io.github.FinzData/finzdata-mcp

Tools

• backtest_export

  Daily OHLCV bars for one symbol packaged as ready-to-load files for an open-source backtester or trading framework: backtrader, backtesting_py, vectorbt, zipline (csvdir bundle), lean (QuantConnect LEAN, base64 zip), nautilus, freqtrade or qlib. Returns files (path, encoding, content) and load_code. Write each file at its path, then run load_code. Clipped to as_of; start defaults to 365 days before end.

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• claim_mcp_server

  claims a listing for the calling API key so its owner can enable price-accuracy checks; first claimant wins; contact info@finzdata.com to dispute.

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• comment_strategy

  Posts a public comment (1-2000 characters) on a Hub strategy, e.g. a question, a result from a fork or a suggested change. Comments are shown under your handle.

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• compare_runs

  Returns a table (run_id, cagr, sharpe, max_drawdown, turnover, final_equity) for previously run backtests in this session. Unknown run_id -> not_found.

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• describe_dataset

  Returns the schema, coverage and field definitions of one dataset. Raises not_found for an unknown dataset id.

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• fork_strategy

  Copies a published Hub strategy, applies `changes` (nested fields merged, e.g. {"signal": {"lookback": 126}}), re-runs it on the server and publishes the fork linked to its parent. Costs one backtest.

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• get_13f

  Returns 13F holdings matching a query as known on as_of (default today); filings after as_of are hidden.

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• get_bars

  Returns daily OHLCV bars for symbols between start and end, clipped to as_of (default today) so no future data leaks. Max 5000 rows per page; use next_cursor for more.

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• get_cot

  Returns CFTC Commitments of Traders rows for a market between start and end, clipped to as_of. Max 5000 rows per page.

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• get_events

  Returns corporate/market events of a kind between start and end, clipped to as_of. Max 5000 rows per page.

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• get_fundamentals_pit

  Returns fundamentals for one symbol as known on as_of (no restatements from the future). as_of defaults to today.

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• get_gex

  Point-in-time dealer gamma exposure for US stocks and ETFs, one row per ticker per session, each stamped with knowledge_time (17:00 New York on the session date). Columns: spot, net_gex_bn (dealer net gamma, $bn per 1% move; >0 dealers long gamma, <0 short), call_gex_bn, put_gex_bn, flip (gamma-flip level), call_wall, put_wall, pcr_oi, atm_iv_pct. Give ticker (+ start/end) for a time series, or date alone for every name that session ranked by |net_gex_bn|. Rows after as_of are hidden.

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• get_macro_vintage

  Returns a macro series as it was actually published by as_of (vintage data, no revisions from the future). Optional start.

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• get_mcp_server

  retrieves a financial MCP server listing with tools, probe history, issues and verified-data status.

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• get_strategy

  Returns one public Hub strategy: spec, server-computed backtest result, forward-tracking record and fork lineage.

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• get_universe

  Returns every US symbol that was trading on as_of, including companies that later delisted (survivorship-free). index='top500'|'top1000'|'top3000' instead returns the most-traded names priced at least $5 that day, ranked by 63-day dollar volume (a point-in-time large-cap proxy, not official S&P or Russell membership). Pages of 500; pass offset. as_of defaults to today.

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• get_verified_record

  Retrieve a verified strategy record by its ID.

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• list_strategies

  Lists public FinzData Hub strategies. sort: robust (deflated Sharpe), forward (forward Sharpe, 63+ days of out-of-sample record), new, forks. Optional family (momentum, expr, ma_cross, factor).

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• publish_strategy

  Runs a backtest spec (same format as run_backtest) on the server and publishes it to the FinzData Hub as a public, reproducible strategy page at data.finzdata.com/s/<slug>, forward-tracked daily from today. Only server-computed results are stored. Costs one backtest; free accounts may publish 3 a day. visibility='private' keeps it unlisted.

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• register_strategy

  Register a new strategy signal. The strategy is scored ONLY on data after registration, the record can never be edited or deleted, ranking starts at 63 trading sessions, and FinzData never trades on submitted signals.

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• retire_strategy

  Retire one of your verified strategy records: it stops accruing new forward results, keeps its full history and stays public on the Verified board marked retired.

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• run_backtest

  Runs a deterministic backtest from a JSON spec (universe, start, end, signal, rebalance, top_n, costs_bps, side='long'|'long_short', blind=true to hide tickers). universe: a list of symbols, or 'top500'|'top1000'|'top3000'|'all' for the liquid US market (each month the N most-traded names priced >= min_price, default $5, by 63-day dollar volume; 'all' = liquid_top names, default 1000, max 3000; delisted names included while they traded; membership is set on each month's last trading day and used from the next). rebalance: D|W|M|Q (or daily/weekly/monthly/quarterly). signal.type: momentum (lookback, skip days), ma_cross, factor, or expr with signal.expr a formula over close prices, e.g. 'rank(ret(252)) - rank(vol(60))' (functions: ret, logret, sma, ema, vol, rsi, high, low, dist_high, lag, rank, zscore, demean, abs, log, sign, clip, min, max, where). Point-in-time fundamentals for US stocks (from 2011) work as expr variables and as signal.type factor fields (set ascending false to buy the highest): earnings_yield, book_to_market, sales_yield, ebitda_ev, dividend_yield, roe, leverage, log_mcap, e.g. 'rank(book_to_market) + rank(ret(252) - ret(21))'; such results carry a 'fundamentals' coverage and survivorship report. Every result includes 'overfitting': trials counted per API key and the deflated Sharpe ratio. Prices are fetched point-in-time with a 400-trading-day lookback buffer and clipped to as_of, so results have no look-ahead. Identical specs on the same snapshot are cached and free. Returns stats, benchmark stats, equity curve, warnings, snapshot id and a disclaimer.

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• search_datasets

  Full-text search over the dataset catalog. Returns matching dataset ids and descriptions. Free of look-ahead concerns; no as_of needed.

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• search_mcp_servers

  finds financial MCP servers graded nightly by FinzData for health, protocol conformance and prompt-injection risk; results include install URLs.

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• star_strategy

  Stars (or with unstar=true removes your star from) a public Hub strategy. Stars feed the Trending list; rankings stay on deflated Sharpe and forward record.

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• survivorship_audit

  Runs your backtest spec twice: once on the point-in-time universe (delisted companies included while they traded, the honest result) and once on only the names still trading today (what a backtest on a current ticker list does). Returns both stats and the inflation in CAGR and Sharpe that survivorship bias adds. Use universe 'top500'|'top1000'|'top3000' or a symbol list. Costs one backtest.

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• verified_board

  Get the leaderboard of verified strategies.

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• verify_chain

  Anyone can check no record was edited or back-dated.

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