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📈 Finance MCP Server

Created By
akshatbindal8 months ago
Content

📈 Finance MCP Server

PyPI version Python Support License: MIT

A powerful Model Context Protocol (MCP) server that brings comprehensive stock market data and technical analysis capabilities to Claude Desktop and other MCP-compatible clients.

🚀 Features

  • 📊 Stock Information: Complete company profiles, market metrics, and key statistics
  • 📈 Historical Data: Customizable historical price data with multiple timeframes
  • ⚡ Real-time Quotes: Live stock prices with change calculations
  • 🔧 Technical Indicators: 10+ professional-grade technical analysis tools
  • 🚀 High Performance: Intelligent caching system for optimal speed
  • 🛡️ Robust: Comprehensive error handling and validation
  • 🔌 Easy Integration: One-command installation for Claude Desktop

📦 Quick Installation

For Claude Desktop Users

pip install finance-mcp-server

Then add to your Claude Desktop configuration:

{
  "mcpServers": {
    "finance": {
      "command": "finance-mcp-server"
    }
  }
}

Restart Claude Desktop and start asking about stocks! 🎉

Manual Installation

# Clone the repository
git clone https://github.com/akshatbindal/finance-mcp-server.git
cd finance-mcp-server

# Install in development mode
pip install -e .

# Or install from PyPI
pip install finance-mcp-server

🎯 Usage Examples

Once installed, you can ask Claude Desktop natural language questions like:

  • "What's Apple's current stock price and market cap?"
  • "Show me Tesla's performance over the last 6 months"
  • "Calculate RSI and MACD for Microsoft stock"
  • "Compare the 50-day moving average of Google vs Amazon"
  • "What are the Bollinger Bands for Netflix right now?"

🛠️ Available Tools

The Finance MCP Server exposes the following tools via the MCP protocol:

  • get_comprehensive_stock_info: Get detailed company, market, financial, and analyst data for any stock symbol.
  • get_historical_data: Retrieve historical price data with customizable period and interval, including splits/dividends.
  • get_options_data: Fetch options chain data for a stock, including calls and puts for multiple expiration dates.
  • get_institutional_holders: View institutional and major holders for a stock.
  • get_earnings_calendar: Access earnings calendar, history, and analyst price targets.
  • get_analyst_recommendations: Analyst recommendations, upgrades, and downgrades.
  • get_financial_statements: Download full income statement, balance sheet, and cash flow (annual/quarterly).
  • get_news: Latest news headlines and metadata for a stock.
  • get_technical_analysis: Professional indicators (SMA, EMA, RSI, MACD, Bollinger Bands, volume, support/resistance, etc).
  • get_sector_performance: Compare performance, volatility, and metrics for multiple stocks.
  • get_dividend_history: Dividend payment history, summary, and stats.

Example Tool Call (MCP JSON)

{
  "tool": "get_comprehensive_stock_info",
  "arguments": {"symbol": "AAPL"}
}

Caching & Performance

  • Company info, news, options, holders, calendar, recommendations: 5–60 min cache
  • Real-time data: 1 min cache
  • Fundamentals: 10 min cache
  • Optimized yfinance usage: Multi-threading enabled, batch requests, and error isolation

Error Handling

  • All endpoints return clear error messages on failure
  • Graceful fallback for missing or partial data
  • Logging for all exceptions and warnings

Technical Analysis

  • Moving averages (SMA 20/50/200, EMA 12/26)
  • RSI, MACD, Bollinger Bands, volume trends
  • Support/resistance, volatility, and more

Expanded Data

  • Options chain (calls/puts, OI, IV, last trade)
  • Institutional/major holders
  • Earnings calendar/history, analyst targets
  • Full financial statements (annual/quarterly)
  • News headlines, publisher, related tickers
  • Dividend history and summary

🛠️ Configuration

Basic Configuration

{
  "mcpServers": {
    "finance": {
      "command": "finance-mcp-server"
    }
  }
}

Advanced Configuration

{
  "mcpServers": {
    "finance": {
      "command": "finance-mcp-server",
      "env": {
        "LOG_LEVEL": "INFO",
        "CACHE_DURATION": "300"
      }
    }
  }
}

🔧 Development

Setting Up Development Environment

# Clone the repository
git clone https://github.com/akshatbindal/finance-mcp-server.git
cd finance-mcp-server

# Create virtual environment
python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate

# Install in development mode
pip install -e .

# Install development dependencies
pip install pytest black flake8 mypy

# Run tests
pytest

# Format code
black finance_mcp/

# Type checking
mypy finance_mcp/

Running the Server

# Run directly
python -m finance_mcp.server

# Or use the console script
finance-mcp-server

# With debug logging
LOG_LEVEL=DEBUG finance-mcp-server

📊 Performance Features

Intelligent Caching

  • Stock Info & Technical Indicators: 5-minute cache
  • Real-time Data: 1-minute cache
  • Historical Data: Session-based caching
  • Automatic cache invalidation

Error Handling

  • Graceful handling of invalid stock symbols
  • Network timeout protection
  • Comprehensive error messages
  • Fallback mechanisms for data retrieval

🔒 Privacy & Security

  • No Data Storage: All data is retrieved in real-time from Yahoo Finance
  • No User Tracking: No personal information is collected or stored
  • Rate Limiting: Built-in protection against API abuse
  • Error Isolation: Errors don't crash the entire server

🤝 Contributing

We welcome contributions! Here's how you can help:

  1. Fork the repository
  2. Create a feature branch: git checkout -b feature/amazing-feature
  3. Make your changes and add tests
  4. Run the test suite: pytest
  5. Format your code: black finance_mcp/
  6. Submit a pull request

Areas for Contribution

  • Additional technical indicators
  • Cryptocurrency support
  • Options and futures data
  • News sentiment integration
  • Performance optimizations
  • Documentation improvements

📋 Requirements

  • Python: 3.8 or higher
  • Dependencies:
    • mcp >= 1.0.0 - Model Context Protocol framework
    • yfinance >= 0.2.18 - Yahoo Finance API wrapper
    • pandas >= 2.0.0 - Data manipulation and analysis
    • ta >= 0.10.2 - Technical analysis library

🐛 Troubleshooting

Common Issues

Server not starting?

# Check if all dependencies are installed
pip install -r requirements.txt

# Test the server manually
finance-mcp-server

No data for a symbol?

  • Verify the stock symbol is correct (e.g., "AAPL" not "Apple")
  • Check if the market is open (affects real-time data)
  • Some symbols may not be available on Yahoo Finance

Claude Desktop not connecting?

  • Ensure the configuration JSON is valid
  • Check that the command path is correct
  • Restart Claude Desktop completely
  • Check Claude Desktop's logs for error messages

Getting Help

📄 License

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

🙏 Acknowledgments

  • Yahoo Finance for providing free financial data
  • MCP Team for the Model Context Protocol framework
  • Technical Analysis Library contributors
  • Open Source Community for inspiration and support

🔮 Roadmap

Version 1.1.0 (Coming Soon)

  • Cryptocurrency support (Bitcoin, Ethereum, etc.)
  • Options chain data
  • Earnings calendar integration
  • News sentiment analysis

Version 1.2.0 (Future)

  • Portfolio tracking capabilities
  • Custom indicator builder
  • Multi-timeframe analysis
  • Advanced charting data

Version 2.0.0 (Vision)

  • Machine learning predictions
  • Risk analysis tools
  • Backtesting framework
  • Professional trader features

⭐ Star History

Star History Chart


Made with ❤️ for the MCP and trading communities

Bringing professional-grade financial analysis to conversational AI

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