How do I install Finance MCP?

Pick a client above and copy the generated config. Cursor and VS Code also have a deep link when the server can run locally or remotely.

Is Finance MCP official?

No. Registry-listed is not the same as vendor-official. Read the methodology for the difference.

How is the trust score calculated?

This listing scores 50 (Fair). The formula is published on the methodology page.

MCPpedia

Finance MCP MCP Server | MCPpedia

Finance MCP MCP Server

Name: Finance MCP MCP Server
Author: blahaj-gif

Market data, SEC filings and risk tools for Webull, Saxo and IBKR. Only you can send an order.

Tools Versions Alternatives

Registryblahaj-gif

50Fair

Install

~/Library/Application Support/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "blahaj-gif-finance-mcp": {
      "command": "uvx",
      "args": [
        "hitl-finance-mcp"
      ],
      "env": {
        "WEBULL_APP_KEY": "YOUR_WEBULL_APP_KEY",
        "WEBULL_APP_SECRET": "YOUR_WEBULL_APP_SECRET",
        "WEBULL_REGION_ID": "us",
        "WEBULL_ENVIRONMENT": "prod",
        "FINANCE_BROKER": "webull",
        "SAXO_ACCESS_TOKEN": "YOUR_SAXO_ACCESS_TOKEN",
        "SAXO_ENVIRONMENT": "sim",
        "IBKR_BASE_URL": "https://localhost:5000/v1/api",
        "IBKR_TLS_INSECURE": "",
        "SEC_USER_AGENT": "",
        "BLS_API_KEY": "YOUR_BLS_API_KEY"
      }
    }
  }
}

Install guide

Related servers

openInvest

72Good

Investment runtime for AI agents — LLM investment committee, portfolio ledger, decision accounting

Registrylongsizhuo114 stars

agentpack

60Good

Repo-native task continuity for AI coding agents: a reviewed task-state ledger served over MCP.

Environment

Name	Required	Notes
WEBULL_APP_KEY	No	Webull OpenAPI app key. Without it prices fall back to Yahoo and the account and order tools are unavailable; everything else still works. Secret.
WEBULL_APP_SECRET	No	Webull OpenAPI app secret. Signs every request; the app key alone cannot authenticate. Secret.
WEBULL_REGION_ID	No	Webull region: us, hk, jp, sg, th, my, uk, au, eu, br, mx, za.
WEBULL_ENVIRONMENT	No	prod trades the real account. paper repoints the ENTIRE client at Webull's sandbox, quotes included, and needs separate sandbox credentials — production keys return 401 there.
FINANCE_BROKER	No	Which broker adapter the account and order tools use, and where prices come from: webull, saxo or ibkr. Only the tools the configured broker can serve are registered, so the tool list never advertises one that would refuse. Webull is the only adapter that has been run against a live account; saxo and ibkr are written from published documentation and say so in every result they produce.
SAXO_ACCESS_TOKEN	No	Only for FINANCE_BROKER=saxo. A 24-hour simulation token comes from Saxo's Developer Portal with no approval process and no live money; live access needs the OAuth2 code flow. UNVERIFIED ADAPTER. Secret.
SAXO_ENVIRONMENT	No	sim or live. Selects Saxo's simulation gateway or the live one.
IBKR_BASE_URL	No	Only for FINANCE_BROKER=ibkr. This is the Client Portal Web API, not the TWS socket API: run IBKR's Client Portal Gateway and log in at https://localhost:5000 in a browser first. A paper account works and is the better choice. UNVERIFIED ADAPTER.
IBKR_TLS_INSECURE	No	Set to 1 to accept the Client Portal Gateway's self-signed certificate unverified, or point IBKR_CACERT at it instead. This is a decision about the connection carrying your orders, so it is never made for you.
SEC_USER_AGENT	No	A descriptive User-Agent with a real contact address, e.g. 'Jane Doe (jane@example.com)'. The SEC's fair-access policy requires it and the filings tools refuse to send requests without one rather than risk an IP ban.
BLS_API_KEY	No	Optional. BLS allows 25 macro queries a day without a key; a free key raises it to 500 and extends history from 10 to 20 years. Secret.

Finance MCP MCP Server

Install

Related servers

openInvest

agentpack

Environment

Tools

About

FAQ

Reviews

NBG Rates (National Bank of Georgia)

FiatDock

Finance Pulse

GenesisPay