Extend FMP MCP with additional financial statements, peer comparison, and representative tests#2
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ZhijingEu wants to merge 12 commits into
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Extend FMP MCP with additional financial statements, peer comparison, and representative tests#2ZhijingEu wants to merge 12 commits into
ZhijingEu wants to merge 12 commits into
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Note on changes to this fork
Add DCF valuation tools (discounted-cash-flow, levered, custom with scenario overrides) and the corresponding tests and docs
…ix dividends field get_balance_sheet: adds totalDebt and capitalLeaseObligations to formatted output. Previously only longTermDebt was included, causing downstream pipelines to understate invested capital and ROIC for tickers with significant lease liabilities (confirmed: BAH finding #008, CACI #011). get_cash_flow_statement: replaces hardcoded 'dividendsPaid' field with a fallback chain (commonDividendsPaid -> netDividendsPaid -> dividendsPaid) matching the actual FMP API response field name. Also adds preferredDividendsPaid, incomeTaxesPaid, and interestPaid to the formatted output. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
…Activities typo
get_cash_flow_statement was using 'commonStockIssued' (wrong FMP field name)
and 'otherFinancingActivites' (typo, missing 'i'). Both caused N/A to be
returned for all tickers even when FMP REST response contains non-zero values
(confirmed: BAH $6-28M/yr equity issuance; KBR $130-280M/yr other financing).
Fix: 'commonStockIssued' -> 'commonStockIssuance'
'otherFinancingActivites' -> 'otherFinancingActivities'
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
ipoDate from FMP is the stock market listing date, not the company founding date (e.g. PSN: founded ~1984, IPO 2008 -- different dates). Mislabeling caused downstream confusion when VIPER reads the field to compute pre_ipo_periods for post-IPO analytical scoping. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
…ACC values FMP custom DCF endpoints return rates as already-percentage values (e.g. 14.9 = 14.9%), not decimals. The old _pct() multiplied by 100 unconditionally, producing 1490% for NVDA WACC=14.9. Fix: guard on value <= 1.0 -- multiply by 100 only for decimal-form values; display as-is for already-percentage values. Handles both forms safely without breaking existing behaviour for decimal inputs. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
…ocs URL Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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helloooo maintainer??? anyone here? |
Author
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@yairEO FMP now publishes an official hosted MCP server that wraps their full REST API (~250 tools) https://site.financialmodelingprep.com/developer/docs/mcp-server |
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Summary
This PR extends the Financial Modeling Prep (FMP) MCP server with additional financial statement coverage as the original statements.py file only covered the extraction of income_sheet data but not cashflow statements or balance sheet, peer comparison functionality, and representative unit tests.
Key Changes
New & Extended Tools
MCP Server Updates
src/server.pyserver.pyentrypoint to resolve import/path issues when running under Claude Desktop (STDIO MCP execution)Tests
test_statements.pyusing a representative-test strategy:test_peers.pyfor stock peer comparison toolNotes
annual, quarterly, and TTM endpoints