Content
# English Version
## Service Overview
* DeepQ Technology's Chinese Financial Toolkit MCP Server (hereinafter referred to as DeepQ MCP) is an Chinese Financial AI toolkit designed for the securities industry.
* We provide professional financial data tools covering stocks, ETFs, funds, research reports, news, and other information.
* DeepQ MCP tools adhere to three principles for being large-language-model-friendly: natural language input/output, fast response times, and complete business logic. Services are available with just one-click configuration.
## Capabilities
The MCP provides comprehensive financial data and analytical tool support for AI large language models, specifically including the following five core data capabilities:
* *Stock Analysis*: Covers real-time quotes of individual stocks, main business operations, fundamental analysis, technical analysis, capital flow analysis, news sentiment, sector quotes, capital flow and fundamentals of sectors, and overall market index data.
* *ETF Analysis*: Includes ETF real-time quotes, performance, technical analysis, capital flow, fundamentals, news sentiment, and underlying asset data.
* *Public Funds (Mutual Funds)*: Covers public fund performance, technical analysis, capital flow, fundamentals, news sentiment, underlying assets, and fund manager insights.
* *News & Information*: Includes data from official securities media, primary and secondary self-media in securities, broker research reports, market hot topics, and unusual activity alerts for stocks/ETFs/sectors.
* *General Tools*: Utility tools for getting the current date, determining trading days, standardizing stock codes, standardizing fund codes, and parsing financial entities.
## Tool List
The MCP tools have been officially released, with over 40 tools available for use. If you have requests for other tools, please feel free to contact us.
| **Tool Category** | **Tool Name** | **Description** | **Example Query** |
|-------------------------------|-------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------|
| A-Share Stock Analysis | stockBizHighlight | Gets the main business operations, belonging industry/themes, and core highlights of a stock. | What are the main businesses of Moutai and CATL respectively? |
| | stockTechAnalysis | Gets technical indicators like KDJ, BOLL, MACD for a stock, along with a technical summary and trend analysis. | How is the technical picture for CATL? |
| | stockCapAnalysis | Gets capital flow data for a stock, including main fund flows, dragon-tiger list data, and margin trading data. | What was the main fund inflow for Moutai today? |
| | stockFunAnalysis | Gets fundamental data for a stock, including PE, PB, ROE, gross margin, net profit margin, and company financials. | What is the recent P/E ratio of CATL? |
| | stockRep | Gets the latest 3 research report insights for a stock from the past 90 days (3 months). | The latest research reports on Wuliangye |
| | stockLatestPrice | Gets the latest market data for a stock, including price, change percentage, and trading volume. | What are the current latest prices for Moutai and CATL? |
| | guessStockCode | Parses common names or nicknames of stocks mentioned in daily conversation into standard stock codes, names, and trading markets (SH: Shanghai; SZ: Shenzhen; BJ: Beijing; NQ: New Third Board; US: US stocks; HK: Hong Kong stocks). | What are the current latest prices for Moutai and CATL? |
| | stockRiskWarning | Gets potential risk information for a stock. | Guoxuan High-Tech's stock price has been volatile recently, help me screen for risks. |
| | stockFlexibility | Gets the elasticity of a stock's price reaction to external events. | How elastic is Guoxuan High-Tech's stock price? |
| | stockValuation | Gets valuation data for a stock, such as PE, PB, ROE, gross margin, net profit margin, and the industry P/E ratio of its sector. | Is Guoxuan High-Tech's current valuation reasonable? |
| A-Share Market Index Analysis | mktForwardLook | Gets the outlook for the A-share market indices on a specified date. | How is the A-share market likely to perform going forward? |
| | aShareFearGreedIndex | Short-term fear and greed sentiment index for the A-share market. | What is the current level of short-term fear and greed sentiment in the A-share market? |
| | aShareTemperature | A gauge of the current 'temperature' of the A-share market. | What is the current temperature of the A-share market? |
