Content
# English Version
## Service Overview
* DeepQ Technology's Chinese Financial Toolkit MCP Server (hereinafter referred to as DeepQ MCP) is an Chinese Financial AI toolkit designed for the securities industry.
* We provide professional financial data tools covering stocks, ETFs, funds, research reports, news, and other information.
* DeepQ MCP tools adhere to three principles for being large-language-model-friendly: natural language input/output, fast response times, and complete business logic. Services are available with just one-click configuration.
## Capabilities
The MCP provides comprehensive financial data and analytical tool support for AI large language models, specifically including the following five core data capabilities:
* *Stock Analysis*: Covers real-time quotes of individual stocks, main business operations, fundamental analysis, technical analysis, capital flow analysis, news sentiment, sector quotes, capital flow and fundamentals of sectors, and overall market index data.
* *ETF Analysis*: Includes ETF real-time quotes, performance, technical analysis, capital flow, fundamentals, news sentiment, and underlying asset data.
* *Public Funds (Mutual Funds)*: Covers public fund performance, technical analysis, capital flow, fundamentals, news sentiment, underlying assets, and fund manager insights.
* *News & Information*: Includes data from official securities media, primary and secondary self-media in securities, broker research reports, market hot topics, and unusual activity alerts for stocks/ETFs/sectors.
* *General Tools*: Utility tools for getting the current date, determining trading days, standardizing stock codes, standardizing fund codes, and parsing financial entities.
## Tool List
The MCP tools have been officially released, with over 40 tools available for use. If you have requests for other tools, please feel free to contact us.
| **Tool Category** | **Tool Name** | **Description** | **Example Query** |
|-------------------------------|-------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------|
| A-Share Stock Analysis | stockBizHighlight | Gets the main business operations, belonging industry/themes, and core highlights of a stock. | What are the main businesses of Moutai and CATL respectively? |
| | stockTechAnalysis | Gets technical indicators like KDJ, BOLL, MACD for a stock, along with a technical summary and trend analysis. | How is the technical picture for CATL? |
| | stockCapAnalysis | Gets capital flow data for a stock, including main fund flows, dragon-tiger list data, and margin trading data. | What was the main fund inflow for Moutai today? |
| | stockFunAnalysis | Gets fundamental data for a stock, including PE, PB, ROE, gross margin, net profit margin, and company financials. | What is the recent P/E ratio of CATL? |
| | stockRep | Gets the latest 3 research report insights for a stock from the past 90 days (3 months). | The latest research reports on Wuliangye |
| | stockLatestPrice | Gets the latest market data for a stock, including price, change percentage, and trading volume. | What are the current latest prices for Moutai and CATL? |
| | guessStockCode | Parses common names or nicknames of stocks mentioned in daily conversation into standard stock codes, names, and trading markets (SH: Shanghai; SZ: Shenzhen; BJ: Beijing; NQ: New Third Board; US: US stocks; HK: Hong Kong stocks). | What are the current latest prices for Moutai and CATL? |
| | stockRiskWarning | Gets potential risk information for a stock. | Guoxuan High-Tech's stock price has been volatile recently, help me screen for risks. |
| | stockFlexibility | Gets the elasticity of a stock's price reaction to external events. | How elastic is Guoxuan High-Tech's stock price? |
| | stockValuation | Gets valuation data for a stock, such as PE, PB, ROE, gross margin, net profit margin, and the industry P/E ratio of its sector. | Is Guoxuan High-Tech's current valuation reasonable? |
| A-Share Market Index Analysis | mktForwardLook | Gets the outlook for the A-share market indices on a specified date. | How is the A-share market likely to perform going forward? |
| | aShareFearGreedIndex | Short-term fear and greed sentiment index for the A-share market. | What is the current level of short-term fear and greed sentiment in the A-share market? |
| | aShareTemperature | A gauge of the current 'temperature' of the A-share market. | What is the current temperature of the A-share market? |
| | aShareMarketQuotes | Gets the quotes for major A-share indices (e.g., Shanghai Composite, Shenzhen Component, ChiNext, STAR Market, Beijing Exchange Index, Hang Seng Index) on a specified date. | How did the major market indices perform today? |
| A-Share Sector Analysis | sectorCapAnalysis | Gets capital flow data for conceptual or industry sectors, including main fund flows and margin trading balances. | What was the main fund inflow into the low-altitude economy sector today? |
| | sectorFunAnalysis | Gets fundamental data for conceptual or industry sectors, such as PE, ROE, gross margin, and financial operating data. | What are the fundamentals of the low-altitude economy sector like? |
| | sectorNewsAnalysis | Gets news messages for a conceptual or industry sector within a specified date range. | Any recent news about the low-altitude economy sector? |
| | sectorReportAnalysis | Gets research report insights for a conceptual or industry sector within a specified date range. | The latest research reports on the low-altitude economy |
