financetoolkit 2.1.2__tar.gz → 2.1.3__tar.gz

{financetoolkit-2.1.2 → financetoolkit-2.1.3}/.gitignore

@@ -26,6 +26,9 @@ debugging.py
 .claude/
 *.sh
 
+# Claude
+CLAUDE.md
+
 # Specific files for the MCP Bundle
 !financetoolkit/mcp_server/mcpb/build-mcpb.sh
 

{financetoolkit-2.1.2 → financetoolkit-2.1.3}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: financetoolkit
-Version: 2.1.2
+Version: 2.1.3
 Summary: Transparent and Efficient Financial Analysis
 Author: Jeroen Bouma
 License: MIT
@@ -58,18 +58,14 @@ Beyond Equities, it supports Options, Currencies, Cryptocurrencies, ETFs, Mutual
 Complementing this is the [Finance Database 🌎](https://github.com/JerBouma/FinanceDatabase), a database featuring 300.000+ symbols containing Equities, ETFs, Funds, Indices, Currencies, Cryptocurrencies and Money Markets. By utilising both, it is possible to do a fully-fledged competitive analysis with the tickers found from the FinanceDatabase inputted into the FinanceToolkit.
 
 ___
-**🔌 The Finance Toolkit is also available as a hosted [MCP Server](https://www.jeroenbouma.com/projects/financetoolkit/mcp)**
+**🔌 The Finance Toolkit is also available as an [MCP Server](https://www.jeroenbouma.com/projects/financetoolkit/mcp)**
 
-Simply point any MCP-compatible AI assistant (like *Claude, GitHub Copilot, Cursor, or Windsurf*) to:
+Query 200+ metrics from Claude, Copilot, Cursor, Windsurf or any MCP-compatible client without writing code.
 
-`https://financetoolkit.jeroenbouma.com/mcp`
+- **Hosted:** connect to `https://financetoolkit.jeroenbouma.com/mcp` — OAuth handles the rest on first use.
+- **Local:** `uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup` — sets up your client config and API key automatically. See [MCP Server Documentation](https://www.jeroenbouma.com/projects/financetoolkit/mcp#local-clients) for manual setup.
 
-Key features:
-* **⚡ No Local Installation Required:** The server runs completely in the cloud.
-* **🔐 Secure OAuth:** Authenticates safely on your very first connection.
-* **📊 Conversational Data:** Query over 200+ financial metrics naturally.
-
-Also available on [Smithery](https://smithery.ai/servers/jer-bouma/financetoolkit), [Glama](https://glama.ai/mcp/servers/JerBouma/FinanceToolkit),[ MCP Servers](https://mcpservers.org/servers/jerbouma/financetoolkit) and more.
+Also on [Smithery](https://smithery.ai/servers/jer-bouma/financetoolkit), [Glama](https://glama.ai/mcp/servers/JerBouma/FinanceToolkit), [MCP Servers](https://mcpservers.org/servers/jerbouma/financetoolkit) and more.
 ___
 
 # Table of Contents
@@ -3124,32 +3120,48 @@ This returns a rather large DataFrame so to keep it concise, only the first 5 ti
 
 # MCP Server
 
-The Finance Toolkit MCP Server exposes 200+ financial metrics, models, and economic indicators directly to any AI assistant that supports the Model Context Protocol including Claude Desktop & Code, GitHub Copilot, Cursor and Windsurf.
+The Finance Toolkit MCP Server exposes 200+ financial metrics, models, and economic indicators directly to any AI assistant that supports the [Model Context Protocol](https://modelcontextprotocol.io) (MCP). Ask questions in plain English — the AI fetches live financial data on your behalf, backed by the transparent, open-source calculation methods of the Finance Toolkit.
 
