Finance-MCP

📖 Project Overview

Finance MCP is an intelligent agent toolkit and MCP server designed for financial research scenarios. Built on the FlowLLM framework, it integrates components such as Crawl4AI, Tushare, Tavily/DashScope search, and more, helping you quickly build professional financial research agent systems.

💡 Why Choose Finance MCP?

✅ Zero-Code Configuration: Combine operators through YAML configuration files without writing service code
✅ Out-of-the-Box: Pre-configured 20+ financial research-related flows covering common research scenarios
✅ Multi-Protocol Support: Supports both MCP (stdio/SSE/HTTP) and HTTP RESTful API
✅ Smart Caching: Built-in multi-level caching mechanism to improve efficiency and reduce costs
✅ Modular Design: Each functional module is independently configurable, supporting enable/disable as needed

📰 Latest Updates

[2025-12] 🎉 Released finance-mcp v0.1.x

🚀 Quick Start

Installation

Install Finance MCP using pip:

pip install finance-mcp

Or using uv:

uv pip install finance-mcp

Stdio Mode

This mode runs Finance MCP directly through uvx, communicating via standard input/output. Ideal for local MCP clients.

{
  "mcpServers": {
    "finance-mcp": {
      "command": "uvx",
      "args": [
        "finance-mcp",
        "config=default,ths",
        "mcp.transport=stdio",
        "llm.default.model_name=qwen3-30b-a3b-thinking-2507",
        "disabled_flows='[\"tavily_search\",\"mock_search\",\"react_agent\"]'"
      ],
      "env": {
        "FLOW_LLM_API_KEY": "xxx",
        "FLOW_LLM_BASE_URL": "https://dashscope.aliyuncs.com/compatible-mode/v1",
        "DASHSCOPE_API_KEY": "xxx",
        "TUSHARE_API_TOKEN": "xxx",
        "TAVILY_API_KEY": "xxx",
        "BAILIAN_MCP_API_KEY": "xxx"
      }
    }
  }
}

Service Mode (HTTP/SSE Server)

This mode starts Finance MCP as a standalone HTTP/SSE server that can be accessed remotely.

Step 1: Configure Environment Variables

Copy example.env to .env and fill in your API keys:

cp example.env .env
# Edit .env and fill in your API keys

Step 2: Start the Server

Start the Finance MCP server with SSE transport:

finance-mcp \
  config=default,ths \
  mcp.transport=sse \
  mcp.host=0.0.0.0 \
  mcp.port=8001 \
  llm.default.model_name=qwen3-30b-a3b-thinking-2507 \
  disabled_flows='["tavily_search","mock_search","react_agent"]'

The service will be available at: http://0.0.0.0:8001/sse

Step 3: Connect from MCP Client

Add this configuration to your MCP client to connect to the remote SSE server:

{
  "mcpServers": {
    "finance-mcp": {
      "type": "sse",
      "url": "http://0.0.0.0:8001/sse"
    }
  }
}

Step 4: Using with FastMCP Client

When running in Service Mode, you can also use the FastMCP Python client to directly access the server:

import asyncio
from fastmcp import Client


async def main():
    async with Client("http://0.0.0.0:8001/sse") as client:
        for tool in client.list_tools():
            print(tool)

        result = await client.call_tool(
            name="dashscope_search",
            arguments={"query": "Recent news about Zijin Mining"}
        )
    print(result)


asyncio.run(main())

One-Command Test

python test_op/test_project_sse.py

This will start the server, connect via FastMCP client, and test all available tools automatically.