| | sectortLatestPrice | Gets the latest real-time price, change percentage, and trading volume for a conceptual or industry sector. | How are the low-altitude economy and chip sectors performing today? |
| | sectorRelatedStocks | Gets the stocks influenced by an industry or conceptual sector and the reasons for correlation. Stocks can be sorted by price change, market cap, or conceptual relevance. | Which are the leading stocks in the Apple concept sector? |
| | sectorPriceChangeRank | Ranks the sectors with the highest price increases or decreases over a specified date range, providing related news. | Which are the top 10 sectors by gain today? |
| | sectorPriceChangeReason | Queries the performance of a sector over a date range and provides attributing news. | What was the gain for the innovative drug sector over the past month? |
| ETF Analysis & Diagnostics | etfBasicInfo | Gets key basic information and interpretation for an ETF, such as fund size, fee rate, and tracking error. | What is the total expense ratio of the DaCheng Nonferrous Metals Futures ETF? |
| | etfFunAnalysis | Gets key valuation and fundamental data for an ETF, such as P/E ratio, P/E percentile, P/B ratio, P/B percentile, dividend yield, and ROE. | How is the valuation of the CSI 300 ETF? |
| | etfPerformance | Gets performance metrics for an ETF fund over the past 1 year, 3 years, year-to-date, and since inception, including return rate, annualized return, annualized volatility, Sharpe ratio, maximum drawdown, annualized excess return, and information ratio. | How has the performance of the CSI A500 E Fund ETF been this year? |
| | etfUnderAssets | Gets the ETF's heavily weighted sectors, heavily weighted stocks, and heavily weighted bonds. | What are the top holdings of the CSI A500 E Fund ETF? |
| | etfLatestPrice | Gets real-time quotes for an ETF fund, including latest size, fee rate, tracking error, and other key basic data. | How much did the Healthcare ETF rise today? |
| | etfTechAnalysis | Gets key technical data and interpretation for an ETF fund, such as moving averages and MACD. | How is the technical picture for the CSI 300 ETF? |
| | etfRelatedNews | Gets recent relevant news and information for an ETF fund. | Any news related to the CSI 300 ETF? |
| Fund Analysis & Diagnostics | fundBasicInfo | Gets basic information for a fund, including classification, labels, managing company, and fund manager. | Who is the fund manager of China Merchants Quantitative Select? |
| | fundPerformance | Gets performance metrics for a fund over the past 1 year, 3 years, year-to-date, and since inception, including return rate, annualized return, annualized volatility, Sharpe ratio, maximum drawdown, annualized excess return, and information ratio. | What is the return of China Merchants Quantitative Select over the past year? |
| | fundUnderAssets | Conducts a look-through analysis of the fund's underlying heavily weighted sectors, heavily weighted stocks, and heavily weighted bonds. | How are the top holdings of China Merchants Quantitative Select performing? |
| | fundRecentViews | Gets the fund manager's recent views on the fund, including investment strategy, operational analysis, and future macro outlook. | The recent investment views of China Merchants Quantitative Select and Zhongtai Xingyuan Value Select |
| | guessFundCode | Parses fund abbreviations or nicknames into standard fund codes, names, and trading markets (SH: Shanghai; SZ: Shenzhen; OF: Over-the-counter). | How is the Semiconductor ETF? |
| Market Event Interpretation | aShareMarketEvents | Gets important events related to the A-share market (macro, industry, sector, listed companies) and interprets the opportunities within. | Any major events happening in the market recently? |
| Securities Information Search | officialSecuNews | Retrieves information from relevant official securities media. | Any recent news about stablecoins? |
| | weMediaSecuNews | Retrieves information from relevant securities self-media sources. | Any recent news about Moutai? |
| | finEntityExtract | Extracts financial entities (individual stocks, funds, conceptual sectors, industries) mentioned in natural language, returning their codes and names. For stocks, it also returns belonging concepts and Shenwan industries; for ETF funds, it returns the tracked index. | Today's price change for Moutai? |
| | currentDatetime | Gets today's date, time, day of the week, and holiday information. | Today's price change for the Gold ETF? |
| | recentTransDate | Gets today's date and whether it's a trading day, the previous trading date, and the next trading date. | What was the tracking error of the Gold ETF on the last trading day? |
| Research View Search | macroResearch | Gets research views and interpretations from various brokerages on macro topics (economic data, macro events, macro policies). | What do institutions think about the Fed rate cut? |
| | stkResearch | Gets research views from various brokerages on individual stocks (i.e., listed companies). | What do institutions think about Jiayi Shares? |
| | industryResearch | Gets research views from various brokerages on industries. | Recent investment advice for the tourism industry? |
| | researchRatingStats | Gets rating statistics for an individual stock (listed company) or industry from various brokerages. | What are the stock ratings for Moutai from various brokerages? |
## Deployment
### VS Code + Cline
A sample configuration for using the MCP Server with VS Code + Cline is as follows (using a trial API_KEY for free trial).