-**Option 1: Remote server (all clients, no installation):** Connect directly to the hosted server. Nothing needs to be installed locally. On first connection your client opens an OAuth consent page asking for your FMP API key; enter it once and the server handles authentication from there. Add the URL as a remote HTTP MCP server in your client's settings or config file.
+See an example of the Finance Toolkit MCP server in action in Claude Desktop below:
 
-___
-<b><div align="center">MCP Server URL: <code>https://financetoolkit.jeroenbouma.com/mcp</code></div></b>
-___
+https://github.com/user-attachments/assets/96ad5288-d83d-4497-a345-1841c48c29d5
 
+### Remote server
 
-**Option 2: One-click install (Claude Desktop):** Download the MCP Bundle and open it with Claude Desktop. An installation dialog will appear and prompt you for your API key. No terminal required.
+Connect directly to the hosted server at `https://financetoolkit.jeroenbouma.com/mcp`. Nothing needs to be installed locally. On first connection your client opens an OAuth consent page asking for your FMP API key; enter it once and the server handles authentication from there.
 
-___
-<b><div align="center">Download the Finance Toolkit MCP Bundle <a href="https://github.com/JerBouma/FinanceToolkit/releases/latest/download/financetoolkit.mcpb">here</a>.</div></b>
-___
+| Client | Steps |
+|:---|:---|
+| **Claude Desktop** | Customize → Connectors → Add custom connector → paste the URL |
+| **Claude.ai** | Customize → Connectors → Add custom connector → paste the URL |
+| **Claude Code** | `claude mcp add --transport http finance-toolkit https://financetoolkit.jeroenbouma.com/mcp` |
+| **VS Code** | Command Palette → MCP: Add Server → HTTP → paste the URL |
+| **Cursor** | Settings → Features → MCP Servers → Add new → http → paste the URL |
+| **Windsurf** | Settings → MCP Servers → Add Server → Remote/HTTP → paste the URL |
 
-**Option 3: Local installation (all clients):** Run the one-line setup wizard and it will configure your AI client automatically:
+### Local installation
 
