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FinzData market data

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io.github.FinzData/finzdata-mcpv1.0.0

US stocks incl. delisted, futures, CPI/macro vintages, point-in-time GEX, 13F, COT, backtests.

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https://api.finzdata.com/mcp

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backtest_export Read-only

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.

symbolstring, required

endstring

as_ofstring

Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).

startstring

frameworkstring

FinzData market data MCP server | mcptry

Tools (34)

backtest_export

read-only

Argument	Type	Description
end	string
as_of	string	Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).
start	string
symbol*	string
framework	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "symbol"
  ],
  "properties": {
    "end": {
      "type": "string"
    },
    "as_of": {
      "type": "string",
      "description": "Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC)."
    },
    "start": {
      "type": "string"
    },
    "symbol": {
      "type": "string"
    },
    "framework": {
      "enum": [
        "backtrader",
        "backtesting_py",
        "vectorbt",
        "zipline",
        "lean",
        "nautilus",
        "freqtrade",
        "qlib"
      ],
      "type": "string"
    }
  }
}

backtest_stockcharts_scan

Backtests a StockCharts.com scan on point-in-time US stocks since 2000, delisted names included: each rebalance (weekly by default) holds the stocks that pass the scan, equally weighted up to top_n, 10 bps costs. Optional symbols (e.g. a ChartList) restricts the universe. Returns the translation plus the same stats, benchmark and equity curve as run_backtest. Costs one backtest.

Argument	Type	Description
end	string
scan*	string	StockCharts scan text.
as_of	string	Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).
start*	string
top_n	integer	Max names held (default 50).
symbols	array	Optional universe, e.g. a ChartList.
rebalance	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "scan",
    "start"
  ],
  "properties": {
    "end": {
      "type": "string"
    },
    "scan": {
      "type": "string",
      "description": "StockCharts scan text."
    },
    "as_of": {
      "type": "string",
      "description": "Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC)."
    },
    "start": {
      "type": "string"
    },
    "top_n": {
      "type": "integer",
      "description": "Max names held (default 50)."
    },
    "symbols": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional universe, e.g. a ChartList."
    },
    "rebalance": {
      "enum": [
        "D",
        "W",
        "M",
        "Q"
      ],
      "type": "string"
    }
  }
}

claim_mcp_server

claims a listing for the calling API key so its owner can enable price-accuracy checks; first claimant wins; contact [email protected] to dispute.

Argument	Type	Description
slug*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "slug"
  ],
  "properties": {
    "slug": {
      "type": "string"
    }
  }
}

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.

Argument	Type	Description
body*	string
slug*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "slug",
    "body"
  ],
  "properties": {
    "body": {
      "type": "string"
    },
    "slug": {
      "type": "string"
    }
  }
}

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.

read-only

Argument	Type	Description
run_ids*	array

Input schema (JSON)

{
  "type": "object",
  "required": [
    "run_ids"
  ],
  "properties": {
    "run_ids": {
      "type": "array",
      "items": {
        "type": "string"
      }
    }
  }
}

describe_dataset

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

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Argument	Type	Description
dataset*	string	Dataset id.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "dataset"
  ],
  "properties": {
    "dataset": {
      "type": "string",
      "description": "Dataset id."
    }
  }
}

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.

Argument	Type	Description
slug*	string
as_of	string	Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).
title	string
changes*	object

Input schema (JSON)

{
  "type": "object",
  "required": [
    "slug",
    "changes"
  ],
  "properties": {
    "slug": {
      "type": "string"
    },
    "as_of": {
      "type": "string",
      "description": "Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC)."
    },
    "title": {
      "type": "string"
    },
    "changes": {
      "type": "object"
    }
  }
}

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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Argument	Type	Description
as_of	string	Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).
query*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "as_of": {
      "type": "string",
      "description": "Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC)."
    },
    "query": {
      "type": "string"
    }
  }
}

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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Argument	Type	Description
bar	string	Bar size: '1d' (default), or intraday '1m', '5m', '15m', '30m', '1h' (paid bundles).
end	string
as_of	string	Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).
start*	string
symbols*	array

Input schema (JSON)

{
  "type": "object",
  "required": [
    "symbols",
    "start"
  ],
  "properties": {
    "bar": {
      "type": "string",
      "description": "Bar size: '1d' (default), or intraday '1m', '5m', '15m', '30m', '1h' (paid bundles)."
    },
    "end": {
      "type": "string"
    },
    "as_of": {
      "type": "string",
      "description": "Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC)."
    },
    "start": {
      "type": "string"
    },
    "symbols": {
      "type": "array",
      "items": {
        "type": "string"
      }
    }
  }
}

