Overview

FinData is an open-source Model Context Protocol(MCP) Server that provides professional financial data access capabilities for LLM. It supports various data providers such as Tushare, Wind, DataYes, etc. This enables AI applications to quickly retrieve financial data.

Fully supports both Stdio and SSE transports, offering flexibility for different environments.

Demonstration

https://github.com/user-attachments/assets/1a6d02af-22a3-44a0-ada7-a771a1c4818d

Quick Start

Prerequisites

Before getting started, please complete the following preparations:

• python => 3.11
• mcp[cli]>=1.6.0
• pandas>=2.2.3
• uv

Depending on your data provider, install optional packages such as:

• tushare>=1.4.21

Configuration

Stdio Transport

You will need to edit the MCP client configuration file to add finData:

{
  "mcpServers": {
    "finData": {
      "command": "uv", 
      "args": [
        "--directory",
        "/ABSOLUTE/PATH/TO/PARENT/FOLDER/finData-mcp-server/src/findata", 
        "run",
        "server.py"
      ],
      "env": {
        "DATA_API_TOKEN": "",  // API Token for accessing data provider
        "PROVIDER": "tushare"  // Specified data provider
      }
    }
  }
}

SSE Transport

Set the environment variables `DATA_API_TOKEN` and `PROVIDER` on the server hosting the MCP Server:

Windows

set DATA_API_TOKEN=
    set PROVIDER=

Linux

export DATA_API_TOKEN=
    export PROVIDER=

Then, start the MCP Server:

uv run server.py --transport sse

• Optional Arguments:

`--sse-host` Host to bind SSE server to (default: localhost)

`--sse-port` Port for SSE server (default: 8000)

Once the MCP Server is running, update your MCP client's configuration with the following settings to connect to it.

{
  "mcpServers": {
    "finData": {
      "name": "finData",
      "type": "sse",
      "baseUrl": "http://localhost:8000/sse"
    }
  }
}

Note: Variable names in configuration files may vary slightly between MCP clients. Refer to each client's documentation for proper configuration.

Supported Data Providers

Set the `PROVIDER` environment variable to specify your provider:

• tushare

Tools

Tushare

Market Data

• `daily` Get unadjusted daily stock market data.

Fundamental Data

• `stock_basic` Get stock basic information including name, code, etc.
• `stock_company` Get listed company basic information.
• `bak_basic` Get fundamental data for specific stocks within a given time range.

Financial Data

• `income` Get company income statement data.
• `balancesheet` Get company balance sheet data.
• `cashflow` Get company cash flow statement data.

Macroeconomic Data

• `shibor_lpr` Get Loan Prime Rate (LPR) data.
• `cn_gdp` Get Gross Domestic Product (GDP) data.
• `cn_cpi` Get Consumer Price Index (CPI) data.
• `cn_ppi` Get Producer Price Index (PPI) data.
• `cn_m` Get Money Supply data.
• `sf_month` Get Social Financing data.
• `cn_pmi` Get Purchasing Managers' Index (PMI) data.

DataCanvas

This project is open-sourced by DataCanvas