mcp-server (fiu-finance-mcp-dsh)

FIU Finance MCP Server

Provided by Rongjuhui, a financial information provider.Access global market quotes, news, and financial data covering Hong Kong stocks, US stocks, A-shares (China Connect), Japanese stocks, global indices, funds, and bonds. Supported data includes quotes and order books, candlestick and intraday charts, fund flow analysis, industries, concepts and investment themes, financials, financial reports, announcement feeds, corporate actions, share capital and shareholders, valuations, research reports, ETF NAVs and holdings, IPOs, bonds, options, financial news, investment and economic calendars, macroeconomic data, and searches for global security codes and international identifiers.

English | 中文 | Toolset Reference | Client Setup | Examples

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✨ Features

• 🌏 Five market categories, one endpoint — HK, US, CN (A-share), IPO and JP behind a single Streamable HTTP URL. Bond calls use market=GLOBAL.
• 🧰 26 toolsets, 104 endpoints — the model selects a capability through a stable toolset contract instead of memorising 104 tool names. Most toolsets use { endpoint, params }; six flat toolsets expose business fields at the top level.
• 🔎 Self-describing — describe_tool returns parameters, enums, market coverage and capability boundaries on demand, at two levels of detail.
• 📊 Depth beyond quotes — financial statements, shareholding structure, capital flow, position cost, IPO subscription data, OPRA option chains, financial calendars, macro data and company announcements with attachments.
• ✅ Explicit empty results — successful responses include code: 0 and resultStatus; empty means the query completed but returned no business records.
• 🛡️ Validated at the gateway — required fields, enums and market applicability are checked before the request leaves, so bad parameters come back as an actionable error instead of an empty result.
• 🔌 Client-agnostic — works with Claude Code, Claude Desktop, Cherry Studio, Cursor, ChatWise and any MCP client that speaks Streamable HTTP.

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English Quick Start

1. Get your API key

Visit https://ai.szfiu.com and apply for an API key.

2. Configure your MCP client

{
  "mcpServers": {
    "fiu-finance": {
      "type": "streamableHttp",
      "url": "https://ai.szfiu.com/api/mcp/v2",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

Claude Code, one command:

claude mcp add --transport http fiu-finance https://ai.szfiu.com/api/mcp/v2 \
  --header "Authorization: Bearer YOUR_API_KEY"

Per-client instructions are in docs/clients.md.

2a. Use the npm/npx stdio adapter

Clients that launch local MCP processes can use the published adapter. It requires Node.js 20.18.1 or newer:

FIU_API_KEY=YOUR_API_KEY npx -y fiu-finance-mcp

For a client configuration, use command: "npx", args: ["-y", "fiu-finance-mcp"], and pass FIU_API_KEY in env. The --api-key flag overrides the environment variable; --url can override the default HTTPS endpoint.

2b. Use the DeepSeek Harness bundle

This repository also ships a DeepSeek Harness bundle that injects the same stdio adapter through @deepseek-ai/dsh-mcp-client:

dsh plugin --profile web add github:fiu-ai/mcp-server#path:plugins/fiu-finance-mcp-dsh

Set FIU_API_KEY before starting or restarting DeepSeek Harness. The bundle exposes the current FIU catalog of 26 business toolsets, 104 endpoints and 28 MCP tools. Details are in plugins/fiu-finance-mcp-dsh/README.md.

3. Start asking

What is Tencent (00700.hk) trading at right now?
Show me the last 60 daily candles for AAPL.
Which Hong Kong IPOs are open for subscription this week?
Pull Kweichow Moutai's latest income statement.

4. Call a tool directly

Most business toolsets take the same two arguments:

{
  "endpoint": "get_quote",
  "params": {
    "market": "HK",
    "assetType": "stock",
    "symbols": ["00700.hk"]
  }
}

The flat toolsets market_overview, market_flow, market_position_cost, shareholding_institution, macro_economics and company_announcements keep their business fields directly under arguments; follow tools/list and describe_tool for the exact schema.

When you are unsure which endpoint or which fields apply, ask the server first:

{
  "toolNames": ["quote_kline", "get_kline"],
  "detail": "params"
}

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中文快速开始

1. 获取 API Key

访问 https://ai.szfiu.com 申请 API Key。

2. 配置 MCP 客户端

{
  "mcpServers": {
    "fiu-finance": {
      "type": "streamableHttp",
      "url": "https://ai.szfiu.com/api/mcp/v2",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

Claude Code 一行命令：

claude mcp add --transport http fiu-finance https://ai.szfiu.com/api/mcp/v2 \
  --header "Authorization: Bearer YOUR_API_KEY"

各客户端的配置位置见 docs/clients.md。

3. 直接提问

腾讯控股现在多少钱？
帮我看 AAPL 最近 60 根日 K。
本周港股有哪些新股在招股？
贵州茅台最新一期利润表。

4. 调用方式

大多数业务工具是「模块工具 + endpoint」两段式，参数为 endpoint 和 params。market_overview、market_flow、market_position_cost、shareholding_institution、macro_economics 和 company_announcements 是扁平工具，业务字段直接放在 arguments：