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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Argument	Type	Description
end	string
as_of	string	Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).
start*	string
market*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "market",
    "start"
  ],
  "properties": {
    "end": {
      "type": "string"
    },
    "as_of": {
      "type": "string",
      "description": "Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC)."
    },
    "start": {
      "type": "string"
    },
    "market": {
      "type": "string"
    }
  }
}

get_crypto

OHLCV bars for crypto pairs since 2015 (BTC-USD, ETH-USD, SOL-USD and more). interval: 1min, 5min, 1hour or 1day (default). Clipped to as_of. Free keys get daily bars for the last 12 months.

read-only

Argument	Type	Description
end	string
as_of	string	Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).
start	string
symbol*	string	Pair, e.g. BTC-USD.
interval	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "symbol"
  ],
  "properties": {
    "end": {
      "type": "string"
    },
    "as_of": {
      "type": "string",
      "description": "Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC)."
    },
    "start": {
      "type": "string"
    },
    "symbol": {
      "type": "string",
      "description": "Pair, e.g. BTC-USD."
    },
    "interval": {
      "enum": [
        "1min",
        "5min",
        "1hour",
        "1day"
      ],
      "type": "string"
    }
  }
}

get_events

Returns events of one kind between start and end (YYYY-MM-DD), clipped to as_of. kind='earnings' (company report dates, symbol and timing) or kind='macro' (economic releases such as CPI, payrolls, FOMC). Max 5000 rows per page.

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Argument	Type	Description
end	string
kind*	string
as_of	string	Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).
start*	string
all_releases	boolean	kind=macro only: true returns every data release (hundreds a week); default returns market-moving releases (CPI, payrolls, GDP, PCE, retail sales, claims, ISM ...).

Input schema (JSON)

{
  "type": "object",
  "required": [
    "kind",
    "start"
  ],
  "properties": {
    "end": {
      "type": "string"
    },
    "kind": {
      "enum": [
        "earnings",
        "macro"
      ],
      "type": "string"
    },
    "as_of": {
      "type": "string",
      "description": "Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC)."
    },
    "start": {
      "type": "string"
    },
    "all_releases": {
      "type": "boolean",
      "description": "kind=macro only: true returns every data release (hundreds a week); default returns market-moving releases (CPI, payrolls, GDP, PCE, retail sales, claims, ISM ...)."
    }
  }
}

get_fundamentals_pit

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

read-only

Argument	Type	Description
as_of	string	Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).
symbol*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "symbol"
  ],
  "properties": {
    "as_of": {
      "type": "string",
      "description": "Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC)."
    },
    "symbol": {
      "type": "string"
    }
  }
}

get_futures

Daily OHLCV and open interest for 139 futures markets (CME, CBOT, NYMEX, COMEX, ICE, Eurex, Cboe): every individual contract since 2007 plus continuous back-adjusted series. Give root (ES, NQ, YM, RTY, CL, GC, SI, NG, ZN, ZB, VX, 6E ...; a leading '/' is fine) for the continuous series, or contract (e.g. ESZ26) for one contract. Clipped to as_of. Free keys get recent days; full history from $29 per market.

read-only

Argument	Type	Description
end	string
root*	string	Futures root, e.g. ES, NQ, CL, GC, VX.
as_of	string	Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).
start	string
contract	string	Optional single contract, e.g. ESZ26.
continuous	boolean	Back-adjusted continuous series (default true when no contract).

Input schema (JSON)

{
  "type": "object",
  "required": [
    "root"
  ],
  "properties": {
    "end": {
      "type": "string"
    },
    "root": {
      "type": "string",
      "description": "Futures root, e.g. ES, NQ, CL, GC, VX."
    },
    "as_of": {
      "type": "string",
      "description": "Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC)."
    },
    "start": {
      "type": "string"
    },
    "contract": {
      "type": "string",
      "description": "Optional single contract, e.g. ESZ26."
    },
    "continuous": {
      "type": "boolean",
      "description": "Back-adjusted continuous series (default true when no contract)."
    }
  }
}

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.

read-only

Argument	Type	Description
end	string
date	string	YYYY-MM-DD, cross-section mode
as_of	string	Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).
start	string
ticker	string

