September 4th, 2025
We’re excited to announce that the Finvera MCP server has officially been deployed—bringing a new level of intelligence and flexibility to how developers and analysts work with financial data.
MCP Server URL:
The MCP server provides a unified discovery layer for Finvera’s APIs, making it simple to explore and integrate powerful endpoints such as:
Historical OHLC Daily Bars – Clean, queryable stock price data
Conference Calls & Calendars – Timely access to management commentary
Summaries by Call ID – Digestible insights directly from transcripts
By combining MCP with OpenAI’s summarization models, we’ve built a seamless pipeline that connects earnings calls to market performance. For example, in the chart above, HUBS stock price is plotted alongside AI-summarized strategic insights from management, extracted directly from Finvera’s transcript APIs. This makes it easy to see not just what the stock is doing, but why.
How it Works
Data Pipeline – The script fetches the last three quarters of daily OHLC bars and conference call events for a ticker (HUBS by default).
AI Summarization – Each call summary is condensed into a single strategic sentence, using GPT-3.5-turbo with a financial analyst persona.
Visualization – Insights are plotted as annotations on the price chart, creating a visually clean and informative view of both market and management strategies.
Why It Matters
Financial transcripts are often dense and hard to parse at scale. By deploying the Finvera MCP server, we’ve made it easy to:
Discover and connect endpoints without manual documentation hunting
Summarize calls into clear, actionable insights
Overlay strategy with stock performance for better investment research
The result? Faster, smarter analysis—built for both developers and financial professionals.
What’s Next
The MCP server is now live, and we’ll continue to expand coverage with additional endpoints, smarter summarization strategies, and more robust visualization templates.
If you’re building tools for investors, analysts, or anyone who needs AI-enhanced financial data, Finvera MCP is ready for you. Here is the example in action.
Malcom
Create an API Key to get started
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