{
  "endpoint": "get_financial_statement",
  "params": {
    "market": "HK",
    "symbol": "00700.hk",
    "statementType": "income"
  }
}

不确定用哪个 endpoint、有哪些字段时，先问 describe_tool：

{
  "toolNames": ["f10_financials", "get_financial_statement"],
  "detail": "params"
}

detail 有两档：summary（默认，精简调用契约）、params（增加参数、类型、枚举、语义说明和路由要求）。

5. 推荐 System Prompt

金融数据一律通过 FIU Finance MCP 获取，不要用网页搜索兜底。
不确定 endpoint 或参数时，先调用 describe_tool，再调用业务工具。
证券代码使用完整后缀：港股 00700.hk，美股 AAPL.us，A股(Zhcall提供) 600519.sh / 000001.sz，日股 6758.jp。
只做客观数据解读，不给确定性买卖建议。

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Available Toolsets

Toolset	Markets	Coverage	Endpoints
describe_tool	—	Tool, toolset and endpoint documentation on demand	—
quote_spot	HK US CN JP GLOBAL	Security search, static profile, snapshot and extended quotes	4
quote_intraday	HK US CN JP GLOBAL	Order book, tick-by-tick trades, intraday trend	6
quote_kline	HK US CN JP GLOBAL	K-line, historical snapshots, return series	3
quote_derivatives_hk	HK	Warrants and CBBC catalogue and trading data	3
quote_us_options	US	OPRA option chain, quotes, Greeks, rankings, overview	4
market_overview	HK US CN JP	Market and trading statistics	1
market_ranking	HK US CN JP	Market, industry, ETF, IPO, broker and warrant rankings, split into market-specific endpoints	4
market_flow	HK US CN JP	Capital flow, flow distribution, N-day flow	1
market_structure	HK US CN JP	Industries, indices, constituents, index mapping	3
market_position_cost	HK US	Position cost range and chip distribution	1
f10_profile	HK US CN	Company profile, overview, management	3
f10_financials	HK US CN	Income, balance sheet, cash flow, financial indicators	2
f10_business_governance	HK US CN	Business segments, dividends, splits, buybacks, suspensions	2
shareholding_structure	HK US CN	Major and top-ten shareholders, holding changes	2
shareholding_institution	US	Institutional holdings detail and statistics	1
shareholding_fund_broker	HK US	Broker holdings and short selling	2
fund_data	Global funds	Search, profile, NAV, performance, risk, complete holdings, exposure, fees, ranking and country-code resolution	16
stock_connect	HK CN	Stock Connect quota, net turnover, rankings, holding ratio	3
ipo	IPO	IPO calendar, offering detail, profile, underwriters, cornerstones, margin, notices, subscription tools, news and content search	21
bond_basic	Bond	Bond search, profile, snapshot, extended quote, order book; use market=GLOBAL	4
bond_analytics	Bond	Bond rankings, charts, yields, trading status; use market=GLOBAL	4
fiu_news	HK US CN JP GLOBAL	Semantic news search, per-symbol news, latest news, detail, related news and digest material	6
financial_calendar	Global	Search financial-calendar events and retrieve event details	2
macro_economics	CN-focused	Curated macroeconomic series by title ID	1
company_announcements	HK US CN	Listed-company announcements with attachment URLs or content merged into each record	1
reference	HK US CN JP	ISIN, SEDOL, CIK, currency, trading sessions, symbol mapping; bond refs use market=GLOBAL	4

Full endpoint list with required parameters and enum values: docs/toolsets.md

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⚠️ Important Notes

1. Always send the API key. Authorization: Bearer YOUR_API_KEY is required on every request. Without it the gateway returns 401 缺少认证头; with a wrong key, 401 无效的令牌.
2. Never put the key in params. It belongs in the HTTP header only.
3. Use full symbol suffixes. 00700.hk, AAPL.us, 600519.sh, 000001.sz, 6758.jp. Bonds accept an ISIN.
4. Market categories are HK, US, CN, IPO and JP. Bond calls use market=GLOBAL; ordinary equities do not.
5. Describe before you call. Most endpoints require a discriminator such as ipoType, connectType or dataType. describe_tool returns the legal values; guessing produces a validation error.
6. Scope is explicit. F10 returns structured statements and events, while company_announcements covers listed-company announcements and attachments. Analyst research remains out of scope; ipo announcements are limited to IPO/prospectus scenarios.
7. Add a time/date MCP server if your model needs to resolve "today" or "this week" accurately before querying.

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🏢 About

Built and operated by 深圳市融聚汇信息科技有限公司 (Shenzhen Rongjuhui Information Technology Co., Ltd.).

• Service: https://ai.szfiu.com
• MCP endpoint: https://ai.szfiu.com/api/mcp/v2
• Issues: use the issue templates

📄 License

MIT