We're excited to release MCP

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We're excited to release MCP

Read

September 4th, 2025

Explore the Finvera MCP Server

Explore the Finvera MCP Server

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:

https://docs.finvera.ai/mcp

The MCP server provides a unified discovery layer for Finvera’s APIs, making it simple to explore and integrate powerful endpoints such as:

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

  1. Data Pipeline – The script fetches the last three quarters of daily OHLC bars and conference call events for a ticker (HUBS by default).

  2. AI Summarization – Each call summary is condensed into a single strategic sentence, using GPT-3.5-turbo with a financial analyst persona.

  3. 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

Learn how Finvera can help your firm

Learn how Finvera can help your firm

Learn how Finvera can help your firm

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