القائمة
万得 Wind 金融数据 MCP 技能 — 44 个工具覆盖 A 股/港美股/基金/指数/债券/公告/宏观/分析 8 大服务域
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Build accrual schedules for A-share fund administration. Tracks revenue recognition, expense accruals, and working capital timing for fund accounting. Adapted from the original accrual-schedule skill for fund accounting standards. Triggers on "基金应计项目", "应计计提基金", "accrual schedule fund", "NAV accruals", or "accruals [fund]".
Forensic financial analysis for A-share fund holdings and portfolio companies. Adapts the original break-trace skill for fund administration context and Chinese market standards. Triggers on "基金持仓核查", "持仓异常", "forensic fund analysis China", "持仓质量分析", or "investigate [fund] holdings".
General ledger reconciliation for A-share fund administration. Tracks fund accounting reconciliations including securities, cash, income, and expense accruals. Adapted from the original gl-recon skill for fund accounting standards. Triggers on "基金总账核对", "基金科目核对", "GL reconciliation fund", "fund accounting recon", or "reconcile [fund] books".
Roll forward fund accounting records for new reporting periods. Adapts the original roll-forward skill for Chinese fund administration and reporting requirements. Triggers on "基金账务滚动", "账务更新", "roll forward fund", "update fund books", "基金新期间", or "roll forward [fund] [period]".
Write variance commentary for A-share fund performance and portfolio changes. Adapts the original variance-commentary skill for fund accounting and Chinese fund reporting conventions. Triggers on "基金业绩点评", "组合表现分析", "variance commentary fund", "基金表现分析", "业绩归因", or "commentary on [fund] performance".
Query A-share and Chinese financial market data via multiple data sources. Tier-1 paid source is iFind (同花顺, covers stocks/funds/macro/bonds/HK-US/ESG/index-sectors). Tier-2 free source is AkShare (行情/财报/行业/指数). Use whenever the agent needs Chinese financial data — compatible with 沪深 A 股, 科创板, 创业板, 北交所, and 港股通 stocks.
| name | wind-mcp |
| description | 万得 Wind 金融数据 MCP 技能 — 44 个工具覆盖 A 股/港美股/基金/指数/债券/公告/宏观/分析 8 大服务域 |
| 项目 | 内容 |
|---|---|
| MCP 服务器 | wind-mcp |
| 工具总数 | 44 |
| 服务域 | 8 |
| 传输协议 | stdio (本地) / SSE (部署) |
| API 密钥 | WIND_API_KEY 环境变量 (以 ak_ 开头) |
| 密钥申请 | https://aifinmarket.wind.com.cn/#/home |
| 认证方式 | Authorization: Bearer {key} |
| 工具前缀 | wind_* (MCP 调用: mcp__wind__*) |
| # | server_type | 工具数 | 覆盖 |
|---|---|---|---|
| 1 | stock_data | 10 | A 股：搜索/行情/K线/分钟/档案/财务/股东/事件/技术/风险 |
| 2 | global_stock_data | 10 | 港股/美股：搜索/行情/K线/分钟/档案/财务/股东/事件/技术/风险 |
| 3 | fund_data | 10 | 基金/ETF/LOF：搜索/行情/K线/分钟/档案/财务/持仓/业绩/持有人/公司 |
| 4 | index_data | 6 | 指数/板块：行情/K线/分钟/档案/基本面/技术 |
| 5 | bond_data | 4 | 债券：档案/主体/市场数据/主体财务 |
| 6 | financial_docs | 2 | 文档：公司公告(年报/季报/招股书)、财经新闻 |
| 7 | economic_data | 1 | 宏观/行业 EDB 指标 |
| 8 | analytics_data | 1 | 通用结构化取数兜底 |
yyyyMMdd（含前导零，不含短横线）financial_docs.get_company_announcementsfinancial_docs.get_financial_newseconomic_data.get_economic_datastock_data.search_stocksglobal_stock_data.search_global_stocksfund_data.search_fundsanalytics_data.get_financial_data| MCP 工具名 | Wind 工具名 | 类型 | 参数 |
|---|---|---|---|
wind_search_stocks | search_stocks | NL 查询 | question, lang |
wind_get_stock_price_indicators | get_stock_price_indicators | 快照 | windcode, indexes |
wind_get_stock_kline | get_stock_kline | K 线 | windcode, begin_date, end_date, period, aftime |
wind_get_stock_quote | get_stock_quote | 分钟 | windcode, begin, end |
