MCP Radar
MCP Server

Rockmoon Financial Data

ai.rockmoon/financial-data
Data & Analytics Finance & Investing Unavailable MCP 2025-11-25

What this MCP does

Provides structured US, Japanese, and Korean financial statements, segments, ownership data, and company metrics with filing traceability.

Capabilities

Tools

19 tools
compare_metrics
Compare valuation metrics across multiple tickers.
Input schema 
{'type': 'object', 'required': ['tickers'], 'properties': {'fields': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'Fields', 'default': None}, 'tickers': {'type': 'string', 'title': 'Tickers'}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
get_balance_sheet
Get balance sheet (assets, liabilities, equity).
Input schema 
{'type': 'object', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'title': 'Limit', 'default': 8}, 'ticker': {'type': 'string', 'title': 'Ticker'}, 'frequency': {'type': 'string', 'title': 'Frequency', 'default': 'quarterly'}, 'fiscal_year': {'anyOf': [{'type': 'integer'}, {'type': 'null'}], 'title': 'Fiscal Year', 'default': None}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
get_cash_flow
Get cash flow statement (OCF, ICF, FCF, capex, dividends).
Input schema 
{'type': 'object', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'title': 'Limit', 'default': 8}, 'ticker': {'type': 'string', 'title': 'Ticker'}, 'frequency': {'type': 'string', 'title': 'Frequency', 'default': 'quarterly'}, 'fiscal_year': {'anyOf': [{'type': 'integer'}, {'type': 'null'}], 'title': 'Fiscal Year', 'default': None}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
get_company
Get company facts (name, exchange, industry, regulator id, filings url).
Input schema 
{'type': 'object', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'title': 'Ticker'}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
get_director_holdings
Get director / officer shareholdings (insider equity stakes).
Input schema 
{'type': 'object', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'title': 'Limit', 'default': 30}, 'ticker': {'type': 'string', 'title': 'Ticker'}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
get_filing_source
Get the original SEC filing URL for a fiscal quarter or year from Rockmoon's stored provenance; use this instead of web search.
Input schema 
{'type': 'object', 'required': ['ticker'], 'properties': {'period': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'Period', 'default': None}, 'ticker': {'type': 'string', 'title': 'Ticker'}, 'frequency': {'type': 'string', 'title': 'Frequency', 'default': 'auto'}, 'statement': {'type': 'string', 'title': 'Statement', 'default': 'all'}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
get_financials
Get all three financial statements (IS + BS + CF) for a ticker.
Input schema 
{'type': 'object', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'title': 'Limit', 'default': 8}, 'ticker': {'type': 'string', 'title': 'Ticker'}, 'frequency': {'type': 'string', 'title': 'Frequency', 'default': 'quarterly'}, 'fiscal_year': {'anyOf': [{'type': 'integer'}, {'type': 'null'}], 'title': 'Fiscal Year', 'default': None}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
get_income_statement
Get income statement (revenue, costs, margins, EPS).
Input schema 
{'type': 'object', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'title': 'Limit', 'default': 8}, 'ticker': {'type': 'string', 'title': 'Ticker'}, 'frequency': {'type': 'string', 'title': 'Frequency', 'default': 'quarterly'}, 'fiscal_year': {'anyOf': [{'type': 'integer'}, {'type': 'null'}], 'title': 'Fiscal Year', 'default': None}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
get_insider_trades
Get insider trading activity (US Form 4 filings).
Input schema 
{'type': 'object', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'title': 'Limit', 'default': 50}, 'ticker': {'type': 'string', 'title': 'Ticker'}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
get_institutional_holdings
Get institutional holders (US 13F filings).
Input schema 
{'type': 'object', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'title': 'Limit', 'default': 50}, 'ticker': {'type': 'string', 'title': 'Ticker'}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
get_large_holdings_events
Get large-holdings disclosure events (JP 350/360 reports).
Input schema 
{'type': 'object', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'title': 'Limit', 'default': 50}, 'ticker': {'type': 'string', 'title': 'Ticker'}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
get_major_shareholders
Get top shareholders (institutions + individuals).
Input schema 
{'type': 'object', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'title': 'Limit', 'default': 20}, 'ticker': {'type': 'string', 'title': 'Ticker'}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
get_metrics
Get latest valuation + financial metrics snapshot (PE, PB, ROE etc.).
Input schema 
{'type': 'object', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'title': 'Ticker'}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
get_metrics_history
Get historical derived metrics (TTM aggregates + margins per period).
Input schema 
{'type': 'object', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'title': 'Limit', 'default': 20}, 'ticker': {'type': 'string', 'title': 'Ticker'}, 'frequency': {'type': 'string', 'title': 'Frequency', 'default': 'quarterly'}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
get_prices
Get daily price history for a ticker.
Input schema 
{'type': 'object', 'required': ['ticker'], 'properties': {'period': {'type': 'string', 'title': 'Period', 'default': '1y'}, 'ticker': {'type': 'string', 'title': 'Ticker'}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
get_segments
Get reported business / geographic / product segments.
Input schema 
{'type': 'object', 'required': ['ticker'], 'properties': {'period': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'Period', 'default': None}, 'ticker': {'type': 'string', 'title': 'Ticker'}, 'concept': {'type': 'string', 'title': 'Concept', 'default': 'revenue'}, 'frequency': {'type': 'string', 'title': 'Frequency', 'default': 'yearly'}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
get_segments_trend
Get time-series of segment values across periods for trend analysis.
Input schema 
{'type': 'object', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'title': 'Limit', 'default': 12}, 'ticker': {'type': 'string', 'title': 'Ticker'}, 'concept': {'type': 'string', 'title': 'Concept', 'default': 'revenue'}, 'frequency': {'type': 'string', 'title': 'Frequency', 'default': 'yearly'}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
screen_companies
Screen stocks across US/JP/KR/HK/CN by valuation + quality metrics (PE, PB, ROE, margins, market cap, dividend yield).
Input schema 
{'type': 'object', 'properties': {'limit': {'type': 'integer', 'title': 'Limit', 'default': 20}, 'order': {'type': 'string', 'title': 'Order', 'default': 'desc'}, 'market': {'type': 'string', 'title': 'Market', 'default': ''}, 'pb_max': {'type': 'number', 'title': 'Pb Max', 'default': None}, 'pb_min': {'type': 'number', 'title': 'Pb Min', 'default': None}, 'roa_min': {'type': 'number', 'title': 'Roa Min', 'default': None}, 'roe_max': {'type': 'number', 'title': 'Roe Max', 'default': None}, 'roe_min': {'type': 'number', 'title': 'Roe Min', 'default': None}, 'sort_by': {'type': 'string', 'title': 'Sort By', 'default': 'market_cap'}, 'pe_ttm_max': {'type': 'number', 'title': 'Pe Ttm Max', 'default': None}, 'pe_ttm_min': {'type': 'number', 'title': 'Pe Ttm Min', 'default': None}, 'gics_sector': {'type': 'string', 'title': 'Gics Sector', 'default': None}, 'market_cap_max': {'type': 'number', 'title': 'Market Cap Max', 'default': None}, 'market_cap_min': {'type': 'number', 'title': 'Market Cap Min', 'default': None}, 'net_margin_min': {'type': 'number', 'title': 'Net Margin Min', 'default': None}, 'ttm_revenue_min': {'type': 'number', 'title': 'Ttm Revenue Min', 'default': None}, 'gross_margin_min': {'type': 'number', 'title': 'Gross Margin Min', 'default': None}, 'ev_ebitda_ttm_max': {'type': 'number', 'title': 'Ev Ebitda Ttm Max', 'default': None}, 'gics_industry_group': {'type': 'string', 'title': 'Gics Industry Group', 'default': None}, 'operating_margin_min': {'type': 'number', 'title': 'Operating Margin Min', 'default': None}, 'dividend_yield_ttm_min': {'type': 'number', 'title': 'Dividend Yield Ttm Min', 'default': None}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
search_companies
Search companies by ticker or name across US/JP/KR/HK/CN/UK.
Input schema 
{'type': 'object', 'required': ['query'], 'properties': {'limit': {'type': 'integer', 'title': 'Limit', 'default': 10}, 'query': {'type': 'string', 'title': 'Query'}}}
Output schema 
{'type': 'object', 'additionalProperties': True}
History

