MCP Server

Plug Finsyt into any AI assistant via the Model Context Protocol. Auth is a workspace fsk_ key or OAuth 2.1 + PKCE. JSON-RPC 2.0 over HTTP POST (Streamable HTTP). Interactive Apps host at /app/mcp/apps. While entitlements are under review, plane company tools return sandbox fixtures labelled retrieval_method: sandbox.

MCP Server URL

https://finsyt.com/platform/api/v1/mcp

◌ CheckingStreamable HTTPOAuth 2.1

OAuth 2.1 for remote MCP

Remote hosts discover this server via RFC 9728 protected-resource metadata, register with RFC 7591 DCR, and exchange a PKCE S256 code for an access token. Consent still binds to a workspace API key. Bearer fsk_ keys remain valid.

https://finsyt.com/.well-known/oauth-protected-resourcehttps://finsyt.com/platform/api/v1/mcp/oauth/register

Your API key

Signed-in users can mint a key here. Paste it into Hermes, Cursor, or Claude — or save as FINSYT_API_KEY in ~/.helix-secrets/.env.

Developer console →

Discovery, skills & MCP Apps (11)

Canonical company plane. Discover → retrieve → cite. Skills load as instruction bodies (no git clone). MCP Apps hosts render text/html;profile=mcp-app resources from _meta.ui.resourceUri. Public mnemonics are FQL (FX_REV, FM_FCF), never vendor shorthand.

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discover_companies

Resolve ticker, name, or sector to company id / name / ticker

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discover_company_series

List FQL metric ids for a company (FX_REV, FM_FCF, …)

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discover_company_documents

Filings, transcripts, and presentations with source hrefs

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get_company_fundamentals

Income / balance / cash flow with provenance + financials MCP App

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get_document_content

Full text or a named section (Risk Factors, MD&A, Q&A)

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search_documents

Keyword search across filings and transcripts

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get_stock_prices

Daily OHLCV with an interactive price-chart MCP App

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check_company_status

Coverage and freshness + company-intelligence MCP App

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list_skills

Catalog of desk skills (tearsheet, earnings, DCF, comps, Excel FQL, …)

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get_skill

Load a skill body with ticker and audience substituted

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finsyt_open_app

Open an in-chat MCP App: financials, chart, valuation, deals

Available Tools (12)

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finsyt_quote

Real-time price, market cap, fundamentals overlay for any ticker

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finsyt_financials

Income / balance / cash flow / KPIs — single mnemonic, batch, or snapshot

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finsyt_news

AI-tagged news with sentiment scores

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finsyt_filings

SEC EDGAR filings: 10-K, 10-Q, 8-K, S-1

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finsyt_search

Symbol & company search across global exchanges

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finsyt_screener

Filter the universe by sector, mcap, P/E, etc.

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finsyt_insider

Recent insider buy / sell transactions

🔧

finsyt_census_datasets

Browse U.S. Census Bureau datasets (ACS, Decennial, BDS, etc.)

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finsyt_census_aggregate

Query Census Bureau data: variables × geography × vintage

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finsyt_census_search_tables

Search Census variable groups (tables) by concept

🔧

finsyt_census_variables

List variables in a Census dataset / group

🔧

finsyt_census_resolve_fips

Geocode an address → lat/lon + FIPS state/county/tract

Valuation & Macro Tools (6)

finsyt_worldbank_indicators

List World Bank indicator codes (GDP, inflation, unemployment, …)

finsyt_worldbank_countries

List countries / regions in the World Bank catalog

finsyt_worldbank_data

Fetch World Bank time-series for a country + indicator

finsyt_persona_list

List investor-persona analysis styles (Buffett, Graham, Lynch, …)

finsyt_persona_analyze

Run a ticker through a named investor persona lens

finsyt_dcf

Multi-stage DCF intrinsic value with derivation trail

Market data tools (14) — Pro+

Monitor usage →

Full Finsyt market-data access via MCP. Requires active login and paid plan. Usage is metered per call.

finsyt_catalog_search

Search 22k+ instruments by dataset, symbol, country

finsyt_meta

Market metadata: datasets, timeframes, reference types

finsyt_candles

OHLCV candles at any stored resolution

finsyt_series

Macro / yield / credit date-value series

finsyt_security_bundle

Full security bundle with all connected datapoints

finsyt_options_chain

Options chain with IV and greeks

finsyt_options_flow

Options flow tape

finsyt_options_candles

Contract-level OHLCV

finsyt_reference

Profiles, fundamentals, dividends, splits, insider, COT

finsyt_mbo_contracts

MBO contract listings

finsyt_mbo_events

MBO order book events

finsyt_export_create

Bulk tick/candle export jobs (read_write key)

finsyt_export_status

Poll export job status + download path

finsyt_stream

SSE live tick stream URL + latest daily bar snapshots

Research contract tools (27)

Discover → series → values, plus freshness, documents, skills, and interactive MCP Apps on Finsyt data. No third-party vendor datasets.