-```
+Run the setup wizard — it locates your client's config file and writes the MCP entry automatically, including the API key:
+
+```bash
 uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup
 ```
 
-After running this command the wizard will launch and walk you through the rest of the setup interactively. For more information, see the [MCP Documentation](https://www.jeroenbouma.com/projects/financetoolkit/mcp) which also contains example prompts to get you started.
-
-See an example of the Finance Toolkit MCP server in action in Claude Desktop below:
+For manual config, add the following to your client's MCP config file (e.g. `claude_desktop_config.json`, `.cursor/mcp.json`, `.vscode/mcp.json`):
+
+```json
+{
+  "mcpServers": {
+    "finance-toolkit": {
+      "command": "uvx",
+      "args": ["--from", "financetoolkit[mcp]", "financetoolkit-mcp"],
+      "env": { "FINANCIAL_MODELING_PREP_API_KEY": "YOUR_API_KEY_HERE" }
+    }
+  }
+}
+```
 
-https://github.com/user-attachments/assets/96ad5288-d83d-4497-a345-1841c48c29d5
+Alternatively, download the [Finance Toolkit MCPB bundle](https://github.com/JerBouma/FinanceToolkit/releases/latest/download/financetoolkit.mcpb) and open it with Claude Desktop. An installation dialog will prompt for your FMP API key.
 
 # Questions & Answers
 

{financetoolkit-2.1.2 → financetoolkit-2.1.3}/README.md

@@ -24,18 +24,14 @@ Beyond Equities, it supports Options, Currencies, Cryptocurrencies, ETFs, Mutual
 Complementing this is the [Finance Database 🌎](https://github.com/JerBouma/FinanceDatabase), a database featuring 300.000+ symbols containing Equities, ETFs, Funds, Indices, Currencies, Cryptocurrencies and Money Markets. By utilising both, it is possible to do a fully-fledged competitive analysis with the tickers found from the FinanceDatabase inputted into the FinanceToolkit.
 
 ___
-**🔌 The Finance Toolkit is also available as a hosted [MCP Server](https://www.jeroenbouma.com/projects/financetoolkit/mcp)**
+**🔌 The Finance Toolkit is also available as an [MCP Server](https://www.jeroenbouma.com/projects/financetoolkit/mcp)**
 
-Simply point any MCP-compatible AI assistant (like *Claude, GitHub Copilot, Cursor, or Windsurf*) to:
+Query 200+ metrics from Claude, Copilot, Cursor, Windsurf or any MCP-compatible client without writing code.
 
-`https://financetoolkit.jeroenbouma.com/mcp`
+- **Hosted:** connect to `https://financetoolkit.jeroenbouma.com/mcp` — OAuth handles the rest on first use.
+- **Local:** `uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup` — sets up your client config and API key automatically. See [MCP Server Documentation](https://www.jeroenbouma.com/projects/financetoolkit/mcp#local-clients) for manual setup.
 
-Key features:
-* **⚡ No Local Installation Required:** The server runs completely in the cloud.
-* **🔐 Secure OAuth:** Authenticates safely on your very first connection.
-* **📊 Conversational Data:** Query over 200+ financial metrics naturally.
-
-Also available on [Smithery](https://smithery.ai/servers/jer-bouma/financetoolkit), [Glama](https://glama.ai/mcp/servers/JerBouma/FinanceToolkit),[ MCP Servers](https://mcpservers.org/servers/jerbouma/financetoolkit) and more.
+Also on [Smithery](https://smithery.ai/servers/jer-bouma/financetoolkit), [Glama](https://glama.ai/mcp/servers/JerBouma/FinanceToolkit), [MCP Servers](https://mcpservers.org/servers/jerbouma/financetoolkit) and more.
 ___
 
 # Table of Contents
@@ -3090,32 +3086,48 @@ This returns a rather large DataFrame so to keep it concise, only the first 5 ti
 
 # MCP Server
 
-The Finance Toolkit MCP Server exposes 200+ financial metrics, models, and economic indicators directly to any AI assistant that supports the Model Context Protocol including Claude Desktop & Code, GitHub Copilot, Cursor and Windsurf.
+The Finance Toolkit MCP Server exposes 200+ financial metrics, models, and economic indicators directly to any AI assistant that supports the [Model Context Protocol](https://modelcontextprotocol.io) (MCP). Ask questions in plain English — the AI fetches live financial data on your behalf, backed by the transparent, open-source calculation methods of the Finance Toolkit.
 
-**Option 1: Remote server (all clients, no installation):** Connect directly to the hosted server. Nothing needs to be installed locally. On first connection your client opens an OAuth consent page asking for your FMP API key; enter it once and the server handles authentication from there. Add the URL as a remote HTTP MCP server in your client's settings or config file.
+See an example of the Finance Toolkit MCP server in action in Claude Desktop below:
 
-___
-<b><div align="center">MCP Server URL: <code>https://financetoolkit.jeroenbouma.com/mcp</code></div></b>
-___
+https://github.com/user-attachments/assets/96ad5288-d83d-4497-a345-1841c48c29d5
 
+### Remote server
 
-**Option 2: One-click install (Claude Desktop):** Download the MCP Bundle and open it with Claude Desktop. An installation dialog will appear and prompt you for your API key. No terminal required.
+Connect directly to the hosted server at `https://financetoolkit.jeroenbouma.com/mcp`. Nothing needs to be installed locally. On first connection your client opens an OAuth consent page asking for your FMP API key; enter it once and the server handles authentication from there.
 
-___
-<b><div align="center">Download the Finance Toolkit MCP Bundle <a href="https://github.com/JerBouma/FinanceToolkit/releases/latest/download/financetoolkit.mcpb">here</a>.</div></b>
-___
+| Client | Steps |
+|:---|:---|
+| **Claude Desktop** | Customize → Connectors → Add custom connector → paste the URL |
+| **Claude.ai** | Customize → Connectors → Add custom connector → paste the URL |
+| **Claude Code** | `claude mcp add --transport http finance-toolkit https://financetoolkit.jeroenbouma.com/mcp` |
+| **VS Code** | Command Palette → MCP: Add Server → HTTP → paste the URL |
+| **Cursor** | Settings → Features → MCP Servers → Add new → http → paste the URL |
+| **Windsurf** | Settings → MCP Servers → Add Server → Remote/HTTP → paste the URL |
 
-**Option 3: Local installation (all clients):** Run the one-line setup wizard and it will configure your AI client automatically:
+### Local installation
 
-```
+Run the setup wizard — it locates your client's config file and writes the MCP entry automatically, including the API key:
+
+```bash
 uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup
 ```
 
