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Official MCP (Model Context Protocol) client adapter for connecting AI agents to the RoboSystems Financial Knowledge Graph API. Access comprehensive financial data including accounting transactions, financial reports, and advanced graph analytics with AI agents such as Claude, ChatGPT, Cursor, and more.

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RoboFinSystems/robosystems-mcp-client

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RoboSystems MCP Client

npm version License: MIT

Official MCP (Model Context Protocol) server for connecting AI agents to the RoboSystems Financial Knowledge Graph API. Query financial statements, explore graph structures, resolve XBRL elements, and build fact grids — all from Claude Desktop, Claude Code, Cursor, or any MCP-compatible client.

Features

  • Financial data tools for statements, disclosures, and multidimensional fact grids
  • Graph exploration with Cypher queries, schema introspection, and element resolution
  • Workspace management for isolated subgraphs, staging data, and persistent agent memory
  • Streaming support via SSE and NDJSON for large result sets
  • Connection pooling with LRU eviction for optimal performance
  • Smart caching for frequently accessed schemas and metadata
  • Automatic retry logic with exponential backoff

Installation

Add to your MCP servers configuration:

{
  "mcpServers": {
    "robosystems": {
      "command": "npx",
      "args": ["-y", "@robosystems/mcp"],
      "env": {
        "ROBOSYSTEMS_API_URL": "https://api.robosystems.ai",
        "ROBOSYSTEMS_API_KEY": "rfs...",
        "ROBOSYSTEMS_GRAPH_ID": "kg..."
      }
    }
  }
}

Environment Variables

Variable Description Default
ROBOSYSTEMS_API_KEY Your API key (required)
ROBOSYSTEMS_GRAPH_ID Primary graph ID (parent for workspaces) (required)
ROBOSYSTEMS_API_URL API endpoint https://api.robosystems.ai

Tools

Tools are loaded dynamically from the RoboSystems API based on your graph. The client also provides built-in workspace management tools.

Financial Data

Tool Description
get-financial-statement Retrieve structured financial statements (income, balance sheet, cash flow) by ticker and period
list-disclosures List available disclosure types with counts, optionally filtered by ticker
get-disclosure-detail Get facts for a specific disclosure type
build-fact-grid Construct multidimensional fact grids from graph data for analysis

Graph Exploration

Tool Description
execute-cypher Run Cypher queries against the knowledge graph with validation and streaming
get-graph-schema Introspect node types, relationships, and properties
describe-graph-structure Explore graph structure and relationship patterns
get-graph-info Graph metadata and statistics
resolve-element Map financial concepts (e.g. "revenue") to XBRL element qnames
resolve-structure Find financial statement structures by type
get-properties Discover available properties on node types
get-example-queries Query templates and examples for common patterns

Workspaces

Tool Description
create-workspace Create an isolated subgraph (static or memory type)
switch-workspace Switch active workspace context
list-workspaces List all workspaces with active indicator
delete-workspace Remove a workspace and its data

Workspaces let you create isolated subgraphs for experimentation, staging data, or persistent agent memory. Use subgraph_type: "memory" when creating a workspace to get a dedicated memory graph.

Resources

Support

License

This project is licensed under the MIT License - see the LICENSE file for details.

MIT © 2026 RFS LLC

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Official MCP (Model Context Protocol) client adapter for connecting AI agents to the RoboSystems Financial Knowledge Graph API. Access comprehensive financial data including accounting transactions, financial reports, and advanced graph analytics with AI agents such as Claude, ChatGPT, Cursor, and more.

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