analytical tools, not financial, investment, or trading advice.

FinImpulse does not provide investment recommendations and does not guarantee the accuracy, completeness, or suitability of AI-generated outputs. Users are solely responsible for evaluating any information produced by AI agents or applications built on top of FinImpulse MCP. Financial decisions should always be made based on independent analysis or consultation with qualified financial professionals.

Learn More

License

ISC