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "end": {
      "type": "string"
    },
    "date": {
      "type": "string",
      "description": "YYYY-MM-DD, cross-section mode"
    },
    "as_of": {
      "type": "string",
      "description": "Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC)."
    },
    "start": {
      "type": "string"
    },
    "ticker": {
      "type": "string"
    }
  }
}

get_macro_vintage

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

read-only

Argument	Type	Description
as_of	string	Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).
start	string	Optional start date.
series*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "series"
  ],
  "properties": {
    "as_of": {
      "type": "string",
      "description": "Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC)."
    },
    "start": {
      "type": "string",
      "description": "Optional start date."
    },
    "series": {
      "type": "string"
    }
  }
}

get_mcp_server

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

read-only

Argument	Type	Description
slug*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "slug"
  ],
  "properties": {
    "slug": {
      "type": "string"
    }
  }
}

get_political_spending

US election money, cleaned and rolled up (FEC + state and city filings; 2026 cycle plus 2022 and 2018). table: races (per House/Senate race: candidate receipts, outside spending for/against), candidates, donor_geo (donations by city/state/division/region), race_geo, flows (donor state -> race state), spending (campaign spending by category and vendor city), vendors, state_local (state and city contribution totals with in/out-of-state split), state_local_geo. Free keys get every race's totals and national/regional/state donor geography; deeper tables come with PoliSpend from $29 at https://finzdata.com/political-spending-data .

read-only

Argument	Type	Description
cycle	integer	Election cycle, e.g. 2026 (default), 2022, 2018.
state	string	2-letter state code filter.
table*	string
office	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "table"
  ],
  "properties": {
    "cycle": {
      "type": "integer",
      "description": "Election cycle, e.g. 2026 (default), 2022, 2018."
    },
    "state": {
      "type": "string",
      "description": "2-letter state code filter."
    },
    "table": {
      "enum": [
        "races",
        "candidates",
        "donor_geo",
        "race_geo",
        "flows",
        "spending",
        "vendors",
        "state_local",
        "state_local_geo"
      ],
      "type": "string"
    },
    "office": {
      "enum": [
        "H",
        "S"
      ],
      "type": "string"
    }
  }
}

get_quant_model

The FinzData Quantitative Model as known on as_of: macro regime labels (financial conditions direction, financial risk direction, growth level and direction, inflation direction, macro quadrant GOLDILOCKS/REFLATION/STAGFLATION/SLOWDOWN, liquidity and credit), the growth/inflation nowcast, and the daily S&P 500 market stress probability (2-state Markov-switching). Labels are computed from each input as published on that date (no revisions from the future). Use it to answer 'what macro regime are we in', 'are financial conditions tightening', or to condition a backtest on regime.

read-only

Argument	Type	Description
as_of	string	Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "as_of": {
      "type": "string",
      "description": "Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC)."
    }
  }
}

get_strategy

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

read-only

Argument	Type	Description
slug*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "slug"
  ],
  "properties": {
    "slug": {
      "type": "string"
    }
  }
}

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.

read-only

Argument	Type	Description
as_of	string	Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).
index	string	Optional liquidity-ranked subset.
offset	integer	Paging offset (default 0).
prefix	string	Only symbols starting with this.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "as_of": {
      "type": "string",
      "description": "Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC)."
    },
    "index": {
      "enum": [
        "top500",
        "top1000",
        "top3000"
      ],
      "type": "string",
      "description": "Optional liquidity-ranked subset."
    },
    "offset": {
      "type": "integer",
      "description": "Paging offset (default 0)."
    },
    "prefix": {
      "type": "string",
      "description": "Only symbols starting with this."
    }
  }
}

get_verified_record

Retrieve a verified strategy record by its ID.

read-only

Argument	Type	Description
record_id*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "record_id"
  ],
  "properties": {
    "record_id": {
      "type": "string"
    }
  }
}

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).

read-only

Argument	Type	Description
sort	string
limit	integer
family	string

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "sort": {
      "enum": [
        "robust",
        "forward",
        "new",
        "forks"
      ],
      "type": "string"
    },
    "limit": {
      "type": "integer"
    },
    "family": {
      "type": "string"
    }
  }
}

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.

