Finance MCP
Market data, SEC filings and risk tools for Webull, Saxo and IBKR. Only you can send an order.
The current version, v0.3.1, was published to the official MCP registry on 2026-08-12. It is distributed as hitl-finance-mcp on PyPI, filed under Finance & Payments by this index, and declares 11 environment variables. Removals and unreachable sources are measured across every server this index tracks, contract drift across the servers that answer in consecutive snapshots; the index's current counts put this record in context.
Using Finance MCP in Claude, Cursor, Gemini CLI, Cline, or Zed?
MCP tool contracts can change remotely with no version bump. The mcpindex gate pins each contract and HOLDs the call when it drifts-before your agent acts. Zero credentials. This is not the package install for this server itself (use Install this server for that).
Rewrites your MCP host config so each server launches behind the gate. Inspect first: curl -fsSL https://mcpindex.ai/install.sh | less
uv tool install mcpindex-gate && mcpindex-config-wireSemantic screen found no manipulation pattern in the description. Conformance probe not yet run.
mcpindex.integrity.descriptionpassINFOevidence“Declared capability, no hidden instructions”via static_description
- - Semantic screen only - the deterministic conformance probe has not run on this server
- - Confidence is reported but not yet calibrated (v1)
- - Screen reads the tool description, not the live behavior
- - advisory
- - registry description only no input schema
- - screen model 8b
- - Still current: the description we screened is unchanged, re-checked against the registry
- - The registry listing (version, packages, links) changed after this screen ran - the description we assessed did not
Semantic screen: an LLM judge reads the tool description for hidden instructions (status PARTIAL). A pass means the description is not lying, not that the tool is safe: a high-capability tool with an honest description still warrants caution. The deterministic conformance probe has not been run on this server yet, so the screen here is semantic-only. Posture: advisory. Confidences are reported but not yet calibrated (calibrated=false at v1). Full verdict history is not shown on this page.
Own this server? Screen its description →
That verdict was true at screening time (snapshot 2026-09-25).
Contracts can change after screening, with no version bump. The gate pins Finance MCP’s tool contracts on first sight and holds any silent change before your agent acts - the check that keeps being true on Tuesday.
See your first HOLD in 2 minutes →
Related: how to trust an MCP server · screen before install · silent contract drift
People vet a server before wiring it in. One line on your project site or docs answers that with an independent record: screening verdict, registry provenance, contract drift history. It stays current as new screens and drift events land.
[Independent trust record for Finance MCP](https://mcpindex.ai/server/io-github-blahaj-gif-hitl-finance-mcp) - screening verdict, registry provenance, and contract drift monitoring.<a href="https://mcpindex.ai/server/io-github-blahaj-gif-hitl-finance-mcp">Independent trust record for Finance MCP</a> - screening verdict, registry provenance, and contract drift monitoring.A live verdict badge for your README or listing. It reflects the current screen, links back here, and updates when the verdict does.
[](https://mcpindex.ai/server/io-github-blahaj-gif-hitl-finance-mcp)<a href="https://mcpindex.ai/server/io-github-blahaj-gif-hitl-finance-mcp"><img src="https://mcpindex.ai/api/v1/badge/io-github-blahaj-gif-hitl-finance-mcp" alt="mcpindex verdict" height="20" /></a>WEBULL_APP_KEYWebull OpenAPI app key. Without it prices fall back to Yahoo and the account and order tools are unavailable; everything else still works.
WEBULL_APP_SECRETWebull OpenAPI app secret. Signs every request; the app key alone cannot authenticate.
WEBULL_REGION_IDWebull region: us, hk, jp, sg, th, my, uk, au, eu, br, mx, za.
WEBULL_ENVIRONMENTprod 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_BROKERWhich 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_TOKENOnly 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_ENVIRONMENTsim or live. Selects Saxo's simulation gateway or the live one.
IBKR_BASE_URLOnly 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_INSECURESet 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_AGENTA descriptive User-Agent with a real contact address, e.g. 'Jane Doe (jane@example.com)'. 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_KEYOptional. 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.
AI staff accountant for QuickBooks: transactions, reports, receivables, payables, month-end close
30 finance, bookkeeping, legal-ops and SMB operations skill products. 6 of 8 tools free.
Merchant trust verification for agentic commerce. Verify any merchant before autonomous payment.