INDIVIDUAL MCP TOOL

how_to_start

取得 FinLab 快速上手指南：如何用 AI 輔助流程（Claude cowork / Codex）在自己電腦安裝 FinLab 並跑第一個台股策略真實回測，以及免費線上體驗入口。適合回答「怎麼開始用 FinLab」「怎麼回測台股」。

finlab.financenone authenticationAvailability not checked

LIVE ENDPOINT

https://mcp.finlab.finance/mcp

No auth detected

Connect to this endpoint to inspect the live schema for how_to_start and invoke it with your own arguments.

{}

Inferred read-only · medium confidence · heuristic, not a guarantee.

No write-capable action terms were found; this is not proof that invocation has no side effects.

CONNECT WITH APPROVAL

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.finlab]
url = "https://mcp.finlab.finance/mcp"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "finlab": {
      "type": "http",
      "url": "https://mcp.finlab.finance/mcp"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: finlab
Remote MCP URL: https://mcp.finlab.finance/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "finlab": {
      "url": "https://mcp.finlab.finance/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "finlab": {
      "type": "http",
      "url": "https://mcp.finlab.finance/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "finlab",
  "transport": "streamable-http",
  "url": "https://mcp.finlab.finance/mcp"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

list_strategies — 列出 FinLab 公開策略庫中的台股量化策略，含每一檔策略的真實回測績效摘要（CAGR、Sharpe、最大回撤）與基準比較。想看完整策略內容與 Python 程式碼時，請接著呼叫 get_strategy。
get_strategy — 取得 FinLab 策略庫中單一策略的完整快照：策略說明、真實回測績效與基準比較、以及可直接執行的 finlab Python 程式碼。slug 可先用 list_strategies 查詢。
get_stock_evidence — 查詢台股個股的每日更新數據實證：基本面體質定位（獲利、估值、籌碼因子百分位）、目前正在觸發的量化訊號與其歷史前瞻報酬統計、估值位階等。例如 symbol="2330" 查台積電。資料來自 FinLab 每日以 finlab 套件計算的真實數據。
get_data_catalog — 取得 FinLab 量化資料庫的目錄摘要：涵蓋台股與美股的分類數、欄位數、資料列數、年份範圍，以及代表性資料集（股價、月營收、財務指標等）。適合回答「FinLab 有哪些資料」。
get_finlab_docs — 取得 FinLab Skill 的開發文件（與 GitHub koreal6803/finlab-ai main 分支同步，skill 更新後自動生效）：不帶參數回傳 SKILL.