Model Context Protocol (MCP) server for freee API integration
Nothing to run from here
Fintel Discovery — Financial Intelligence for AI Agents is installed from its publisher's own source and answers where it runs, so this marketplace is not in the path of a single call. There is no address here to send one to, and a panel that pretended otherwise would be showing you an answer we made up. Install it and call it from your own client — the Installation tab has the entry for each one.
32
tools declared
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trust score
remote
at its publisher
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calls last 7d
What it does
Delivers public regulatory and market data from 11 key sources such as FINRA, SEC, Census, FRED
Quickstart
# 1 — add it to Claude Code
claude mcp add --scope user --transport http fintel-discovery-financial-intelligence-for-a-mcp https://ai.fin-discovery.com/mcp
# 2 — ask your agent for something these tools do
# SearchBrokerCheck, SearchBrokerCheckFirm, GetBrokerCheckDetail and 29 more
Fintel Discovery — Financial Intelligence for AI Agents costs nothing on mcprush: there is no plan to choose here, no cap to set and nothing mcprush can bill you for.
Publishernot claimed
FIAll 1 server
findimitrov1 server
1 category
Collected from a public index. Nobody has claimed this account, so nothing here was written by its author — claim it if it is yours.
Installation
Where are you running it?
Every route below installs the same thing and ends at the same approval screen. Nothing here runs on your machine and nothing runs on ours: this server answers at its publisher’s own address, and what you install is the connection straight to it.
Claude Codedeclared by this listing
This is a public server: it answers at its publisher’s own address and this marketplace is not in the path. Claude Code registers it in one command; --scope user makes it available in every project. The transport below is http, as the publisher's own manifest declares it.
claude mcp add --scope user --transport http fintel-discovery-financial-intelligence-for-a-mcp https://ai.fin-discovery.com/mcpReconnect, or start a new session, and the tools appear in the model’s tool list.
Free on mcprush, and it answers at its publisher’s own address: this marketplace is not in the path, so there is no key of ours to hold and no card to add.
What it writes
One config entry pointing straight at the publisher’s own address — this marketplace is not in the path, and nothing from this listing executes on your machine.
What you approve
32 tools, with what each one reads, writes and reaches shown before you agree — the same list on every route above. Read the tool surface.
Tool surface
What the model actually sees. Descriptions are diffed on every release — see version history.
Search FINRA BrokerCheck for registered individual brokers and financial representatives by name. Returns CRD number, current firm, registration status, and whether the individual has any disclosures on record. Use this tool when: - You need to find the CRD number for a named advisor or rep - You want to verify registration status for a specific in
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm CRD, registration status, city, state, and disclosure flag. Use this tool when: - You need the CRD number for a broker-dealer firm (e.g. UBS, Raymond James) - You want to distinguish between similarly named firms by location - You are building a territory map of BD firms in a st
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Retrieve the full FINRA BrokerCheck profile for one individual using their CRD number. Returns complete employment history, exam qualifications, licenses held, and all disclosure details. Use this tool when: - You have a CRD (from SearchBrokerCheck) and want full profile detail - You need employment history, prior firms, or qualification data for a
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Search the SEC Investment Adviser Public Disclosure (IAPD) database for registered investment advisor (RIA) firms by name. Returns firm CRD, registration status, AUM, employee count, state, and office city. Use this tool when: - You need the CRD or AUM for a named RIA firm - You are looking up Form ADV data for a firm - You want to distingu
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Retrieve the full Form ADV filing detail for one RIA firm by its CRD number. Returns all Form ADV Part 1 fields: client types, advisory activities, fee arrangements, custody information, office locations, and affiliated entities. Use this tool when: - You have a firm CRD (from SearchIAPDFirm) and want complete ADV detail - You need office locations
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Search SEC EDGAR for 13F-HR institutional holdings filings by institution name. Returns filing date, entity name, period of report, and accession number. Any institution managing more than $100M in equity must file quarterly 13Fs — this reveals their fund strategies and product usage. Use this tool when: - You want to see what funds or ETFs a firm
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Retrieve all SEC filings for a company or institution using its CIK (Central Index Key). Returns every filing on record: form type, date, accession number, and description. Useful for tracking all regulatory disclosures from a specific institution over time. Use this tool when: - You have a CIK and want to see all filing activity for a company
