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Finance MCP Server

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local only

Finance MCP runs on your own machine — the client starts it, so there is no endpoint to ping. 158 installs a week from pypi. Last commit 12 Sep 2026.

Market data, SEC filings and risk tools for Webull, Saxo and IBKR. Only you can send an order.

Installs per day peak 52 · avg 21 · +2% w/w
a month agotoday
158
Installs / week
pypi · hitl-finance-mcp
3
Stars
0 open issues
12 Sep 2026
Last commit
from GitHub
MIT
License
Python

What the code does

We read the source, 6 d ago · rules ccca72095570

Capabilities

What this server is able to do. For an MCP server this is often the job itself — a terminal server runs commands because that is what it is for. Listed so you know what you are plugging in, not as an accusation.

    stem = os.path.join(CACHE_DIR, _key(symbol, interval, count))
Runs an external command [пакет] dashboard/alert_manager.py:115, [пакет] dashboard/cli.py:45, dashboard/alert_manager.py:133 и ещё 2
        result = subprocess.run(argv, capture_output=True, timeout=5, env=env)
Dumps the whole environment [пакет] dashboard/alert_manager.py:64
    env = dict(os.environ)

Is this your server and something here is wrong? Tell us — corrections are free and do not require a plan.

This code can reach further than it looks

We found places where it runs commands, builds paths or queries from values it is given. None of that is a flaw by itself — it becomes one when the code changes, and code changes quietly between releases. We re-read it on every one.

Three servers free · no card

Connect this server

This server runs on your own machine — install it with the package manager and the client starts it for you. Package name taken from the official registry entry.

run in your terminal
claude mcp add hitl-finance-mcp -- uvx hitl-finance-mcp
~/Library/Application Support/Claude/claude_desktop_config.json
{
  "mcpServers": {
    "hitl-finance-mcp": {
      "args": [
        "hitl-finance-mcp"
      ],
      "command": "uvx"
    }
  }
}
~/.codex/config.toml
[mcp_servers.hitl-finance-mcp]
command = "uvx"
args = ["hitl-finance-mcp"]
.cursor/mcp.json
{
  "mcpServers": {
    "hitl-finance-mcp": {
      "args": [
        "hitl-finance-mcp"
      ],
      "command": "uvx"
    }
  }
}
.vscode/mcp.json
{
  "mcpServers": {
    "hitl-finance-mcp": {
      "args": [
        "hitl-finance-mcp"
      ],
      "command": "uvx"
    }
  }
}

This one needs environment variables set before it will start: WEBULL_APP_KEY (Webull OpenAPI app key. Without it prices fall back to Yahoo and the account and order tools are unavailable; everything else still works.), WEBULL_APP_SECRET (Webull OpenAPI app secret. Signs every request; the app key alone cannot authenticate.), WEBULL_REGION_ID (Webull region: us, hk, jp, sg, th, my, uk, au, eu, br, mx, za.), WEBULL_ENVIRONMENT (prod trades the real account. paper repoints the ENTIRE client at Webull's sandbox, quotes included, and needs separate sandbox credentials — production keys return 401 there.), FINANCE_BROKER (Which broker adapter the account and order tools use, and where prices come from: webull, saxo or ibkr. Only the tools the configured broker can serve are registered, so the tool list never advertises one that would refuse. Webull is the only adapter that has been run against a live account; saxo and ibkr are written from published documentation and say so in every result they produce.), SAXO_ACCESS_TOKEN (Only for FINANCE_BROKER=saxo. A 24-hour simulation token comes from Saxo's Developer Portal with no approval process and no live money; live access needs the OAuth2 code flow. UNVERIFIED ADAPTER.), SAXO_ENVIRONMENT (sim or live. Selects Saxo's simulation gateway or the live one.), IBKR_BASE_URL (Only for FINANCE_BROKER=ibkr. This is the Client Portal Web API, not the TWS socket API: run IBKR's Client Portal Gateway and log in at https://localhost:5000 in a browser first. A paper account works and is the better choice. UNVERIFIED ADAPTER.), IBKR_TLS_INSECURE (Set to 1 to accept the Client Portal Gateway's self-signed certificate unverified, or point IBKR_CACERT at it instead. This is a decision about the connection carrying your orders, so it is never made for you.), SEC_USER_AGENT (A descriptive User-Agent with a real contact address, e.g. 'Jane Doe ([email protected])'. The SEC's fair-access policy requires it and the filings tools refuse to send requests without one rather than risk an IP ban.), BLS_API_KEY (Optional. BLS allows 25 macro queries a day without a key; a free key raises it to 500 and extends history from 10 to 20 years.). The author declared them in the registry entry; get the values from the project itself.

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Finance MCP — questions

Answers built from our own checks of this server.

Why is there no uptime for Finance MCP?
Finance MCP runs on your own machine over stdio — there is no network address to reach, so uptime cannot be measured for it by anyone. What can be measured is adoption: the pypi package hitl-finance-mcp was installed 158 times last week.
How do I connect Finance MCP?
Copy the ready config from this page — we generate it for Claude Code, Claude Desktop, Codex, Cursor and VS Code, each with the file path that client actually reads. It runs locally, so the command pulls hitl-finance-mcp straight from pypi; nothing to host, nothing to sign up for.
How many people use Finance MCP?
The pypi package hitl-finance-mcp was installed 158 times in the last week. Week over week that is +2%. We show installs rather than GitHub stars on purpose: a star is a bookmark, an install is someone actually running it.
Is Finance MCP open source?
Yes — it is published under the MIT licence, written in Python and 3 stars on GitHub. The source link is on this page, so you can read exactly what it does with your data before you connect it.