    servers/
        finance/
        smartfin
  

SM

SmartFin

Unverified Claim & verify → Finance

Backtest S&P 500 stocks and ETFs on real prices, plus loan, savings, FIRE and retirement tools.

Visit website ↗ Try Remote Server

Overview Installation

Overview

SmartFin is an MCP server that brings financial analysis and planning tools to your AI assistant. Backtest S&P 500 stocks and ETFs using real historical prices, and access loan calculators, savings planners, FIRE projections, and retirement planning tools—all through a simple conversational interface.

SmartFin runs as a remote hosted service at https://smartfin.fyi/mcp, requiring no local installation or authentication. The current release is v3.0.0. Visit https://smartfin.fyi for more details.

SmartFin is listed in the Finance category on mcp.site and works with Claude Desktop, Claude Code, Cursor, VS Code, and other MCP clients. If you maintain SmartFin, claim this listing to verify ownership and keep the information up to date.

▸Hosted endpoint — Streamable HTTP · https://smartfin.fyi/mcp

Installation

Settings → Connectors → Add custom connector
Name: SmartFin
URL:  https://smartfin.fyi/mcp

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