Koskamo

UK Data Finance Formulas MCP

This MCP server provides financial calculation tools including compound and simple interest, investment growth, future value, CAGR, dividends, and tax calculations. It allows AI agents to perform precise financial modeling and analysis using standardized formulas for discounting, returns, and projected growth.

Endpoint and access

No sign-in to connect and list tools. Individual tools may still need a vendor account, credentials, or permissions; check the documented prerequisites.

UK Data Finance Formulas MCP logo, by RelinessVendor evidenceStreamable HTTPNo sign-inEndpoint checked 2026-11-07Operated by Reliness
MCP endpoint (Streamable HTTP)
https://ukdata.reliness.co.uk/mcp/finance-formulas
Vendor documentation

What its tools do

10 tools, grouped by the hints the server advertises. Hints are self-declared, not verified behavior.

10 of 10 have a description · 10 of 10 declare behavior hints · 10 of 10 with parameters document them all

Checks and signals

Each line is separate evidence, not a trust score.

  • Passed Endpoint answered the live check ·
  • Passed Official MCP Registry namespace is tied to reliness.co.uk ·
  • Passed Endpoint is on the registry namespace domain ·
  • Availability 1 of 1 checks passed in 30 days

What you can do with it

  • Calculate compound and simple interest on investments
  • Determine future investment value and CAGR
  • Compute dividend per share and discounted prices
  • Apply tax rates to financial figures

Source and maintenance

Vendor evidenceRegistry 1.5.0

Protocol and capabilities

Server
finance-formulas 1.0.0
MCP protocol negotiated in check
2025-11-25
Tools
10 advertised
Resources
Not advertised
Resource templates
Not advertised
Prompts
Not advertised
Server-advertised capabilities
{
  "tools": {
    "listChanged": true
  }
}

Tools

10 advertised

calculate_discounted_price
Advertised by the server during the last successful anonymous check.
Advertised read-onlyOpen-world

Calculates the final price after applying a discount percentage to the original price, rounded to 2 decimal places. (cost: 1 credit)

calculate_discounted_price input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "original_price": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, the original price before discount"
    },
    "discount_percentage": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, the discount percentage (e.g., 20 for 20% off)"
    }
  }
}
calculate_discounted_price annotations
{
  "title": "calculate discounted price",
  "readOnlyHint": true,
  "openWorldHint": true,
  "idempotentHint": true,
  "destructiveHint": false
}
calculate_investment_return
Advertised by the server during the last successful anonymous check.
Advertised read-onlyOpen-world

Calculates the return on investment using compound interest formula. Returns the final amount and total return given an initial deposit, annual interest rate (as a percentage), and investment period in years. (cost: 1 credit)

calculate_investment_return input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "num_years": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, investment period in years"
    },
    "interest_rate": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, annual interest rate as a percentage (e.g., 5 for 5%)"
    },
    "initial_amount": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, initial deposit or principal amount in currency units"
    }
  }
}
calculate_investment_return annotations
{
  "title": "calculate investment return",
  "readOnlyHint": true,
  "openWorldHint": true,
  "idempotentHint": true,
  "destructiveHint": false
}
future_investment_value
Advertised by the server during the last successful anonymous check.
Advertised read-onlyOpen-world

Calculates the future value of an investment using compound interest formula: FV = PV × (1 + r)^n, where r is annual interest rate and n is years. (cost: 1 credit)

future_investment_value input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "years": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, number of years for the investment"
    },
    "present_value": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, current value or principal amount in currency units"
    },
    "annual_interest_rate": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, annual interest rate as a percentage (e.g., 5 for 5%)"
    }
  }
}
future_investment_value annotations
{
  "title": "future investment value",
  "readOnlyHint": true,
  "openWorldHint": true,
  "idempotentHint": true,
  "destructiveHint": false
}
calculate_interest
Advertised by the server during the last successful anonymous check.
Advertised read-onlyOpen-world

Calculates simple interest using the formula: Interest = Principal × Rate × Time. Rate should be provided as a percentage and time in years. (cost: 1 credit)

calculate_interest input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "time_period": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, time period in years"
    },
    "interest_rate": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, annual interest rate as a percentage (e.g., 5 for 5%)"
    },
    "principal_amount": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, principal amount in currency units"
    }
  }
}
calculate_interest annotations
{
  "title": "calculate interest",
  "readOnlyHint": true,
  "openWorldHint": true,
  "idempotentHint": true,
  "destructiveHint": false
}
calculate_discount
Advertised by the server during the last successful anonymous check.
Advertised read-onlyOpen-world

Calculates the discounted price after applying a percentage discount to the original price. Returns both discount amount and final price. (cost: 1 credit)

calculate_discount input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "original_price": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, original price before discount, currency units, no default"
    },
    "discount_percentage": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, discount percentage, plain number (20 = 20%), no default"
    }
  }
}
calculate_discount annotations
{
  "title": "calculate discount",
  "readOnlyHint": true,
  "openWorldHint": true,
  "idempotentHint": true,
  "destructiveHint": false
}
calculate_tax
Advertised by the server during the last successful anonymous check.
Advertised read-onlyOpen-world

Calculates the tax amount by applying a tax rate percentage to an income or price amount. Formula: amount × (rate / 100). (cost: 1 credit)

calculate_tax input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "income": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, income or price amount, currency units, no default"
    },
    "tax_rate": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, tax rate percentage, plain number (10 = 10%), no default"
    }
  }
}
calculate_tax annotations
{
  "title": "calculate tax",
  "readOnlyHint": true,
  "openWorldHint": true,
  "idempotentHint": true,
  "destructiveHint": false
}
project_investment_growth
Advertised by the server during the last successful anonymous check.
Advertised read-onlyOpen-world