| | aShareMarketQuotes | Gets the quotes for major A-share indices (e.g., Shanghai Composite, Shenzhen Component, ChiNext, STAR Market, Beijing Exchange Index, Hang Seng Index) on a specified date. | How did the major market indices perform today? |
| A-Share Sector Analysis | sectorCapAnalysis | Gets capital flow data for conceptual or industry sectors, including main fund flows and margin trading balances. | What was the main fund inflow into the low-altitude economy sector today? |
| | sectorFunAnalysis | Gets fundamental data for conceptual or industry sectors, such as PE, ROE, gross margin, and financial operating data. | What are the fundamentals of the low-altitude economy sector like? |
| | sectorNewsAnalysis | Gets news messages for a conceptual or industry sector within a specified date range. | Any recent news about the low-altitude economy sector? |
| | sectorReportAnalysis | Gets research report insights for a conceptual or industry sector within a specified date range. | The latest research reports on the low-altitude economy |
| | sectortLatestPrice | Gets the latest real-time price, change percentage, and trading volume for a conceptual or industry sector. | How are the low-altitude economy and chip sectors performing today? |
| | sectorRelatedStocks | Gets the stocks influenced by an industry or conceptual sector and the reasons for correlation. Stocks can be sorted by price change, market cap, or conceptual relevance. | Which are the leading stocks in the Apple concept sector? |
| | sectorPriceChangeRank | Ranks the sectors with the highest price increases or decreases over a specified date range, providing related news. | Which are the top 10 sectors by gain today? |
| | sectorPriceChangeReason | Queries the performance of a sector over a date range and provides attributing news. | What was the gain for the innovative drug sector over the past month? |
| ETF Analysis & Diagnostics | etfBasicInfo | Gets key basic information and interpretation for an ETF, such as fund size, fee rate, and tracking error. | What is the total expense ratio of the DaCheng Nonferrous Metals Futures ETF? |
| | etfFunAnalysis | Gets key valuation and fundamental data for an ETF, such as P/E ratio, P/E percentile, P/B ratio, P/B percentile, dividend yield, and ROE. | How is the valuation of the CSI 300 ETF? |
| | etfPerformance | Gets performance metrics for an ETF fund over the past 1 year, 3 years, year-to-date, and since inception, including return rate, annualized return, annualized volatility, Sharpe ratio, maximum drawdown, annualized excess return, and information ratio. | How has the performance of the CSI A500 E Fund ETF been this year? |
| | etfUnderAssets | Gets the ETF's heavily weighted sectors, heavily weighted stocks, and heavily weighted bonds. | What are the top holdings of the CSI A500 E Fund ETF? |
| | etfLatestPrice | Gets real-time quotes for an ETF fund, including latest size, fee rate, tracking error, and other key basic data. | How much did the Healthcare ETF rise today? |
| | etfTechAnalysis | Gets key technical data and interpretation for an ETF fund, such as moving averages and MACD. | How is the technical picture for the CSI 300 ETF? |
| | etfRelatedNews | Gets recent relevant news and information for an ETF fund. | Any news related to the CSI 300 ETF? |
| Fund Analysis & Diagnostics | fundBasicInfo | Gets basic information for a fund, including classification, labels, managing company, and fund manager. | Who is the fund manager of China Merchants Quantitative Select? |
| | fundPerformance | Gets performance metrics for a fund over the past 1 year, 3 years, year-to-date, and since inception, including return rate, annualized return, annualized volatility, Sharpe ratio, maximum drawdown, annualized excess return, and information ratio. | What is the return of China Merchants Quantitative Select over the past year? |
| | fundUnderAssets | Conducts a look-through analysis of the fund's underlying heavily weighted sectors, heavily weighted stocks, and heavily weighted bonds. | How are the top holdings of China Merchants Quantitative Select performing? |
| | fundRecentViews | Gets the fund manager's recent views on the fund, including investment strategy, operational analysis, and future macro outlook. | The recent investment views of China Merchants Quantitative Select and Zhongtai Xingyuan Value Select |