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Retrieve US Census American Community Survey (ACS) income and wealth proxy data for a ZIP code or state. Returns median household income, median home value, total household count, and the count and share of households earning $100k or more — useful for scoring territory opportunity for financial advisors. Key metrics returned: - median_hh_income: M
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto, or index. Returns name, sector, industry, market cap, P/E ratio, 52-week range, beta, dividend yield, description, and 60+ other metadata fields. Use this tool when: - You need a quick summary of what a company or fund is and its valuation - You want sector/industry classif
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker. Returns daily, weekly, monthly, or intraday bars over any period. Use this tool when: - You need historical price or volume data for a stock, ETF, or crypto - You want to analyze performance over a specific time range - You need to compute returns, volatility, or trend analy
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Fetch OHLCV price history for multiple tickers in a single call. Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc. Use this tool when: - You are comparing performance across multiple securities - You need correlated price data for a portfolio or basket of tickers - You want to compute relative performance or correlation m
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
List all available options expiry dates for a ticker. Use this before calling GetOptionsChain to find a valid expiry date. Use this tool when: - You want to know which options contracts exist for a stock or ETF - You need a specific expiry date to pass into GetOptionsChain Source: Yahoo Finance via yfinance. No API key required.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Fetch the full options chain (calls and puts) for one expiry date. Returns strike price, bid, ask, last price, implied volatility, open interest, and volume for every contract. Use this tool when: - You are researching options strategies for a stock or ETF - You need implied volatility across strikes for a specific expiry - You want to see
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Fetch income statement, cash flow statement, or balance sheet for a stock. Returns up to 4 years of annual data or 4 quarters of quarterly data, transposed so each row is one reporting period. Use this tool when: - You need revenue, net income, EPS, or operating margins - You want cash flow from operations, CapEx, or free cash flow - You ne
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming earnings dates with consensus estimates. Also returns forward EPS estimates by quarter and fiscal year. Use this tool when: - You want to see how a company has performed vs EPS expectations - You need the next earnings date and the consensus estimate - You are analyzin
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Fetch analyst buy/sell/hold consensus ratings, current price targets (low, high, mean, median), and the full history of analyst upgrades and downgrades with firm name, fromGrade, toGrade, and action. Use this tool when: - You want to know the current Wall Street consensus on a stock - You need analyst price target range (upside/downside to target)
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Fetch ownership data for a stock: top institutional holders, mutual fund holders, and recent insider transactions (buys/sells by executives). Use this tool when: - You want to know which institutions or funds own a stock - You are checking for insider buying or selling activity - You need institutional ownership concentration data holder_t
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Fetch the full history of cash dividends, stock splits, and combined corporate actions for a ticker. Returns date, amount/ratio for each event. Use this tool when: - You need dividend history or yield calculation inputs - You are researching dividend growth over time - You want to verify stock split history for return calculations Source:
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Fetch ETF or mutual fund specific data: top holdings with weight %, sector allocations, expense ratio, bond credit quality ratings, and equity style characteristics. Use this tool when: - You need the top 10 holdings and their weights for an ETF or fund - You want sector allocation breakdown (tech %, financials %, etc.) - You need bond rati
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Search for a Yahoo Finance ticker symbol by company name, fund name, or keyword. Returns matching symbols with exchange and asset type. Use this when you have a name but need the ticker symbol. Use this tool when: - You know a company name but not its ticker symbol - You want to find the ticker for a specific ETF or mutual fund - You are di
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Search SEC EDGAR for mutual fund and ETF filers by investment category or keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus filings. Returns entity name, CIK, form type, and filing date. PRIMARY USE: Step 1 of fee comparison. Feed the returned CIKs directly into GetFundFees to retrieve expense ratios for each fund. Example quer
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Retrieve expense ratios and fee breakdown for a mutual fund or ETF using its SEC CIK. Reads structured XBRL data filed with prospectuses using the SEC Risk/Return (rr:) taxonomy. Returns: - net_expense_ratio — total annual cost to the investor (%) - gross_expense_ratio — before waivers/reimbursements (%) - management_fee — advisor/su