-After running this command the wizard will launch and walk you through the rest of the setup interactively. For more information, see the [MCP Documentation](https://www.jeroenbouma.com/projects/financetoolkit/mcp) which also contains example prompts to get you started.
-
-See an example of the Finance Toolkit MCP server in action in Claude Desktop below:
+For manual config, add the following to your client's MCP config file (e.g. `claude_desktop_config.json`, `.cursor/mcp.json`, `.vscode/mcp.json`):
+
+```json
+{
+  "mcpServers": {
+    "finance-toolkit": {
+      "command": "uvx",
+      "args": ["--from", "financetoolkit[mcp]", "financetoolkit-mcp"],
+      "env": { "FINANCIAL_MODELING_PREP_API_KEY": "YOUR_API_KEY_HERE" }
+    }
+  }
+}
+```
 
-https://github.com/user-attachments/assets/96ad5288-d83d-4497-a345-1841c48c29d5
+Alternatively, download the [Finance Toolkit MCPB bundle](https://github.com/JerBouma/FinanceToolkit/releases/latest/download/financetoolkit.mcpb) and open it with Claude Desktop. An installation dialog will prompt for your FMP API key.
 
 # Questions & Answers
 

{financetoolkit-2.1.2 → financetoolkit-2.1.3}/financetoolkit/helpers.py

@@ -315,7 +315,7 @@ def enrich_historical_data(
     historical_data["Cumulative Return"] = pd.Series(np.nan).astype(float)
 
     historical_data.loc[start:end, "Cumulative Return"] = (
-        1.0 + adjusted_return
+        1.0 + adjusted_return.fillna(0)
     ).cumprod()
 
     return historical_data

{financetoolkit-2.1.2 → financetoolkit-2.1.3}/financetoolkit/historical_model.py

@@ -374,7 +374,7 @@ def convert_daily_to_other_period(
             period_historical_data["Adj Close"]
             / period_historical_data["Adj Close"].shift()
             - 1
-        )
+        ).replace([np.inf, -np.inf], np.nan)
 
         # Volatility is calculated as the daily volatility multiplied by the
         # square root of the number of trading days (252)
@@ -404,7 +404,9 @@ def convert_daily_to_other_period(
         adjusted_return = period_historical_data.loc[start:end, "Return"].copy()
         adjusted_return.iloc[0] = 0
 
-        period_historical_data["Cumulative Return"] = (1 + adjusted_return).cumprod()
+        period_historical_data["Cumulative Return"] = (
+            1 + adjusted_return.fillna(0)
+        ).cumprod()
         period_historical_data["Cumulative Return"] = period_historical_data[
             "Cumulative Return"
         ].fillna(1)

{financetoolkit-2.1.2 → financetoolkit-2.1.3}/financetoolkit/mcp_server/config.yaml

