FinImpulse MCP Server

A Model Context Protocol (MCP) server that provides structured financial market data to AI systems and development tools through the FinImpulse API.

It allows AI systems to access FinImpulse data — including stocks, ETFs, mutual funds, fundamentals, and market indicators — using a standardized MCP interface. The server acts as a bridge between the FinImpulse API and any MCP-compatible client, enabling LLMs and automation tools to retrieve financial data in a consistent format without building custom integrations.

How It Works

AI Client (Claude / ChatGPT / Cursor / ...)
        ↓
   MCP Server
        ↓
  FinImpulse API
        ↓
  Financial Data

The MCP server translates tool calls from AI clients into FinImpulse API requests and returns structured responses that AI models can interpret. This architecture allows AI tools to access financial datasets without implementing direct API integrations.

Key Features

• Structured financial market data via MCP
• Global coverage of stocks, ETFs, and mutual funds
• Standardized tools for AI agents and developer environments
• Compatible with major MCP clients and AI platforms

Use Cases

• AI investment assistants
• Automated financial research workflows
• AI-assisted financial dashboards
• Trading assistants
• Portfolio analysis tools
• Developer environments retrieving market data

Example prompt — once connected, an AI system can retrieve financial data using natural language:

Compare Microsoft and Google in terms of revenue growth and profitability.

Requirements

• Node.js 18+
• A FinImpulse API token (obtain it in the FinImpulse Dashboard)

Quick Start

Claude Desktop

Open claude_desktop_config.json:

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

Add the server configuration:

{
  "mcpServers": {
    "finimpulse": {
      "command": "npx",
      "args": ["-y", "finimpulse-mcp-server"],
      "env": {
        "API_TOKEN": "your-api-token"
      }
    }
  }
}

Claude Code

claude mcp add finimpulse -- npx -y finimpulse-mcp-server

Then set the API_TOKEN environment variable or pass it inline.

ChatGPT

ChatGPT supports MCP via its desktop app. Add the server in Settings → MCP Servers with the same npx command.

Cursor

Open ~/.cursor/mcp.json (global) or .cursor/mcp.json (project-level) and add:

{
  "mcpServers": {
    "finimpulse": {
      "command": "npx",
      "args": ["-y", "finimpulse-mcp-server"],
      "env": {
        "API_TOKEN": "your-api-token"
      }
    }
  }
}

Windsurf

Open ~/.codeium/windsurf/mcp_config.json and add:

{
  "mcpServers": {
    "finimpulse": {
      "command": "npx",
      "args": ["-y", "finimpulse-mcp-server"],
      "env": {
        "API_TOKEN": "your-api-token"
      }
    }
  }
}

VS Code (Copilot)

Open your VS Code settings.json and add:

{
  "mcp": {
    "servers": {
      "finimpulse": {
        "command": "npx",
        "args": ["-y", "finimpulse-mcp-server"],
        "env": {
          "API_TOKEN": "your-api-token"
        }
      }
    }
  }
}

Gemini CLI

gemini mcp add finimpulse -- npx -y finimpulse-mcp-server

Cline

Open Cline settings, go to MCP Servers, and add a new server with this config:

{
  "mcpServers": {
    "finimpulse": {
      "command": "npx",
      "args": ["-y", "finimpulse-mcp-server"],
      "env": {
        "API_TOKEN": "your-api-token"
      }
    }
  }
}

Any MCP-Compatible Client (stdio)

API_TOKEN=your-api-token npx finimpulse-mcp-server

Available Tools

Search & Discovery

| Tool | Description | |------|-------------| | get_search | Cross-asset search for stocks, ETFs, and mutual funds. Powers ticker autocomplete and discovery flows. |

