ai.smithery/hollaugo-financial-research-mcp-server

Get comprehensive context for a page including subpages, databases, and blocks Args: page_id: Notion page ID include_children: Whether to include child pages and databases max_depth: Maximum depth to traverse for nested content Returns: Complete context including page content, children, and related data

Search across workspace and aggregate context for helpdesk queries Args: query: Search query string context_type: Type of context to search ('pages', 'databases', 'all') Returns: Aggregated search results with contextual information

Get comprehensive database insights including structure, recent activity, and patterns Args: database_id: Notion database ID include_recent_updates: Include recently updated pages Returns: Database insights with schema, statistics, and recent activity

Create a new page in a Notion database with specified properties and content Args: database_id: Target database ID (string) properties: Page properties as key-value pairs (dict) content: Optional page content in markdown format (string) Returns: Created page information including page_id, url, and formatted properties Property Types and Examples: - Title: "My Page Title" (use exact property name from database) - Status: "In Progress" (predefined status options) - Select: "High Priority" (predefined select options) - Multi-select: ["tag1", "tag2"] (array of strings) - Checkbox: true/false (boolean) - Number: 42 (integer or float) - Date: "2024-01-15" (ISO date string) - People: ["user_id_1", "user_id_2"] (array of user IDs) - Rich Text: "Any text content" (string) - URL: "https://example.com" (string) - Email: "user@example.com" (string) - Phone: "+1-555-123-4567" (string) Content Markdown Examples: Basic formatting: "# Heading 1 ## Heading 2 ### Heading 3 Regular paragraph text." Lists: "- Bulleted item 1 - Bulleted item 2 * Also bulleted 1. Numbered item 1 2. Numbered item 2" Todo Lists (checkboxes): "- [ ] Unchecked todo item - [x] Checked todo item - [ ] Another unchecked item" Mixed content: "## Project Overview This is the main description. ### Tasks - [ ] Set up development environment - [ ] Create database schema - [x] Initial planning completed ### Notes - Important consideration 1 - Important consideration 2 > This is a quote or callout ```python # Code example print('Hello, World!') ```" Complete Usage Examples: Example 1 - Simple Task: { "database_id": "22e88fb3-1348-80ba-bb35-d762e7b9b8e6", "properties": { "Name": "Setup Development Environment", "Status": "Not Started", "Assign": ["user_id_here"] }, "content": "## Setup Tasks - [ ] Install Node.js - [ ] Install dependencies - [ ] Configure environment variables - [ ] Test database connection" } Example 2 - Detailed Project Page: { "database_id": "22e88fb3-1348-80ba-bb35-d762e7b9b8e6", "properties": { "Name": "User Authentication System", "Status": "In Progress", "Priority": "High" }, "content": "# User Authentication Implementation ## Overview Implement secure user authentication with JWT tokens. ## Requirements - [ ] User registration endpoint - [ ] Login/logout functionality - [ ] Password reset flow - [ ] JWT token validation - [x] Database user model created ## Technical Notes - Use bcrypt for password hashing - Implement rate limiting for login attempts - Add email verification ## API Endpoints 1. POST /auth/register 2. POST /auth/login 3. POST /auth/logout 4. POST /auth/reset-password > **Security Note**: Always validate JWT tokens on protected routes" } Example 3 - Meeting Notes: { "database_id": "meetings_db_id", "properties": { "Name": "Sprint Planning Meeting", "Date": "2024-01-15", "Attendees": ["user1", "user2", "user3"], "Status": "Completed" }, "content": "# Sprint Planning - January 15, 2024 ## Attendees - John Smith (Product Manager) - Jane Doe (Developer) - Bob Johnson (Designer) ## Agenda Items 1. Review last sprint 2. Plan current sprint 3. Discuss blockers ## Action Items - [ ] John: Create user stories for new features - [ ] Jane: Set up CI/CD pipeline - [ ] Bob: Design mockups for dashboard - [x] All: Review and approve sprint goals ## Decisions Made - Sprint duration: 2 weeks - Daily standups at 9 AM - Demo on Friday ## Next Steps - Start development on Monday - Schedule mid-sprint check-in - Prepare demo environment" } Tips: - Use get_database_schema() first to see exact property names and types - Property names are case-sensitive (use exact names from schema) - For todo lists, use "- [ ]" for unchecked and "- [x]" for checked items - Use "\n" for line breaks in JSON strings - Status and Select properties must match predefined options in the database - People properties require actual Notion user IDs - Dates should be in ISO format (YYYY-MM-DD or YYYY-MM-DDTHH:MM:SS)