finsyt_discover_companies

Ticker/name search with canonical catalogLookupKey

finsyt_discover_company_series

Metric catalog for a company (keyword + statement)

finsyt_get_company_fundamentals

Statements with provenance — MCP App ui://finsyt/financials

finsyt_get_stock_prices

OHLCV for multiples — MCP App ui://finsyt/price-chart

finsyt_company_status

Freshness: live flag, last tick, last candle as_of

finsyt_discover_company_documents

SEC filing list

finsyt_ma_timeline

Cited SEC filing timeline — MCP App ui://finsyt/ma-timeline

finsyt_get_document_content

Sectioned 10-K/10-Q text — MCP App ui://finsyt/filings

finsyt_search_documents

Keyword search over filings

finsyt_list_skills

List investing skills

finsyt_get_skill

Fetch a skill template with inputs substituted

finsyt_company_tearsheet

Quote + financials + news — MCP App ui://finsyt/tearsheet

finsyt_comp_set

Peer comps — MCP App ui://finsyt/comps

finsyt_list_channel_preferences

List preferred managed Slack/Teams channels for the Finsyt bot

finsyt_set_channel_preferences

Set preferred managed channels (slack and/or teams)

finsyt_channel_runtime_status

Channel code plus whether required env names are set (never values)

finsyt_global_intel_markets

Public web sector/commodity/bond/shipping/macro cross-check (scraped)

finsyt_global_intel_earnings_xcheck

Public earnings calendar/surprise cross-check — Finsyt filings stay primary

finsyt_global_intel_gas_prices

AAA national retail gas (scraped; EIA/FRED primary for energy)

finsyt_global_intel_acled

ACLED conflict events when credentials are configured

finsyt_global_intel_wildfires

NASA FIRMS wildfire detections when keyed

finsyt_global_intel_country_risk

Country dossier: hotspots, elections, OFAC, ACLED

finsyt_global_intel_fear_greed

Alternative.me Crypto Fear & Greed Index (official)

finsyt_global_intel_ucdp

UCDP GED conflict events (official academic API)

finsyt_global_intel_military

Military flights, theater posture, or USNI Fleet Tracker

finsyt_global_intel_cables

NGA MSI cable health or curated TeleGeography/ITU directory

finsyt_global_intel_disease

WHO + CDC outbreak headlines from official RSS

BYOK connectors (2)

Customer credentials still override. Platform-paid connectors fill vault gaps on existing tools when those keys are present. The market-data vault remains the quote and candle spine. Connector fundamentals never fill quotes. Connected operations also appear as conn__* tools. Manage connections in /app/connectors.

finsyt_list_connectors

List workspace BYOK connectors and connection status. Does not fetch vendor data.

finsyt_connector_call

Call one operation on a customer-connected connector. Refuses if that vendor is not connected.

Interactive MCP Apps

Hosts render ui://finsyt/tearsheet, financials, price-chart, and comps. The iframe speaks JSON-RPC ui/initialize and can call the bound tool (period toggle, hover, row inspect). Preview: /app/mcp/apps.

Agent skills plugin (9)

Original skills in plugins/finsyt-plugin. Install the folder as a Claude/Cursor plugin, or call finsyt_list_skills / finsyt_get_skill at runtime.

tear-sheet

One-pager for ER, IB/M&A, corp-dev, or sales/BD

earnings-preview

Last print + options tape; no invented consensus

financials-pull

Statements with source links

comp-set

Peer valuation table

dcf-from-prompt

Platform DCF with derivation trail

company-status

Freshness check before research

options-tape

Options chain / flow / greeks

macro-series

Rates, yields, credit series briefing

evidence-pack

Source claims, then analyze

# Claude Code / Cursor — add the plugin from this repo
# plugins/finsyt-plugin/.mcp.json already points at
# https://www.finsyt.com/platform/api/v1/mcp
# Mint a key above and set it as Authorization: Bearer fsk_…

Connect your AI client

Claude Desktop uses the mcp-remote bridge. Bearer API keys work today; remote OAuth 2.1 + PKCE is also advertised at /.well-known/oauth-protected-resource.

1. Edit your Claude Desktop config:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "finsyt": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote@latest",
        "https://finsyt.com/platform/api/v1/mcp",
        "--header",
        "Authorization:${FINSYT_AUTH}"
      ],
      "env": {
        "FINSYT_AUTH": "Bearer YOUR_FINSYT_API_KEY"
      }
    }
  }
}

2. Restart Claude Desktop. All finsyt_* tools will appear in the tools tray.

Example prompts

"Resolve Apple with discover_companies, then pull FY financials with sources"

"Check company status for XOM — latest period and freshness"

"Load the company tearsheet skill for NVDA equity research"

"Open the price-chart MCP App for JPM"

"Search filings for gross margin at AAPL and cite the href"

"Use finsyt to get the current price and P/E for NVDA"

"Fetch Apple's revenue from finsyt for the last 4 quarters"

"Find the latest 10-K filing for Microsoft via finsyt"

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