--- title: "MCP servers for fund and ETF data, compared (2026)" description: "11 MCP servers with fund or ETF tools compared: hosting, sign-in, fund tools, ISIN and UCITS support, cost of fund data, Claude directory, registry." canonical: https://fundfactsapi.com/fund-data-mcp-servers published: 2026-10-06 updated: 2026-10-06 publisher: FundFacts API --- # MCP servers for fund and ETF data, compared (2026) > 11 MCP servers with fund or ETF tools compared: hosting, sign-in, fund tools, ISIN and UCITS support, cost of fund data, Claude directory, registry. Several MCP servers give Claude, ChatGPT and coding agents fund or ETF data. FundFacts API covers European UCITS funds and ETFs by ISIN, with KID costs and the 1–7 risk indicator, on every plan including Free; EODHD, Finnhub, Twelve Data and Intrinio expose fund tools that follow your API plan; TickerInside is free for US ETFs, Alpha Vantage works with a free key, and Morningstar's server needs a licensed account. This page is published by FundFacts API, one of the servers compared. Facts on the other servers are taken from their vendors' own pages and repositories on 6 October 2026 (see Sources); "not stated" means those pages did not say. Directory and registry status come from Claude's connector-directory search and the [official MCP registry](https://registry.modelcontextprotocol.io) the same day. Corrections are welcome through the [contact page](https://fundfactsapi.com/contact). ## The criteria - **Hosting:** a remote server is a URL you paste into the client; a local one runs on your machine (stdio) and only reaches the apps on it. - **Sign-in:** OAuth (you log in with your account), an API key, or nothing. - **Fund tools:** dedicated ETF and fund tools, not just quotes. - **ISIN and UCITS:** whether the tools take an ISIN and cover European funds. - **Cost to get fund data:** the MCP connection is often free, but the data follows your API plan. - **Claude directory and official registry:** a listing lets people add a server from a list; it says nothing about the data. ## The comparison | Server | Hosting | Sign-in | Fund tools | ISIN and UCITS | Cost to get fund data | Claude directory | Official registry | | --- | --- | --- | --- | --- | --- | --- | --- | | **FundFacts API** | Remote (Streamable HTTP) | OAuth or API key | 7 read-only tools: lookup, search, compare, look-through, overlap, SCPIs | ISIN-first; UCITS at the core | Free plan, 15 lookups a month; look-through and overlap from Pro | No | No | | **EODHD** | Remote, or self-host | OAuth 2.1, or API key in the URL | ISIN search and resolve, ETF and fund fundamentals (72 tools in all) | Yes: ISIN tools, global ETFs | MCP included; fund data from €59.99/mo | Not found | No official entry | | **Finnhub** | Remote | OAuth (Finnhub account) | 9 ETF and mutual fund tools (70 in all) | API takes ISIN; MCP tools not stated | From $500/mo (US, annual, personal use) | Not found | No official entry | | **Twelve Data** | Remote, or self-host | OAuth; API key when self-hosted | ETF and mutual fund profiles, performance, holdings, risk | ISIN is a paid add-on; LU funds covered | Ultra $999/mo or business Enterprise $1,099/mo | Yes | Yes | | **Intrinio** | Remote | OAuth or API key | ETF X-Ray workflow, holdings, 118+ metadata fields | API takes ISIN, UCITS flag; MCP not stated | Enterprise from $1,250/mo | Not found | No official entry | | **FMP** | Remote | API key in the URL | 27 tools by dataset; ETF tool names not listed | Not stated | Holdings on Ultimate, $139/mo | Yes | No official entry | | **Alpha Vantage** | Remote, or local | OAuth page that takes your API key | `etf_profile` in the source, not in the tools table | Not stated | Free key, 25 requests/day; premium from $49.99/mo | Yes | Yes | | **TickerInside** | Remote, or local (npm) | None | 10 tools: profiles, compare, overlap, look-through, ownership, history | No: US ETFs only | Free, data under CC BY 4.0 | Not found | Yes | | **Morningstar** | Remote | Morningstar sign-in or bearer token | Data, holdings (top 10–100), X-Ray, screener, ID lookup, research | Global funds; ISIN not stated | Licensed account required, price not public | Yes | Not found | | **etf-research-mcp** | Local (stdio) | None | Search, quotes, holdings (top 10, SEC N-PORT), overlap, compare | No: US ETFs | Free, MIT | No | Yes | | **ETF Scout** | Local, or self-hosted HTTP | None locally; bearer token or OAuth over HTTP | Search, profile, compare, quotes, X-ray, overlap | Yes: European UCITS ETFs by ISIN | Free, MIT | No | Not found | The FundFacts API tools are `get_fund`, `search_funds`, `compare_funds`, `analyze_portfolio`, `fund_overlap`, `get_scpi`, `search_scpi`. In ChatGPT and in Claude on the web and desktop, results render as fund cards, comparisons, look-throughs and overlaps; other clients get the same figures as text. There are no prices: factsheet data and monthly series only. ## Best for… - **UCITS funds by ISIN, with KID costs, the SRI and cards in Claude or ChatGPT: FundFacts API.