How do I install Agents Plugin?

Copy the stdio config for Cursor, Claude Desktop, Claude Code, or VS Code on this page. It uses the publisher's install, not a PlugMCP proxy.

Does Agents Plugin need an API key?

No required environment variable is listed on this record.

What transport does Agents Plugin use?

Agents Plugin runs locally over stdio.

When was Agents Plugin last checked?

Last checked 2026-10-28. Financial data agents plugin (Skills+MCP) for 60,000+ public companies (ChatGPT, Cursor, VS Code, Claude).

Agents Plugin MCP 伺服器

接入你的智能体

新增此伺服器

Install from the publisher. Not a PlugMCP endpoint.

在 PlugMCP 上執行

用我們的金鑰與日誌託管一份副本。

No packaged release in the registry yet. Follow the repository README.

RepositoryPublisher installStep-by-step: add this in Claude

Remote URL or a command on your machine? How the two installs differ

在 PlugMCP 上執行

用我們的金鑰與日誌託管一份副本。

这是你新建的服务器，不是此条目的官方端点。若要用发布方的 URL 与凭证，请使用上方安装面板。

啟動

Server facts

Local

Transport: stdio
License: MIT
Last checked: 2026-10-28

Tools

No tool list yet. Remote servers get one after the first health check.

FAQ

Questions

ROIC.ai Financial Data MCP Server

A financial data MCP server and stock market MCP server. It connects AI assistants (Claude, ChatGPT, Cursor, VS Code, and OpenAI Codex) to stock prices, financial statements, earnings call transcripts, fundamentals, ratios, and valuation data for 60,000+ public companies through the Model Context Protocol (MCP).

One server gives your assistant MCP for financial statements, MCP for earnings, and MCP for fundamentals. Ask a question in plain language and the model fetches live stock-market data from the ROIC.ai REST API on demand, no copy-paste.

Powered by ROIC.ai — financial statements, ratios, valuation multiples, and earnings transcripts for public companies across 70+ global exchanges.

It is open source and free to run from this GitHub repo: bring a free API key and you have a finance MCP server and a stock price MCP server in one. Unlike a single-source feed such as Yahoo Finance, ROIC.ai serves standardized financial statements, pre-computed ratios, and valuation multiples across 70+ exchanges, so the model gets clean, comparable numbers instead of scraped tables.

Hosted version (recommended)

The fastest way to use ROIC.ai is the hosted MCP server at https://mcp.roic.ai/mcp — Streamable HTTP with OAuth sign-in, so there is no API key to manage and it updates automatically. Works with ChatGPT, Claude, Cursor, VS Code, and Codex.

Claude Code:

claude mcp add --transport http roicai https://mcp.roic.ai/mcp

Any client that takes a URL-based MCP server:

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

Full per-client setup guides (ChatGPT, Claude, Cursor, VS Code, Codex): roic.ai/api/mcp.

Self-hosted (open source)

Prefer to run it yourself with an API key? This repo is the open-source server. Get a free API key at https://www.roic.ai/dashboard, then run it directly with npx (no install):

ROIC_API_KEY=your_key npx @roicai/mcp-server

Claude Desktop / Cursor

Add to your MCP config (claude_desktop_config.json for Claude Desktop, .cursor/mcp.json for Cursor):

{
  "mcpServers": {
    "roicai": {
      "command": "npx",
      "args": ["-y", "@roicai/mcp-server"],
      "env": { "ROIC_API_KEY": "your_key_here" }
    }
  }
}

Claude Code (CLI)

claude mcp add roicai --env ROIC_API_KEY=your_key -- npx -y @roicai/mcp-server

VS Code

Add to .vscode/mcp.json:

{
  "servers": {
    "roicai": {
      "command": "npx",
      "args": ["-y", "@roicai/mcp-server"],
      "env": { "ROIC_API_KEY": "your_key_here" }
    }
  }
}

OpenAI Codex

Add to ~/.codex/config.toml:

[mcp_servers.roicai]
command = "npx"
args = ["-y", "@roicai/mcp-server"]
env = { ROIC_API_KEY = "your_key_here" }

Restart your client and ask: "Show me Apple's income statement for the last 3 years using roicai."

