npx mcpbar@latest edit -c claude

Financial Modeling Prep (FMP) MCP Server

A Model Context Protocol (MCP) server that provides access to Financial Modeling Prep (FMP) API data through a standardized interface. This server allows AI assistants like Claude to access financial data programmatically.

Features

• Company Profiles: Access company information, descriptions, market caps, employee counts, and industry data
• Financial Statements: Retrieve income statements, balance sheets, and cash flow statements
• Financial Metrics: Get key metrics, ratios, and growth data
• Analyst Data: Access analyst estimates and recommendations
• SEC Filings: Find and retrieve SEC filing content
• Earnings Transcripts: Get earnings call transcripts
• Market Data: Access current stock prices and treasury yields
• Competitor Analysis: Find competitor companies

Installation

Prerequisites

• Python 3.8 or higher
• UV package manager (recommended) or pip
• Financial Modeling Prep API key

Setup

1. Clone this repository

2. Create a .env file in the project root with your API key:

   # Financial Modeling Prep API Configuration
   FMP_KEY=your_api_key_here
   
   # Optional: SEC API Configuration
   SEC_ACCESS=YourCompanyName [email protected]
   

3. Install dependencies using UV (recommended):

   uv venv
   uv pip install -r requirements.txt
   

   Or using pip:

   pip install -r requirements.txt
   

Running the Server

Using UV (Recommended)

UV provides faster dependency resolution and installation. To run the server with UV:

# Activate the virtual environment
uv venv activate

# Run the server
python fmp_mcp_server.py

The server will start and listen for connections on the default MCP port.

Using pip

# Create and activate a virtual environment
python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate

# Run the server
python fmp_mcp_server.py

Connecting with Claude Desktop

Claude Desktop can connect to MCP servers to access financial data. Here's how to set it up:

1. Download Claude Desktop
2. Edit claude_desktop_config.json: "fmp_mcp_server": { "command": "uv", "args": [ "--directory", "REPLACE ME WITH ABSOLUTE DIRECTORY TO REPO", "run", "fmp_mcp_server.py" ] }

Now Claude can use the FMP data through the MCP interface. You can ask Claude to:

• Get company profiles
• Retrieve financial statements
• Find SEC filings
• Access market data
• And more!

Example Queries for Claude

Once connected, you can ask Claude questions like:

• "I am considering a 3 year horizon investment, is Apple a good investment?"
• "Show me Tesla's latest quarterly income statement"
• "Find the latest 10-K filing for Microsoft"
• "What are Amazon's main competitors?"
• "Get the latest earnings transcript for Meta"

Configuration Options

The server supports the following environment variables:

• FMP_KEY: Your Financial Modeling Prep API key (required)
• SEC_ACCESS: Your company name and email for SEC API access (optional)

Caching

The server implements a caching system to reduce API calls and improve performance:

• Financial data is cached by quarter/year
• Profile data is cached monthly
• Daily price data is cached for the current day

Cache files are stored in the DataCache directory.

Logging

Logs are written to the logs directory with rotation enabled:

• Maximum log file size: 10MB
• Number of backup files: 5

License

MIT License

Acknowledgements

• Financial Modeling Prep for providing the API
• MCP Server for the Model Context Protocol implementation