get_income_statement

Retrieve income statement data for stocks to analyze financial performance, with options for yearly, quarterly, or trailing frequency reporting.

Instructions

Get income statement for a given stock symbol.

Input Schema

TableJSON Schema

Name	Required	Description	Default
`symbol`	Yes	Stock symbol in Yahoo Finance format.
`freq`	No	At what frequency to get cashflow statements. Defaults to "yearly". Valid freqencies: "yearly", "quarterly", "trainling"

Implementation Reference

src/mcp_yahoo_finance/server.py:135-154 (handler)

Core handler method in the YahooFinance class that fetches the income statement data for a given stock symbol using yfinance Ticker.get_income_stmt(), formats the DataFrame columns to dates, and returns as JSON string.

def get_income_statement(
    self, symbol: str, freq: Literal["yearly", "quarterly", "trainling"] = "yearly"
) -> str:
    """Get income statement 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)
    income_statement = stock.get_income_stmt(freq=freq, pretty=True)

    if isinstance(income_statement, pd.DataFrame):
        income_statement.columns = [
            str(col.date()) for col in income_statement.columns
        ]
        return f"{income_statement.to_json()}"
    return f"{income_statement}"

src/mcp_yahoo_finance/utils.py:31-65 (schema)

Generates the Tool object including inputSchema derived from the function's type annotations, signature parameters, and docstring descriptions. Used to register the get_income_statement tool.

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)

src/mcp_yahoo_finance/server.py:204-218 (registration)

The tool 'get_income_statement' is registered in the MCP server's list_tools() by calling generate_tool on the bound method yf.get_income_statement.

@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),
    ]

src/mcp_yahoo_finance/server.py:238-240 (handler)
Dispatch logic in the server's call_tool() handler that invokes the get_income_statement method with parsed arguments and returns the result as TextContent.
```
case "get_income_statement":
    price = yf.get_income_statement(**args)
    return [TextContent(type="text", text=price)]
```

MCP Yahoo Finance