MCP Finance Server

A Model Context Protocol (MCP) server providing finance tools for stock quotes, portfolio tracking, currency conversion, and cryptocurrency prices.

Features

• Stock Quotes: Get real-time (mock) stock data for major companies
• Cryptocurrency Prices: Track popular cryptocurrencies (BTC, ETH, SOL, etc.)
• Currency Conversion: Convert between 17+ fiat currencies
• Portfolio Tracking: Create and manage investment portfolios with gain/loss calculations

Installation

From npm (recommended)

npm install -g mcp-finance-server

From source

git clone https://github.com/ttracx/mcp-finance-server.git
cd mcp-finance-server
npm install
npm run build

Usage

Running the Server

# If installed globally
mcp-finance-server

# From source
npm start

# Development mode (with hot reload)
npm run dev

Claude Desktop Integration

Add the following to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json
Linux: ~/.config/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "finance": {
      "command": "npx",
      "args": ["-y", "mcp-finance-server"]
    }
  }
}

Or if installed from source:

{
  "mcpServers": {
    "finance": {
      "command": "node",
      "args": ["/path/to/mcp-finance-server/dist/index.js"]
    }
  }
}

After saving the configuration, restart Claude Desktop.

Available Tools

Stock Tools

| Tool | Description | |------|-------------| | get_stock_quote | Get current quote for a single stock | | get_multiple_quotes | Get quotes for multiple stocks at once | | list_available_stocks | List all available stock symbols |

Supported Stocks: AAPL, GOOGL, MSFT, AMZN, TSLA, NVDA, META, JPM

Cryptocurrency Tools

| Tool | Description | |------|-------------| | get_crypto_price | Get current price for a cryptocurrency | | get_multiple_crypto | Get prices for multiple cryptocurrencies | | list_available_crypto | List all available crypto symbols |

Supported Cryptocurrencies: BTC, ETH, SOL, ADA, DOGE, XRP, AVAX, LINK

Currency Tools

| Tool | Description | |------|-------------| | convert_currency | Convert amount between currencies | | list_exchange_rates | List all available exchange rates |

Supported Currencies: USD, EUR, GBP, JPY, CAD, AUD, CHF, CNY, INR, MXN, BRL, KRW, SGD, HKD, SEK, NOK, NZD

Portfolio Tools

| Tool | Description | |------|-------------| | portfolio_add | Add shares to a portfolio | | portfolio_remove | Remove shares from a portfolio | | portfolio_view | View portfolio with current values and P&L |

Available Resources

The server also exposes MCP resources for quick data access:

• finance://market/summary - Overview of all stocks
• finance://crypto/summary - Overview of all cryptocurrencies
• finance://rates/all - All exchange rates

Example Prompts

Once integrated with Claude Desktop, try these prompts:

"What's the current price of Apple stock?"

"Show me the prices for Bitcoin, Ethereum, and Solana"

"Convert 1000 USD to EUR"

"Create a portfolio called 'tech' and add 10 shares of NVDA at $450 each"

"What's my tech portfolio worth now?"

"List all available stocks"

Data Notes

⚠️ This server uses mock data for demonstration purposes. Prices are realistic but static. For production use, integrate with real financial APIs like:

• Alpha Vantage
• Finnhub
• CoinGecko
• Open Exchange Rates

Development

# Install dependencies
npm install

# Run in development mode
npm run dev

# Build for production
npm run build

# Run tests (if added)
npm test

Project Structure

mcp-finance-server/
├── src/
│   └── index.ts      # Main server implementation
├── dist/             # Compiled JavaScript (generated)
├── package.json
├── tsconfig.json
└── README.md

License

MIT License - see LICENSE for details.

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

1. Fork the repository
2. Create your feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

Author

ttracx - GitHub

Built with ❤️ using the Model Context Protocol