| | guessFundCode | Parses fund abbreviations or nicknames into standard fund codes, names, and trading markets (SH: Shanghai; SZ: Shenzhen; OF: Over-the-counter). | How is the Semiconductor ETF? |
| Market Event Interpretation | aShareMarketEvents | Gets important events related to the A-share market (macro, industry, sector, listed companies) and interprets the opportunities within. | Any major events happening in the market recently? |
| Securities Information Search | officialSecuNews | Retrieves information from relevant official securities media. | Any recent news about stablecoins? |
| | weMediaSecuNews | Retrieves information from relevant securities self-media sources. | Any recent news about Moutai? |
| | finEntityExtract | Extracts financial entities (individual stocks, funds, conceptual sectors, industries) mentioned in natural language, returning their codes and names. For stocks, it also returns belonging concepts and Shenwan industries; for ETF funds, it returns the tracked index. | Today's price change for Moutai? |
| | currentDatetime | Gets today's date, time, day of the week, and holiday information. | Today's price change for the Gold ETF? |
| | recentTransDate | Gets today's date and whether it's a trading day, the previous trading date, and the next trading date. | What was the tracking error of the Gold ETF on the last trading day? |
| Research View Search | macroResearch | Gets research views and interpretations from various brokerages on macro topics (economic data, macro events, macro policies). | What do institutions think about the Fed rate cut? |
| | stkResearch | Gets research views from various brokerages on individual stocks (i.e., listed companies). | What do institutions think about Jiayi Shares? |
| | industryResearch | Gets research views from various brokerages on industries. | Recent investment advice for the tourism industry? |
| | researchRatingStats | Gets rating statistics for an individual stock (listed company) or industry from various brokerages. | What are the stock ratings for Moutai from various brokerages? |
## Deployment
### VS Code + Cline
A sample configuration for using the MCP Server with VS Code + Cline is as follows (using a trial API_KEY for free trial).
```json
{
"mcpServers": {
"deepq-finance-toolkit-mcp-server": {
"command": "npx",
"args": [
"-y",
"@deepqtech/mcp-server-js@latest",
"start"
],
"env": {
"DEEPQ_API_KEY": "4iskgEuB4nTSHaCad2bDUw"
}
}
}
}
```
Note: If too many concurrent calls are made, you will receive an error message: You have been restricted, please try again later!. You can apply for independent concurrency quota at: https://g.h5gdvip.com/p/tgcp0ld7
# Tool List
| **Tool Category** | **Tool/Interface Name** | **Description** | **Example Question** |
| --- |---------------------------------| --- | --- |
| A-Share Stock Analysis | stockBizHighlight | Stock Main Business and Highlights: Get the main business, industry/theme, and core highlights of a stock. | What are the main businesses of Moutai and CATL? |
| | stockTechAnalysis | Stock Technical Analysis: Get technical indicators such as KDJ, BOLL, MACD, as well as technical summaries and trend analysis for a stock. | How is CATL's technical aspect? |
| | stockCapAnalysis | Stock Capital Analysis: Get the flow of main funds, the Dragon and Tiger List, and margin trading data for a stock. | How much main capital flowed into Moutai today? |
| | stockFunAnalysis | Stock Fundamental Analysis: Get the PE, PB, ROE, gross profit margin, net profit margin, and other fundamental data of a company. | What is CATL's recent price-to-earnings ratio? |
| | stockRep | Stock Research Report Viewpoint: Get the latest 3 research report viewpoints on a stock within the last 90 days (3 months). | The latest research report on Wuliangye |
| | stockLatestPrice | Stock Latest Quotes: Get the latest stock quote data, including price, change, and trading volume. | What are the current latest prices of Moutai and CATL? |
| | guessStockCode | Stock Entity Resolution: Resolve stock abbreviations and nicknames in daily conversations into standard stock codes, names, and trading markets (SH: Shanghai Stock Exchange; SZ: Shenzhen Stock Exchange; BJ: Beijing Stock Exchange; NQ: National Equities Exchange and Quotations; US: US stocks; HK: Hong Kong stocks). | What are the current latest prices of Moutai and CATL? |