Argument	Type	Description
spec*	object	Backtest spec (see run_backtest).
as_of	string	Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).
title*	string	1-120 characters.
visibility	string
description	string	Hypothesis: why it should work and what would falsify it.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "spec",
    "title"
  ],
  "properties": {
    "spec": {
      "type": "object",
      "description": "Backtest spec (see run_backtest)."
    },
    "as_of": {
      "type": "string",
      "description": "Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC)."
    },
    "title": {
      "type": "string",
      "description": "1-120 characters."
    },
    "visibility": {
      "enum": [
        "public",
        "private"
      ],
      "type": "string"
    },
    "description": {
      "type": "string",
      "description": "Hypothesis: why it should work and what would falsify it."
    }
  }
}

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.

Argument	Type	Description
side*	string
signal*	string
top_frac*	number
universe*	string
rebalance*	string
agent_name*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "agent_name",
    "signal",
    "universe",
    "rebalance",
    "side",
    "top_frac"
  ],
  "properties": {
    "side": {
      "enum": [
        "long",
        "long_short"
      ],
      "type": "string"
    },
    "signal": {
      "type": "string"
    },
    "top_frac": {
      "type": "number",
      "maximum": 0.5,
      "minimum": 0
    },
    "universe": {
      "enum": [
        "top500",
        "top1000",
        "top3000",
        "all"
      ],
      "type": "string"
    },
    "rebalance": {
      "enum": [
        "daily",
        "weekly",
        "monthly"
      ],
      "type": "string"
    },
    "agent_name": {
      "type": "string"
    }
  }
}

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.

destructive

Argument	Type	Description
record_id*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "record_id"
  ],
  "properties": {
    "record_id": {
      "type": "string"
    }
  }
}

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.

Argument	Type	Description
spec*	object	Backtest spec.
as_of	string	Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).

Input schema (JSON)

{
  "type": "object",
  "required": [
    "spec"
  ],
  "properties": {
    "spec": {
      "type": "object",
      "description": "Backtest spec."
    },
    "as_of": {
      "type": "string",
      "description": "Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC)."
    }
  }
}

search_datasets

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

read-only

Argument	Type	Description
query*	string	Search text.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "type": "string",
      "description": "Search text."
    }
  }
}

search_mcp_servers

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

read-only

Argument	Type	Description
q	string
limit	integer
category	string
min_grade	string

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "q": {
      "type": "string"
    },
    "limit": {
      "type": "integer",
      "default": 10,
      "maximum": 50,
      "minimum": 1
    },
    "category": {
      "enum": [
        "market-data",
        "fundamentals",
        "macro",
        "crypto",
        "trading",
        "options",
        "news-sentiment",
        "portfolio-risk",
        "fx-commodities"
      ],
      "type": "string"
    },
    "min_grade": {
      "enum": [
        "A",
        "B",
        "C",
        "D",
        "F"
      ],
      "type": "string"
    }
  }
}

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.

Argument	Type	Description
slug*	string
unstar	boolean

Input schema (JSON)

{
  "type": "object",
  "required": [
    "slug"
  ],
  "properties": {
    "slug": {
      "type": "string"
    },
    "unstar": {
      "type": "boolean"
    }
  }
}

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.

Argument	Type	Description
spec*	object	Backtest spec, same as run_backtest.
as_of	string	Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).

Input schema (JSON)

{
  "type": "object",
  "required": [
    "spec"
  ],
  "properties": {
    "spec": {
      "type": "object",
      "description": "Backtest spec, same as run_backtest."
    },
    "as_of": {
      "type": "string",
      "description": "Point-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC)."
    }
  }
}

translate_stockcharts_scan

Translates a StockCharts.com scan (e.g. '[type = stock] and [daily close > daily sma(50,daily close)] and [rsi(14) < 70] rank by [ROC(20)]') into a FinzData signal formula and a ready-to-run backtest spec. Returns expr, universe, notes, and any clauses not yet supported (never guessed). No data is fetched.

read-only

Argument	Type	Description
scan*	string	StockCharts scan text.
start	string	Backtest start for the returned spec (default 2015-01-01).

Input schema (JSON)

{
  "type": "object",
  "required": [
    "scan"
  ],
  "properties": {
    "scan": {
      "type": "string",
      "description": "StockCharts scan text."
    },
    "start": {
      "type": "string",
      "description": "Backtest start for the returned spec (default 2015-01-01)."
    }
  }
}

verified_board

Get the leaderboard of verified strategies.

read-only

Argument	Type	Description
limit	integer

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "limit": {
      "type": "integer",
      "default": 50,
      "maximum": 200,
      "minimum": 1
    }
  }
}

verify_chain

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

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {}
}