MCP Server for Financial Data

Connect Claude Desktop, Cursor IDE, and other MCP clients to filing-backed financial data, quotes, price history, and SEC metadata through one remote MCP endpoint.

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Built for High-Intent MCP Workflows

This page targets practical integration intent such as Claude desktop MCP finance and Cursor IDE financial data plugin setups.

Claude Desktop MCP finance
Use OAuth-enabled remote MCP to let Claude call financial tools safely with user-level access controls.
Cursor IDE financial data plugin
Attach the remote MCP URL in Cursor and expose quote, statement, and filings tools to coding and research agents.
Agent-ready structured outputs
Every tool returns consistent JSON payloads designed for summaries, dashboards, and downstream automations.

Remote MCP Endpoint

Use this endpoint in MCP-compatible clients:

https://mcp.apifinance.ai/mcp

Agent Integration Guides

Connect common agent clients to ApiFinance AI MCP with copy-ready steps and config examples.

Desktop Agent

Claude Desktop / Claude Web

Settings -> Connectors

Open Settings and go to Connectors.
Click Add connector and paste the MCP URL.
Complete OAuth sign-in with your ApiFinance AI account.
Enable the connector in a new chat and call tools like get_quote or get_income_statements.

Config Example

Connector URL: https://mcp.apifinance.ai/mcp

Best for non-code workflows and rapid analyst prompts.

Terminal Agent

Claude Code

Terminal CLI setup

Run the MCP add command in your terminal.
Open Claude Code and run /mcp to confirm server discovery.
Finish OAuth in browser when prompted.
Start using financial tools directly in coding sessions.

Config Example

claude mcp add --transport http apifinance https://mcp.apifinance.ai/mcp

Great for repo-aware agent tasks and engineering workflows.

IDE Agent

Cursor

~/.cursor/mcp.json

Open or create ~/.cursor/mcp.json.
Add an apifinance server entry with the remote MCP URL.
Save the file and restart Cursor.
Verify tools appear in agent tool list and complete OAuth on first call.

Config Example

{
  "mcpServers": {
    "apifinance": {
      "url": "https://mcp.apifinance.ai/mcp"
    }
  }
}

Good fit for Cursor IDE financial data plugin-style setups.

VS Code Agent

Cline (VS Code)

Cline MCP server settings

Open Cline settings and navigate to MCP server configuration.
Create a remote HTTP MCP server named apifinance.
Set the URL to the ApiFinance MCP endpoint and save.
Approve OAuth and run a quick call such as get_sec_filings for validation.

Config Example

Server name: apifinance
Transport: http
URL: https://mcp.apifinance.ai/mcp

Useful when you want MCP tools inside VS Code planning and coding loops.

IDE Agent

Windsurf

Windsurf MCP / Tools configuration

Open MCP tool settings in Windsurf.
Add a new remote MCP server entry.
Paste the ApiFinance MCP URL and save.
Run a simple prompt to confirm tool discovery and response shape.

Config Example

Remote MCP URL: https://mcp.apifinance.ai/mcp

Ideal for chat-plus-code agent sessions with finance data tools.

Custom Runtime

Other MCP-Compatible Agents

Any client that supports OAuth + remote MCP over HTTP

Register an MCP server named apifinance in your client.
Use the remote URL and HTTP transport.
Trigger first tool call and complete OAuth login flow.
Pin allowed tools if your runtime supports tool policy controls.

Config Example

name: apifinance
transport: http
url: https://mcp.apifinance.ai/mcp

Works for custom agent shells and orchestrators that implement MCP.

Common Financial MCP Use Cases

Connect once and let your assistant call focused tools for research and monitoring.

Screen companies and resolve symbols
Use search_stocks before calling profile or statement endpoints to avoid symbol mismatches.
Run statement comparisons across periods
Pull annual or quarterly statements and compare trends in revenue, margins, and cash generation.
Track SEC filing timelines
Fetch filing metadata such as accession number, filing date, and filing URL for compliance and audit-ready SEC filings API workflows.
JSON for LLM reasoning
Use predictable and compact JSON outputs to reduce prompt noise and improve deterministic agent chains.

Continue to Implementation

Use the setup guide and technical docs to complete production rollout.

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