Tool Reference

FinMCP provides over 50 tools for accessing market data, company information, financial statements, and more through the yfinance library. All tools support common output parameters for flexible data formatting and export.

Common Parameters

All tools support these optional output parameters:

Parameter	Type	Description
`response_format`	`"json"` \| `"markdown"`	Output format (default: `"json"`)
`preview_limit`	number	Number of rows to show in markdown tables (default: 25, max: 200)
`save`	object	Save data to file with `format` (`"csv"` \| `"json"`) and optional `filename`

Example with output options:

{
  "ticker": "AAPL",
  "response_format": "markdown",
  "preview_limit": 50,
  "save": {
    "format": "csv",
    "filename": "aapl_data.csv"
  }
}

Tools by Category

Market Data

Download historical prices and data for single or multiple tickers

Financial Statements

Income statements, balance sheets, and cash flow data

Corporate Actions

Dividends, stock splits, and capital gains

Analyst Data

Recommendations, price targets, and earnings estimates

Ownership

Institutional holders, insiders, and mutual fund ownership

Options

Options chains and expiration dates

Screening

Search, lookup, screen, and calendar tools

Markets & Sectors

Market summaries, sector performance, and industry data

Reference

Field definitions and data schema documentation

Market Data

Tools for downloading and accessing historical market data.

Tool	Description
`yf_download`	Download market data for multiple tickers with various intervals and periods
`yf_ticker_history`	Get historical market data for a single ticker with OHLCV data
`yf_tickers_history`	Get historical market data for multiple tickers with grouping options

Key Parameters:

period: 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, 10y, ytd, max
interval: 1m, 2m, 5m, 15m, 30m, 60m, 90m, 1h, 1d, 5d, 1wk, 1mo, 3mo
start/end: Date strings for custom ranges
auto_adjust: Apply dividend/split adjustments
actions: Include dividends and splits in data

Tool	Description
`yf_ticker_info`	Complete info dictionary with company details, financials, and metrics
`yf_ticker_fast_info`	Lightweight info for quick access to key metrics
`yf_ticker_news`	News articles for a single ticker
`yf_tickers_news`	News articles for multiple tickers

Financial Statements

Complete financial statement data with multiple frequency options.

Tool	Description
`yf_ticker_income_stmt`	Income statement data (revenue, expenses, net income)
`yf_ticker_balance_sheet`	Balance sheet data (assets, liabilities, equity)
`yf_ticker_cash_flow`	Cash flow statement (operating, investing, financing activities)
`yf_ticker_earnings`	Earnings data including quarterly and annual results
`yf_ticker_calendar`	Upcoming calendar events (earnings dates, ex-dividend dates)
`yf_ticker_earnings_dates`	Historical and upcoming earnings announcement dates

Key Parameters:

freq: "yearly", "quarterly", or "trailing" (TTM)
as_dict: Return as dictionary instead of DataFrame
pretty: Human-readable formatting

Corporate Actions

Historical corporate action events.

Tool	Description
`yf_ticker_actions`	All corporate actions (dividends and splits combined)
`yf_ticker_dividends`	Dividend payment history
`yf_ticker_splits`	Stock split history
`yf_ticker_capital_gains`	Capital gains distributions (mutual funds/ETFs)

Analyst Data

Analyst recommendations, price targets, and earnings estimates.

Tool	Description
`yf_ticker_recommendations`	Detailed analyst recommendations over time
`yf_ticker_recommendations_summary`	Summary of current recommendation consensus
`yf_ticker_upgrades_downgrades`	Recent analyst upgrades and downgrades
`yf_ticker_analyst_price_targets`	Analyst price target data
`yf_ticker_earnings_estimate`	Earnings estimates by analysts
`yf_ticker_revenue_estimate`	Revenue estimates by analysts
`yf_ticker_earnings_history`	Historical earnings vs. estimates
`yf_ticker_eps_trend`	EPS trend analysis
`yf_ticker_eps_revisions`	EPS estimate revisions
`yf_ticker_growth_estimates`	Growth rate estimates

Ownership

Shareholder and ownership data.

