Dolph Financials Server (MCP)

An MCP server that provides computed financial metrics, ratios, trend analysis, and company comparisons from SEC XBRL data.

Tools

get_financial_statements

Normalized financial statement data (income, balance sheet, cash flow) across periods.

Input:

{ "ticker": "AAPL", "statement": "income", "period": "annual", "limit": 5 }

calculate_ratios

Compute financial ratios with formulas and component values for verification.

Input:

{ "ticker": "AAPL", "ratios": ["roe", "de", "gross_margin"] }

Output includes:

{
  "name": "roe",
  "display_name": "Return on Equity",
  "value": 1.7145,
  "formula": "net_income / stockholders_equity",
  "components": { "net_income": 96995000000, "stockholders_equity": 56572000000 }
}

get_trend_analysis

YoY growth rates, CAGR, and anomaly detection for financial metrics.

Input:

{ "ticker": "AAPL", "metrics": ["revenue", "net_income"], "periods": 10 }

compare_companies

Side-by-side comparison of metrics across multiple tickers with rankings.

Input:

{ "tickers": ["AAPL", "MSFT", "GOOGL"], "metrics": ["revenue", "net_income", "operating_margin"] }

Setup

pnpm install
pnpm build

Claude Desktop Configuration

{
  "mcpServers": {
    "dolph-financials": {
      "command": "node",
      "args": ["/path/to/dolph/packages/mcp-financials-server/dist/index.js"],
      "env": {
        "DOLPH_SEC_USER_AGENT": "YourName [email protected]"
      }
    }
  }
}