Financial Reports Mcp Server

FinancialReports MCP Server

[](LICENSE) [](https://www.python.org/) [](https://modelcontextprotocol.io) [](https://mcp.financialfilings.com/health)

> Official Model Context Protocol (MCP) server for the FinancialReports API. > Direct access from Claude (and any MCP-compatible client) to regulatory filings, financial data, and corporate information from listed companies worldwide. 15 curated tools by default (set MCP_FULL_SURFACE=1 for the full 42-tool surface). Free for any FinancialReports account. Sourced from official regulators.

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Quick start

If you're an analyst, researcher, or anyone who wants to ask Claude about public-company filings:

1. Create a free account at financialreports.eu — the MCP connector is free for any FinancialReports user. No paid plan required.
2. Add the connector in your MCP client — pick yours under [Connect your client](#connect-your-client) below. The two most common:

• Claude.ai / Claude Desktop: Settings → Connectors → Add custom connector → URL: https://mcp.financialfilings.com/mcp
• Claude Code: claude mcp add --transport http financialreports https://mcp.financialfilings.com/mcp

1. Sign in with your FinancialReports account when prompted. That's it.

Full setup walkthrough with screenshots: financialreports.eu/integrations/claude/.

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Connect your client

This is a remote MCP server — Streamable HTTP with OAuth (PKCE + Dynamic Client Registration). There is no API key to copy and no secret to store: connecting opens a browser sign-in with your FinancialReports account.

Endpoint: https://mcp.financialfilings.com/mcp

Find your client below. If it isn't listed, use the [Generic](#generic-any-mcp-client) block at the end — the endpoint and OAuth flow are identical everywhere; only the config file differs.

Claude.ai / Claude Desktop

Settings → Connectors → Add custom connector → URL: https://mcp.financialfilings.com/mcp. Sign in when prompted.

Claude Code

claude mcp add --transport http financialreports https://mcp.financialfilings.com/mcp

Run /mcp in-session to complete the browser sign-in.

Codex (OpenAI)

Codex uses TOML. Add to ~/.codex/config.toml (or a project .codex/config.toml):

[mcp_servers.financialreports]
url = "https://mcp.financialfilings.com/mcp"

Then authenticate — Codex runs the OAuth browser flow for servers that support it:

codex mcp login financialreports

Cursor

~/.cursor/mcp.json (global) or .cursor/mcp.json (per project):

{
  "mcpServers": {
    "financialreports": { "url": "https://mcp.financialfilings.com/mcp" }
  }
}

OAuth runs in the browser on first use.

Kilo Code

Project .kilocode/mcp.json (or the global MCP settings file):

{
  "mcpServers": {
    "financialreports": {
      "type": "remote",
      "url": "https://mcp.financialfilings.com/mcp"
    }
  }
}

opencode

opencode.json:

{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "financialreports": {
      "type": "remote",
      "url": "https://mcp.financialfilings.com/mcp",
      "enabled": true
    }
  }
}

Gemini CLI

~/.gemini/settings.json:

{
  "mcpServers": {
    "financialreports": { "httpUrl": "https://mcp.financialfilings.com/mcp" }
  }
}

Hermes

mcp_servers in your Hermes config (YAML):

mcp_servers:
  financialreports:
    url: "https://mcp.financialfilings.com/mcp"
    auth: oauth

Generic (any MCP client)

Most MCP-aware harnesses accept a mcpServers object. Point it at the endpoint over Streamable HTTP:

{
  "mcpServers": {
    "financialreports": {
      "type": "streamable-http",
      "url": "https://mcp.financialfilings.com/mcp"
    }
  }
}

Clients with native remote-MCP OAuth (Claude, Cursor, Windsurf, VS Code, opencode, Codex via codex mcp login) run the sign-in in a browser automatically. For OpenClaw and other MCP-aware harnesses, use this block with the connector URL and complete OAuth when prompted — see your client's own MCP configuration docs for the exact file location.

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What you get

15 LLM-callable tools by default — the curated surface analysts actually use:

| Domain | Tools | Use cases | |---|---|---| | Companies | 4 | Search by name/ticker/ISIN, retrieve full company profiles, get normalized financials, predict next annual report | | Filings | 4 | List, retrieve, fetch markdown content (capped at 150K chars), keyword-search inside a single filing | | ISINs | 2 | Lookup by ISIN, list dual-listings | | Reference taxonomy | 2 | Filing categories and filing types | | Guides | 3 | Filing-type taxonomy, ISIC industry classification, and markdown-fetch strategy — callable references for tool-only clients that can't read MCP resources |

Set MCP_FULL_SURFACE=1 to restore the full 42-tool surface: the ISIC section/division/group/class hierarchy, the rest of the reference data (countries, languages, sources, line-item definitions, filing history), per-user watchlists, and webhook subscriptions.