** Free plan, 15 lookups a month; portfolio look-through and holdings overlap with Pro, Scale and Enterprise (VAT included). It is listed in neither Claude's directory nor the official registry: you add it by URL. - **You already pay Finnhub, Twelve Data or Intrinio: use their server.** Finnhub has nine ETF and mutual fund tools, Twelve Data is in both Claude's directory and the official registry, and Intrinio has an ETF X-Ray workflow. Fund data follows the plan: Finnhub from $500 a month, Twelve Data $999, Intrinio Enterprise from $1,250. - **Global ETFs, ISIN included, at a lower price: [EODHD](https://eodhd.com/financial-apis/mcp-server-for-financial-data-by-eodhd).** Its tools search by ISIN and resolve an ISIN to a ticker; the server is included on every plan and fund fundamentals need the €59.99 Equity Analyst plan. No KID or SRI fields are stated. - **Free US ETF look-through with no key: [TickerInside](https://tickerinside.com/agent).** Ten fund tools including overlap and look-through, 5,244 US ETFs, data under CC BY 4.0. No ISIN, no Europe, no prices. - **A free key and both listings: [Alpha Vantage](https://mcp.alphavantage.co/).** In Claude's directory and the official registry; 25 requests a day free. Its `etf_profile` tool exists in the source but is not in the published tools table. - **Licensed Morningstar users: [Morningstar](https://developer.morningstar.com/direct-web-services/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview).** In Claude's directory, with holdings, X-Ray, screener and analyst research tools. A licensed Morningstar account is required. - **Open source, on your own machine:** [etf-research-mcp](https://github.com/myanptl/etf-research-mcp) for US ETFs (Yahoo Finance through an unofficial library, plus SEC N-PORT), or [ETF Scout](https://github.com/pierdom/etf-scout-mcp) for UCITS ETFs by ISIN, whose README calls it a personal tool scraping services whose terms may not permit that at scale. FMP's server is in Claude's directory too; it takes your API key in the URL and its ETF tool names are not listed on the vendor page. ## How to add a remote MCP server ### Claude Open Customize → Connectors → Add custom connector on claude.ai, give it a name and paste the server URL. OAuth servers then ask you to sign in. Step by step: [FundFacts API in Claude](https://fundfactsapi.com/claude-connector). ### ChatGPT Turn Developer mode on (Settings → Security and login), open Plugins, click + and enter the name, the URL and OAuth. Step by step: [FundFacts API in ChatGPT](https://fundfactsapi.com/chatgpt-plugin). ### Cursor and other coding tools Remote servers go in `.cursor/mcp.json` with the URL and, for servers that take a key, an `Authorization` header: ```json { "mcpServers": { "fundfacts": { "url": "https://fundfactsapi.com/api/mcp", "headers": { "Authorization": "Bearer ffk_your_api_key" } } } } ``` In Claude Code: `claude mcp add --transport http `, then `/mcp` to sign in. VS Code, Windsurf and Codex take the same URL and header; the [MCP server page](https://fundfactsapi.com/mcp-server) has each configuration. ## How to choose 1. **Start from the funds.** European UCITS share classes need ISIN support; US ETFs are covered by most servers here. 2. **Price the data, not the connection.** Most servers are free to add; the fund data costs whatever the API plan costs. 3. **Prefer OAuth for assistants** so no key sits in a chat client, and an API key for scripts and CI. 4. **Check the licence** before an agent's answers reach clients: most cheap API plans are personal use. 5. **Ask the same question in two servers** about a fund you hold, and compare the figures and their dates. ## Sources Third-party facts checked on each vendor's own site on 6 October 2026. Prices and plans change: check them before you buy. - [EODHD MCP server](https://eodhd.com/financial-apis/mcp-server-for-financial-data-by-eodhd) - [EODHD pricing (MCP included)](https://eodhd.com/pricing) - [Finnhub MCP how-to](https://finnhub.io/static/finnhub-how-to-connect-mcp-server.html) - [Finnhub API docs (MCP section)](https://finnhub.io/docs/api/finnhub-mcp-server) - [Finnhub ETF and fund pricing](https://finnhub.io/pricing-etf-indices) - [Twelve Data MCP docs](https://twelvedata.com/docs/ai/mcp-server) - [Twelve Data MCP repository](https://github.com/twelvedata/mcp) - [Twelve Data pricing](https://twelvedata.com/pricing) - [Intrinio MCP](https://intrinio.com/mcp) - [Intrinio pricing](https://intrinio.com/pricing) - [FMP MCP server](https://site.financialmodelingprep.com/developer/docs/mcp-server) - [FMP