Chapter 1 of 10 · 50 entries

1. Data and Tools

A finance agent is only as good as the data and tools it can call. This chapter covers market data, filings, broker bridges, and skill packs that expose those capabilities to MCP-aware agents.

Platforms and market data

• OpenBB Open data platform for analysts, quants, and AI agents across equities, options, crypto, and macro.
• akshare China A-share and multi-market data toolkit widely used as an agent data backend. CN
• a-stock-data High-coverage A-share data endpoints designed for agent and research workflows. CN
• edgartools Typed Python API for SEC EDGAR: 10-K/8-K, XBRL, 13F, Form 3/4/5.
• MarS Microsoft financial market simulation engine powered by a generative foundation model.
• global-stock-data Zero-auth US market data skill for coding agents: CBOE options Greeks, FINRA short volume, SEC filings, screener.
• yahoo-finance2 Unofficial Yahoo Finance API for Node with a CLI, MCP server, and agent skill.
• CNEquity Local Parquet data lake for China markets with point-in-time semantics, quality audits, and MCP access. CN
• FQGate-agent Local A-share quotes, K-lines, Level-2 and news from the Tonghuashun client, exposed to Codex/Claude Code-style agents. CN
• dartlab 🇰🇷 Korean DART and SEC EDGAR filings as structured Python data for company analysis.

MCP servers

• financial-services Anthropic official skills and connectors pack for financial-services workflows.
• FinanceMCP Tushare + Binance finance MCP for Claude-style agents. CN
• mcp-cn-a-stock MCP server that exposes China A-share market data to LLMs. CN
• sec-edgar-mcp MCP server for browsing and querying SEC EDGAR filings.
• yahoo-finance-mcp Yahoo Finance market data exposed over MCP.
• mcp_massive MCP for Massive.com (formerly Polygon) market data.
• tradingview-mcp TradingView MCP: market data, screeners, technicals, and backtesting bridges.
• Equibles Self-hosted financial data MCP: SEC filings, XBRL financials, 13F holdings, insider and congressional trades, FRED.
• opennews-mcp News aggregation MCP with AI ratings and trading-signal tags for crypto and markets.
• financial-datasets/mcp-server MCP server for the Financial Datasets stock market API (prices, statements, news).
• stock-api A-share, US, HK, and exchange-traded fund quotes via Node.js, browser, CLI, or MCP. CN
• metatrader-mcp-server MCP server that lets LLMs read data and place trades through MetaTrader 5. live
• maverick-mcp Stock MCP with Yahoo Finance data, technical analysis, portfolio tracking, and Python backtests.
• borsa-mcp 🇹🇷 MCP for Borsa Istanbul, US equities, and Turkish fund data.
• investor-agent MCP server bundling market data, fundamentals, options, and sentiment for building an investor agent.
• interactive-brokers-mcp Interactive Brokers MCP server for account, market data, and order tools. simlive
• alpha_vantage_mcp Official Alpha Vantage MCP server for equities, FX, crypto, and economic indicators.
• Financial-Modeling-Prep-MCP-Server MCP implementation of the Financial Modeling Prep API (statements, ratios, estimates, filings).
• fred-mcp-server MCP server for FRED (Federal Reserve Economic Data) macro series.

Official broker and exchange agent kits

• alpaca-mcp-server Official Alpaca MCP for stocks, ETFs, options, and crypto with paper trading. sim
• okx/agent-trade-kit OKX trading MCP for spot, swap, futures, options, and grid bots. live
• kraken-cli Kraken's AI-native CLI for crypto, tokenized stocks, FX, and derivatives, designed for agent use. live
• Bitget-AI/agent_hub Official Bitget toolkit connecting Claude, Cursor, Codex, and ChatGPT to Bitget trading. live
• Polymarket/agent-skills Official Polymarket agent skills for market discovery and trading.
• okx/agent-skills Official OKX agent skills for market data, portfolio queries, and trading. live
• alpaca-skills Official Alpaca SKILL.md files for its Trading and Broker APIs. simlive
• QuantConnect/mcp-server Official QuantConnect MCP for driving projects, backtests, and live algorithms from an agent.
• futu-agent-hub Official Futu skills for Futu OpenAPI, information search, and sentiment indicators.
• longbridge-terminal Official Longbridge CLI covering every Longbridge OpenAPI endpoint for HK/US quotes, options, positions, and orders, built for agent tool calls, with a TUI. live
• longbridge-mcp Official Longbridge MCP with 164 tools for HK/US quotes, options, orders, fundamentals, analyst ratings, and calendars over a hosted OAuth 2.1 endpoint. live
• longbridge/skills Official Longbridge agent skills (13) for market data, technical analysis, fundamentals, portfolio, and earnings, for Claude Code and Codex.

Skills packs

• finance-skills Skill pack for AI financial analysis workflows.
• claude-trading-skills Claude skills pack for US equity investors and traders.
• UZI-Skill Popular persona-style stock-review skill pack for A/HK/US markets with rule-based scoring. CN
• investorskills Library encoding well-known investors' judgment as structured, portable skills for finance agents.
• digital-oracle Skill that answers macro questions (housing, gold, BTC, geopolitics) with market-implied probability estimates.
• equity-research-skill Single-stock and earnings deep-dive skill producing chaptered equity research reports.
• agentii-investment-intelligence 25 equity-research skills built on SEC filings, XBRL financials, and market data.
• JoelLewis/finance_skills 81 Claude Code skills across 7 financial-services plugins (wealth, compliance, operations, and more).
• quant-buddy-skills Quant analysis skills across A/HK/US equities, futures, macro, and ETFs. CN

Pitfall Tip

Prefer point-in-time and timestamped sources. Do not let the model invent ticker prices or filing numbers. Mark any tool that can place an order as write-capable and gate it behind approval.