Recent tool changes

Added
compare_metrics
Sept. 17, 2026, 7:57 a.m.
Added
get_metrics_history
Sept. 17, 2026, 7:57 a.m.
Added
screen_companies
Sept. 17, 2026, 7:57 a.m.
Added
get_metrics
Sept. 17, 2026, 7:57 a.m.
Added
get_large_holdings_events
Sept. 17, 2026, 7:57 a.m.
Added
get_institutional_holdings
Sept. 17, 2026, 7:57 a.m.
Added
get_insider_trades
Sept. 17, 2026, 7:57 a.m.
Added
get_director_holdings
Sept. 17, 2026, 7:57 a.m.
Added
get_major_shareholders
Sept. 17, 2026, 7:57 a.m.
Added
get_segments_trend
Sept. 17, 2026, 7:57 a.m.
Added
get_segments
Sept. 17, 2026, 7:57 a.m.
Added
get_prices
Sept. 17, 2026, 7:57 a.m.
Added
get_filing_source
Sept. 17, 2026, 7:57 a.m.
Added
get_cash_flow
Sept. 17, 2026, 7:57 a.m.
Added
get_balance_sheet
Sept. 17, 2026, 7:57 a.m.
Added
get_income_statement
Sept. 17, 2026, 7:57 a.m.
Added
get_financials
Sept. 17, 2026, 7:57 a.m.
Added
get_company
Sept. 17, 2026, 7:57 a.m.
Added
search_companies
Sept. 17, 2026, 7:57 a.m.
Discover

Similar MCP servers

AlpineDataWorks Intelligence Server

com.alpinedataworks/adw-intelligence-server

Provides economic, market, supply-chain, real-estate, energy, consumer, labor, and other scored intelligence indices with histori…

Stratalize Finance

com.stratalize/finance

Provides financial, macroeconomic, banking, credit, commodities, M&A, ESG, labor, and regulatory benchmarks for analysis and plan…

Valuein — SEC EDGAR Fundamentals & Smart-Money Data

io.github.valuein/mcp-sec-edgar

Provides point-in-time SEC EDGAR fundamentals, filings, ownership signals, financial analysis, valuation models, research reports…

equibles

io.github.daniel3303/equibles

Provides equity and market research tools covering SEC filings, company financials, portfolios, prices, options, macroeconomic da…

DFX Real Estate Intelligence

io.github.Capital-W-Holdings/us-property-parcel-real-estate-debt

Provides US commercial real estate, parcel, debt maturity, bank CRE exposure, private capital, investor, ownership, occupancy, an…

simplefunctions

io.github.spfunctions/simplefunctions

Provides prediction-market data, thesis analysis, market signals, portfolio tracking, and automated intent-based trading workflow…

EventTrader MCP

com.cymetica/event-trader-mcp

Provides prediction-market research and trading capabilities, including real-time event-market data, CLOB execution paths, fund i…

Signal8

ai.signal8/mcp

Provides SEC filings, dilution data, insider and institutional ownership, and political-trade data.