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Add FinMCP to Your AI Assistant

FinMCP works with any MCP-compatible AI assistant. Follow the instructions below for your preferred client.
1

Add FinMCP to Claude

Use the Claude CLI to add FinMCP as an MCP server:
claude mcp add finmcp -- npx -y finmcp
This command registers FinMCP with Claude Desktop.
2

Restart Claude Desktop

Close and reopen Claude Desktop for the changes to take effect.
3

Verify Connection

In Claude, you should see FinMCP tools available. Try asking:
“What tools do you have access to from FinMCP?”
Make sure you’ve completed the installation steps before configuring your AI assistant.

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Your First Query

Let’s fetch information about Apple Inc. (AAPL) using the yf_ticker_info tool.
1

Ask for Stock Information

In your AI assistant, ask:
“Get me information about Apple stock using yf_ticker_info”
Or more naturally:
“What’s Apple’s current market cap and sector?”
2

Review the Response

By default, FinMCP returns data in JSON format:
{
  "data": {
    "symbol": "AAPL",
    "shortName": "Apple Inc.",
    "sector": "Technology",
    "industry": "Consumer Electronics",
    "marketCap": 3500000000000,
    "previousClose": 195.71,
    "regularMarketPrice": 196.45,
    "fiftyTwoWeekLow": 164.08,
    "fiftyTwoWeekHigh": 199.62,
    "dividendYield": 0.0046,
    "trailingPE": 32.5,
    "forwardPE": 28.9,
    "website": "https://www.apple.com",
    "longBusinessSummary": "Apple Inc. designs, manufactures..."
  },
  "saved_path": null
}

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Output Format Options

FinMCP supports multiple output formats to suit your needs.

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Markdown Tables

For tabular data like price history, use response_format: "markdown": 
Get Apple's price history for the last 5 days in markdown format
Response: 
index | Open | High | Low | Close | Volume | Dividends | Stock Splits
--- | --- | --- | --- | --- | --- | --- | ---
2024-01-15 | 185.89 | 187.12 | 185.33 | 186.86 | 52483100 | 0 | 0
2024-01-16 | 187.20 | 189.14 | 186.48 | 188.63 | 71207600 | 0 | 0
2024-01-17 | 188.99 | 189.69 | 186.63 | 188.04 | 70088800 | 0 | 0
2024-01-18 | 188.28 | 191.56 | 188.19 | 191.56 | 71185200 | 0 | 0
2024-01-19 | 191.86 | 192.90 | 191.18 | 192.53 | 51814200 | 0 | 0

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Save to File

Export data to CSV or JSON for further analysis: 
Get Apple's quarterly income statement and save it as CSV
The assistant will use the save option: 
{
  "ticker": "AAPL",
  "freq": "quarterly",
  "save": {
    "format": "csv",
    "filename": "aapl-income-statement.csv"
  }
}
Response: 
Saved to /path/to/working/directory/aapl-income-statement.csv

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Preview Limits

For large datasets, control how many rows are displayed: 
Show me the first 10 rows of Apple's earnings dates
The assistant will use preview_limit: 10 to limit the output.

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Example Queries

Here are some example queries to explore FinMCP’s capabilities:
  • “What’s Tesla’s P/E ratio and market cap?”
  • “Show me Microsoft’s quarterly revenue for the last year”
  • “Get the balance sheet for NVDA”
  • “Get Apple’s stock price history for the last month”
  • “Show me SPY’s daily prices with dividends included”
  • “Download price data for AAPL, MSFT, and GOOGL”
  • “What are analysts’ price targets for Amazon?”
  • “Show recent upgrades and downgrades for TSLA”
  • “Get the analyst recommendations summary for META”
  • “Show insider purchases for AAPL in the last quarter”
  • “What are the major institutional holders of MSFT?”
  • “Get recent insider transactions for NVDA”
  • “Search for stocks in the semiconductor industry”
  • “Show me today’s earnings calendar”
  • “Find technology sector ETFs”
  • “Screen for stocks with P/E ratio below 15 and dividend yield above 3%“

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Understanding Tool Parameters

Most FinMCP tools accept these common parameters:
  • ticker (required for ticker-specific tools): Stock symbol, e.g., “AAPL”, “MSFT”
  • response_format: “json” (default) or “markdown”
  • preview_limit: Number of rows to display (default: 25, max: 200)
  • save: Object with format (“csv” or “json”) and optional filename
Example with all options: 
{
  "ticker": "AAPL",
  "response_format": "markdown",
  "preview_limit": 10,
  "save": {
    "format": "csv",
    "filename": "aapl-data.csv"
  }
}

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Next Steps

Tool Reference

Explore all 50+ tools available in FinMCP

Examples

See real-world examples and use cases
Pro tip: You don’t need to specify tool names explicitly. Just ask natural questions like “What’s Apple’s market cap?” and your AI assistant will choose the appropriate FinMCP tool.

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