Yahoo Finance MCP Server

A comprehensive financial data analysis server built with the Model Context Protocol (MCP), providing extensive Yahoo Finance data through a clean and efficient interface. This server offers real-time market data, portfolio management, and economic indicators.

🚀 Features

Stock & Crypto Information

Real-time price data
Historical prices with customizable intervals
Market capitalization
Trading volume
52-week highs and lows
Sector and industry classification (stocks)
Cryptocurrency support (BTC-USD, ETH-USD, etc.)

Market Data

Stock news and updates
Analyst recommendations
Options data and chains
Stock actions (dividends, splits)

Economic Indicators

Major Indices
- S&P 500
- Dow Jones
- NASDAQ
- Russell 2000
Market Metrics
- Treasury Yields (2Y, 5Y, 10Y, 30Y)
- Volatility Indices (VIX, VXN)
- Commodities (Gold, Oil, Silver)
- Forex Rates (EUR/USD, GBP/USD, USD/JPY)

🛠️ Installation

Ensure you have Python 3.11.5 or later installed
Clone the repository:

git clone https://github.com/leo-ye0/yahoo-finance-mcp.git
cd yahoo-finance-mcp

Create and activate a virtual environment:

python -m venv .venv
source .venv/bin/activate  # On Windows, use: .venv\Scripts\activate

Install the package and dependencies:

pip install -e .

🚀 Usage

Starting the Server

python src/yahoo_finance_mcp/server.py

Example Usage

# Get stock/crypto information
await get_stock_info("AAPL")  # For stocks
await get_stock_info("BTC-USD")  # For cryptocurrencies

# Portfolio Analysis
await analyze_portfolio(
    symbols=["AAPL", "MSFT", "GOOGL"],
    weights=[0.4, 0.3, 0.3]
)

# Get economic indicators
await get_economic_indicators()  # Get comprehensive market data

# Get market summary
await get_market_summary()  # Quick overview of major indices

📊 Available Tools

Tool Name	Description
`get_stock_info`	Get comprehensive stock/crypto information
`get_historical_prices`	Get historical price data with customizable periods
`get_financial_statements`	Get income statement, balance sheet, and cash flow data
`get_stock_news`	Get latest news articles for a stock
`get_analyst_recommendations`	Get analyst recommendations and recent changes
`get_options_data`	Get options data including calls and puts
`compare_stocks`	Compare multiple stocks across various metrics
`get_market_summary`	Get quick overview of major market indices
`get_holder_info`	Get information about major holders, institutional investors, and insider trades
`get_earnings_info`	Get earnings dates, estimates, history, and trends
`get_dividend_info`	Get dividend rates, yield, history, and next payment date
`get_balance_sheet_analysis`	Get detailed balance sheet analysis with key ratios and trends
`get_cash_flow_analysis`	Get comprehensive cash flow analysis and metrics
`get_financial_ratios`	Get key financial ratios across multiple categories

🔧 Dependencies

Python >=3.11.5
yfinance >=0.2.18
pandas >=1.5.0
numpy >=1.21.0
pydantic >=2.0.0
fastmcp >=2.10.5
mcp >=0.1.0

🤖 Claude Integration

Setup with Claude Desktop

Open Claude's config:

# On MacOS
code ~/Library/Application\ Support/Claude/claude_desktop_config.json

Add this to your config:

{
  "mcpServers": {
    "yfinance": {
      "command": "uv path like /Users/xxxxx/anaconda3/bin/uv",
      "args": [
        "--directory",
        "PATH/TO/FOLDER/yahoo-finance-mcp",
        "run",
        "server.py"
      ]
    }
  }
}

Example Prompts

Once connected, you can ask Claude things like:

"What's the current price and info for AAPL?"
"Get historical prices for MSFT over the last 6 months"
"Show me the latest financial statements for GOOGL"
"What's the latest news about NVDA?"
"Get analyst recommendations for AMZN"
"Show me options data for TSLA"
"Compare the market cap and PE ratios of AAPL, MSFT, and GOOGL"
"What's the current market summary for major indices?"
"Who are the major institutional holders of AAPL?"
"Show me recent insider transactions for MSFT"
"When is the next earnings date for AAPL?"
"What's the dividend history and yield for MSFT?"
"Analyze AAPL's balance sheet metrics and trends"
"Show me GOOGL's cash flow analysis"
"What are the key financial ratios for NVDA?"

Example Outputs

Ask for permission:
When is the next earnings date for Amazon(permission)? What Claude returns:
Who are the major institutional holders of AAPL?

Show me GOOGL's cash flow analysis

This server cannot be installed

security - not tested

license - not found

quality - not tested

How are these scores calculated?

A comprehensive financial data analysis server providing Yahoo Finance data for stocks, cryptocurrencies, technical analysis, portfolio management, and economic indicators through a clean interface.

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