Market Data

| Tool | Description | |------|-------------| | get_summary | Comprehensive single-call snapshot: identity, market data, fundamentals, ownership, analyst coverage, and fund metrics. | | get_histories | Historical time-series: prices, dividends, splits, and capital gains with configurable date range and interval. | | get_profile | Asset profile and descriptive metadata: identity, classification, governance, and fund-specific attributes. | | get_news | Latest news and press releases with headlines, descriptions, related tickers, and provider info. |

Statistics & Performance

| Tool | Description | |------|-------------| | get_statistics_general | Key statistics and performance indicators: valuation, dividends, risk, trailing returns. | | get_statistics_risks | Risk-adjusted performance metrics (Alpha, Beta, Sharpe, Treynor, R-squared) across 3y/5y/10y horizons. | | get_statistics_annual_returns | Historical annual total returns by calendar year with quarterly breakdowns. |

Financial Statements

| Tool | Description | |------|-------------| | get_financials_general | Unified financial statements and valuation measures across reporting intervals. | | get_financials_income_statement | Detailed Income Statement: revenue, expenses, net income (annual/quarterly/trailing). | | get_financials_balance_sheet | Balance Sheet: financial position and capital structure snapshot. | | get_financials_cash_flow | Cash Flow Statement: operating, investing, and financing cash flows. | | get_financials_valuation_measures | Valuation Measures: P/E, EV/EBITDA, P/B, and related metrics. |

Holders & Ownership

| Tool | Description | |------|-------------| | get_holders_general | High-level ownership snapshot: institutional and insider holdings percentages. | | get_holders_institutional | Paginated list of institutional holders with position size, percent held, and value. | | get_holders_mutual_funds | Mutual funds and ETFs that hold a given stock. | | get_holders_insiders | Insider transaction records: actions, roles, and reported positions. | | get_holders_insiders_transactions | Detailed insider transactions with share counts, values, and filer identity. |

Fund Holdings

| Tool | Description | |------|-------------| | get_holdings_general | Portfolio composition and holdings-level aggregates: asset allocation, sector exposure. | | get_holdings_top_holdings | Top holdings list with ticker, name, and weight as % of total net assets. |

Analyst Coverage & Ratings

| Tool | Description | |------|-------------| | get_analysis_analysts | Analyst coverage records per analyst: scores, ratings, sentiment, price targets, and announcement dates. | | get_analysis_earnings | Earnings and estimate data: EPS actuals, earnings vs. revenue, EPS trends, revisions, and growth metrics. | | get_analysis_recommendations | Analyst recommendation breakdown over time: Strong Buy, Buy, Hold, Sell, and Strong Sell counts per period. | | get_analysis_upgrades_downgrades | Analyst rating action feed: upgrades, downgrades, reiterations, and price target changes with from/to grades. |

Options

| Tool | Description | |------|-------------| | get_options_expirations | Available option expiration dates for an underlying symbol. | | get_options_chain | Full option chain for a given expiration: calls and puts with pricing, bid/ask, volume, open interest, and implied volatility. | | get_options_contracts | Single option contract snapshot: pricing, bid/ask, volume, open interest, implied volatility, moneyness, and Greeks. |

Configuration

| Environment Variable | Required | Description | |---------------------|----------|-------------| | API_TOKEN | Yes | Your FinImpulse API token |

Development

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

Run locally:

API_TOKEN=your-api-token npm run cli

Security

Keep your API token secure. Never expose API credentials in public repositories. Always store them using environment variables.

Disclaimer

The AI-powered features and examples provided through FinImpulse MCP are intended for informational and research purposes only. Any insights, summaries, or suggestions generated by AI systems using FinImpulse data should be considered analytical tools, not financial, investment, or trading advice.

FinImpulse does not provide investment recommendations and does not guarantee the accuracy, completeness, or suitability of AI-generated outputs. Users are solely responsible for evaluating any information produced by AI agents or applications built on top of FinImpulse MCP. Financial decisions should always be made based on independent analysis or consultation with qualified financial professionals.

Learn More

• FinImpulse API Documentation
• Model Context Protocol

License

ISC