Yahoo Finance MCP Server

A Model Context Protocol (MCP) server that integrates Yahoo Finance data with Claude Desktop, enabling powerful financial data analysis and research through natural language interactions.

Overview

This project provides a comprehensive MCP server implementation that allows Claude to access real-time and historical financial data from Yahoo Finance. Whether you're analyzing stock performance, researching company fundamentals, or tracking market trends, this server makes financial data accessible through conversational AI.

Features

The server exposes a comprehensive set of tools for financial data analysis:

Stock Information Tools

• Historical Price Data: Retrieve OHLCV (Open, High, Low, Close, Volume) data with customizable periods and intervals

• Stock Information: Get comprehensive stock data including current price, market metrics, and company details

• News Articles: Access the latest news articles and market updates for any stock

• Stock Actions: View dividend history and stock split information

Financial Statements

• Income Statements: Annual and quarterly income statements

• Balance Sheets: Annual and quarterly balance sheet data

• Cash Flow Statements: Annual and quarterly cash flow information

Ownership & Holdings

• Major Holders: Top shareholders and their holdings

• Institutional Holders: Institutional ownership data

• Mutual Fund Holders: Mutual fund ownership information

• Insider Transactions: Recent insider trading activity

Options Data

• Expiration Dates: Available options expiration dates for any stock

• Options Chains: Complete options chain data for calls and puts

Analyst Information

• Recommendations: Current analyst recommendations and price targets

• Upgrades/Downgrades: Historical analyst rating changes

Use Cases

Example Queries You Can Make with Claude

Stock Analysis:

• "Show me the historical stock prices for AAPL over the last 6 months"

• "What are the key financial metrics for Tesla?"

• "Get the quarterly balance sheet for Microsoft"

Market Research:

• "Get the latest news articles about Meta Platforms"

• "Show me the institutional holders of Apple stock"

• "What are the recent insider transactions for Tesla?"

Options Analysis:

• "Get the options chain for SPY expiring in 30 days"

• "Show me call options for AAPL with expiration date 2024-06-21"

Investment Research:

• "Compare the quarterly income statements of Amazon and Google"

• "Analyze the institutional ownership changes in Tesla over the past year"

• "Create a comprehensive financial health report for Microsoft"

Requirements

• Python: 3.11 or higher

• Dependencies: See pyproject.toml for complete list

  • mcp[cli]>=1.6.0 - Model Context Protocol framework

  • yfinance>=0.2.62 - Yahoo Finance data library

  • pandas - Data manipulation and analysis

  • Additional dependencies for data processing

Installation

1. Clone the Repository

2. Install Dependencies

Install the project and its dependencies:

Or if you prefer using a virtual environment:

3. Verify Installation

Run the setup verification script to ensure everything is installed correctly:

Usage

Testing the Server

You can test the server directly:

This starts the MCP server in stdio mode, ready to accept MCP protocol messages.

Integration with Claude Desktop

To use this server with Claude Desktop:

1. Locate your Claude Desktop config file:

   • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

   • Windows: %AppData%\Claude\claude_desktop_config.json

2. Open the config file:

   # macOS code ~/Library/Application\ Support/Claude/claude_desktop_config.json # Windows code %AppData%\Claude\claude_desktop_config.json

3. Add the server configuration:

   For macOS:

   { "mcpServers": { "yfinance": { "command": "/opt/anaconda3/bin/python3", "args": [ "/absolute/path/to/yahoo-finance-mcp/server.py" ], "env": { "PYTHONPATH": "/absolute/path/to/yahoo-finance-mcp" } } } }

   For Windows:

   { "mcpServers": { "yfinance": { "command": "python", "args": [ "C:\\absolute\\path\\to\\yahoo-finance-mcp\\server.py" ], "env": { "PYTHONPATH": "C:\\absolute\\path\\to\\yahoo-finance-mcp" } } } }

   Note: Replace /absolute/path/to/yahoo-finance-mcp with the actual path to this repository on your system.

4. Restart Claude Desktop to load the new MCP server configuration.

5. Verify the connection: After restarting, the yfinance MCP server should appear in Claude Desktop, and you can start asking financial data questions.

Project Structure

Development

Code Quality

This project uses pre-commit hooks to maintain code quality:

• Black: Code formatting (line length: 100)

• isort: Import sorting (compatible with Black)

To run the formatters manually:

Testing

Run the setup verification to ensure all dependencies are installed:

Troubleshooting

Server Not Appearing in Claude Desktop

1. Check the config file syntax: Ensure the JSON is valid

2. Verify the Python path: Make sure the path to python3 is correct

3. Check file permissions: Ensure the server.py file is executable

4. Review Claude Desktop logs: Check for error messages in the console

Import Errors

If you encounter import errors:

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

License

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

Acknowledgments

• Built using the Model Context Protocol framework

• Financial data provided by Yahoo Finance via the yfinance library

• Thanks to the open-source community for the excellent tools and libraries

Author: Prashant Neupane
Repository: github.com/neupaneprashant/yahoo-finance-mcp