Financial Reports MCP Server

🎬 Demo

<div align="center"> <img src="data/deutsche-bank-analysis.gif" alt="Demo: Deutsche Bank Analysis" width="600"> </div>

An MCP (Model Context Protocol) server for accessing the Financial Reports API, providing tools and resources to access company financial filings, industry classifications, and related data.

Features

• Search for companies by name, country, or sector
• Get detailed company information
• Access latest financial filings
• Look up industry classifications
• Get filing details and content

Prerequisites

• Python 3.11+
• Docker (recommended)
• FastMCP (if running locally)
• dotenv for environment variable management (if running locally)

Note: The server now uses only the real Financial Reports API. All mock API logic and configuration has been removed for simplicity and reliability.

🚀 Getting Started

There are multiple ways to run this MCP server. Choose one of the following:

Option 1: Docker (Recommended)

Docker is the recommended way to run the MCP server for reproducibility, isolation, and ease of use.

# Build (once)
docker build -t financial-reports-mcp .

# Run
docker run --rm -i \
  -e API_KEY=your_api_key_here \
  -e API_BASE_URL=https://api.financialreports.eu/ \
  -e MCP_TRANSPORT=stdio \
  financial-reports-mcp:latest

For Docker Compose users:

# Copy and configure .env
echo "Copy .env.example to .env and fill in secrets"
cp .env.example .env
# Start services
docker-compose up

For Claude Desktop, use the following configuration. Pass secrets as -e arguments in args for maximum compatibility and security:

{
  "mcpServers": {
    "financial-reports": {
      "command": "docker",
      "args": [
        "run",
        "--rm",
        "-i",
        "-e", "API_KEY=your_api_key_here",
        "-e", "API_BASE_URL=https://api.financialreports.eu/",
        "-e", "MCP_TRANSPORT=stdio",
        "financial-reports-mcp:latest"
      ]
    }
  }
}

Why? Passing secrets as -e arguments in args guarantees Docker always receives them, regardless of how the client implements environment variable support. This is the most robust and portable approach for Claude Desktop and similar clients.

Option 2: Smithery CLI (for Claude)

Use the Smithery CLI to install and run the server in Claude:

npx -y @smithery/cli@latest install \
  @itisaevalex/financial-reports-mcp-server \
  --client claude \
  --key smithery_api_key

Option 3: Local Python (development/testing)

1. Install dependencies:

python -m venv venv           # Create venv
venv\Scripts\activate        # Activate on Windows
pip install -r requirements.txt

2. Run the server:

python -m src.financial_reports_mcp
# or with uv
uv run src/financial_reports_mcp.py

Tip: If you use uv, it automatically loads .env from the project root.

Examples

All example scripts and configs are now located in the examples/ directory, e.g.:

• examples/test_server.py — Run the full MCP test suite
• examples/docker_claude_config.json — Example Claude Desktop config for Docker
• examples/uvx_claude_config.json — Example Claude Desktop config for uv
• examples/python_client_example.py — Example Python client usage

Run the test suite:

python examples/test_server.py

Configuration

Create a .env file in the root directory with the following variables:

API_KEY=your_api_key_here
API_BASE_URL=https://api.financialreports.eu/
MCP_TRANSPORT=stdio

Project Structure

• src/ — Source code directory
  • financial_reports_mcp.py — MCP server main entrypoint (all tools/resources defined here)
  • api_client.py — API client factory
  • real_api/real_client.py — Real API client implementation
• .env - Environment variables (not in git)
• requirements.txt - Project dependencies
• Dockerfile & docker-compose.yml - Docker configuration
• setup.py - Package installation configuration
• install.py - Helper for Claude Desktop installation
• examples/ - Example scripts and configs
• scripts/ - Install scripts

Available Tools

• get_filing_type(filing_type_id) — Get detailed information about a filing type by its ID
• list_industries(industry_group, page, page_size, search) — List all available GICS industries
• get_industry(industry_id) — Get detailed information about a GICS industry
• list_industry_groups(sector, page, page_size, search) — List all available GICS industry groups
• get_industry_group(group_id) — Get detailed information about a GICS industry group
• get_sector(sector_id) — Get detailed information about a GICS sector
• list_sub_industries(industry, page, page_size, search) — List all available GICS sub-industries
• get_sub_industry(sub_industry_id) — Get detailed information about a GICS sub-industry
• list_sources(page, page_size) — List all available data sources
• get_source(source_id) — Get detailed information about a data source
• get_processed_filing(processed_filing_id) — Get processed content for a filing
• get_schema(format, lang) — Get the OpenAPI3 schema for the API
• search_companies(params) — Search for companies by name, ISIN, LEI, etc.
• get_company_detail(company_id) — Get detailed information about a company
• get_latest_filings(params) — Get the latest financial filings
• get_filing_detail(filing_id) — Get detailed information about a specific filing
• list_sectors() — List all available GICS sectors
• list_filing_types() — List all available filing types

Additional Resources/Helpers

• get_sectors_resource() — Markdown-formatted list of GICS sectors
• get_filing_types_resource() — Markdown-formatted list of filing types
• get_company_profile(company) — Markdown-formatted company profile
• get_company_recent_filings(company, limit) — Markdown-formatted list of recent filings

Prompts

• search_company_by_name() — Prompt for searching a company by name
• find_latest_annual_reports() — Prompt for finding latest annual reports

Available Resources

• financial-reports://sectors: List of all GICS sectors
• financial-reports://filing-types: List of all filing types
• financial-reports://companies/{company_id}/profile: Company profile
• financial-reports://companies/{company_id}/recent-filings: Recent filings for a company

Examples

Example 1: Search for a company and get its profile

I want to search for information about Deutsche Bank. Please help me find:
1. Basic company details like country, sector and industry
2. Recent financial filings
3. Key financial metrics if available

Example 2: Find the latest annual reports for banks

I'd like to see the latest annual reports from major European banks. 
Please help me:
1. Find companies in the banking sector
2. Get their latest annual reports
3. Summarize key financial metrics from these reports if available

Cross-Platform Compatibility

The server can be run on:

• Linux: All methods supported
• macOS: All methods supported
• Windows: All methods supported, but using uv is recommended for Claude Desktop

For Windows users specifically:

• For Claude Desktop, uv-based installation is recommended
• Docker requires Docker Desktop for Windows

Troubleshooting

Common Issues

1. Communication Issues with Claude Desktop:

   • Ensure you're using stdio transport when configuring for Claude Desktop
   • For Docker, make sure to include the -i flag for interactive mode

2. "Module not found" errors:

   • Make sure all dependencies are installed with pip install -r requirements.txt

3. Cannot connect to the MCP server:

   • Check if the server is running and accessible from the client

4. Authentication errors with the API:

   • Verify your API key in the .env file

Logs

When running directly, logs are output to the console. For Docker, you can view logs with:

docker logs <container-id>

License

This project is licensed under the MIT License with an attribution requirement for Data Alchemy Labs. See LICENSE for details.