# hollaugo-financial-research-mcp-server

Provides financial metrics, SEC filings, and balance sheets directly to your agent. Useful for fundamental company research without leaving the editor.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 22
- Author: hollaugo
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/hollaugo/tutorials/tree/HEAD/smithery-example/financial-server
- Updated: 2026-02-07
- HTML: https://affpapa.org/en/nevibecode/mcp/hollaugo-financial-research-mcp-server

## What it 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 info@promptcircle.com`, which you can override through the session `user_agent` configuration.

## Requirements
- Remote server: `https://server.smithery.ai/@hollaugo/financial-research-mcp-server/mcp`

## Install

### Claude Code (native platform)

**Platform CLI: remote server**
```bash
claude mcp add --transport http hollaugo-financial-research-mcp-server https://server.smithery.ai/@hollaugo/financial-research-mcp-server/mcp
```

### Codex

**Platform CLI: remote server**
```bash
codex mcp add financial-server --url https://server.smithery.ai/@hollaugo/financial-research-mcp-server/mcp
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "financial-server": {
            "url": "https://server.smithery.ai/@hollaugo/financial-research-mcp-server/mcp"
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "financial-server": {
            "type": "http",
            "url": "https://server.smithery.ai/@hollaugo/financial-research-mcp-server/mcp"
        }
    }
}
```

### Gemini CLI

**Platform CLI: remote server**
```bash
gemini mcp add -t http financial-server https://server.smithery.ai/@hollaugo/financial-research-mcp-server/mcp
```

## When to use it
- 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
- 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

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