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marckwei

MCP Yahoo Finance

by marckwei

get_cashflow

Retrieve cash flow statements for stocks to analyze financial health and liquidity. Specify symbol and frequency (yearly, quarterly, trailing) for comprehensive cash flow data.

Instructions

Get cashflow for a given stock symbol.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYesStock symbol in Yahoo Finance format.
freqNoAt what frequency to get cashflow statements. Defaults to "yearly". Valid freqencies: "yearly", "quarterly", "trainling"

Implementation Reference

  • Core handler function that executes the get_cashflow tool logic: fetches cashflow data from yfinance Ticker, processes DataFrame if present by converting column names to date strings, and returns formatted JSON.
    def get_cashflow(
        self, symbol: str, freq: Literal["yearly", "quarterly", "trainling"] = "yearly"
    ):
        """Get cashflow for a given stock symbol.
    
        Args:
            symbol (str): Stock symbol in Yahoo Finance format.
            freq (str): At what frequency to get cashflow statements. Defaults to "yearly".
                    Valid freqencies: "yearly", "quarterly", "trainling"
        """
        stock = Ticker(ticker=symbol, session=self.session)
        cashflow = stock.get_cashflow(freq=freq, pretty=True)
    
        if isinstance(cashflow, pd.DataFrame):
            cashflow.columns = [str(col.date()) for col in cashflow.columns]
            return f"{cashflow.to_json(indent=2)}"
        return f"{cashflow}"
  • Registers the get_cashflow tool by including generate_tool(yf.get_cashflow) in the list returned from server.list_tools().
    @server.list_tools()
    async def list_tools() -> list[Tool]:
        return [            
            generate_tool(yf.cmd_run),
            generate_tool(yf.get_recommendations),
            generate_tool(yf.get_news),
            generate_tool(yf.get_current_stock_price),
            generate_tool(yf.get_stock_price_by_date),
            generate_tool(yf.get_stock_price_date_range),
            generate_tool(yf.get_historical_stock_prices),
            generate_tool(yf.get_dividends),
            generate_tool(yf.get_income_statement),
            generate_tool(yf.get_cashflow),
            generate_tool(yf.get_earning_dates),
        ]
  • Dispatch handler in server.call_tool() that invokes the get_cashflow method when the tool name matches.
    case "get_cashflow":
        price = yf.get_cashflow(**args)
        return [TextContent(type="text", text=price)]
  • Helper function used to generate the input schema and Tool object for get_cashflow based on function signature and docstring.
    def generate_tool(func: Any) -> Tool:
        """Generates a tool schema from a Python function."""
        signature = inspect.signature(func)
        docstring = inspect.getdoc(func) or ""
        param_descriptions = parse_docstring(docstring)
    
        schema = {
            "name": func.__name__,
            "description": docstring.split("Args:")[0].strip(),
            "inputSchema": {
                "type": "object",
                "properties": {},
            },
        }
    
        for param_name, param in signature.parameters.items():
            param_type = (
                "number"
                if param.annotation is float
                else "string"
                if param.annotation is str
                else "string"
            )
            schema["inputSchema"]["properties"][param_name] = {
                "type": param_type,
                "description": param_descriptions.get(param_name, ""),
            }
    
            if "required" not in schema["inputSchema"]:
                schema["inputSchema"]["required"] = [param_name]
            else:
                if "=" not in str(param):
                    schema["inputSchema"]["required"].append(param_name)
    
        return Tool(**schema)

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