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Tools Reference

vdalhambra edited this page Apr 16, 2026 · 1 revision

Tools Reference — FinanceKit MCP (17 tools)

All tools work with Claude Desktop, Cursor, Windsurf, and any MCP-compatible client. No API keys required.


Stock Tools

stock_quote

Real-time price, volume, market cap, and daily change for any stock.

Example: "Get the current quote for AAPL"

company_info

Fundamental data: P/E ratio, revenue, employees, sector, description.

Example: "Tell me about NVDA as a company"

multi_quote

Prices for multiple tickers in one call — ideal for watchlists.

Example: "Get quotes for AAPL, MSFT, GOOGL, and AMZN"

price_history

Historical OHLCV data for any period (1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y).

Example: "Show me TSLA price history for the last 6 months"


Crypto Tools

crypto_price

Real-time price, 24h change, market cap, volume for any cryptocurrency.

Example: "What's the current Bitcoin price?"

crypto_trending

Top trending coins right now (by search volume on CoinGecko).

Example: "What crypto is trending today?"

crypto_search

Search for any coin by name or symbol.

Example: "Find the coin ID for Solana"

crypto_top_coins

Top N coins by market cap with full stats.

Example: "Show me the top 10 cryptocurrencies by market cap"


Analysis Tools

technical_analysis

RSI, MACD, Bollinger Bands, moving averages (20/50/200-day), support/resistance levels.

Example: "Run technical analysis on NVDA"

compare_assets

Side-by-side performance comparison between multiple assets.

Example: "Compare BTC vs ETH vs SOL performance over 1 year"

portfolio_analysis

Weighted portfolio performance, allocation breakdown, risk metrics.

Example: "Analyze this portfolio: 50% SPY, 30% BTC, 20% GOLD"


Market Tools

market_overview

Global market snapshot: major indices, sector performance, market sentiment.

Example: "Give me a market overview for today"

sector_analysis

Performance breakdown by S&P 500 sector (Technology, Healthcare, Energy, etc.).

Example: "Which sectors are outperforming today?"

risk_metrics

Beta, Sharpe ratio, volatility, drawdown, correlation analysis.

Example: "What are the risk metrics for QQQ?"


Data Tools

earnings_calendar

Upcoming earnings dates, EPS estimates, and historical results.

Example: "When does AAPL report earnings next?"

insider_trading

Recent insider buys/sells for any stock (SEC filings).

Example: "Show me recent insider trading activity for META"

options_data

Options chain: calls/puts, open interest, implied volatility, Greeks.

Example: "What are the most active options for SPY this week?"


Usage Notes

  • All data is fetched in real-time — no stale cache
  • Rate limits depend on data source (Yahoo Finance / CoinGecko)
  • For portfolio analysis, provide allocations as percentages
  • Historical data goes back up to 5 years depending on the asset

Links