@@ -490,6 +490,30 @@ tool_groups:
     use_direct_methods:   true
 
 
+# ──────────────────────────────────────────────────────────────────────────────
+# Utility tools (search / discovery helpers — not router groups)
+# These are registered by UtilityToolRegistry in tools_model.py.
+# Listed here so build-mcpb.sh can include them in the manifest without
+# hard-coding them in the build script.
+#
+# summary (optional on any tool): Short description used in the mcpb
+# marketplace listing. Falls back to description if absent. description is
+# the AI-facing prompt hint and may be verbose.
+# ──────────────────────────────────────────────────────────────────────────────
+utility_tools:
+  - tool_name: "search_categories"
+    description: "List all available metric categories with tool counts and descriptions."
+
+  - tool_name: "search_by_category"
+    description: "List all metrics within a specific category by name."
+
+  - tool_name: "search_metrics"
+    description: "Fuzzy keyword search across all 200+ available metrics."
+
+  - tool_name: "search_instruments"
+    description: "Look up ticker symbols by company name, ISIN, CIK, CUSIP, or keyword."
+
+
 # ──────────────────────────────────────────────────────────────────────────────
 # Blocked period values per tool
 # Some tool groups cannot meaningfully compute results at "daily" granularity

financetoolkit-2.1.3/financetoolkit/mcp_server/mcpb/LICENSE

@@ -0,0 +1,21 @@
+MIT License
+
+Copyright (c) 2025 Jeroen Bouma
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

financetoolkit-2.1.3/financetoolkit/mcp_server/mcpb/build-mcpb.sh

@@ -0,0 +1,69 @@
+#!/usr/bin/env bash
+# Builds financetoolkit.mcpb and places it in dist/.
+set -euo pipefail
+
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+BUNDLE_DIR="$SCRIPT_DIR"
+REPO_ROOT="$(cd "$SCRIPT_DIR/../../.." && pwd)"
+OUTPUT_DIR="$REPO_ROOT/dist"
+
+# Read version from the root pyproject.toml — single source of truth.
+VERSION=$(python3 -c "
+import tomllib
+with open('$REPO_ROOT/pyproject.toml', 'rb') as f:
+    print(tomllib.load(f)['project']['version'])
+")
+echo "Version: $VERSION"
+
+OUTPUT_FILE="$OUTPUT_DIR/financetoolkit.mcpb"
+
+# Stamp version into pyproject.toml (package version + pinned dependency).
+python3 -c "
+import re, pathlib
+p = pathlib.Path('$BUNDLE_DIR/pyproject.toml')
+content = p.read_text()
+content = re.sub(r'(?m)^version = \".*\"', 'version = \"$VERSION\"', content)
+content = re.sub(r'\"financetoolkit\[mcp\]==.*\"', '\"financetoolkit[mcp]==$VERSION\"', content)
+p.write_text(content)
+"
+
+# Regenerate manifest.json from config.yaml — single source of truth.
+# Reads tool_groups and utility_tools; stamps version; writes manifest.json.
+echo "Syncing manifest.json from config.yaml..."
+CONFIG_YAML="$REPO_ROOT/financetoolkit/mcp_server/config.yaml" \
+MANIFEST_JSON="$BUNDLE_DIR/manifest.json" \
+VERSION="$VERSION" \
+uv run --with pyyaml --no-project python3 << 'PYEOF'
+import json, os, pathlib, yaml
+
+config  = yaml.safe_load(pathlib.Path(os.environ["CONFIG_YAML"]).read_text())
+mpath   = pathlib.Path(os.environ["MANIFEST_JSON"])
+manifest = json.loads(mpath.read_text())
+
+def _entry(group):
+    return {
+        "name": group["tool_name"],
+        "description": group.get("summary", group["description"]),
+    }
+
+tools  = [_entry(g) for g in config.get("tool_groups", [])]
+tools += [_entry(u) for u in config.get("utility_tools", [])]
+
+manifest["version"] = os.environ["VERSION"]
+manifest["tools"]   = tools
+mpath.write_text(json.dumps(manifest, indent=2) + "\n")
+print(f"  {len(tools)} tools written, version {os.environ['VERSION']}.")
+PYEOF
+
+mkdir -p "$OUTPUT_DIR"
+
+cd "$BUNDLE_DIR"
+mcpb pack .
+BUNDLE_FILE=$(ls "$BUNDLE_DIR"/*.mcpb 2>/dev/null | head -1)
+mv "$BUNDLE_FILE" "$OUTPUT_FILE"
+
+echo ""
+echo "Bundle written to $OUTPUT_FILE"
+echo ""
+echo "To install: open $OUTPUT_FILE with Claude Desktop."
+echo "To publish: attach $OUTPUT_FILE to a GitHub release."