```json
{
"mcpServers": {
"deepq-finance-toolkit-mcp-server": {
"command": "npx",
"args": [
"-y",
"@deepqtech/mcp-server-js@latest",
"start"
],
"env": {
"DEEPQ_API_KEY": "4iskgEuB4nTSHaCad2bDUw"
}
}
}
}
```
Note: If too many concurrent calls are made, you will receive an error message: You have been restricted, please try again later!. You can apply for independent concurrency quota at: https://g.h5gdvip.com/p/tgcp0ld7
## Chinese Version
## Service Introduction
* The MCP Server provided by DeepQ Technology (hereinafter referred to as DeepQ MCP) is an AI toolkit for the securities industry.
* We provide professional financial domain data tools for stocks, ETFs, funds, research reports, and news information.
* DeepQ MCP tools follow three principles friendly to large language models: natural language input/output, fast response, and complete business coverage. One-click configuration to enjoy the service.
## Capabilities
MCP provides AI large models with complete financial data and analysis tool support, specifically including the following five core data capabilities:
* Stock Analysis: Real-time quotes, main business, fundamentals, technical analysis, capital flows, news sentiment for individual stocks; sector quotes, capital flows and fundamentals; market overview data
* ETF Analysis: ETF real-time quotes, performance, technical analysis, capital flows, fundamentals, news sentiment, underlying asset data
* Public Funds: Public fund performance, technical analysis, capital flows, fundamentals, news sentiment, underlying assets, fund manager views
* News Information: Securities official media, securities primary/secondary self-media, brokerage research reports, market hot events, individual stock/ETF/sector unusual movement news
* General Tools: Current date acquisition, trading day determination, stock code standardization, fund code standardization, financial entity parsing data tools
## Tool List
MCP tools have been officially released, with 40+ tools for your use. If you have other tool requirements, feel free to contact us~
| **Tool Category** | **Tool/Interface Name** | **Description** | **Question Example** |
| --- |---------------------------------| --- | --- |
| A-Share Individual Stock Analysis | Stock Business Highlights<br>stockBizHighlight | Stock Business Highlights: Get a stock's main business, industry/theme, and core highlights. | What are the main businesses of Moutai and CATL? |
| | Stock Technical Analysis<br>stockTechAnalysis | Stock Technical Analysis: Get stocks' KDJ, BOLL, MACD and other technical indicators, along with technical summaries and trend analysis. | How is CATL's technical analysis? |
| | Stock Capital Analysis<br>stockCapAnalysis | Stock Capital Analysis: Get stock main capital flows, dragon and tiger rankings, margin trading data. | How much main capital flowed into Moutai today? |
| | Stock Fundamentals<br>stockFunAnalysis | Stock Fundamentals: Get stocks' PE, PB, ROE, gross margin, net margin, and company financial data. | What is CATL's recent P/E ratio? |
| | Stock Research Views<br>stockRep | Stock Research View: Get the latest 3 research reports within 90 days (3 months) for a stock. | What are the latest reports on Wuliangye? |
| | Stock Latest Price<br>stockLatestPrice | Stock Latest Price: Get stock latest quote data including price, change percentage, trading volume. | What are the current latest prices for Moutai and CATL? |
| | Stock Entity Parsing<br>guessStockCode | Stock Entity Parsing: Parse common stock abbreviations and nicknames in daily conversation into standard stock codes, names, and trading markets (SH: Shanghai; SZ: Shenzhen; BJ: Beijing; NQ: New Third Board; US: US stocks; HK: Hong Kong stocks). | What are the current latest prices for Moutai and CATL? |
| | Stock Risk Check<br>stockRiskWarning | Stock Risk Check: Get potential risk information for individual stocks | GAC Guoxuan's stock price has been acting weird recently, help me check for risks |
| | Stock Flexibility Query<br>stockFlexibility | Stock Flexibility Query: Get a stock's price elasticity in response to external events | How is GAC Guoxuan's stock price elasticity? |
| | Stock Valuation<br>stockValuation | Stock Valuation: Get stocks' PE, PB, ROE, gross margin, net margin, industry P/E ratio and other company valuation data. | Is GAC Guoxuan's current valuation reasonable? |
