Finance Toolkit
Rank #135,841smithery/jer-bouma/financetoolkit
The Finance Toolkit gives AI assistants access to **200+ financial metrics**, all calculated transparently from raw financial statements, not pulled from third-party endpoints. This therefore gives access to: - **Core data**: financial statements (income, balance sheet, cash flow), historical prices, quotes, analyst estimates, earnings & dividend calendars, geographic and product revenue segmentation - **Fundamental analysis**: 80+ profitability, solvency, liquidity, valuation and efficiency ratios - **Technical indicators**: 30+ momentum, volatility, breadth and overlap indicators - **Risk & performance**: 20+ performance, factor models, VaRs and GARCH metrics - **Economics**: 50+ macro indicators, government data and fixed income metrics - **And more..** A key with [Financial Modeling Prep](https://jeroenbouma.com/fmp) is needed to access 30+ years (or quarters) of financial statements to perform the calculations on. Authenticate once with your FMP API key via OAuth. No key is stored on the server. To combat rate limits and plan restrictions, there is a built in fall-back system with Yahoo Finance when data acquisition from Financial Modeling Prep is unsuccessful. Accessing large macro databases from OECD and GMBD is also done independently of your current subscription.
What you can do with Finance Toolkit
Finance Toolkit is a Model Context Protocol (MCP) server. It ranks #135,841 of 166,322 active servers on MCP Toplist. Finance Toolkit is listed on Smithery; no version information is available from the registries that list it or from its repository. It was first listed on Jun 20, 2026.
Not verifiedMCP Toplist has not yet written a checked profile for this server, so the paragraph above is assembled from registry data only. Its registry listings below are the authority on what it does.
What Finance Toolkit can and cannot do
Not verifiedMCP Toplist has not catalogued this server's tools or limitations. Check its registry listings below.
What you need before using Finance Toolkit
The hosted endpoint is declared as gated by authentication — connect via its URL and authenticate with the provider (OAuth flow or an API key/header, per its docs).
Declared by Smithery, last synced Nov 2, 2026. Not independently verified by MCP Toplist.
Hosted endpoint declared as requiring authentication.
Connect Finance Toolkit and confirm it works
claude mcp add --transport http financetoolkit https://server.smithery.ai/jer-bouma/financetoolkit/mcpThis endpoint requires authentication — see the server’s docs for credentials.
[mcp_servers.financetoolkit]
url = "https://server.smithery.ai/jer-bouma/financetoolkit/mcp"Add to ~/.codex/config.toml. This endpoint requires authentication — see the server’s docs for credentials.
https://server.smithery.ai/jer-bouma/financetoolkit/mcpSettings → Connectors → “Add custom connector”, then paste this URL. This endpoint requires authentication — see the server’s docs for credentials.
{
"mcpServers": {
"financetoolkit": {
"url": "https://server.smithery.ai/jer-bouma/financetoolkit/mcp"
}
}
}Add to ~/.cursor/mcp.json (global) or .cursor/mcp.json (per project). This endpoint requires authentication — see the server’s docs for credentials.
{
"servers": {
"financetoolkit": {
"type": "http",
"url": "https://server.smithery.ai/jer-bouma/financetoolkit/mcp"
}
}
}Save as .vscode/mcp.json in your workspace. This endpoint requires authentication — see the server’s docs for credentials.
{
"mcpServers": {
"financetoolkit": {
"serverUrl": "https://server.smithery.ai/jer-bouma/financetoolkit/mcp"
}
}
}Add to ~/.codeium/windsurf/mcp_config.json. This endpoint requires authentication — see the server’s docs for credentials.
{
"mcpServers": {
"financetoolkit": {
"url": "https://server.smithery.ai/jer-bouma/financetoolkit/mcp"
}
}
}This endpoint requires authentication — see the server’s docs for credentials.
After adding the config, ask your client to list this server's tools. A tool list confirms the connection; an empty list or an error means the server did not start or needs credentials.
What changed, and when this was checked
- First listed
- Jun 20, 2026
- Version history
- Unavailable — no registry exposes versions and no release tags were found
- Requirements evidence
- Declared by Smithery, last synced Nov 2, 2026. Not independently verified by MCP Toplist.
- Profile checked
- Not yet — purpose, capabilities and requirements above come from registry data only
- Ranking data as of
- Nov 2, 2026
- Smithery ↗listed since Oct 28, 2026 · still listed
Do you maintain Finance Toolkit? to correct or enrich this profile.
Version information unavailable
The registry that lists this server does not expose version metadata, and no release tags were found on the linked repository. MCP Toplist cannot say how, or whether, this server is versioned.
Ranks ahead of 30,481 of 166,322 servers on MCP Toplist.
Show your rank
Maintain this server? Add the live rank badge to your README — it updates automatically as the leaderboard changes.
[](https://mcptoplist.com/server/smithery%2Fjer-bouma%2Ffinancetoolkit)<a href="https://mcptoplist.com/server/smithery%2Fjer-bouma%2Ffinancetoolkit"><img src="https://mcptoplist.com/badge/smithery%2Fjer-bouma%2Ffinancetoolkit.svg" alt="MCP Toplist: #135,841 of 166,322" /></a>Variants: append ?metric=score or ?metric=stars to the image URL.
Frequently asked questions
- Is Finance Toolkit listed on the Official MCP Registry?
- Finance Toolkit is not on the Official MCP Registry. It is listed on Smithery.
- How many versions does Finance Toolkit have?
- Version information is unavailable for Finance Toolkit: no registry that lists it exposes version metadata, and no release tags were found on its repository.
Do you run this server?
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