Revelata deepKPI
Deep fundamental data from SEC filings, including operational KPIs not found on Bloomberg, built for your financial AI agents.Read full description
revelataLABSCO SUMMARY
The calculations are readable, which is the difference from a data API.
Plenty of tools will hand a model a P/E ratio. Here the method behind each number is open-source, and awkward details — fiscal-year alignment, currency conversion for a ticker listed on the wrong exchange — are handled explicitly rather than silently. The FMP key is the real gate: hosted or local, the data comes from your subscription.
What it is
The MCP server shipped with the Finance Toolkit, a Python library of financial calculations. It exposes those 500+ methods to any MCP client, so the assistant fetches live financial data and runs ratios and models whose implementations you can read in the repository.
What you get
- 500+ financial methods callable from the conversation, over live data, with the calculations open-source rather than a black box
- Financial statements normalised to calendar periods, so companies with different fiscal years are comparable
- Currency conversion for tickers listed outside their home exchange, keeping ratios like free cash flow yield and P/E correct; disabled with
convert_currency=False - Trailing and growth variants on most functions, combinable — set
trailing=4on quarterly data for TTM figures,growth=Truefor period-over-period, with an optional lag - A local SQLite cache shared with the library, which retrieves only what is missing when you widen a period or add a ticker, and never caches values the toolkit computes itself
Requirements
A Financial Modeling Prep API key. Two ways in. Hosted: connect to https://financetoolkit.jeroenbouma.com/mcp — the first connection opens an OAuth consent page asking for your FMP key, and nothing is installed locally. Local: run uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup, which finds your client's config and writes the entry including the key, or configure financetoolkit-mcp by hand with FINANCIAL_MODELING_PREP_API_KEY set. FRED_API_KEY is optional and unlocks a handful of US-only economic indicators. An MCPB bundle exists for one-click Claude Desktop install. Version 2.2.0.
Setup effort
Add the hosted endpoint plus a key — paste it into your client, then supply credentials
USE CASES
01
Comparing two companies that do not share a fiscal year
Ask for the ratios directly — statements are lined up to calendar periods, so the comparison is not quietly off by a quarter.
02
Getting trailing-twelve-month figures without assembling them
Request the metric with quarterly data and a trailing window of 4; add growth on top for TTM growth in the same call.
03
Analysing a company listed on a non-US exchange
Use the ticker from its home exchange and let the end-of-period exchange rate conversion keep market-cap-based ratios correct.
04
Running a lot of queries without re-fetching everything
Turn on cached data; widening the period fetches only the missing years and adding a ticker fetches only that ticker, and the MCP server shares the cache with the library.
BEFORE YOU INSTALL
What to know first
Requires
FINANCIAL_MODELING_PREP_API_KEY in your environment
Optional
FRED_API_KEY in your environment
INSTALLATION
Connect your client
Server setup
ENDPOINT URL
https://financetoolkit.jeroenbouma.com/mcpAdd this hosted endpoint to your MCP client using the credentials listed under Requirements.
MCP Clients
Claude Desktop
Customize → Connectors → Add custom connector → paste the URL (https://financetoolkit.jeroenbouma.com/mcp); or download the financetoolkit.mcpb bundle and open it with Claude Desktop
The configuration on this page does not set FINANCIAL_MODELING_PREP_API_KEY or FRED_API_KEY. On the hosted server you enter your FMP key on the OAuth consent page the first time your client connects. FRED_API_KEY is optional (it unlocks a few US-only economic indicators), and the project lists it only as an environment variable for its local server.
Claude.ai
Customize → Connectors → Add custom connector → paste the URL
The configuration on this page does not set FINANCIAL_MODELING_PREP_API_KEY or FRED_API_KEY. On the hosted server you enter your FMP key on the OAuth consent page the first time your client connects. FRED_API_KEY is optional (it unlocks a few US-only economic indicators), and the project lists it only as an environment variable for its local server.
Claude Code
CLAUDE CODE · TERMINAL
claude mcp add --transport http finance-toolkit https://financetoolkit.jeroenbouma.com/mcpThe configuration on this page does not set FINANCIAL_MODELING_PREP_API_KEY or FRED_API_KEY. On the hosted server you enter your FMP key on the OAuth consent page the first time your client connects. FRED_API_KEY is optional (it unlocks a few US-only economic indicators), and the project lists it only as an environment variable for its local server.
VS Code
Command Palette → MCP: Add Server → HTTP → paste the URL
The configuration on this page does not set FINANCIAL_MODELING_PREP_API_KEY or FRED_API_KEY. On the hosted server you enter your FMP key on the OAuth consent page the first time your client connects. FRED_API_KEY is optional (it unlocks a few US-only economic indicators), and the project lists it only as an environment variable for its local server.
Cursor
Settings → Features → MCP Servers → Add new → http → paste the URL
The configuration on this page does not set FINANCIAL_MODELING_PREP_API_KEY or FRED_API_KEY. On the hosted server you enter your FMP key on the OAuth consent page the first time your client connects. FRED_API_KEY is optional (it unlocks a few US-only economic indicators), and the project lists it only as an environment variable for its local server.
Windsurf
Settings → MCP Servers → Add Server → Remote/HTTP → paste the URL
The configuration on this page does not set FINANCIAL_MODELING_PREP_API_KEY or FRED_API_KEY. On the hosted server you enter your FMP key on the OAuth consent page the first time your client connects. FRED_API_KEY is optional (it unlocks a few US-only economic indicators), and the project lists it only as an environment variable for its local server.
