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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
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Baseado na classificação ocupacional SOC
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） |