The shipped surface is generated from a committed, reviewed snapshot of the FinancialReports OpenAPI schema (scripts/openapi.snapshot.json, pinned via FR_PIN_SCHEMA=1 in CI and the Docker build), so it's deterministic and never drifts silently on a rebuild.

Companion skill

The repository ships an [Agent Skill](skills/financial-filings-research/) — financial-filings-research — that teaches Claude how to compose these tools into the workflows analysts actually run: company lookup, filing summarization, multi-company financial comparison, ISIC industry screening, and filings monitoring. It activates automatically when the user mentions a company name, ticker, ISIN, filing type, or financial metric.

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Architecture

┌──────────────────┐     OAuth (PKCE + DCR)      ┌──────────────────┐
│  Claude / MCP    │  ───────────────────────►   │  AWS Cognito     │
│  client          │                              │  (user pool)     │
└────────┬─────────┘                              └────────┬─────────┘
         │  Streamable HTTP /mcp                           │
         │  + bearer token                                 │
         ▼                                                 │
┌──────────────────┐     verify subscription tier          │
│  This server     │  ───────────────────────────────────► │
│  (FastAPI +      │                                       ▼
│   FastMCP)       │     proxy bearer token         ┌──────────────────┐
│                  │  ─────────────────────────►    │  api.            │
│  15 tools        │                                │  financial-      │
│  generated from  │                                │  reports.eu      │
│  OpenAPI schema  │                                │  (first-party)   │
└──────────────────┘                                └──────────────────┘

Key design decisions:

• Tools are generated, not hand-written. scripts/generate_mcp_tools.py reads the OpenAPI schema — pinned to a committed snapshot via FR_PIN_SCHEMA=1 in CI and the Docker build — and emits src/financial_reports_mcp.py. The default surface is curated to a focused 15-tool set; MCP_FULL_SURFACE=1 emits the full surface.
• Bearer-token proxy, not session storage. The user's Cognito access token is forwarded to the upstream API on every call. No conversation data, no API responses cached server-side.
• Subscription gating in-process. A 15-second LRU cache holds Cognito sub → tier mappings to avoid hammering the FR API on every tool call.
• Same-origin asset proxy. /favicon.ico, /icon.png, /icon-{32,192,512}.png are served from this origin (proxied + cached from CDN) so connector UIs and the /consent page render without cross-origin CSP friction.

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MCP spec compliance

Compliant with the MCP 2025-11-25 specification:

• ✅ Streamable HTTP transport — POST /mcp with MCP-Protocol-Version echo, 400 on unsupported versions
• ✅ OAuth 2.0 — RFC 7591 dynamic client registration + PKCE S256
• ✅ RFC 9728 protected-resource metadata — both at /.well-known/oauth-protected-resource and /.well-known/oauth-protected-resource/mcp
• ✅ Tool annotations — every tool has title plus readOnlyHint or destructiveHint
• ✅ outputSchema — six structured-content tools (companies_list, companies_retrieve, companies_financials_retrieve, filings_list, filings_retrieve, isins_list)
• ✅ Origin validation — 403 on unrecognized origins, 401 with proper WWW-Authenticate header for unauthenticated requests
• ✅ Multi-size connector icons — 32×32, 192×192, 512×512 PNG advertised in initialize response

CI verifies all of the above on every PR.

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Tool catalog

The list below is regenerated by scripts/generate_mcp_tools.py on every build. Do not hand-edit between the markers.

Companies

• companies_financials_retrieve — Retrieve Company Financials
• companies_list — List Companies
• companies_next_annual_report_retrieve — Predict Next Annual Report
• companies_retrieve — Retrieve Company Details

Filing Categories

• filing_categories_list — List Filing Categories

Filing Types

• filing_types_list — List Filing Types

Filings

• filings_list — List Filings
• filings_markdown_retrieve — Retrieve Filing Markdown
• filings_retrieve — Retrieve Filing Details

ISINs

• isins_list — List ISINs
• isins_retrieve — Retrieve ISIN

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Example prompts

Once connected, try:

• "Find Apple's most recent 10-K and summarize the risk factors that changed year-over-year."
• "Get full company details for ASML."
• "Compare net debt for Iberdrola, Engie, Enel, RWE for the latest fiscal year."
• "List EU airlines that filed annual reports in the last 6 months."
• "Show me insider-transaction filings at Tesla in the last 30 days."
• "Alert me when any company in my watchlist files an 8-K."
• "What's the LEI for Volkswagen AG?"

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Self-hosting

Self-hosting requires standing up your own AWS Cognito user pool and is primarily useful for forking + adapting to a different upstream API. For the FinancialReports API specifically, the hosted server at mcp.financialfilings.com is the supported path.

Detailed self-hosting docs (Docker, Cognito setup, env vars, CDN/icon configuration): [docs/SELF-HOSTING.md](docs/SELF-HOSTING.md).

