Financial

This Financial MCP Server lets you query real-time exchange rates, stock quotes, and a local transaction dataset through a single Model Context Protocol interface. It supports running locally in stdio mode or as a web service via SSE, so you can choose the deployment that fits your workflow and still access up-to-date financial data from multiple sources.

How to use

You connect an MCP client to the Financial MCP Server to run queries across exchange rates, stock data, and local transactions. Use an HTTP-based remote server configuration to point the client at the live endpoint, or run a local stdio configuration that launches the MCP server as a child process. Your client can then request exchange rates, stock quotes, or transaction insights without managing separate data sources.

Practical usage patterns include: checking current EUR/USD rates, converting amounts between currencies, retrieving a stock quote for a symbol, and querying the sample transaction database to summarize expenses by department or category. You can combine these capabilities in your assistant workflows to deliver financial insights in real time.

How to install

Prerequisites: ensure you have Node.js installed on your system. You will also need an environment where you can run commands or configure an MCP client to connect to the server.

# Install dependencies for the server project
npm install
# Build the server bundle
npm run build

Configuration and usage notes

Configuration supports two connection methods. The HTTP method connects to the remote SSE endpoint, while the stdio method launches the server locally using a command and arguments. The remote endpoint URL is https://financial-mcp.el-hamdani.com/sse.

If you prefer a local runtime, you can use a stdio configuration that runs the MCP client command with the appropriate arguments to connect to the same remote URL.

For stock data, obtain a free API key from Alpha Vantage and provide it in the environment configuration as ALPHA_VANTAGE_API_KEY to enable stock quote data access.

The server exposes tools organized by data domain, including exchange rate operations, stock data retrieval, and transaction queries. See the examples below for typical actions.

Examples and common queries

Exchange rates: ask for EUR to USD, or request a multi-rate view to EUR, USD, GBP, JPY.

Transactions: summarize total expenses in a quarter, filter transactions by vendor, or compare spending to budgets.

Security and access considerations

If you expose the server via HTTP, ensure you understand the security implications of public APIs. For development or demo use, you can run with no authentication for convenience, but enable proper authentication in production deployments.

Available tools

get_exchange_rate

Fetches the exchange rate between two currencies.

convert_currency

Converts an amount from one currency to another.

get_multiple_rates

Retrieves rates from one currency to multiple target currencies.

get_stock_quote

Retrieves the current stock quote for a symbol.

compare_stocks

Compares multiple stock quotes.

query_transactions

Searches and filters financial transactions from the local database.

get_spending_by_category

Returns spending breakdown by category.

get_spending_by_department

Returns spending breakdown by department.

compare_to_budget

Compares actual spending to budgeted amounts.

get_top_vendors

Identifies top vendors by spending.