AI agent tools for finance
Short answer: Our top pick for finance: FinceptTerminal, with the highest AgentPick Score (81/100) among tools tagged "finance". Runners-up: FinanceToolkit (76) and lumibot (72). Compare what each does, its license and how recently it was updated below.
| # | Tool | What it does | Score | Stars | License | Updated |
|---|---|---|---|---|---|---|
| #1 | FinceptTerminal | FinceptTerminal is a modern finance application offering advanced market analytics, investment research, and economic data tools, designed for interac… | 81/100 | ★ 32k | See repo | 13 Oct 2026 |
| #2 | FinanceToolkit | Transparent and Efficient Financial Analysis | 76/100 | ★ 5.4k | MIT | 12 Oct 2026 |
| #3 | lumibot | AI agents that actually place the trade. 12 brokers, real backtests, stocks options futures forex crypto and prediction markets. | 72/100 | ★ 2.1k | GPL-3.0 | 14 Oct 2026 |
| #4 | yahoo-finance2 | Unofficial API for Yahoo Finance with CLI, MCP and Agent Skill | 67/100 | ★ 803 | MIT | 14 Oct 2026 |
| #5 | maverick-mcp | Stock market MCP server for Yahoo Finance data, technical analysis, portfolio tracking, and Python backtesting. Runs locally with no API key for core … | 55/100 | ★ 705 | MIT | 13 Oct 2026 |
| #6 | Equibles | Self-hosted, open-source financial data MCP server for AI agents — SEC filings, XBRL financials, 13F holdings, insider & congressional trades, short i… | 54/100 | ★ 230 | AGPL-3.0 | 14 Oct 2026 |
| #7 | sec-edgar-mcp | A SEC EDGAR MCP (Model Context Protocol) Server | 46/100 | ★ 372 | AGPL-3.0 | 3 Oct 2026 |
| #8 | atom | Atom Agent, Open-Source Governed AI Agent Platform for Self-Hosted Automation | 41/100 | ★ 903 | AGPL-3.0 | 14 Oct 2026 |
| #9 | valuecell | ValueCell is a community-driven, multi-agent platform for financial applications. | 40/100 | ★ 11k | Apache-2.0 | 9 Mar 2026 |
| #10 | open-trading-api | Korea Investment & Securities Open API Github | 40/100 | ★ 1.6k | See repo | 14 Oct 2026 |
| #11 | monarch-mcp-server | MCP Server for use with Monarch Money | 39/100 | ★ 419 | MIT | 13 Oct 2026 |
| #12 | claude-equity-research | 🔌 Claude Code Plugin for institutional-grade equity research. Install with /plugin marketplace add. Generates professional buy/sell recommendations w… | 38/100 | ★ 731 | MIT | 14 Oct 2026 |
| #13 | digital-oracle | AI agent skill that answers macro questions — housing, gold, BTC, geopolitics — with probability estimates mined from 13 financial data sources (Polym… | 30/100 | ★ 893 | MIT | 26 Jul 2026 |
| #14 | metatrader-mcp-server | Model Context Protocol (MCP) to enable AI LLMs to trade using MetaTrader platform | 21/100 | ★ 827 | MIT | 28 Mar 2026 |
Source: each project's public GitHub repository (description, stars, license, last push). Listed tools aren't tested or ranked by AgentPick.
How to choose
- Grant the narrowest permissions the server allows.
- Check whether it runs locally or calls a remote service.
- Prefer servers listed in the official MCP registry.
Get the best new agent tools every week. Free, with a verdict on each. Get the weekly digest
Related
AI agent tools for local-first setups →
MCP servers
AI agent tools for knowledge graphs and bases →
MCP servers
AI agent tools for RAG (retrieval-augmented generation) →
MCP servers
AI agent tools for MCP client →
MCP servers
AI agent tools for cybersecurity →
MCP servers
AI agent tools for DevOps →
MCP servers
AgentPick Weekly
The week's new agent tools with a verdict on each, every week. Free. We'll email you a link to confirm, and you can unsubscribe any time. See our Privacy Policy.