financetoolkit-2.1.3/financetoolkit/mcp_server/mcpb/manifest.json

@@ -0,0 +1,178 @@
+{
+  "manifest_version": "0.4",
+  "name": "finance-toolkit",
+  "display_name": "Finance Toolkit",
+  "version": "2.1.3",
+  "description": "Give AI assistants access to 200+ financial metrics calculated transparently from raw financial statements, not pulled from third-party endpoints.",
+  "long_description": "The Finance Toolkit gives AI assistants access to 200+ financial metrics calculated transparently from raw financial statements. This includes financial statements, historical prices, analyst estimates, 80+ fundamental ratios, 30+ technical indicators, 20+ risk and performance metrics, and 50+ macro and fixed income indicators.\n\nA Financial Modeling Prep API key is required to access 30+ years of financial data. Obtain one at [jeroenbouma.com/fmp](https://jeroenbouma.com/fmp). Authenticate once via OAuth, no key is stored on the server. Rate limit fallback to Yahoo Finance is built in, and macro databases from OECD and GMDB are accessed independently.",
+  "author": {
+    "name": "Jeroen Bouma",
+    "email": "jer.bouma@gmail.com",
+    "url": "https://www.jeroenbouma.com"
+  },
+  "icon": "finance_toolkit_icon.png",
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/JerBouma/FinanceToolkit"
+  },
+  "homepage": "https://www.jeroenbouma.com/projects/financetoolkit/mcp",
+  "documentation": "https://www.jeroenbouma.com/projects/financetoolkit/mcp",
+  "support": "https://github.com/JerBouma/FinanceToolkit/issues",
+  "license": "MIT",
+  "keywords": [
+    "finance",
+    "financial",
+    "stocks",
+    "equities",
+    "ratios",
+    "economics",
+    "indicators",
+    "options",
+    "fixed-income",
+    "technical-analysis",
+    "risk",
+    "performance",
+    "esg"
+  ],
+  "server": {
+    "type": "uv",
+    "entry_point": "financetoolkit/mcp_server/mcp_controller.py",
+    "mcp_config": {
+      "command": "uv",
+      "args": [
+        "run",
+        "--directory",
+        "${__dirname}",
+        "-m",
+        "financetoolkit.mcp_server.mcp_controller"
+      ],
+      "env": {
+        "FINANCIAL_MODELING_PREP_API_KEY": "${user_config.api_key}"
+      }
+    }
+  },
+  "user_config": {
+    "api_key": {
+      "type": "string",
+      "title": "Financial Modeling Prep API Key",
+      "description": "Obtain a key at  https://www.jeroenbouma.com/fmp",
+      "required": true,
+      "sensitive": true
+    }
+  },
+  "tools": [
+    {
+      "name": "efficiency",
+      "description": "Pre-computed efficiency ratios (asset turnover, inventory turnover, days sales outstanding, days payable outstanding, cash conversion cycle). Requires tickers='AAPL' \u2014 use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date."
+    },
+    {
+      "name": "liquidity",
+      "description": "Pre-computed liquidity ratios (current ratio, quick ratio, cash ratio, working capital). Requires tickers='AAPL' \u2014 use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date."
+    },
+    {
+      "name": "profitability",
+      "description": "Pre-computed profitability ratios (gross margin, operating margin, net margin, ROE, ROA, ROIC, ROCE). Requires tickers='AAPL' \u2014 use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date."
+    },
+    {
+      "name": "solvency",
+      "description": "Pre-computed solvency ratios (debt-to-equity, interest coverage, debt-to-assets, net debt to EBITDA). Requires tickers='AAPL' \u2014 use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date."
+    },
+    {
+      "name": "valuation",