| | stockRiskWarning | Stock Risk Warning: Get potential risk information for individual stocks | Gotion High-tech's stock price has been a bit strange recently, help me check for risks |
| | stockFlexibility | Stock Flexibility: Get the stock price reaction elasticity of individual stocks to external events | How is Gotion High-tech's stock price elasticity? |
| | stockValuation | Stock Valuation: Get the company's valuation data such as PE, PB, ROE, gross profit margin, net profit margin, and industry PE ratio. | Is Gotion High-tech's current valuation reasonable? |
| A-Share Market Analysis | mktForwardLook | Market Outlook: You can get the A-share market outlook for the specified date. | How will the A-share market go in the future? |
| | aShareFearGreedIndex | A-Share Fear and Greed Index: Short-term fear and greed sentiment index of the A-share market | Where is the A-share short-term fear and greed sentiment? |
| | aShareTemperature | A-Share Market Thermometer: The current market temperature index of A-shares | How is the current A-share market temperature? |
| | aShareMarketQuotes | A-Share Market Quotes: Get the market conditions of mainstream A-share indexes (Shanghai Stock Exchange Composite Index, Shenzhen Component Index, ChiNext Index, STAR Market Index, Beijing Stock Exchange Index, Hang Seng Index, etc.) on the specified date. | How is the market today? |
| A-Share Sector Analysis | sectorCapAnalysis | Sector Capital Analysis: Get the flow of main funds and margin balance data of concept or industry sectors. | How much main capital flowed into the low-altitude economy sector today? |
| | sectorFunAnalysis | Sector Fundamental Analysis: Get fundamental data such as PE, ROE, gross profit margin, and financial operating data of concept or industry sectors. | How is the fundamental aspect of the low-altitude economy sector? |
| | sectorNewsAnalysis | Sector News Analysis: Get news and messages of concept or industry sectors within the specified date range. | What's the latest news in the low-altitude economy sector? |
| | sectorReportAnalysis | Sector Research Report Analysis: Get research report viewpoints of concept or industry sectors within the specified date range. | The latest research report on the low-altitude economy |
| | sectortLatestPrice | Sector Latest Quotes: Get the latest real-time price, change, and trading volume data of concept or industry sectors. | How are the low-altitude economy and chip sectors performing today? |
| | sectorRelatedStocks | Sector Related Stocks: Get the stocks affected by the industry or concept sector and the reasons for the association. Related stocks can be sorted according to stock price increase/decrease, stock market value, and concept relevance. | Which are the leading stocks in the Apple concept? |
| | sectorPriceChangeRank | Sector Price Change Ranking: Query the list of sectors with the largest increase or decrease within the date range, and provide relevant news | Which are the top 10 sectors in terms of increase today? |
| | sectorPriceChangeReason | Sector Price Change Attribution: Query the sector market within the date range and give attribution news | How much has the innovative drug sector increased in the last month? |
| ETF Analysis and Diagnosis | etfBasicInfo | ETF Basic Information: Get key basic information data and interpretations of ETF funds such as scale, expense ratio, and tracking error. | What is the comprehensive expense ratio of Dacheng Nonferrous Metals Futures ETF? |
| | etfFunAnalysis | ETF Fundamental Analysis and Valuation: Get key valuation and fundamental data of ETFs such as price-to-earnings ratio PE, PE percentile, price-to-book ratio PB, PB percentile, dividend yield, and ROE. | How is the valuation of CSI 300ETF? |
| | etfPerformance | ETF Performance Data: Get the performance indicators of ETF funds in the past 1 year, 3 years, this year, and since inception, including: rate of return, annualized rate of return, annualized volatility, Sharpe ratio, maximum drawdown, annualized excess, and information ratio. | How has the performance of E Fund CSI A500ETF been so far this year? |
| | etfUnderAssets | ETF Underlying Assets: Get the underlying heavy-holding industries, heavy-holding stocks, and heavy-holding bonds of ETFs | Which are the heavy-holding stocks of E Fund CSI A500ETF? |
| | etfLatestPrice | ETF Real-time Quotes: Get key basic information data such as the latest scale, expense ratio, and tracking error of ETF funds. | How much did the pharmaceutical ETF rise today? |
