# Flexreport Finance

Gives an agent live market events, ready research reports and equity data: fundamentals, transcripts, filings, insider trades.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 22
- Author: cbecks1212
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/cbecks1212/flexreport-mcp
- Updated: 2026-10-24
- HTML: https://affpapa.org/en/nevibecode/mcp/flexreport-finance

## What it does

This is a hosted HTTP server, so nothing runs on your machine. Point the client at `https://mcp.flexreportfinapi.com/mcp` and the browser handles sign-in on your first data call: register or log in, and no token gets pasted anywhere.

The tools cover separate jobs. Event subscriptions (`register_event_subscription`, `stream_event_subscription`) push publications as they land, and the `report_plan` topic fires when a report is ready. `get_latest_report` pulls a report by ticker; a fresh plan takes 10-20 s according to the README, and a symbol marked `stale` or `missing` can be rebuilt with `generate_report_for_stock`. Screening runs through `screen_stocks`, `explore_data_catalogue` and `get_technical_indicator_data`.

OAuth is not optional. Skip it and no data comes back — that is where setup usually stalls. In Claude, `--scope user` makes the server available in every directory instead of just the current project. The README claims 2,900+ companies and 750M+ datapoints behind the tools.

## Requirements
- Remote server: `https://mcp.flexreportfinapi.com/mcp`

## Install

### Claude Code (native platform)

**Platform CLI: remote server**
```bash
claude mcp add --transport http flexreport-finance https://mcp.flexreportfinapi.com/mcp
```

### Codex

**Platform CLI: remote server**
```bash
codex mcp add flexreport-finance --url https://mcp.flexreportfinapi.com/mcp
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "flexreport-finance": {
            "url": "https://mcp.flexreportfinapi.com/mcp"
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "flexreport-finance": {
            "type": "http",
            "url": "https://mcp.flexreportfinapi.com/mcp"
        }
    }
}
```

### Gemini CLI

**Platform CLI: remote server**
```bash
gemini mcp add -t http flexreport-finance https://mcp.flexreportfinapi.com/mcp
```

## When to use it
- subscribe to incoming 8-Ks and earnings releases for a watchlist of tickers
- pull a fresh company report and see what shifted this quarter
- screen stocks by ROIC, net debt to EBITDA and technical indicators
- build a PDF report in your own template from fundamentals and estimates
- gauge the likely size of a move before an earnings announcement

## Example prompts
- Subscribe me to 8-Ks, earnings releases and new report plans for NVDA and AMD, and pull the fresh Flexreport Finance report for each event.
- Get the latest report on SNOW and summarise what changed in guidance and margins.
- Build a report on US semiconductors with ROIC above 20% trading above the 200-day SMA, using my saved template.

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