Getting Started¶

Users (2 commands)¶

uv tool install "fin-toolkit @ git+https://github.com/alexey1312/fin-toolkit.git"
fin-toolkit quickstart

quickstart registers the MCP server globally and shows available providers. No API keys required — Yahoo Finance + DuckDuckGo work out of the box.

Developers¶

git clone https://github.com/alexey1312/fin-toolkit.git && cd fin-toolkit
uv sync
fin-toolkit setup            # local (.mcp.json)
# or: fin-toolkit setup --global   # global (~/.claude.json)

Run fin-toolkit status to see what's available.

CLI Commands¶

CLI is infrastructure-only — it manages the server lifecycle, not analysis:

Command	Description
`fin-toolkit quickstart`	Setup + status in one step (registers globally)
`fin-toolkit serve`	Start the MCP server
`fin-toolkit setup`	Register in `.mcp.json` (or `--global` for `~/.claude.json`)
`fin-toolkit status`	Show available providers, search engines, and agents

All financial analysis is available exclusively through MCP tools.

How It Works¶

┌─────────────────────────────────────────────────────────┐
│                      Claude Code                         │
│                                                          │
│  "Analyze AAPL"  "Compare risk"  "Search AAPL news"    │
└──────────────────────┬───────────────────────────────────┘
                       │ MCP Protocol
                       ▼
┌─────────────────────────────────────────────────────────┐
│                 fin-toolkit MCP Server                    │
│                                                          │
│  20 tools → Routing Layer → Providers / Agents          │
└──────────────────────┬───────────────────────────────────┘
                       │
          ┌────────────┼────────────┐
          ▼            ▼            ▼
    Data Providers  Search      Analysis
    (7 sources)    (8 engines)  (6 agents)

Adding API Keys (optional)¶

Set environment variables or add to fin-toolkit.yaml:

export GEMINI_API_KEY="..."        # Google Search via Gemini
export PERPLEXITY_API_KEY="..."    # Perplexity AI search
export TAVILY_API_KEY="..."        # Tavily search
export BRAVE_API_KEY="..."         # Brave Search
export FINANCIAL_DATASETS_API_KEY="..."  # Financial Datasets (US)

See Configuration for full details.