Tool	Description
`yf_ticker_major_holders`	Major holder breakdown percentages
`yf_ticker_institutional_holders`	Top institutional shareholders
`yf_ticker_mutualfund_holders`	Top mutual fund holders
`yf_ticker_insider_purchases`	Recent insider purchase transactions
`yf_ticker_insider_transactions`	All insider transaction history
`yf_ticker_insider_roster_holders`	Current insider roster
`yf_ticker_shares`	Outstanding shares data
`yf_ticker_shares_full`	Full historical shares outstanding with date range

Options

Options chain data and analysis.

Tool	Description
`yf_ticker_options`	Options chain for calls and puts at a specific expiration date

Parameters:

date: Expiration date (optional, defaults to nearest expiration)
tz: Timezone for the data

Screening

Search, discovery, and screening tools.

Tool	Description
`yf_search`	Search for quotes, news, and research by query string
`yf_lookup`	Lookup ticker symbols and asset types
`yf_screen`	Run equity or fund screener queries with custom filters
`yf_calendars`	Fetch earnings calendars, IPO calendars, splits, and economic events

Screener query types:

equity: Screen stocks with custom filters
fund: Screen mutual funds and ETFs

Calendar types:

earnings: Upcoming earnings announcements
ipo: Upcoming IPO dates
splits: Upcoming stock splits
economic_events: Economic calendar events

Markets & Sectors

Market-level, sector, and industry data.

Tool	Description
`yf_market`	Fetch market summary or trading status for a specific market
`yf_sector`	Sector-level data including overview, top companies, ETFs, and industries
`yf_industry`	Industry-level data including overview, top companies, and performance metrics

Market keys: EUROPE, US, ASIA, etc. Sector fields: overview, top_companies, research_reports, top_etfs, top_mutual_funds, industries Industry fields: overview, top_companies, top_performing_companies, top_growth_companies, sector_key

Reference

Data schema and field reference documentation.

Tool	Description
`yf_field_definitions`	Complete list of available fields and valid modules in yfinance
`yf_field_categories`	Field category groups for organizing yfinance data

Use these tools to discover available fields for company info, financial statements, and other data structures.

Additional Features

SEC Filings

Tool	Description
`yf_ticker_sec_filings`	Recent SEC filing documents and links

Sustainability

Tool	Description
`yf_ticker_sustainability`	ESG (Environmental, Social, Governance) scores and sustainability metrics

Fund Data

Tool	Description
`yf_ticker_funds_data`	Detailed fund data for ETFs and mutual funds (holdings, allocations, etc.)

Next Steps

Market Data Guide

Learn how to download and work with historical price data

Financial Analysis

Analyze financial statements and company metrics

Screening Stocks

Use screeners and calendars to discover opportunities

Options Analysis

Work with options chains and derivatives data

Overview

Market Data

Company Information

Financial Statements

Corporate Actions

Analyst Data

Ownership & Holdings

Options

Screening & Discovery

Markets & Sectors

Reference

​Common Parameters

​Tools by Category

Market Data

Company Information

Financial Statements

Corporate Actions

Analyst Data

Ownership

Options

Screening

Markets & Sectors

Reference

​Market Data

​Company Information

​Financial Statements

​Corporate Actions

​Analyst Data

​Ownership

​Options

​Screening

​Markets & Sectors

​Reference

​Additional Features

​SEC Filings

​Sustainability

​Fund Data

​Next Steps

Market Data Guide

Financial Analysis

Screening Stocks

Options Analysis

Build docs developers (and LLMs) love

Common Parameters

Tools by Category

Market Data

Company Information

Financial Statements

Corporate Actions

Analyst Data

Ownership

Options

Screening

Markets & Sectors

Reference

Additional Features

SEC Filings

Sustainability

Fund Data

Next Steps