Findata MCP Server

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2<img src="assets/logo.png" width="400" align=center/>
3</h1><br>
4 
5<div align="center">
6 
7[![English](https://img.shields.io/badge/English-Click-yellow
8)](README.md)
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11[![Python Versions](https://img.shields.io/badge/python-3.11-blue)]()
12[![Tushare](https://img.shields.io/badge/Tushare-purple)]()
13 
14</div>
15 
16<div class="toc" align="center">
17  <a href="#Overview">Overview</a> •
18  <a href="#Demonstration">Demo</a> •
19  <a href="#Quick-Start">Quick Start</a> •
20  <a href="#Supported-Data-Providers">Supported Data Providers</a> •
21  <a href="#Tools">Tools</a> 
22</div>
23 
24 
25# Overview
26 
27**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.
28 
29Fully supports both **Stdio** and **SSE** transports, offering flexibility for different environments.
30 
31 
32# Demonstration
33 
34https://github.com/user-attachments/assets/1a6d02af-22a3-44a0-ada7-a771a1c4818d
35 
36# Quick Start
37 
38## Prerequisites
39 
40Before getting started, please complete the following preparations:
41 
42- python => 3.11
43- mcp[cli]>=1.6.0
44- pandas>=2.2.3
45- [uv](https://docs.astral.sh/uv/getting-started/installation/)
46 
47Depending on your data provider, install optional packages such as:
48 
49- tushare>=1.4.21
50 
51## Configuration
52 
53### Stdio Transport
54 
55You will need to edit the MCP client configuration file to add finData:
56 
57```JSON
58{
59  "mcpServers": {
60    "finData": {
61      "command": "uv", 
62      "args": [
63        "--directory",
64        "/ABSOLUTE/PATH/TO/PARENT/FOLDER/finData-mcp-server/src/findata", 
65        "run",
66        "server.py"
67      ],
68      "env": {
69        "DATA_API_TOKEN": "",  // API Token for accessing data provider
70        "PROVIDER": "tushare"  // Specified data provider
71      }
72    }
73  }
74}
75```
76 
77### SSE Transport
78 
79Set the environment variables `DATA_API_TOKEN` and `PROVIDER` on the server hosting the MCP Server:
80 
81   **Windows**
82   ```bash
83    set DATA_API_TOKEN=<API Token for accessing data provider>
84    set PROVIDER=<Specified data provider>
85   ```
86 
87   **Linux**
88  ```bash
89    export DATA_API_TOKEN=<API Token for accessing data provider>
90    export PROVIDER=<Specified data provider>
91   ```
92 
93Then, start the MCP Server:
94 
95```bash
96uv run server.py --transport sse   
97```
98 
99- Optional Arguments:
100  
101  `--sse-host` Host to bind SSE server to (default: localhost)
102 
103  `--sse-port` Port for SSE server (default: 8000)
104 
105 
106Once the MCP Server is running, update your MCP client's configuration with the following settings to connect to it.
107 
108```JSON
109{
110  "mcpServers": {
111    "finData": {
112      "name": "finData",
113      "type": "sse",
114      "baseUrl": "http://localhost:8000/sse"
115    }
116  }
117}
118```
119 
120**Note:** Variable names in configuration files may vary slightly between MCP clients. Refer to each client's documentation for proper configuration.
121 
122# Supported Data Providers
123 
124Set the `PROVIDER` environment variable to specify your provider:
125 
126- tushare
127 
128# Tools
129 
130## Tushare
131 
132### Market Data
133 
134- `daily` Get unadjusted daily stock market data.
135 
136### Fundamental Data
137 
138- `stock_basic` Get stock basic information including name, code, etc.
139- `stock_company` Get listed company basic information.
140- `bak_basic`  Get fundamental data for specific stocks within a given time range.
141 
142### Financial Data
143 
144- `income` Get company income statement data.
145- `balancesheet` Get company balance sheet data.
146- `cashflow` Get company cash flow statement data.
147 
148### Macroeconomic Data
149 
150- `shibor_lpr` Get Loan Prime Rate (LPR) data.
151- `cn_gdp` Get Gross Domestic Product (GDP) data.
152- `cn_cpi` Get Consumer Price Index (CPI) data.
153- `cn_ppi` Get Producer Price Index (PPI) data.
154- `cn_m` Get Money Supply data.
155- `sf_month` Get Social Financing data.
156- `cn_pmi` Get Purchasing Managers' Index (PMI) data.
157 
158# DataCanvas
159 
160 
161![datacanvas](https://raw.githubusercontent.com/DataCanvasIO/HyperTS/main/docs/static/images/dc_logo_1.png)
162 
163This project is open-sourced by [DataCanvas](https://datacanvas.com/)
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