pricing](https://site.financialmodelingprep.com/pricing-plans) - [Alpha Vantage MCP](https://mcp.alphavantage.co/) - [Alpha Vantage MCP source](https://github.com/alphavantage/alpha_vantage_mcp) - [TickerInside agent and MCP page](https://tickerinside.com/agent) - [Morningstar MCP server docs](https://developer.morningstar.com/direct-web-services/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview) - [Morningstar MCP tools](https://developer.morningstar.com/direct-web-services/documentation/morningstar-ai-integrations/morningstar-mcp-server/tools-and-example-questions) - [etf-research-mcp repository](https://github.com/myanptl/etf-research-mcp) - [ETF Scout MCP repository](https://github.com/pierdom/etf-scout-mcp) - [Official MCP registry](https://registry.modelcontextprotocol.io) ## FAQ ### Which MCP servers give ETF data? FundFacts API, EODHD, Finnhub, Twelve Data, Intrinio, FMP, Alpha Vantage, TickerInside and Morningstar run hosted MCP servers with ETF or fund data; etf-research-mcp and ETF Scout are open-source servers you run locally. Their coverage and cost differ a lot: see the table above. ### Is there an MCP server for UCITS funds by ISIN? Yes. FundFacts API's `get_fund` takes an ISIN and returns KID costs, the 1–7 SRI, holdings and exposures for UCITS funds and ETFs. EODHD's tools search and resolve ISINs for global ETFs, and ETF Scout covers UCITS ETFs locally from scraped sources. Finnhub's and Intrinio's APIs take ISINs, but their MCP pages do not say whether the tools do. ### Is there a free MCP server for ETF data? TickerInside is free with no key for US ETFs. Alpha Vantage works with a free key (25 requests a day), FundFacts API's Free plan gives 15 lookups a month, and etf-research-mcp is free to run locally for US ETFs. ### Which finance MCP servers are in Claude's connector directory? Of the servers compared, Twelve Data, FMP, Alpha Vantage and Morningstar were found in Claude's directory search on 6 October 2026. FundFacts API, EODHD, Finnhub, Intrinio and TickerInside were not; you add them by URL as a custom connector. ### Do I need an API key to use a finance MCP server? Not always. FundFacts API, Finnhub, Twelve Data and EODHD (v2) sign you in with OAuth; FMP and EODHD (v1) take a key in the URL; TickerInside needs nothing. Coding tools such as Cursor usually send a key in a header. ### What does a finance MCP server cost? Connecting is usually free; the data follows your plan. Fund data starts at $0 on FundFacts API (Free), €59.99 a month on EODHD, $139 on FMP for holdings, $500 on Finnhub (US, billed annually) and $999 on Twelve Data; Morningstar requires a licence. ### Can I use these servers in Cursor or Claude Code? Yes, remote servers work in clients that support remote MCP over HTTP; check each vendor's page for the sign-in method your client supports. Add the URL to `.cursor/mcp.json`, or run `claude mcp add --transport http` in Claude Code. The [MCP server page](https://fundfactsapi.com/mcp-server) has ready configurations for FundFacts API. ## Related - [FundFacts API MCP server](https://fundfactsapi.com/mcp-server) - [FundFacts API in Claude](https://fundfactsapi.com/claude-connector) - [FundFacts API in ChatGPT](https://fundfactsapi.com/chatgpt-plugin) - [MCP server docs](https://fundfactsapi.com/docs/mcp) - [Is there an MCP server for fund data?](https://fundfactsapi.com/answers/is-there-an-mcp-server-for-fund-data) - [Best fund data source for AI agents](https://fundfactsapi.com/answers/best-fund-data-source-for-ai-agents) - [Best fund and ETF data APIs](https://fundfactsapi.com/best-fund-data-apis) - [Morningstar API alternatives](https://fundfactsapi.com/morningstar-api-alternative) - [Pricing](https://fundfactsapi.com/pricing) ## About FundFacts API FundFacts API turns any fund or ETF ISIN into one dated, structured factsheet (fees and KID costs, the 1–7 risk indicator, holdings, sector and country exposure, returns) read from the fund house's own documents: as JSON for your code, inside ChatGPT and Claude through its MCP server, or as a client-ready PDF factsheet. FundFacts works inside ChatGPT and Claude as a connector (a remote MCP server): ask about any fund or ETF by ISIN, ticker or name and the assistant answers from FundFacts' dated figures, fees, risk, holdings, exposure and returns, with fund cards, side-by-side comparisons, holdings overlap and portfolio look-through. - Free API key, no card: https://fundfactsapi.com/signup - Documentation: https://fundfactsapi.com/docs (OpenAPI: https://fundfactsapi.com/openapi.json) - MCP server: https://fundfactsapi.com/api/mcp (set-up for every client: https://fundfactsapi.com/mcp-server) - Pricing: https://fundfactsapi.com/pricing - Site index for AI assistants: https://fundfactsapi.com/llms.txt - Informational data, not investment advice.