+      "description": "Pre-computed valuation ratios (P/E, EPS, EV/EBITDA, EV/EBIT, P/B, P/S, PEG, dividend yield, FCF yield, market cap). Requires tickers='AAPL' \u2014 use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date."
+    },
+    {
+      "name": "breadth",
+      "description": "Market breadth technical indicators (McClellan Oscillator, OBV, Advance/Decline Line, Chaikin). Applied to price data automatically \u2014 no need to fetch prices first. Requires tickers='AAPL' \u2014 use comma-separated values for multiple tickers."
+    },
+    {
+      "name": "momentum",
+      "description": "Momentum technical indicators (RSI, MACD, Stochastic Oscillator, Williams %R, Aroon). Applied to price data automatically \u2014 no need to fetch prices first. Requires tickers='AAPL' \u2014 use comma-separated values for multiple tickers."
+    },
+    {
+      "name": "overlap",
+      "description": "Overlap technical indicators (SMA, EMA, Bollinger Bands, Keltner Channels). Applied to price data automatically \u2014 no need to fetch prices first. Requires tickers='AAPL' \u2014 use comma-separated values for multiple tickers."
+    },
+    {
+      "name": "volatility",
+      "description": "Volatility technical indicators (ATR, True Range). Applied to price data automatically \u2014 no need to fetch prices first. Requires tickers='AAPL' \u2014 use comma-separated values for multiple tickers."
+    },
+    {
+      "name": "models",
+      "description": "Pre-computed financial models (WACC, DuPont analysis, Altman Z-Score, Piotroski F-Score, intrinsic value/DCF). Requires tickers='AAPL' \u2014 use comma-separated values for multiple tickers. Supports quarterly=true and start_date/end_date."
+    },
+    {
+      "name": "performance",
+      "description": "Pre-computed risk-adjusted performance metrics (Sharpe ratio, Sortino ratio, Alpha, Beta, CAPM, Fama-French factors). Requires tickers='AAPL' \u2014 use comma-separated values for multiple tickers. Does NOT support period='daily'; use weekly, monthly, quarterly, or yearly instead."
+    },
+    {
+      "name": "risk",
+      "description": "Pre-computed risk metrics (VaR, CVaR, GARCH volatility, max drawdown, skewness, kurtosis). Requires tickers='AAPL' \u2014 use comma-separated values for multiple tickers. Does NOT support period='daily'; use weekly, monthly, quarterly, or yearly instead."
+    },
+    {
+      "name": "options",
+      "description": "Option pricing and Greeks (Black-Scholes model, binomial tree, delta, gamma, theta, vega, rho, implied volatility). Requires tickers='AAPL' \u2014 use comma-separated values for multiple tickers."
+    },
+    {
+      "name": "government",
+      "description": "Government fiscal metrics by country (debt, deficit, expenditure, revenue, tax revenue, trust in government). Requires countries='United States' \u2014 use comma-separated values for multiple countries. Do NOT use tickers= for this tool. Supports start_date/end_date and quarterly=true."
+    },
+    {
+      "name": "macroeconomics",
+      "description": "Macroeconomic indicators by country (GDP, CPI, inflation rate, trade balance, imports, exports, investment, consumption, business/consumer confidence, house prices, rent prices, exchange rates). Requires countries='United States' \u2014 use comma-separated values for multiple countries. Do NOT use tickers= for this tool. Supports start_date/end_date and quarterly=true."
+    },
+    {
+      "name": "environment",
+      "description": "Environmental and ESG data. For ESG scores (E, S, G ratings) use tickers='AAPL'. For carbon footprint and renewable energy data use countries='United States'. This is the only tool that accepts BOTH tickers= and countries= depending on the indicator."
+    },
+    {
+      "name": "jobs",
