FinanceMCP

🔧 Troubleshooting <details> <summary><strong> to do if it doesn't work after configuration?</strong></1. **Ensure Node.js is installed** (version >=) ```bash v # Check version ``` 2. **For Windows users**: Use `n instead of `npx` ```json command": "npx.cmd", "args-y", "finance-mcp"] } ``` Recommended: Install globally and use** ```bash -g finance-mcp ``` Then configure": "finance-mcp"` 4. **Check if TUSHARE_TOKEN is correctly filled** 5. **Restart Claude Desktop** or MCP client 6. **Check logs**: - Windows:PDATA%\Claude\logs` - macOS:Library/Logs/Claude` </details> #### Alternative Mode (Cloud Deployment or Remote Access Needed) **Step HTTP Server** ```# Method 1:px npx -y finance-mcp-http # Method: Start after global installation npm install -g finance-mfinance-mcp-http # Method 3: Local development npm run start:http ``` **Step 2: Configure Claude Desktop** ```{ "mcpServers": { "finance-http": { "type": "streamableHttp", "url": "http://localhost:3000/mcp", " 600, "headers": { "Xare-Token": "your_tushare_token_here" } } } ``` **Advantages of HTTP Mode ✅ Supports remote access - ✅ Supports multiple clients connected simultaneously - ✅ Complete HTTP logs (refer to [LOGGING_GUIDE.md](./LOGGING_GUIDE.md)) - ✅ Easy to deploy on cloud platforms like Smithery #### Ways to Pass Token - **stdio mode**: Through `env.TUSHARE_TOKEN` environment variable - **HTTP mode**: - Prioritize reading from `X-Tushare-Token` Header - Or use `Authorization <token>` - OrX-Api-Key` - Finally, fallback to environment variable `TUSHARE_TOKEN` (Cryptocurrency market default uses Binance public market interface, no cryptocurrency required) > 📖 Documentation**: For more deployment, refer to [DEPLOYMENT_MODES.md](./DEPLOYMENT_MODES.md) ### Verify Installation After configuration, restart Claude desktop and ask: "Get current time". If time information is returned, installation is successful. </details> ## 🆕 Latest Updates ### 💰 Version 4.7.0 - Sector Fund Flow Function **Latest Update**: The fund flow tool has been upgraded, adding Dongfang Fortune sector fund flow functionality! <details> <summary><strong>🎯 New Features in v4.7.0</strong></summary> - **📊 Sector Fund Flow**: Supports querying Dongfang Fortune (DC) industry, concept, and regional sector fund flows - **🎲 Intelligent Identification**: Automatically identifies query types (individual stocks/index/market sectors), codes starting with BK are automatically identified as sectors - **📈 Multi-dimensional Analysis**: Sector gains and losses, fund inflow rankings, super large orders/large orders/medium orders/small orders details - **🔍 Flexible Query**: Supports querying by sector code, trading date, and sector type (industry/concept/region) - **📋 Complete Display**: Sector basic information, statistical summary, detailed table, fund flow trend **Usage Example**: ```javascript // Query specific sector fund flow { "ts_code": "BK0447", // Dongcai sector code "start_date": "20240901", "end_date": "20240930" } // Query all industry sector fund flows on a certain day { "query_type": "sector", "trade_date": "20240927", "content_type": "industry", "start_date": "20240927", "end_date": "20240927" } ``` **API Integration**: Based on [Tushare Dongcai Sector Fund Flow API](https://tushare.pro/document/2?doc_id=344) (`moneyflow_ind_dc`) </details> ### 🚀 Version 4.3.0 - Cryptocurrency Minute Line and Binance Optimization **Major Update**: Released v4.3.0, `stock_data_minutes` adds `market_type` parameter, supports cryptocurrency market (Binance) minute-level K-line; also optimizes cryptocurrency daily line. <details> <summary><strong>🎯 New Features in v4.3.0</strong></summary> - **⏱ Enhanced Minute K-line**: `stock_data_minutes` adds `market_type` (`cn`/`crypto`), supports Binance minute line - **🪙 Cryptocurrency Minute Line**: Compatible with `BTCUSDT`/`BTC-USDT`/`BTC/USDT`/`coinid.USDT`; frequency mapping `1MIN/5MIN/15MIN/30MIN/60MIN → 1m/5m/15m/30m/1h` - **📦 Automatic Pagination**: Binance's maximum of 1000 K-lines per request, automatically paginates until the complete interval is covered - **🧭 Intelligent Data Extension (Daily Line)**: Automatically extends the start date when requesting technical indicators to ensure a sufficient calculation window - **🧩 Friendly Error Prompt**: Invalid trading pairs return 400, clearly prompting "The