MCP Server for Financial Professionals by Sparrow Logic

Advanced financial modeling and analysis tools for professionals

$499 includes one year of updates

Comprehensive Financial Tools Suite

Our MCP Server provides rich capabilities for financial modeling with over 60 specialized tools across three categories:

Valuation & Corporate Finance

  • Discounted Cash Flow (DCF)
  • Terminal Value (Perpetuity Growth Method)
  • Terminal Value (Exit Multiple Method)
  • Net Present Value (NPV)
  • Internal Rate of Return (IRR)
  • Modified IRR (MIRR)
  • Payback Period
  • Adjusted Present Value (APV)
  • Weighted Average Cost of Capital (WACC)
  • Capital Asset Pricing Model (CAPM)
  • Beta Unlevering/Levering Formula
  • Enterprise Value (EV) Calculation
  • EBITDA Multiple Valuation
  • Precedent Transaction Analysis
  • Comparable Company Analysis (Comps)
  • Leveraged Buyout (LBO) Model
  • Return on Invested Capital (ROIC)
  • Economic Value Added (EVA)
  • Real Options Valuation (Binomial Tree)
  • Project Hurdle Rate Estimation
  • Capital Budgeting Matrix
  • Cost of Debt Estimation (YTM-based)
  • Cost of Preferred Stock
  • Effective Tax Rate Estimator
  • Free Cash Flow to Firm (FCFF) / Equity (FCFE)

Portfolio Management & Asset Allocation

  • Modern Portfolio Theory (MPT)
  • Mean-Variance Optimization (Markowitz)
  • Efficient Frontier Generation
  • Sharpe Ratio
  • Sortino Ratio
  • Treynor Ratio
  • Jensen's Alpha
  • Information Ratio
  • Tracking Error
  • Beta Calculation (OLS Regression)
  • Portfolio Beta Aggregation
  • Portfolio Rebalancing Algorithm
  • Minimum Variance Portfolio
  • Maximum Sharpe Portfolio
  • Black-Litterman Model
  • Risk Parity Allocation
  • Global Minimum Variance Portfolio
  • Monte Carlo Portfolio Simulation
  • Conditional Value at Risk (CVaR)
  • ETF Portfolio Optimization (multi-asset)

Investment & Asset Pricing Models

  • Fama-French 3-Factor Model
  • Fama-French 5-Factor Model
  • Arbitrage Pricing Theory (APT)
  • Dividend Discount Model (DDM)
  • Gordon Growth Model (GGM)
  • Residual Income Model
  • H-Model (two-stage dividend growth)
  • Tobin's Q
  • Graham's Intrinsic Value Formula
  • Price to Earnings Growth (PEG)
  • Comparable EV/EBITDA
  • DCF with Monte Carlo Simulation
  • Scenario-Based Valuation Matrix
  • Greenblatt Magic Formula
  • Momentum/Mean Reversion Filters

Claude Desktop Integration

Seamlessly Integrate with Claude Desktop

MCP Server for Financial Professionals by Sparrow Logic offers powerful integration capabilities with Claude Desktop, enhancing your AI-powered financial analysis workflow.

Integration Steps:

  1. Install Claude Desktop on your computer
  2. Open MCP Server and navigate to Settings > Integrations
  3. Select "Claude Desktop" from the available integrations
  4. Click "Generate API Key" and copy the key
  5. In Claude Desktop, go to Preferences > Integrations
  6. Paste your API key and click "Connect"

Key Features:

  • Send financial models directly to Claude for analysis and insights
  • Ask Claude to explain complex financial concepts using your own data
  • Generate reports and summaries of your financial models
  • Use natural language to query your financial data
  • Receive AI-powered recommendations for portfolio optimization
Note: Claude Desktop integration requires a valid Claude subscription. Visit claude.ai to learn more.

Elevate Your Financial Analysis

Get access to our comprehensive suite of financial tools for just $499

Includes one full year of updates and new features