What you get

This stock market MCP server exposes 25 read-only tools across seven categories:

Financial statements — income statement, balance sheet, cash flow (annual or quarterly).
Financial ratios — profitability (ROE, ROA, ROIC, margins), credit/debt, liquidity, working capital, yield.
Valuation — P/E, P/B, P/S, EV/EBITDA and other multiples, enterprise value, per-share data.
Earnings calls — full earnings call transcripts by year and quarter.
Stock prices — end-of-day and historical OHLCV with date ranges (a stock price MCP server in its own right).
Company data — profiles (CEO, sector, industry, employees) and news.
Discovery — search and list tickers, exchanges, sectors, industries, countries.

Tools

Tool	What it returns
`search_tickers`	Search tickers by symbol or company name
`list_tickers`	List tickers (filter by exchange / listed status)
`search_ticker_by_identifier`	Resolve a ticker by CIK, CUSIP, or ISIN
`list_exchanges`	All stock exchanges with ticker counts
`list_sectors`	All market sectors with ticker counts
`list_industries`	All industries with ticker counts
`list_countries`	All countries with ticker counts
`get_company_profile`	Description, CEO, employees, sector, industry
`get_company_news`	Recent news articles, paginated and date-filtered
`get_latest_earnings_call`	Most recent earnings call transcript
`list_earnings_calls`	Available earnings calls (year, quarter, date)
`get_earnings_call_transcript`	A specific transcript by year and quarter
`get_stock_prices`	Historical OHLCV stock prices with date range
`get_latest_stock_price`	Most recent stock price
`get_income_statement`	Revenue, gross profit, net income, EPS, EBITDA, margins
`get_balance_sheet`	Assets, liabilities, debt, equity, shares outstanding
`get_cash_flow`	Operating / investing / financing cash flow, CapEx, FCF
`get_profitability_ratios`	ROE, ROA, ROIC, margins, tax rate, payout
`get_credit_ratios`	Debt/EBITDA, debt/equity, interest coverage
`get_liquidity_ratios`	Current, quick, cash ratios, Altman Z-Score
`get_working_capital_ratios`	Turnover, days, cash conversion cycle

Every tool accepts a company identifier that can be a ticker (e.g. AAPL), CIK, CUSIP, or ISIN. Financial tools accept period (annual or quarterly), limit, order, and date / fiscal-year filters.

Example prompts

Compare Microsoft and Google profitability over the last 3 years (margins and ROE).
Is Tesla overvalued? Show its P/E, EV/EBITDA, and P/S vs the last 5 years.
What did Apple management say about AI in the latest earnings call?
Show Amazon's daily stock prices for January 2025.
Which sectors have the most publicly traded companies?

Authentication

The server authenticates to the ROIC.ai REST API with an API key passed as the ROIC_API_KEY environment variable. Get a free key from your ROIC.ai dashboard. The free tier covers every tool across all public companies; paid plans raise the rate limit and history depth. See pricing.

Configuration

Variable	Default	Description
`ROIC_API_KEY`	(required)	Your ROIC.ai REST API key
`ROIC_API_BASE`	`https://api.roic.ai/v2`	Override the API base URL

Local development

git clone https://github.com/roicai/mcp-server.git
cd mcp-server
npm install
ROIC_API_KEY=your_key npm start

Requires Node.js 18+ (uses the built-in fetch).

Agents Plugin

新增此伺服器

用我們的金鑰與日誌託管一份副本。

Server facts

Tools

Questions

How do I install Agents Plugin?

Does Agents Plugin need an API key?

What transport does Agents Plugin use?

When was Agents Plugin last checked?

Documentation

ROIC.ai Financial Data MCP Server

Hosted version (recommended)

Self-hosted (open source)

Claude Desktop / Cursor

Claude Code (CLI)

VS Code

OpenAI Codex

What you get

Tools

Example prompts

Authentication

Configuration

Local development

Links

License