+      "description": "Labour and social metrics by country (unemployment rate, labour productivity, population statistics, poverty rate, income inequality). Requires countries='United States' \u2014 use comma-separated values for multiple countries. Do NOT use tickers= for this tool. Supports start_date/end_date and quarterly=true."
+    },
+    {
+      "name": "rates",
+      "description": "Interest rate data (central bank policy rates, short/long-term rates, government bond yields, ICE BofA corporate bond series, EURIBOR, ECB rates, Federal Reserve rates). Requires countries='United States' \u2014 use comma-separated values for multiple countries. Do NOT use tickers= for this tool. Supports start_date/end_date and quarterly=true."
+    },
+    {
+      "name": "fixed_income",
+      "description": "Bond and derivative valuation calculations (bond duration, present value, yield-to-maturity, derivative pricing). No tickers or countries needed \u2014 provide bond/derivative parameters (e.g. face_value, coupon_rate, maturity) directly as arguments."
+    },
+    {
+      "name": "discovery",
+      "description": "Market discovery tools (lists of stocks/ETFs/cryptocurrencies, stock screener, gainers, losers, sector performance, earnings/dividend calendars). No tickers or countries needed."
+    },
+    {
+      "name": "market_data",
+      "description": "Raw financial data (historical prices, income statement, balance sheet, cash flow statement, company profile, quotes, analyst estimates, dividend/earnings calendars, statistics). Use this ONLY for raw data needs \u2014 for pre-computed ratios, performance, risk, or model metrics use the dedicated tools instead. Requires tickers='AAPL' \u2014 use comma-separated values for multiple tickers."
+    },
+    {
+      "name": "search_categories",
+      "description": "List all available metric categories with tool counts and descriptions."
+    },
+    {
+      "name": "search_by_category",
+      "description": "List all metrics within a specific category by name."
+    },
+    {
+      "name": "search_metrics",
+      "description": "Fuzzy keyword search across all 200+ available metrics."
+    },
+    {
+      "name": "search_instruments",
+      "description": "Look up ticker symbols by company name, ISIN, CIK, CUSIP, or keyword."
+    }
+  ],
+  "compatibility": {
+    "platforms": [
+      "darwin",
+      "linux",
+      "win32"
+    ],
+    "runtimes": {
+      "python": ">=3.10"
+    }
+  },
+  "privacy_policies": [
+    "https://site.financialmodelingprep.com/privacy-policy"
+  ]
+}

{financetoolkit-2.1.2 → financetoolkit-2.1.3}/financetoolkit/mcp_server/mcpb/pyproject.toml

@@ -1,8 +1,8 @@
 [project]
 name = "finance-toolkit-mcp"
-version = "2.1.1"
+version = "2.1.3"
 description = "Finance Toolkit MCP Server"
 requires-python = ">=3.10"
 dependencies = [
-    "financetoolkit[mcp]",
+    "financetoolkit[mcp]==2.1.3",
 ]

{financetoolkit-2.1.2 → financetoolkit-2.1.3}/financetoolkit/mcp_server/registry_controller.py

@@ -705,7 +705,6 @@ class ToolRegistry:
                 annotations=ToolAnnotations(
                     title=spec.display_name,
                     readOnlyHint=True,
-                    destructiveHint=False,
                     idempotentHint=True,
                     openWorldHint=True,
                 ),

{financetoolkit-2.1.2 → financetoolkit-2.1.3}/financetoolkit/mcp_server/tools_model.py

@@ -97,7 +97,6 @@ class UtilityToolRegistry:
         """
         _utility_annotations = ToolAnnotations(
             readOnlyHint=True,
-            destructiveHint=False,
             idempotentHint=True,
             openWorldHint=False,
         )