| | etfTechAnalysis | ETF Technical Analysis: Get key technical data and interpretations of ETF funds such as moving averages and MACD. | How is the technical aspect of CSI 300ETF? |
| | etfRelatedNews | ETF Related News: Get the latest related news and information about ETF funds. | What's the news about CSI 300ETF? |
| Fund Analysis and Diagnosis | fundBasicInfo | Fund Basic Information: Get fund classification, fund labels, affiliated company, and fund manager | Who is the fund manager of China Merchants Quantitative Selection? |
| | fundPerformance | Fund Performance: Performance indicators in the past 1 year, 3 years, this year, and since inception, including: rate of return, annualized rate of return, annualized volatility, Sharpe ratio, maximum drawdown, annualized excess, and information ratio | How has China Merchants Quantitative Selection performed in the past year? |
| | fundUnderAssets | Fund Underlying Assets: Penetrating analysis of the fund's underlying heavy-holding industries, heavy-holding stocks, and heavy-holding bonds | How are the heavy-holding stocks of China Merchants Quantitative Selection performing? |
| | fundRecentViews | Fund Manager's Viewpoint: The fund manager's recent views on the fund, including: investment strategy and operation analysis, and future macro outlook | Recent investment views of China Merchants Quantitative Selection and Zhongtai Xingyuan Value Selection |
| | guessFundCode | Fund Entity Resolution: Resolve fund abbreviations and nicknames into standard fund codes, names, and trading markets (SH: Shanghai Stock Exchange, SZ: Shenzhen Stock Exchange, OF: over-the-counter). | How is the semiconductor ETF? |
| Market Event Interpretation | aShareMarketEvents | A-Share Market Events: Get important events related to the A-share market, including macro, industry, industry, and listed companies (stocks), and interpret the opportunities. | What are the major events in the market recently? |
| Securities Information Search | officialSecuNews | Securities Official Media Retrieval: Get relevant securities official media information | What's the latest news on stablecoins |
| | weMediaSecuNews | Securities Self-Media Retrieval: Get relevant securities self-media information | What's the latest news on Moutai |
| | finEntityExtract | Financial Entity Resolution: According to the individual stocks, funds, concept sectors, and industries mentioned in natural language, return their codes and names. Among them, individual stocks also return the affiliated concepts and Shenwan industries, and ETF funds return their tracking indexes. | Moutai's increase or decrease today |
| | currentDatetime | Query Current Date and Time: Get today's date, time, day of the week, and holidays. | Gold ETF's increase or decrease today |
| | recentTransDate | Trading Date: Get today's date and whether it is a trading day, the previous trading date, and the next trading date. | What was the tracking error of the Gold ETF on the last trading day? |
| Research View Search | macroResearch | Macro Research Viewpoint: Get the research viewpoints and interpretations of various securities companies on macro (economic data, macro events, macro policies). | How do institutions view the Fed's interest rate cut |
| | stkResearch | Company Research Viewpoint: Get the research viewpoints of various securities companies on individual stocks (i.e., listed companies) | How do institutions view Jiayi shares? |
| | industryResearch | Industry Research Viewpoint: Get the research viewpoints of various securities companies on the industry | Recent investment advice for the tourism industry |
| | researchRatingStats | Research Rating Statistics: Rating statistics of individual stocks (listed companies) or industries | Stock rating of Moutai by various securities institutions |
## Deployment
### VS Code + Cline
A sample configuration for using the MCP Server with VS Code + Cline is as follows (using a trial API_KEY for free trial).
```json
{
"mcpServers": {
"deepq-finance-toolkit-mcp-server": {
"command": "npx",
"args": [
"-y",
"@deepqtech/mcp-server-js@latest",
"start"
],
"env": {
"DEEPQ_API_KEY": "4iskgEuB4nTSHaCad2bDUw"
}
}
}
}
```
Note: If too many concurrent calls are made, you will receive an error message: You have been restricted, please try again later!. You can apply for independent concurrency quota at: https://g.h5gdvip.com/p/tgcp0ld7