| A-Share Market Analysis | Market Forward View<br>mktForwardLook | Market Forward View: Get A-share market outlook for the specified date. | How will A-shares perform going forward? |
| | A-Share Fear Greed Index<br>aShareFearGreedIndex | A-Share Fear Greed Index: A-share market short-term fear and greed sentiment index | Where is A-share short-term fear and greed sentiment? |
| | A-Share Market Thermometer<br>aShareTemperature | A-Share Market Thermometer: A-share current market temperature index | What is the current A-share market temperature? |
| | A-Share Market Quotes<br>aShareMarketQuotes | A-Share Market Quotes: Get A-share mainstream indices (SSE Composite, SZSE Component, ChiNext, STAR, BSE, Hang Seng, etc.) quotes for the specified date. | How are the market quotes today? |
| A-Share Sector Analysis | Sector Capital Analysis<br>sectorCapAnalysis | Sector Capital Analysis: Get concept or industry sector main capital flows, margin trading balance data. | How much main capital flowed into the low-altitude economy sector today? |
| | Sector Fundamentals<br>sectorFunAnalysis | Sector Fundamentals: Get concept or industry sector's PE, ROE, gross margin, financial operating data and other fundamental data. | How are the fundamentals of the low-altitude economy sector? |
| | Sector News Analysis<br>sectorNewsAnalysis | Sector News Analysis: Get news for concept or industry sector within the specified date range. | What news is there for the low-altitude economy sector recently? |
| | Sector Report Analysis<br>sectorReportAnalysis | Sector Report Analysis: Get research reports for concept or industry sector within the specified date range. | What are the latest reports on the low-altitude economy? |
| | Sector Latest Price<br>sectortLatestPrice | Sector Latest Price: Get concept or industry sector latest real-time price, change percentage, trading volume data. | How are the quotes for low-altitude economy and chip sectors today? |
| | Sector Related Stocks<br>sectorRelatedStocks | Sector Related Stocks: Get stocks affected by industry or concept sectors and related reasons. Related stocks can be sorted by stock price change, market cap, or concept relevance. | Which are the leading stocks in the Apple concept? |
| | Sector Price Change Ranking<br>sectorPriceChangeRank | Sector Price Change Ranking: Query the sectors with the largest price changes within the date range, and provide related news | Which are today's top 10 sectors by increase? |
| | Sector Quote Query and Attribution<br>sectorPriceChangeReason | Sector Quote Query and Attribution: Query sector quotes for the date range, and provide attribution news | How much did the innovative drug sector rise in the past month? |
| ETF Analysis and Diagnosis | ETF Basic Info<br>etfBasicInfo | ETF Basic Info: Get key data and interpretation of ETF fund's scale, fee, tracking error and other basic information. | What is the comprehensive fee rate for Dacheng Nonferrous Metals Futures ETF? |
| | ETF Fundamentals and Valuation<br>etfFunAnalysis | ETF Fundamentals and Valuation: Get key valuation and fundamental data such as ETF's P/E ratio, P/E percentile, P/B ratio, P/B percentile, dividend yield, ROE. | How is the valuation of CSI 300 ETF? |
| | ETF Performance<br>etfPerformance | ETF Performance Data: Get ETF fund's performance indicators for the past 1 year, 3 years, this year, and since inception, including: return rate, annualized return, annualized volatility, Sharpe ratio, maximum drawdown, annualized excess return, information ratio. | How is CSI A500 E Fund ETF's performance this year? |
| | ETF Underlying Assets<br>etfUnderAssets | ETF Underlying Assets: Get ETF's underlying heavyweight industries, stocks, bonds | What are the top holdings of CSI A500 E Fund ETF? |
| | ETF Real-time Quotes<br>etfLatestPrice | ETF Real-time Quotes: Get ETF fund's latest scale, fee, tracking error and other basic key data. | How much did the Healthcare ETF rise today? |
| | ETF Technical Analysis<br>etfTechAnalysis | ETF Technical Analysis: Get ETF fund's moving averages, MACD and other key technical data and interpretation. | How is CSI 300 ETF's technical analysis? |
