# Finance Toolkit

Calculates corporate financial metrics directly from raw financial statements. Helps avoid methodology discrepancies across different market portals.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed · ★ 5458
- Author: JerBouma
- License: MIT · policy=link-only · description only; the file stays with the author
- Source: https://github.com/JerBouma/FinanceToolkit
- Updated: 2026-10-24
- HTML: https://affpapa.org/en/nevibecode/mcp/finance-toolkit

## What it does

The server extracts financial ratios and valuation metrics from primary accounting statements rather than pre-calculated endpoints. Commercial data feeds often show conflicting price-to-earnings figures for the exact same stock because their underlying math is hidden. JerBouma designed this toolkit around 500+ documented methods to keep each calculation step inspectable.

You can connect to the server via a remote HTTP endpoint or run it on your machine using `uvx financetoolkit`. Running the stdio version locally requires a `FINANCIAL_MODELING_PREP_API_KEY`. Without that environment variable, the local runner cannot retrieve the balance sheet data.

## Requirements
- Needs: Python and uv (commands run via uvx)
- Remote server: `https://financetoolkit.jeroenbouma.com/mcp`
- Environment variables: `FINANCIAL_MODELING_PREP_API_KEY` — keys and tokens: ask the human for the values, never commit them or put them in shared files.

## Install

### Claude Code (native platform)

1. **Platform CLI: remote server**
```bash
claude mcp add --transport http financetoolkit https://financetoolkit.jeroenbouma.com/mcp
```

2. **Platform CLI**
```bash
claude mcp add --env FINANCIAL_MODELING_PREP_API_KEY=<FINANCIAL_MODELING_PREP_API_KEY> --transport stdio finance-toolkit -- uvx financetoolkit
```
Replace <…> with your own values. uvx runs the command named after the package; if the README names another one, use uvx --from financetoolkit <command>

### Codex

1. **Platform CLI: remote server**
```bash
codex mcp add finance-toolkit --url https://financetoolkit.jeroenbouma.com/mcp
```

2. **Platform CLI**
```bash
codex mcp add finance-toolkit --env FINANCIAL_MODELING_PREP_API_KEY=<FINANCIAL_MODELING_PREP_API_KEY> -- uvx financetoolkit
```
Replace <…> with your own values. uvx runs the command named after the package; if the README names another one, use uvx --from financetoolkit <command>

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "finance-toolkit": {
            "url": "https://financetoolkit.jeroenbouma.com/mcp"
        }
    }
}
```
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "finance-toolkit": {
            "command": "uvx",
            "args": [
                "financetoolkit"
            ],
            "env": {
                "FINANCIAL_MODELING_PREP_API_KEY": "<FINANCIAL_MODELING_PREP_API_KEY>"
            }
        }
    }
}
```
Replace <…> with your own values. uvx runs the command named after the package; if the README names another one, use uvx --from financetoolkit <command>

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "finance-toolkit": {
            "type": "http",
            "url": "https://financetoolkit.jeroenbouma.com/mcp"
        }
    }
}
```
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "finance-toolkit": {
            "type": "stdio",
            "command": "uvx",
            "args": [
                "financetoolkit"
            ],
            "env": {
                "FINANCIAL_MODELING_PREP_API_KEY": "<FINANCIAL_MODELING_PREP_API_KEY>"
            }
        }
    }
}
```
Replace <…> with your own values. uvx runs the command named after the package; if the README names another one, use uvx --from financetoolkit <command>

### Gemini CLI

1. **Platform CLI: remote server**
```bash
gemini mcp add -t http finance-toolkit https://financetoolkit.jeroenbouma.com/mcp
```

2. **Platform CLI**
```bash
gemini mcp add -e FINANCIAL_MODELING_PREP_API_KEY=<FINANCIAL_MODELING_PREP_API_KEY> finance-toolkit uvx financetoolkit
```
Replace <…> with your own values. uvx runs the command named after the package; if the README names another one, use uvx --from financetoolkit <command>

## When to use it
- Calculate verifiable P/E ratios for publicly traded companies
- Compute financial metrics directly from raw statements without black-box logic
- Standardize accounting calculation methods across research tasks

## Example prompts
- Calculate the P/E ratio for Microsoft using its raw financial statements
- Compute liquidity and valuation ratios for the latest annual statement

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