wind_get_stock_basicinfo | get_stock_basicinfo | NL 查询 | question, lang |
wind_get_stock_fundamentals | get_stock_fundamentals | NL 查询 | question, lang |
wind_get_stock_equity_holders | get_stock_equity_holders | NL 查询 | question, lang |
wind_get_stock_events | get_stock_events | NL 查询 | question, lang |
wind_get_stock_technicals | get_stock_technicals | NL 查询 | question, lang |
wind_get_risk_metrics | get_risk_metrics | NL 查询 | question, lang |
| MCP 工具名 | Wind 工具名 | 类型 | 参数 |
|---|---|---|---|
wind_search_global_stocks | search_global_stocks | NL 查询 | question, lang |
wind_get_global_stock_price_indicators | get_global_stock_price_indicators | 快照 | windcode, indexes |
wind_get_global_stock_kline | get_global_stock_kline | K 线 | windcode, begin_date, end_date |
wind_get_global_stock_quote | get_global_stock_quote | 分钟 | windcode, begin, end |
wind_get_global_stock_basicinfo | get_global_stock_basicinfo | NL 查询 | question, lang |
wind_get_global_stock_fundamentals | get_global_stock_fundamentals | NL 查询 | question, lang |
wind_get_global_stock_equity_holders | get_global_stock_equity_holders | NL 查询 | question, lang |
wind_get_global_stock_events | get_global_stock_events | NL 查询 | question, lang |
wind_get_global_stock_technicals | get_global_stock_technicals | NL 查询 | question, lang |
wind_get_global_stock_risk_metrics | get_global_stock_risk_metrics | NL 查询 | question, lang |
| MCP 工具名 | Wind 工具名 | 类型 |
|---|---|---|
wind_search_funds | search_funds | NL 查询 |
wind_get_fund_price_indicators | get_fund_price_indicators | 快照 |
wind_get_fund_kline | get_fund_kline | K 线 |
wind_get_fund_quote | get_fund_quote | 分钟 |
wind_get_fund_info | get_fund_info | NL 查询 |
wind_get_fund_financials | get_fund_financials | NL 查询 |
wind_get_fund_holdings | get_fund_holdings | NL 查询 |
wind_get_fund_performance | get_fund_performance | NL 查询 |
wind_get_fund_holders | get_fund_holders | NL 查询 |
wind_get_fund_company_info | get_fund_company_info | NL 查询 |
| 服务域 | MCP 工具名 | Wind 工具名 | 类型 |
|---|---|---|---|
| index_data | wind_get_index_price_indicators | get_index_price_indicators | 快照 |
| index_data | wind_get_index_kline | get_index_kline | K 线 |
| index_data | wind_get_index_quote | get_index_quote | 分钟 |
| index_data | wind_get_index_basicinfo | get_index_basicinfo | NL 查询 |
| index_data | wind_get_index_fundamentals | get_index_fundamentals | NL 查询 |
| index_data | wind_get_index_technicals | get_index_technicals | NL 查询 |
| bond_data | wind_get_bond_basicinfo | get_bond_basicinfo | NL 查询 |
| bond_data | wind_get_bond_issuer_info | get_bond_issuer_info | NL 查询 |
| bond_data | wind_get_bond_market_data | get_bond_market_data | NL 查询 |
| bond_data | wind_get_bond_financial_data | get_bond_financial_data | NL 查询 |
| financial_docs | wind_get_company_announcements | get_company_announcements | NL 查询 |
| financial_docs | wind_get_financial_news | get_financial_news | NL 查询 |
| economic_data | wind_get_economic_data | get_economic_data | 结构化 |
| analytics_data | wind_get_financial_data | get_financial_data | NL 查询 |
# stdio 模式（Claude Desktop / Claude Code）
python3 mcp-servers/wind-mcp/server.py
# SSE 模式（Managed Agent 部署）
python3 mcp-servers/wind-mcp/server.py --transport sse --port 8003
# 安装依赖
pip install -r mcp-servers/wind-mcp/requirements.txt
| 变量 | 必填 | 说明 |
|---|---|---|
WIND_API_KEY | 是 | API 密钥（以 ak_ 开头） |
WIND_CONCURRENCY | 否 | 并发限制，默认 5 |
WIND_SSL_NO_VERIFY | 否 | 设为 1 跳过 SSL 验证（仅开发环境） |