🚀 MCP Tools

Default Tools

| Tool Name | Description | Dependencies | Input Parameters | |---------------------------|---------------------------------------------------------------------------------------------------------------|---------------------|--------------------------------------------------------------------------------------------| | history_calculate | Price-volume analysis based on Tushare A-share historical data | TUSHARE_API_TOKEN | code: 601899
query: How much did it rise in the past week? Any MACD golden cross? | | crawl_url | Scrape and parse web content | crawl4ai | url: https://example.com | | extract_entities_code | Identify financial entities from text and complete stock codes (currently uses dashscope_search, replaceable) | DASHSCOPE_API_KEY | query: I want to learn about Kweichow Moutai stock | | execute_code | Execute arbitrary Python code | - | code: print(1+1) | | execute_shell | Execute shell commands | - | command: ls | | dashscope_search | Web search based on DashScope | DASHSCOPE_API_KEY | query: Recent news about Zijin Mining | | tavily_search | Web search based on Tavily | TAVILY_API_KEY | query: financial news | | mock_search | Mock search for LLM simulation | - | query: test query | | react_agent | ReAct agent combining multiple tools for answering complex questions | - | query: Help me analyze Zijin Mining's trend for the next week |

TongHuaShun Tools

Note: These tools are implemented via crawl4ai. High concurrency may result in IP blocking.

| Tool Name | Description | Dependencies | Input Parameters | |------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------|----------------------------------------------------------------------------------------------------------------| | crawl_ths_company | Get company profile information by A-share stock code, including details, executive introductions, issuance-related info, subsidiaries, etc., and return query-relevant information | crawl4ai | code: 600519
query: What are the company's main business and executive situation? | | crawl_ths_holder | Get shareholder research information by A-share stock code, including shareholder count, top 10 circulating shareholders, top 10 shareholders, bondholders, controlling hierarchy, etc. | crawl4ai | code: 600519
query: How have shareholder count and major shareholder structure changed recently? | | crawl_ths_operate | Get operational analysis information by A-share stock code, including main business introduction, operational data, main business composition, customers & suppliers, business review, product prices, etc. | crawl4ai | code: 600519
query: What is the company's main business composition and operational situation? | | crawl_ths_equity | Get equity structure information by A-share stock code, including unlock schedule, total equity composition, A-share structure chart, historical equity changes, etc. | crawl4ai | code: 600519
query: What restricted shares will be unlocked in the next year? | | crawl_ths_capital | Get capital operation information by A-share stock code, including funding sources, project investments, M&A, equity investments, IPO participation, equity transfers, pledge/unfreeze, etc. | crawl4ai | code: 600519
query: What recent M&A or capital operations has the company had? | | crawl_ths_worth | Get earnings forecast information by A-share stock code, including performance forecasts, detailed forecast tables, research report ratings, etc. | crawl4ai | code: 600519
query: What are the earnings forecasts and institutional ratings for the next three years? | | crawl_ths_news | Get news and announcements by A-share stock code, including news-price correlation, announcement lists, hot news, research report lists, etc. | crawl4ai | code: 600519
query: What are the recent important announcements or news? | | crawl_ths_concept | Get concept and theme information by A-share stock code, including regular concepts, other concepts, theme highlights, concept comparison, etc. | crawl4ai | code: 600519
query: What concept themes does this stock involve? | | crawl_ths_position | Get major position information by A-share stock code, including institutional holdings summary, holding details, takeover situations, IPO allocation institutions, etc. | crawl4ai | code: 600519
query: What is the institutional holding trend and major institutional holdings? | | crawl_ths_finance | Get financial analysis information by A-share stock code, including financial diagnosis, financial indicators, indicator change explanations, asset-liability composition, financial reports, DuPont analysis, etc. | crawl4ai | code: 600519
query: What is the company's profitability and financial structure? | | crawl_ths_bonus | Get dividend and financing information by A-share stock code, including dividend diagnosis, dividend history, additional issuance allocation details, additional issuance overview, rights issue overview, etc. | crawl4ai | code: 600519
query: What is the historical dividend situation and recent financing arrangements? | | crawl_ths_event | Get company events by A-share stock code, including executive shareholding changes, shareholder shareholding changes, guarantee details, violations, institutional research, investor interactions, etc. | crawl4ai | code: 600519
query: What are the recent major events or executive shareholding changes? | | crawl_ths_field | Get industry comparison information by A-share stock code, including industry position, industry news, etc. | crawl4ai | code: 600519
query: What is the company's position in its industry? |

