Finage MCP server

Connect Finage to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Finage MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the get technical indicator tool in Finage
  • Use the get forex ohlc aggregates tool in Finage
  • Use the get financial statements tool in Finage
  • Use the get crypto price tool in Finage
  • Use the get economic calendar tool in Finage
  • Use the get market movers tool in Finage

Supported Tools

get_technical_indicator

Get Technical Indicator

Retrieve technical indicators for a stock symbol. Supports SMA, EMA, DEMA, TEMA, WMA, RSI, Williams, ADX and more. Returns OHLCV data alongside the computed indicator values.

get_forex_aggregates

Get Forex OHLC Aggregates

Retrieve historical OHLCV aggregate bars for a forex currency pair over a date range. Supports timeframes from minute to month. Useful for forex charting, trend analysis, and backtesting.

get_financial_statements

Get Financial Statements

Retrieve financial statements for a company, including income statements, balance sheets, and cash flow statements. Covers US, European, and Canadian companies with up to 30 years of historical data. Choose the statement type and reporting period.

get_crypto_price

Get Crypto Price

Retrieve the latest trade price and previous close data for a cryptocurrency pair. Covers 7,000+ crypto pairs from 100+ markets. Available 24/7.

get_economic_calendar

Get Economic Calendar

Retrieve upcoming and recent economic events, earnings reports, and other scheduled financial events. Filter by date range to see what's happening in the global economy.

get_market_movers

Get Market Movers

Retrieve the most active US stocks, top gainers, or top losers. Useful for identifying market trends, momentum plays, and volatile stocks. Returns symbol, price, and percentage change, with per-share price changes for top gainers and losers.

get_sector_performance

Get Sector Performance

Retrieve current performance data for all US stock market sectors. Shows how each sector is performing relative to others. Useful for sector rotation analysis and identifying market trends.

get_market_status

Get Market Status

Check the current status of major financial markets including NYSE, NASDAQ, OTC, Forex, and Crypto. Shows whether each market is open, closed, or in extended hours.

get_stock_snapshot

Get Stock Snapshot

Retrieve a real-time snapshot of one or more US stocks, including latest quotes (bid/ask) and last trade prices. If no symbols are specified, returns data for all available stocks. Useful for monitoring multiple stocks at once.

get_stock_aggregates

Get Stock OHLC Aggregates

Retrieve historical OHLCV (open, high, low, close, volume) aggregate bars for a US stock over a specified date range. Supports multiple timeframes from minute to month. Useful for charting, backtesting, and time-series analysis.

convert_currency

Convert Currency

Convert an amount between two currencies using real-time exchange rates. Supports both fiat (forex) and cryptocurrency conversions. Specify the asset type to route to the correct converter.

get_crypto_aggregates

Get Crypto OHLC Aggregates

Retrieve historical OHLCV aggregate bars for a cryptocurrency pair over a specified date range. Supports 8+ years of historical data. Available 24/7 with timeframes from minute to month.

get_forex_price

Get Forex Price

Retrieve the latest quote and previous close for a forex currency pair. Supports 2,000+ currency pairs including majors, minors, and exotics. Provides bid/ask spread and previous close OHLCV data.

get_market_news

Get Market News

Retrieve the latest market news articles. Filter by stock symbol for targeted news, or query crypto-specific news. News is sourced from vetted providers and enriched with metadata and ticker symbols.

get_stock_price

Get Stock Price

Retrieve the latest price data for a US stock symbol. Returns the last trade price, last bid/ask quote, and previous close data in a single call. Useful for getting a complete current pricing picture of any US-listed stock.

search_market

Search Market Symbols

Search for US stock symbols by company name or description. Use list_symbols for other supported market catalogs.

get_stock_signals

Get Stock Trading Signals

Retrieve combined technical analysis signals for a US stock. Returns SMA, RSI, MACD, Bollinger Bands, and an overall signal (buy/sell/hold) with confidence score. Available in daily and weekly intervals.

list_symbols

List Market Symbols

Discover supported stock, forex, cryptocurrency pair, and index symbols by market. Search by symbol or name and request subsequent pages to browse the catalog. Use returned symbols in price, historical aggregate, and company detail tools.

get_stock_details

Get Stock Company Details

Look up a company profile by stock symbol, including its name, exchange, industry, sector, management, website, employee count, and market capitalization when available. Use list_symbols to discover supported stock symbols.

Connect Finage to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Finage in Metorial. In your Metorial portal, enable the Finage MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Finage tools.

Run Finage through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Finage and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Finage tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Finage

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Sentry

Track, manage, and resolve application errors and performance issues. List, query, and bulk-update issues and error events with filters like status, assignment, and tags. Create and manage releases, associate commits, and upload source maps. Configure issue alert rules and metric alert rules with notification actions. Set up cron monitors to detect missed or failed scheduled jobs. Build custom dashboards with configurable widgets. Run ad-hoc Discover queries across errors and transactions for performance analysis. Manage organizations, teams, projects, and members. Provision users via SCIM. Access session replay data.

Discord

Send, edit, and delete messages in channels. Manage servers (guilds), channels, roles, members, invites, webhooks, threads, scheduled events, auto moderation rules, audit logs, application commands, and custom guild emojis.

Technical notes for Finage

Retrieve stock, forex, and cryptocurrency prices and historical bars; discover symbols; inspect company profiles and financial statements; convert currencies; and access market news, calendars, status, movers, sector performance, and stock technical analysis.

Frequently asked questions

Common questions about connecting Finage to AI agents with Metorial.

  1. How many tools does the Finage MCP server have?
    The Finage MCP server exposes 19 tools, including Get Technical Indicator, Get Forex OHLC Aggregates, Get Financial Statements. Each one is governed and traced through Metorial.
  2. Finage exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Finage MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Finage and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Finage MCP server yourself or use the hosted gateway.

Connect Finage to production AI agents

See how Metorial gives your team governed access to Finage, with tracing and security controls built in.