hollaugo-financial-research-mcp-server — Claude Code MCP server
Provides financial metrics, SEC filings, and balance sheets directly to your agent. Useful for fundamental company research without leaving the editor.
claude mcp add --transport http hollaugo-financial-research-mcp-server https://server.smithery.ai/@hollaugo/financial-research-mcp-server/mcpWhat hollaugo-financial-research-mcp-server does
This server exposes financial inspection endpoints to the language model. Built on FastMCP and hosted via Smithery, it pulls market numbers through yfinance. The agent can inspect recent trading volumes, dividend tracks, stock splits, and price projections from Wall Street analysts.
It also parses regulatory documents from the SEC database using requests, beautifulsoup4, and langchain-community. Tools handle both raw filing lookups by ticker and condensed summaries directly from filing URLs. Statements are exposed as structured data.
Requests to the SEC require an identifying user agent string. By default, the server sends Prompt Circle Labs [email protected], which you can override through the session user_agent configuration.
What it helps with
- pull dividend history and split events for any ticker
- fetch balance sheets and cash flow reports
- inspect institutional ownership and insider trades
- summarize regulatory SEC filings from web links
Example prompts for the agent
- Show analyst recommendations and target prices for AAPL
- Retrieve recent SEC filings for MSFT and summarize the latest 10-K URL
- Display the balance sheet and cash flow statement for NVDA
How to install hollaugo-financial-research-mcp-server
Platform CLI: remote server
claude mcp add --transport http hollaugo-financial-research-mcp-server https://server.smithery.ai/@hollaugo/financial-research-mcp-server/mcpPlatform CLI: remote server
codex mcp add financial-server --url https://server.smithery.ai/@hollaugo/financial-research-mcp-server/mcpConfig file
{
"mcpServers": {
"financial-server": {
"url": "https://server.smithery.ai/@hollaugo/financial-research-mcp-server/mcp"
}
}
}Config file
{
"servers": {
"financial-server": {
"type": "http",
"url": "https://server.smithery.ai/@hollaugo/financial-research-mcp-server/mcp"
}
}
}Platform CLI: remote server
gemini mcp add -t http financial-server https://server.smithery.ai/@hollaugo/financial-research-mcp-server/mcpStep by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about hollaugo-financial-research-mcp-server
How to install hollaugo-financial-research-mcp-server in Claude Code?
Run claude mcp add --transport http hollaugo-financial-research-mcp-server https://server.smithery.ai/@hollaugo/financial-research-mcp-server/mcp in your terminal.
What data sources does this MCP server use?
It retrieves market metrics through yfinance and regulatory filings directly from the SEC using HTTP requests and HTML parsing.
What is the default SEC User-Agent?
The default string is Prompt Circle Labs [email protected]. You can change it per session via the user_agent parameter.
