Financial MCP Server

A production-ready Model Context Protocol (MCP) server that enables AI assistants (Claude Desktop, ChatGPT Desktop) to query financial data from three different sources.

Features

• Exchange Rates - Real-time currency conversion using public API
• Stock Market Data - Live stock quotes via Alpha Vantage API
• Transaction Database - CSV-based local database with sample financial data
• Dual Mode - Runs locally (Stdio) or as a Web Service (SSE)

🌐 Live Demo

You can connect to the hosted server directly without installing anything.

Option 1: Claude Desktop (Visual)

1. Open similar dialog to "Add custom connector" (if available in your version).
2. Name: Financial Mcp Demo
3. URL: https://financial-mcp.el-hamdani.com/sse

<img width="538" height="397" alt="image" src="https://github.com/user-attachments/assets/d9c94152-8882-4d6f-9a52-3fe62146a2fd" />

Option 2: OpenAI / ChatGPT (Actions)

1. Click "New App" or "Add Action".
2. Name: Financial Mcp Demo
3. MCP Server URL: https://financial-mcp.el-hamdani.com/sse
4. Authentication: None / None (Public API)

<img width="450" height="679" alt="image" src="https://github.com/user-attachments/assets/6d5754e4-8946-4f5f-a35b-feccd2317de6" />

Option 3: Claude Desktop (Config File)

Add this to claude_desktop_config.json:

{
  "mcpServers": {
    "financial-mcp-demo": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-sse-client",
        "https://financial-mcp.el-hamdani.com/sse"
      ]
    }
  }
}

Quick Start

Installation

npm install
npm run build

Configuration

Claude Desktop

Add to your Claude Desktop configuration:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "financial-data": {
      "command": "node",
      "args": ["/absolute/path/to/financial-mcp-server/dist/index.js"],
      "env": {
        "ALPHA_VANTAGE_API_KEY": "your_api_key_here"
      }
    }
  }
}

Optional: Stock Market Data

To enable stock market tools, get a free API key from Alpha Vantage and add it to the configuration.

Available Tools

Exchange Rate Tools

Tool	Description
get_exchange_rate	Get exchange rate between two currencies
convert_currency	Convert an amount from one currency to another
get_multiple_rates	Get rates from one currency to multiple targets

Stock Market Tools

Tool	Description
get_stock_quote	Get current stock quote for a symbol
compare_stocks	Compare multiple stock quotes

Transaction Tools

Tool	Description
query_transactions	Search and filter financial transactions
get_spending_by_category	Get spending breakdown by category
get_spending_by_department	Get spending breakdown by department
compare_to_budget	Compare actual spending vs budget
get_top_vendors	Get top vendors by spending

Example Queries

Exchange Rates

• "What's the EUR to USD exchange rate?"
• "Convert 10,000 EUR to USD"
• "Show me rates from EUR to USD, GBP, JPY, CHF"

Transactions

• "What were our total expenses in Q4 2024?"
• "Show me all software purchases over 1,000 EUR"
• "Which department spent the most on travel?"
• "Are we over budget in any category?"
• "Who are our top 5 vendors?"

Stocks (requires API key)

• "What's Apple's current stock price?"
• "Compare Microsoft, Google, and Apple stocks"

Sample Data

The database includes 23 sample transactions across:

• Departments: Engineering, Sales, Marketing
• Categories: Software, Hardware, Travel, Marketing
• Time Period: Q4 2024 - Q1 2025

Project Structure

financial-mcp-server/
├── package.json
├── tsconfig.json
├── src/
│   ├── index.ts           # Main server entry
│   ├── types.ts           # TypeScript interfaces
│   ├── services/          # Data access layer
│   │   ├── exchangeRate.ts
│   │   ├── stockData.ts
│   │   └── database.ts
│   └── tools/             # MCP tool implementations
│       ├── exchangeRate.ts
│       ├── stockData.ts
│       └── transactions.ts
└── data/
    ├── transactions.csv
    └── budgets.csv

Development

# Build
npm run build

# Watch mode
npm run watch

License

MIT