| | ETF News<br>etfRelatedNews | ETF News: Get latest related news for ETF fund. | What news is there for CSI 300 ETF? |
| Fund Analysis and Diagnosis | Fund Basic Info<br>fundBasicInfo | Fund Basic Info: Get fund classification, fund tags, affiliated company, fund manager | Who is the fund manager of China Merchants Quantitative Select? |
| | Fund Performance<br>fundPerformance | Fund Performance: Performance indicators for the past 1 year, 3 years, this year, and since inception, including: return rate, annualized return, annualized volatility, Sharpe ratio, maximum drawdown, annualized excess return, information ratio | How is China Merchants Quantitative Select's return over the past year? |
| | Fund Underlying Assets<br>fundUnderAssets | Fund Underlying Assets: Get fund's underlying heavyweight industries, stocks, bonds through analysis | How are the top holdings of China Merchants Quantitative Select performing? |
| | Fund Manager Views<br>fundRecentViews | Fund Manager Views: Fund manager's recent views on the fund, including: investment strategy and operation analysis, future macro outlook | Recent investment views on China Merchants Quantitative Select and Zhongtai Star Value Select |
| | Fund Entity Parsing<br>guessFundCode | Fund Entity Parsing: Parse fund abbreviations and nicknames into standard fund codes, names, trading markets (SH: Shanghai, SZ: Shenzhen, OF: Off-exchange). | How is the Semiconductor ETF? |
| Market Event Interpretation | A-Share Market Events<br>aShareMarketEvents | A-Share Market Events: Get important events related to A-share market macro, industry, sector, listed companies (stocks), and interpret opportunities. | What major events are there in the market recently? |
| Securities Information Search | Official Securities News Search<br>officialSecuNews | Official Securities News Search: Get related securities official media news | What news is there about stablecoins recently? |
| | Self-Media Securities News Search<br>weMediaSecuNews | Self-Media Securities News Search: Get related securities self-media news | What news is there about Moutai recently? |
| | Financial Entity Extraction<br>finEntityExtract | Financial Entity Extraction: Based on stocks, funds, concept sectors, industries mentioned in natural language, return their codes and names. For stocks, also return affiliated concepts and Shenwan industry; for ETF funds, return their tracked indices. | Today's price change for Moutai |
| | Query Current DateTime<br>currentDatetime | Query Current DateTime: Get today's date, time, day of week, holidays. | Today's price change for Gold ETF |
| | Query Trading Dates<br>recentTransDate | Trading Dates: Get today's date and whether it's a trading day, the previous trading date, the next trading date. | Gold ETF's tracking error on the last trading day? |
| Research View Search | Macro Research Views<br>macroResearch | Macro Research Views: Get brokerages' research views and interpretations on macro topics (economic data, macro events, macro policies). | What do institutions think about Fed rate cuts? |
| | Company Research Views<br>stkResearch | Company Research Views: Get brokerages' research views on individual stocks (i.e., listed companies). | What do institutions think about Jiayi Shares? |
| | Industry Research Views<br>industryResearch | Industry Research Views: Get brokerages' research views on industries. | Recent investment advice for the tourism industry? |
| | Research Rating Statistics<br>researchRatingStats | Research Rating Statistics: Rating statistics for individual stocks (listed companies) or industries. | Stock rating situation for Moutai from various brokerages? |
## Deployment Method
### VS Code + Cline
A sample configuration for using MCP Server with VS Code + Cline is as follows (using a trial API_KEY for free trial).
```json
{
"mcpServers": {
"deepq-finance-toolkit-mcp-server": {
"command": "npx",
"args": [
"-y",
"@deepqtech/mcp-server-js@latest",
"start"
],
"env": {
"DEEPQ_API_KEY": "4iskgEuB4nTSHaCad2bDUw"
}
}
}
}
```
Note: When there are too many concurrent calls, you will receive the error message: You have been restricted, please try again later!. You can apply for independent concurrent quota: https://g.h5gdvip.com/p/tgcp0ld7