Projects investment growth over years using compound interest with optional annual additions and inflation adjustment. Formula: FV = PV(1+r)^n + PMT×[((1+r)^n - 1)/r], with each annual addition made at the end of the year. (cost: 1 credit)

project_investment_growth input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "years": {
      "type": "string",
      "description": "integer, required, number of years, years, no default"
    },
    "principal": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, initial investment amount, currency units, no default"
    },
    "return_rate": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, annual return rate, plain number (7 = 7%), no default"
    },
    "annual_addition": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, optional, yearly contribution amount, currency units, default 0"
    },
    "inflation_adjusted": {
      "type": [
        "boolean",
        "string"
      ],
      "description": "boolean, optional, adjust for inflation, no unit, default false"
    }
  }
}
project_investment_growth annotations
{
  "title": "project investment growth",
  "readOnlyHint": true,
  "openWorldHint": true,
  "idempotentHint": true,
  "destructiveHint": false
}
compound_interest
Advertised by the server during the last successful anonymous check.
Advertised read-onlyOpen-world

Calculates compound interest using the formula A = P(1 + r/n)^(nt), where A is final amount, P is principal, r is annual rate, n is compounding frequency per year, and t is time in years. (cost: 1 credit)

compound_interest input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "n": {
      "type": "string",
      "description": "integer, required, number of times interest is compounded per year, no units, no default"
    },
    "rate": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, annual interest rate, plain number (5 = 5%), no default"
    },
    "time": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, investment duration, years, no default"
    },
    "principal": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, initial investment amount, currency units, no default"
    }
  }
}
compound_interest annotations
{
  "title": "compound interest",
  "readOnlyHint": true,
  "openWorldHint": true,
  "idempotentHint": true,
  "destructiveHint": false
}
cagr
Advertised by the server during the last successful anonymous check.
Advertised read-onlyOpen-world

Calculates the Compound Annual Growth Rate (CAGR) using the formula CAGR = (end_value/start_value)^(1/years) - 1. Returns the annualized rate of return as a percentage. (cost: 1 credit)

cagr input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "years": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, number of years (must be positive)"
    },
    "end_value": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, final investment value"
    },
    "start_value": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, initial investment value"
    }
  }
}
cagr annotations
{
  "title": "cagr",
  "readOnlyHint": true,
  "openWorldHint": true,
  "idempotentHint": true,
  "destructiveHint": false
}
calculate_dividend_per_share
Advertised by the server during the last successful anonymous check.
Advertised read-onlyOpen-world

Calculates the dividend per share by dividing total dividend payout by number of outstanding shares. Returns the quarterly dividend amount per share rounded to 2 decimal places. (cost: 1 credit)

calculate_dividend_per_share input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "num_shares": {
      "type": "string",
      "description": "integer, required, number of outstanding shares (must be positive)"
    },
    "total_dividend": {
      "type": [
        "number",
        "string"
      ],
      "description": "number, required, total dividend payout amount"
    }
  }
}
calculate_dividend_per_share annotations
{
  "title": "calculate dividend per share",
  "readOnlyHint": true,
  "openWorldHint": true,
  "idempotentHint": true,
  "destructiveHint": false
}

Prompts

Not advertised

No prompt definitions available.

Resources

Not advertised

No resource definitions available.

90-day uptime

A lightweight connection check about every six hours, sampled on hosts with many listings. It shows the server answered, not that its tools work.

Too few checks for a percentage yet (2 of 2 answered).

  1. 2026-11-07: 1 of 1 checks answered
  2. 2026-11-09: 1 of 1 checks answered

30-day availability

Aggregated from read-only remote checks; this is not a tool-execution or security guarantee.

Successful checks
1 of 1 (100%)
Average latency
315 ms
95th percentile latency
315 ms

Maintenance history

Public check and source-refresh events. Editorial and ownership records remain private.

  • · probe · passed · 315 ms · metadata changed · 10 tool(s)

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers the remote server. Use --scope project to write .mcp.json for the repo.
Claude Code configuration
claude mcp add --transport http uk-data-finance-formulas-mcp https://ukdata.reliness.co.uk/mcp/finance-formulas

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).
Codex configuration
codex mcp add uk-data-finance-formulas-mcp --url https://ukdata.reliness.co.uk/mcp/finance-formulas

Cursor

Merge this server into .cursor/mcp.json in your project, then enable uk-data-finance-formulas-mcp in your MCP settings.
Cursor configuration
{
  "mcpServers": {
    "uk-data-finance-formulas-mcp": {
      "url": "https://ukdata.reliness.co.uk/mcp/finance-formulas"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure).
Cline configuration
{
  "mcpServers": {
    "uk-data-finance-formulas-mcp": {
      "type": "streamableHttp",
      "url": "https://ukdata.reliness.co.uk/mcp/finance-formulas",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start uk-data-finance-formulas-mcp and inspect its tools.
VS Code configuration
{
  "servers": {
    "uk-data-finance-formulas-mcp": {
      "type": "http",
      "url": "https://ukdata.reliness.co.uk/mcp/finance-formulas"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.
Gemini CLI configuration
gemini mcp add --transport http uk-data-finance-formulas-mcp https://ukdata.reliness.co.uk/mcp/finance-formulas

Claude Desktop

Open Claude Settings > Connectors > Add custom connector, enter this server URL and enable it for the conversation. This is a manual remote-connector handoff, not a desktop JSON configuration.
Claude Desktop configuration
https://ukdata.reliness.co.uk/mcp/finance-formulas

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.
Windsurf configuration
{
  "mcpServers": {
    "uk-data-finance-formulas-mcp": {
      "serverUrl": "https://ukdata.reliness.co.uk/mcp/finance-formulas"
    }
  }
}

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