Update an existing database page's properties and/or content Args: page_id: Page ID to update (string) properties: Properties to update (dict, optional - use {} for no updates) content: Content to add/replace (string) content_mode: How to handle content - "append", "prepend", or "replace" (default: "append") Returns: Updated page information with success status Content Modes: - "append": Adds content after existing content (default behavior) - "prepend": Adds content before existing content - "replace": Completely replaces all existing content with new content Property Examples: - Status: "In Progress" (must match existing status options) - Name: "Updated Task Name" (title property) - Priority: "High" (select property) - Assign: ["user_id"] (people property) - Completed: true (checkbox property) - Due: "2024-01-15" (date property) Usage Examples: Content only (append): - page_id: "22e88fb3-1348-8016-964d-e16bf62bf78f" - content: "New progress update" Content only (replace): - page_id: "22e88fb3-1348-8016-964d-e16bf62bf78f" - content: "Completely new content" - content_mode: "replace" Properties only: - page_id: "22e88fb3-1348-8016-964d-e16bf62bf78f" - properties: {"Status": "Completed"} Both properties and content: - page_id: "22e88fb3-1348-8016-964d-e16bf62bf78f" - content: "Task completed successfully" - content_mode: "append" - properties: {"Status": "Completed", "Name": "Updated Task"} Tips: - Leave properties as {} if you only want to update content - Leave content as "" if you only want to update properties - Property names must match the database schema exactly - Status/Select values must match existing options in the database

Advanced database query with complex filters and sorting Args: database_id: Database to query filters: Notion filter object (supports compound filters) sorts: List of sort objects limit: Maximum results to return Returns: Query results with matched pages

Perform bulk operations on multiple database pages based on criteria Args: database_id: Target database ID (string) updates: List of update operations (list of dicts) filter_criteria: Optional filter to limit which pages to update (dict) Returns: Bulk operation results with success/failure counts and error details Updates Field Examples: Update Properties Only: [ { "operation": "update_properties", "properties": { "Status": "In Progress", "Priority": "High" } } ] Append Content Only: [ { "operation": "append_content", "content": " ## Progress Update - [x] Task started - [ ] Next steps" } ] Update Both Properties and Content: [ { "operation": "update_both", "properties": { "Status": "Completed" }, "content": " ✅ **Task completed on $(date)**" } ] Filter Criteria Examples: Filter by Status: { "property": "Status", "status": { "equals": "Not Started" } } Filter by Text Contains: { "property": "Name", "rich_text": { "contains": "urgent" } } Multiple Conditions (AND): { "and": [ { "property": "Status", "status": {"equals": "Not Started"} }, { "property": "Priority", "select": {"equals": "High"} } ] } Multiple Conditions (OR): { "or": [ { "property": "Status", "status": {"equals": "Not Started"} }, { "property": "Status", "status": {"equals": "In Progress"} } ] } Complete Usage Examples: Example 1 - Change all "Not Started" tasks to "In Progress": { "database_id": "22e88fb3-1348-80ba-bb35-d762e7b9b8e6", "updates": [ { "operation": "update_properties", "properties": { "Status": "In Progress" } } ], "filter_criteria": { "property": "Status", "status": { "equals": "Not Started" } } } Example 2 - Add notes to all high priority tasks: { "database_id": "22e88fb3-1348-80ba-bb35-d762e7b9b8e6", "updates": [ { "operation": "append_content", "content": " ## High Priority Review ⚠️ This task requires immediate attention." } ], "filter_criteria": { "property": "Priority", "select": { "equals": "High" } } } Example 3 - Complete all tasks containing "test": { "database_id": "22e88fb3-1348-80ba-bb35-d762e7b9b8e6", "updates": [ { "operation": "update_both", "properties": { "Status": "Completed" }, "content": " ✅ **Bulk completed - test tasks**" } ], "filter_criteria": { "property": "Name", "rich_text": { "contains": "test" } } } Example 4 - Update ALL pages (no filter): { "database_id": "22e88fb3-1348-80ba-bb35-d762e7b9b8e6", "updates": [ { "operation": "append_content", "content": " --- **Bulk Update:** All tasks reviewed on $(date)" } ] } Common Filter Types: - status: equals, does_not_equal, is_empty, is_not_empty - select: equals, does_not_equal, is_empty, is_not_empty - rich_text: equals, contains, starts_with, ends_with, is_empty - number: equals, greater_than, less_than, is_empty - checkbox: equals, does_not_equal - date: equals, before, after, this_week, past_month, is_empty Tips: - Omit filter_criteria to update ALL pages in the database - Test with a restrictive filter first before bulk operations - Multiple updates are applied sequentially to each matching page - Check the errors array in the response for any failed updates