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Development

One-shot bootstrap (venv → deps → env check → generate → run):

cp .env.example .env   # fill in Cognito values first; see docs/SELF-HOSTING.md
make dev               # creates .venv, installs, validates env, regenerates, serves on :8000
# MCP endpoint: http://localhost:8000/mcp

Or step by step:

# 1. Setup
python3 -m venv venv
source venv/bin/activate
pip install -r requirements.txt -r requirements-test.txt

# 2. Configure
cp .env.example .env  # then fill in Cognito values; see docs/SELF-HOSTING.md

# 3. Generate the MCP module from the OpenAPI schema
python scripts/generate_mcp_tools.py

# 4. Run tests
pytest

# 5. Run locally
python -m uvicorn src.financial_reports_mcp:app --host 0.0.0.0 --port 8000
# MCP endpoint: http://localhost:8000/mcp

CI runs the full unit suite plus a Docker-Compose end-to-end test (with Redis) on every PR. See [.github/workflows/ci.yml](.github/workflows/ci.yml).

Local development with a personal API key

For iterating on the generator, tools, or prompts against a real backend without going through the Cognito OAuth dance every restart, the server supports a dev-only DEV_MODE_API_KEY env var. When set, JWT validation is skipped on the existing /mcp endpoint (both the subscription_required and _authorize_or_raise paths) and the key is forwarded as X-API-Key to API_BASE_URL.

This is a maintainer convenience, not a production auth path. The module refuses to import if MCP_BASE_URL contains a production hostname (mcp.financialfilings.com).

1. Add your personal FinancialReports API key to .env:

`` DEV_MODE_API_KEY=fr_pat_xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx MCP_BASE_URL=http://localhost:8000 ``

1. Regenerate and start the server (Cognito vars must still be set — the OAuth proxy module loads even when the bypass is active):

``bash make regen python -m uvicorn src.financial_reports_mcp:app --host 0.0.0.0 --port 8000 --reload ``

1. Point Claude Code at the local instance:

``bash claude mcp add --transport http financialreports-local http://localhost:8000/mcp ``

Production headless / API-key auth (parallel /mcp/apikey endpoint with per-request X-API-Key) is tracked in #28 and is a separate feature from this dev-mode shortcut.

Common tasks

# Regenerate tools after the OpenAPI schema changes
python scripts/generate_mcp_tools.py

# Run only fast unit tests
pytest tests/test_*.py

# Run end-to-end tests with Redis (requires Docker)
make e2e

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Evaluating changes

This server is benchmarked by financial-reports/mcp-evals (private). Cross-model scorecards (task success, tool-selection accuracy, path consistency, tokens/turns/latency) live there, not here. Before merging changes to tool descriptions, Prompts, or the generator, run the harness against either prod or a local dev MCP and compare the scorecard.

What lives in this repo: deterministic prompt-registration tests at tests/eval/ — fast, no API keys, run on every PR. See [tests/eval/README.md](tests/eval/README.md) for the cross-repo workflow.

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Security

This server handles OAuth flows and bearer tokens. Found a vulnerability? Please don't open a public issue. See [SECURITY.md](SECURITY.md) for the responsible-disclosure process.

Server-side guarantees:

• Bearer tokens are proxied per-request, never logged or persisted.
• HTTPS is enforced (HTTP redirects to HTTPS at the edge).
• CSP is applied to HTML responses (default-src 'none', only same-origin assets allowed).
• Origin validation rejects requests from unrecognized origins.
• All cryptographic operations rely on standard library + AWS SDKs; no custom crypto.

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Contributing

Contributions welcome. See [CONTRIBUTING.md](CONTRIBUTING.md) for development setup, the regenerate→test→PR workflow, and what kinds of changes are welcome (tests, docs, generator improvements, hand-tuned tool descriptions in scripts/generate_mcp_tools.py) versus what gets rejected (hand-edited src/financial_reports_mcp.py — it's auto-generated and overwritten on every build).

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Project status

• Production: live at https://mcp.financialfilings.com/mcp
• MCP Directory: submitted for inclusion (May 2026)
• Spec compliance: MCP 2025-11-25
• Tested with: Claude.ai, Claude Code, Claude Desktop, Cursor, Windsurf. Config snippets also provided for Codex, Kilo Code, opencode, Gemini CLI, and Hermes (see [Connect your client](#connect-your-client)).

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License

[MIT](LICENSE) — © FinancialReports.

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Acknowledgments

Special thanks to @itisaevalex for the original community-built MCP server, which served as the proof-of-concept that motivated this official version.

Built on FastMCP, FastAPI, and the Model Context Protocol.

Source & license

This open-source MCP server is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: financial-reports
• Source: financial-reports/financial-reports-mcp-server
• License: MIT
• Homepage: https://financialreports.eu/

Install and usage instructions live in the source repository linked above.