ROIC.ai MCP server

ROIC.ai Financial Data MCP Server

A financial data MCP server and stock market MCP server. It connects AI assistants (Claude, ChatGPT, Cursor, VS Code, and OpenAI Codex) to stock prices, financial statements, earnings call transcripts, fundamentals, ratios, and valuation data for 60,000+ public companies through the Model Context Protocol (MCP).

One server gives your assistant MCP for financial statements, MCP for earnings, and MCP for fundamentals. Ask a question in plain language and the model fetches live stock-market data from the ROIC.ai REST API on demand, no copy-paste.

Powered by ROIC.ai — financial statements, ratios, valuation multiples, and earnings transcripts for public companies across 70+ global exchanges.

It is open source and free to run from this GitHub repo: bring a free API key and you have a finance MCP server and a stock price MCP server in one. Unlike a single-source feed such as Yahoo Finance, ROIC.ai serves standardized financial statements, pre-computed ratios, and valuation multiples across 70+ exchanges, so the model gets clean, comparable numbers instead of scraped tables.

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Hosted version (recommended)

The fastest way to use ROIC.ai is the hosted MCP server at https://mcp.roic.ai/mcp — Streamable HTTP with OAuth sign-in, so there is no API key to manage and it updates automatically. Works with ChatGPT, Claude, Cursor, VS Code, and Codex.

Claude Code:

claude mcp add --transport http roicai https://mcp.roic.ai/mcp

Any client that takes a URL-based MCP server:

{
  "mcpServers": {
    "roicai": {
      "url": "https://mcp.roic.ai/mcp",
      "transport": "http"
    }
  }
}

Full per-client setup guides (ChatGPT, Claude, Cursor, VS Code, Codex): roic.ai/api/mcp.

Self-hosted (open source)

Prefer to run it yourself with an API key? This repo is the open-source server. Get a free API key at https://www.roic.ai/dashboard, then run it directly with npx (no install):

ROIC_API_KEY=your_key npx @roicai/mcp-server

Claude Desktop / Cursor

Add to your MCP config (claude_desktop_config.json for Claude Desktop, .cursor/mcp.json for Cursor):

{
  "mcpServers": {
    "roicai": {
      "command": "npx",
      "args": ["-y", "@roicai/mcp-server"],
      "env": { "ROIC_API_KEY": "your_key_here" }
    }
  }
}

Claude Code (CLI)

claude mcp add roicai --env ROIC_API_KEY=your_key -- npx -y @roicai/mcp-server

VS Code

Add to .vscode/mcp.json:

{
  "servers": {
    "roicai": {
      "command": "npx",
      "args": ["-y", "@roicai/mcp-server"],
      "env": { "ROIC_API_KEY": "your_key_here" }
    }
  }
}

OpenAI Codex

Add to ~/.codex/config.toml:

[mcp_servers.roicai]
command = "npx"
args = ["-y", "@roicai/mcp-server"]
env = { ROIC_API_KEY = "your_key_here" }

Restart your client and ask: "Show me Apple's income statement for the last 3 years using roicai."

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What you get

This stock market MCP server exposes 25 read-only tools across seven categories:

• Financial statements — income statement, balance sheet, cash flow (annual or quarterly).
• Financial ratios — profitability (ROE, ROA, ROIC, margins), credit/debt, liquidity, working capital, yield.
• Valuation — P/E, P/B, P/S, EV/EBITDA and other multiples, enterprise value, per-share data.
• Earnings calls — full earnings call transcripts by year and quarter.
• Stock prices — end-of-day and historical OHLCV with date ranges (a stock price MCP server in its own right).
• Company data — profiles (CEO, sector, industry, employees) and news.
• Discovery — search and list tickers, exchanges, sectors, industries, countries.

Tools

Tool	What it returns
search_tickers	Search tickers by symbol or company name
list_tickers	List tickers (filter by exchange / listed status)
search_ticker_by_identifier	Resolve a ticker by CIK, CUSIP, or ISIN
list_exchanges	All stock exchanges with ticker counts
list_sectors	All market sectors with ticker counts
list_industries	All industries with ticker counts
list_countries	All countries with ticker counts
get_company_profile	Description, CEO, employees, sector, industry
get_company_news	Recent news articles, paginated and date-filtered
get_latest_earnings_call	Most recent earnings call transcript
list_earnings_calls	Available earnings calls (year, quarter, date)
get_earnings_call_transcript	A specific transcript by year and quarter
get_stock_prices	Historical OHLCV stock prices with date range
get_latest_stock_price	Most recent stock price
get_income_statement	Revenue, gross profit, net income, EPS, EBITDA, margins
get_balance_sheet	Assets, liabilities, debt, equity, shares outstanding
get_cash_flow	Operating / investing / financing cash flow, CapEx, FCF
get_profitability_ratios	ROE, ROA, ROIC, margins, tax rate, payout
get_credit_ratios	Debt/EBITDA, debt/equity, interest coverage
get_liquidity_ratios	Current, quick, cash ratios, Altman Z-Score
get_working_capital_ratios	Turnover, days, cash conversion cycle
get_yield_analysis	FCF yield, shareholder yield, capital yield
get_enterprise_value	Market cap, EV, EV/Sales, EV/EBITDA
get_valuation_multiples	P/E, P/B, P/S, P/CF, EV multiples
get_per_share_data	EPS, revenue, book value, cash flow per share

Every tool accepts a company identifier that can be a ticker (e.g. AAPL), CIK, CUSIP, or ISIN. Financial tools accept period (annual or quarterly), limit, order, and date / fiscal-year filters.

Example prompts

Compare Microsoft and Google profitability over the last 3 years (margins and ROE).
Is Tesla overvalued? Show its P/E, EV/EBITDA, and P/S vs the last 5 years.
What did Apple management say about AI in the latest earnings call?
Show Amazon's daily stock prices for January 2025.
Which sectors have the most publicly traded companies?

Authentication

The server authenticates to the ROIC.ai REST API with an API key passed as the ROIC_API_KEY environment variable. Get a free key from your ROIC.ai dashboard. The free tier covers every tool across all public companies; paid plans raise the rate limit and history depth. See pricing.

Configuration

Variable	Default	Description
ROIC_API_KEY	(required)	Your ROIC.ai REST API key
ROIC_API_BASE	https://api.roic.ai/v2	Override the API base URL

Local development

git clone https://github.com/roicai/mcp-server.git
cd mcp-server
npm install
ROIC_API_KEY=your_key npm start

Requires Node.js 18+ (uses the built-in fetch).

Links

• Docs: https://www.roic.ai/api/mcp
• REST API: https://www.roic.ai/api
• Get an API key: https://www.roic.ai/dashboard
• Model Context Protocol: https://modelcontextprotocol.io

License

MIT © ROIC.ai