External MCP Services

Note: External MCP services are called via SSE (Server-Sent Events). You need to configure the BAILIAN_MCP_API_KEY environment variable in .env.

| Service Name | Description | Dependencies | Input Parameters | |--------------------|-------------------------------------------|-----------------------|-----------------------------------------| | tongyi_search | WebSearch service based on DashScope | BAILIAN_MCP_API_KEY | query: Recent news about Zijin Mining | | bochaai_search | BochaAI search service based on DashScope | BAILIAN_MCP_API_KEY | query: financial news |

Server Configuration Parameters

| Parameter | Description | Example | |--------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------| | config | Configuration files to load (comma-separated). Available: default (core flows), ths (TongHuaShun stock data), stream_agent (streaming agents), external_mcp (external MCP services) | config=default,ths | | mcp.transport | Transport mode: stdio (Claude Desktop), sse (web apps), http (RESTful), streamable-http | mcp.transport=stdio | | mcp.host | Host address (for sse/http transports only) | mcp.host=0.0.0.0 | | mcp.port | Port number (for sse/http transports only) | mcp.port=8001 | | llm.default.model_name | Default LLM model name (overrides config file) | llm.default.model_name=qwen3-30b-a3b-thinking-2507 | | disabled_flows | JSON array of flow names to disable. Tip: Disable flows if you don't have the required API keys (e.g., tavily_search requires TAVILY_API_KEY) | disabled_flows='["react_agent"]' |

For the full set of available options and defaults, refer to default.yaml.

Environment Variables

| Variable | Required | Description | |-----------------------|-------------|--------------------------------------------| | FLOW_LLM_API_KEY | ✅ Yes | API key for OpenAI-compatible LLM service | | FLOW_LLM_BASE_URL | ✅ Yes | Base URL for OpenAI-compatible LLM service | | DASHSCOPE_API_KEY | ⚠️ Optional | For DashScope search and entity extraction | | TUSHARE_API_TOKEN | ⚠️ Optional | For historical data analysis | | TAVILY_API_KEY | ⚠️ Optional | For Tavily web search | | BAILIAN_MCP_API_KEY | ⚠️ Optional | For external MCP services |

HTTP RESTful API with Streaming Support

Finance MCP also supports HTTP RESTful API mode with streaming capabilities. This allows you to access flows directly via HTTP endpoints, not just through MCP protocol.

Step 1: Start HTTP Server

Start the Finance MCP server with HTTP backend:

finance-mcp \
  config=default,stream_agent \
  backend=http \
  http.host=0.0.0.0 \
  http.port=8002 \
  llm.default.model_name=qwen3-30b-a3b-thinking-2507

Step 2: Make Streaming HTTP Requests

All flows configured with stream: true will be exposed as streaming HTTP endpoints. Responses are streamed in real-time using Server-Sent Events (SSE) format.

Example: Request streaming deep research (inspired by open_deep_research):

curl -X POST http://0.0.0.0:8002/langchain_deep_research \
  -H "Content-Type: application/json" \
  -d '{"query": "I want to learn about Kweichow Moutai stock"}'

The response will be streamed in real-time, showing:

Thinking process and reasoning
Tool calls and intermediate results
Final comprehensive answer

Note: By default, this uses DashScope search, but you can replace it with other search backends (e.g., Tavily) by modifying the stream_agent.yaml configuration.

🤝 Contributing

We welcome contributions! To get started:

Install the package in development mode:

pip install -e .

Install pre-commit hooks:

pip install pre-commit
pre-commit run --all-files

Submit a pull request with your changes.

⚖️ License

This project is licensed under the Apache License 2.0 - see the LICENSE file for details.

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