Finance MCP
Market data, SEC filings and risk tools for Webull, Saxo and IBKR. Only you can send an order.
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-wireVerdict not yet evaluated for this tool. The semantic screen takes adversarial cases first; coverage rolls out as the corpus expands (15/150 labels to graduation). The deterministic conformance probe is built but has not yet run on the public corpus, so a recorded verdict here is REVIEW or UNVERIFIED, never a clearing ALLOW. Until a verdict is recorded, an agent should treat this tool as not-yet-cleared and fall back to its own checks. Method: the eval, four-state verdict, honest limits.
Own this server? Screen its description →
That verdict was true at screening time (snapshot 2026-08-11).
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
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.
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Solana-native MCP gateway for SAP, DeFi tools, SNS identity, and x402 payments.
Merchant trust verification for agentic commerce. Verify any merchant before autonomous payment.