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Fetch and parse the complete equity holdings table from a specific SEC 13F-HR filing. Any institution managing more than $100M in US equities must file quarterly — this reveals their exact portfolio positions. Returns one record per position: - name_of_issuer — company name (e.g. 'APPLE INC') - cusip — 9-character CUSIP i
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Search SEC IAPD (Investment Adviser Public Disclosure) for individual investment advisor representatives (IARs) by name. Returns CRD number, current employer, registration states, and exam history. Use this tool when: - You need to look up an individual financial advisor (not a firm) - You want to verify an advisor's IA registration status
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Retrieve the full SEC IAPD profile for one individual investment advisor representative using their CRD number. Returns complete registration history, exam qualifications, employment history, and any disclosures. Use this tool when: - You have a CRD (from SearchIAPDIndividual) and need the full profile - You need an advisor's complete Form ADV Part
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Search the Federal Reserve Bank of St. Louis FRED database for economic data series by keyword. Returns series ID, title, frequency, units, seasonal adjustment, and date range. Use this tool when: - You need to find the right FRED series ID before fetching data - You want to discover what macro data is available for a topic - You are lookin
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Fetch time-series observation data from FRED for a specific economic series. Returns date + value pairs with series metadata (title, units, frequency). Use SearchFredSeries first if you don't know the series ID. Use this tool when: - You need historical macro data (rates, inflation, GDP, unemployment) - You want to provide macro context alongside a
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Map financial instrument identifiers between different ID systems using Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs, CUSIPs, and FIGIs in a single call. Use this tool when: - You have a ticker and need the ISIN or CUSIP (or vice versa) - You are normalizing instrument IDs when combining data from EDGAR, Yahoo Fina
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Search Bloomberg OpenFIGI for financial instruments by name or keyword. Returns FIGI, ticker, exchange, security type, and composite FIGI for each matching instrument. Use this tool when: - You know the company name but not the ticker or FIGI - You want to find all instruments (ETFs, options, futures) for a name - You need to discover what
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Search the Global Legal Entity Identifier Foundation (GLEIF) database for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-character LEI code, legal name, registration status, legal address, and jurisdiction. Use this tool when: - You need the LEI for a financial institution or fund company - You want to verify the legal registration
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Retrieve the full GLEIF LEI record for one legal entity using its 20-character LEI code. Returns legal name, registration status, legal address, headquarters address, managing LOU, and renewal dates. Use this tool when: - You have a LEI (from SearchLEI) and need full entity details - You want to verify the registration status and renewal date
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Return Kitces Research advisor practice benchmark data for independent and RIA-affiliated financial advisors. Covers median and top-quartile metrics across five categories: - revenue: revenue per client, total firm revenue, growth rates - fees: AUM fee schedules, retainer and hourly rates - technology: software adoption rates and tech spend
| Parameter | Type | Required | Notes |
|---|---|---|---|
| params | no | — |
Free
$0 forever
- Every tool — any call limit is its publisher’s, not ours
- No card, and mcprush charges nothing for it
- Runs at its publisher’s own address — this marketplace is not in the path
- Nothing to cap, because mcprush bills nothing
What counts against your monthly calls
| Tool | Unit | Calls used | Out of the allowance |
|---|
Nothing here is billable: mcprush charges nothing to install Fintel Discovery — Financial Intelligence for AI Agents or to call it, at any volume.
Call allowance · this installenforced at the gateway
Monthly allowance, in calls
—
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Alert at 80% · then the tool returns a normal MCP error
Used this month: —
—Grade not published
No rule-by-rule report on file for this release
Two independent axes, because powerful and malicious are different questions. The grade is threat only. The capability level is blast radius, and it is never a penalty on the grade — it is priced as one subtract-only term in the score, where you can see it.
This listing is an address its publisher runs, and you connect to it directly — this marketplace is not in the path. The scanner reads packages and public source, and an address is neither. So there is no grade — not a withheld one, an unmeasured one.
Release history
This is an address its publisher runs: which release it serves is theirs to choose, so there is nothing here to pin. The history below is for reading; the current release on file is 1.0.2.
1.0.2
undated
latestNo release note was published with this version.
—
no reviews yet
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