currency pair does not exist on Binance or has been delisted" - **📈 A-Share Forward Adjustment (Daily Line)**: Automatically applies forward adjustment (based on the latest trading day factor) Other capabilities remain unchanged: Web online experience, NPM package, Streamable HTTP, stable session management, etc. **Migration Guide**: After upgrading to v4.3.0, minute line adds required `market_type`: A-share pass `cn`, cryptocurrency pass `crypto`. </details> ### 🧱 CSI Index Component Summary Tool Enhanced (NEW!) - Index interval market + component stock weight and interval gain/loss - Added valuation/financial indicators: PE(TTM), PB, dividend yield, ROE, ROA, net profit margin, operating cash flow per share, asset-liability ratio, revenue growth rate, asset turnover rate, gross margin, three expense ratio, cash dividend ratio - Supports `.SH/.SZ` form of CSI index codes (e.g., `399975.SZ`), automatically fallback to find the latest weight day and valuation day ### 🇺🇸 US Stock Financial Analysis Module (NEW!) **Latest Addition**: We've added a complete US stock financial analysis feature! <details> <summary><strong>📊 New Features</strong></summary> - **🇺🇸 company_performance_us** - Professional US stock financial analysis tool - **📈 Profit Statement Analysis** - Revenue, gross margin, net profit, earnings per share analysis - **💰 Balance Sheet Analysis** - Assets, liabilities, shareholder equity structure, and financial ratios - **💸 Cash Flow Statement Analysis** - Operating, investing, financing cash flows, and free cash flow - **📊 Comprehensive Financial Indicators** - ROE, ROA, profitability, growth, debt-paying ability, etc. - **🎯 Intelligent Data Processing** - Multi-period comparison analysis, trend calculation, key indicator extraction - **🌟 Chinese and English Compatibility** - Supports intelligent recognition of Chinese and English financial subjects **Supported Companies**: Covers major US stocks and Chinese concept stocks, including NVIDIA (NVDA), Apple (AAPL), Tesla (TSLA), Microsoft (MSFT), etc. **API Integration**: Based on [Tushare US Stock Financial Data API](https://tushare.pro/document/2?doc_id=394), complete integration of 4 data interfaces. </details> ### 🏛️ Hong Kong Stock Financial Analysis Module **Added**: We've added a comprehensive Hong Kong stock financial analysis feature! <details> <summary><strong>📊 Features</strong></summary> - **🏛️ company_performance_hk** - Specialized Hong Kong stock financial analysis tool - **📈 Profit Statement Analysis** - Revenue, profit margin, earnings per share, comprehensive income analysis - **💰 Balance Sheet Analysis** - Assets, liabilities, equity structure, and key financial ratios - **💸 Cash Flow Statement Analysis** - Operating, investing, financing activities, and free cash flow calculation - **🎯 Intelligent Data Processing** - Automatic financial ratio calculation and multi-period comparison analysis - **🌟 Enhanced User Experience** - Structured tables, intelligent classification, trend analysis **Supported Companies**: All Hong Kong Exchange-listed companies, including Tencent (00700.HK), Alibaba (09988.HK), Bank of Construction (00939.HK), etc. **API Integration**: Based on [Tushare Hong Kong Stock Financial Data API](https://tushare.pro/document/2?doc_id=389), complete data format optimization. </details> ## ⏱ Minute K-line Tool `stock_data_minutes`: A-share (Tushare) and cryptocurrency (Binance) minute-level K-line. - Frequency: `1MIN/5MIN/15MIN/30MIN/60MIN` (case-insensitive) - Parameters: - `market_type`: `cn` | `crypto` - `code`: A-share e.g., `600519.SH`; cryptocurrency e.g., `BTCUSDT`/`BTC-USDT`/`BTC/USDT`/`bitcoin.USDT` - `start_datetime`: `YYYYMMDDHHmmss` or `YYYY-MM-DD HH:mm:ss` - `end_datetime`: Same as above - `freq`: e.g., `1MIN` - Returns: Reverse chronological order table (time/open/high/low/close/volume; A-share includes turnover (10,000 yuan)) Example (A-share): ``` name: stock_data_minutes arguments: market_type: cn code: 600519.SH start_datetime: 2024-09-01 09:30:00 end_datetime: 2024-09-01 10:30:00 freq: 1MIN ``` Example (cryptocurrency): ``` name: stock_data_minutes arguments: market_type: crypto code: BTCUSDT start_datetime: 2025-09-01 00:00:00 end_datetime: 2025-09-01 12:00:00 freq: 15MIN ``` ## 📄 License This project is licensed under the MIT License. See [LICENSE](LICENSE) file.