Model Context Protocol (MCP)

Connect Claude, Cursor, and other AI tools directly to Finvera’s financial data — earnings-call transcripts, fundamentals, news, analyst ratings, and market data — through the Finvera MCP server.

The Finvera MCP server lets any Model Context Protocol client — Claude, Claude Code, Cursor, and others — pull Finvera’s financial data directly into your model’s context. Ask for an earnings-call summary, a company’s fundamentals, the latest analyst ratings, or recent quotes, and the model fetches it live through the tools below.

Server URL	https://mcp.finvera.ai/
Transport	Streamable HTTP
Authentication	OAuth 2.1 — no API key required

There are no API keys to paste. The MCP server uses OAuth 2.1: the first time your client connects, it opens the Finvera login page in your browser. Sign in with your Finvera account (create one free at the Dashboard) and the connection is authorized automatically.

Connecting

Add https://mcp.finvera.ai/ as a remote (custom) MCP connector in your tool of choice. On first connect you’ll be sent through the Finvera login flow — no headers or keys to configure.

Claude Code

Add the server with the CLI:

claude mcp add --transport http finvera https://mcp.finvera.ai/

On first use, Claude Code opens the Finvera login page in your browser. After you sign in, the Finvera tools become available in your session. Run /mcp to check the connection status or re-authenticate.

Claude (Desktop & Web)

1. Open Settings → Connectors.
2. Click Add custom connector.
3. Enter a name (e.g. Finvera) and the URL https://mcp.finvera.ai/.
4. Save, then click Connect and sign in with your Finvera account when the login page appears.

The Finvera tools will then be available from the connectors menu in any chat.

Cursor

Add the server to your mcp.json (Cursor Settings → MCP → Add new MCP server):

{
  "mcpServers": {
    "finvera": {
      "url": "https://mcp.finvera.ai/"
    }
  }
}

Cursor will prompt you to authenticate through the Finvera login page on first connect.

Other clients

Any MCP client that supports remote servers over HTTP with OAuth can connect. Point it at:

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

The client discovers the Finvera authorization server automatically and walks you through login on first connect.

How authentication works

The Finvera MCP server is an OAuth 2.1 resource server — it never accepts API keys as parameters. The standard MCP authorization flow runs end to end with zero manual setup:

1. Your client connects with no token and receives a 401 pointing at Finvera’s protected-resource metadata.
2. The client discovers the Finvera authorization server, registers itself dynamically, and opens the login page.
3. You sign in. The authorization server issues a short-lived access token scoped to the MCP server.
4. Your client calls the server with that token on every request. The server verifies it (signature, issuer, audience, expiry) and serves your data.

Tokens are short-lived and tied to your Finvera account, so your client may prompt you to re-authenticate periodically.

Available tools

The server exposes the following tools. Your AI client calls them automatically based on your request — you don’t invoke them by hand.

Earnings calls, transcripts & summaries

Tool	Description
list_earnings_calls	List earnings conference calls (most recent first). Filter by symbol; shows which transcripts are available per call.
fetch_transcript	Full transcript text for a call. Choose LIVE (real-time) or NON_LIVE (higher-confidence, post-processed).
get_call_details	Call metadata: participants, recording, AI summary, and which transcripts exist (no transcript text).
list_call_summaries	List AI-generated call summaries over a date range.
get_call_summary	AI summary and sentiment for a single call.

For transcripts, start with list_earnings_calls to find a call, then use fetch_transcript for the full text or get_call_summary for the AI summary.

Fundamentals, news & ratings

Tool	Description
get_fundamentals	Company fundamentals — lite (revenue, net income, EPS, assets/liabilities, equity) or enhanced (adds margins, cash-flow, and ratios like P/E and ROE).
fetch_news	Curated “catalyst” news for a symbol — a headline plus a generated explanation of why the stock is moving.
fetch_press_releases	Structured newswire press releases from GlobeNewswire, PR Newswire, Newsfile, or Accesswire.
fetch_analyst_ratings	Analyst rating actions — upgrades/downgrades, ratings, and price targets. Filter by symbol, company, firm, exchange, or date.

get_fundamentals requires a Finvera account entitled to the fundamentals data set. Without that entitlement the server returns an “access to route not allowed” error.

Market & reference data

Tool	Description
fetch_quotes	Recent NBBO quotes (best bid/ask price and size) for a symbol.
fetch_trades	Recent tick-level executed trades (price, size, exchange) for a symbol.
fetch_ohlc_bars	Historical OHLC(V) aggregate bars over a date range, at minute/hour/day/week/month resolution.
search_securities	Resolve tickers and identifiers (FIGI, ISIN, CUSIP, CIK, and more) through the Finvera security master.
fetch_company_logos	Company logo URLs (PNG/SVG) for a symbol.

Example prompts

Once connected, just ask in natural language. Your client picks the right tools automatically:

• “Summarize Apple’s most recent earnings call.”
• “What did analysts say about NVDA this week — any upgrades or downgrades?”
• “Pull Microsoft’s enhanced fundamentals for FY2024.”
• “Show me the latest catalyst news for TSLA and why it’s moving.”
• “Get daily OHLC bars for AMZN over the last three months.”

Troubleshooting

The login page never appears / connection fails

Confirm your client supports remote MCP servers over HTTP with OAuth and that you used the exact URL https://mcp.finvera.ai/. In Claude Code, run /mcp to retry authentication.

“Access to route not allowed” when fetching fundamentals

The get_fundamentals tool requires an account entitled to the fundamentals data set. Check your plan on the Dashboard or contact support.

Tools stopped working after a while

Access tokens are short-lived. Reconnect or re-authenticate (in Claude Code, /mcp) to get a fresh token.

Need help? Email [e-mail].