Update any Notion page (database or regular page) with content Args: page_id: Page ID to update (string) title: New title for the page (optional, only works for regular pages) content: Content to add/replace (string) content_mode: How to handle content - "append", "prepend", or "replace" (default: "append") Returns: Updated page information with success status Content Modes: - "append": Adds content after existing content (default behavior) - "prepend": Adds content before existing content - "replace": Completely replaces all existing content with new content Usage Examples: Regular page content update: - page_id: "22e88fb3-1348-8016-964d-e16bf62bf78f" - title: "Updated Page Title" - content: "New content to add" - content_mode: "append" Database page content update: - page_id: "22e88fb3-1348-8016-964d-e16bf62bf78f" - content: "Progress update" - content_mode: "prepend" Note: - For database pages, use update_database_page to update properties - This tool focuses on content and title updates for any page type - Title updates only work for regular pages, not database pages

Get detailed database schema including property names, types, and configuration Args: database_id: Notion database ID (string) - NOT a page ID Returns: Database schema with exact property names, types, and configuration Important Notes: - This tool requires a DATABASE ID, not a page ID - Database IDs typically look like: "22e88fb3-1348-80ba-bb35-d762e7b9b8e6" - Page IDs will return an error - use get_page_context() for pages instead - To find a database ID: look at the URL when viewing the database in Notion - Database URLs look like: https://notion.so/databasename-DATABASEID - Page URLs look like: https://notion.so/pagename-PAGEID Example Usage: { "database_id": "22e88fb3-1348-80ba-bb35-d762e7b9b8e6" } Example Response: { "database_id": "22e88fb3-1348-80ba-bb35-d762e7b9b8e6", "title": "Project Tasks Database", "schema": { "Name": {"type": "title", "required": false}, "Status": {"type": "status", "required": false}, "Assign": {"type": "people", "required": false} }, "property_names": ["Name", "Status", "Assign"], "success": true } Error Handling: - If you provide a page ID instead of database ID, you'll get a helpful error - Use get_page_context() to get information about individual pages - Use search_workspace_context() to find databases by name

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Get detailed financial analysis including income statement, balance sheet, and cash flow with key ratios. Use this when the user asks about a company's financials, profitability, or financial health. Examples: "How are Apple's financials?", "Is MSFT profitable?", "Show me Tesla's balance sheet" Args: ticker: Stock ticker symbol (e.g., "AAPL", "MSFT") period: "annual" or "quarterly" for financial statements Returns: Financial analysis with key statements and calculated ratios

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Compare multiple stocks side-by-side on key metrics for investment decision-making. Use this when the user wants to compare stocks or choose between investments. Examples: "Compare AAPL and MSFT", "Which is better: GOOGL or META?", "Compare these tech stocks" Args: tickers: List of stock ticker symbols to compare (e.g., ["AAPL", "MSFT", "GOOGL"]) Returns: Side-by-side comparison of key metrics for all specified stocks

Get historical price data for a stock with customizable time period and interval. Use this when the user asks about price history, trends, or past performance. Examples: "Show AAPL's price history", "How has Tesla performed this year?", "Get MSFT's weekly prices" Args: ticker: Stock ticker symbol (e.g., "AAPL", "MSFT") period: Time period - "1d", "5d", "1mo", "3mo", "6mo", "1y", "2y", "5y", "10y", "ytd", "max" interval: Data interval - "1m", "2m", "5m", "15m", "30m", "60m", "90m", "1h", "1d", "5d", "1wk", "1mo", "3mo" Returns: Historical price data with OHLCV (Open, High, Low, Close, Volume)