MCP YFinance Stock Server

# 💹 MCP YFinance Stock Server    This project sets up a **stock Price server** powered by the **Yahoo Finance (YFinance)** API and built for seamless integration with **MCP (Model Control Protocol)**. It allows AI agents or clients to: - Retrieve real-time stock data - Manage a watchlist - Perform full stock analysis - Run full technical indicators - And much more  --- ## 🪙 Start Simple: Build a Crypto Price Tracker First Before diving into the full-blown stock server, I recommend starting with this simple crypto tracker built with Python + MCP 👇 🔗 GitHub Repo: [https://github.com/sauniket/mcp-yfinance-server](https://github.com/sauniket/mcp-yfinance-server) > You'll learn how to: > - Use MCP to expose crypto tools like get_price("BTC") > - Build an API with FastAPI > - Fetch real-time prices using the Alpaca API --- ## 📈 Then Level Up: Build the yFinance Stock Server Once you're familiar with the flow, move on to this more advanced stock tracker 💹 🔗 GitHub Repo: [https://github.com/sauniket/mcp-yfinance-server](https://github.com/sauniket/mcp-yfinance-server) 📝 Detailed Blog: 👉 [How I Built My Own Stock Server with Python, yFinance, and a Touch of Nerdy Ambition](https://medium.com/@aakuskar.980/how-i-built-my-own-stock-server-with-python-yfinance-and-a-touch-of-nerdy-ambition-b562dc1d7b93) > Includes: > - Watchlists > - Real-time(ish) price updates > - Technical summaries > - A full-featured dashboard > - Trend + momentum indicators > - Watchlist management --- ## 📦 Step 1: Set Up the Environment (with uv) We use **[uv](https://github.com/astral-sh/uv)** — a modern, ultra-fast Python package manager — to manage our project environment. ### 🛠️ Installation & Setup Run the following commands in your terminal: ```bash # Install uv curl -LsSf https://astral.sh/uv/install.sh | sh # Create and navigate to your project directory mkdir mcp-yfinance-server cd mcp-yfinance-server # Initialize a new project uv init # Create and activate the virtual environment uv venv source .venv/bin/activate # On Windows: .venv\Scripts\activate ``` ## 📥 Install the project Once your [pyproject.toml](https://github.com/sauniket/mcp-yfinance-server/blob/main/pyproject.toml) is set up with dependencies, run: ```bash # Run uv pip install -e . ``` --- ## 🚀 Step 2: Running the MCP Server Once your environment is ready, start the stock server: ```bash uv run main.py ``` 🧪 Want a quick test first? Try checking the tools first: ```bash python run test_server_fun.py ``` 📄 Curious how the full server works? Explore the source code here: 🔗 [yf_server.py › GitHub](https://github.com/sauniket/mcp-yfinance-server/blob/main/source/yf_server.py) --- # 🛠️ MCP Tool Reference The server exposes many tools for AI agents and CLI users. Here are some important tools, check out the complete tools list [here](https://github.com/sauniket/mcp-yfinance-server/blob/main/results/tools.md): ## 📦 Tool List | Tool Name | Description | |-------------------------------|-----------------------------------------------------------------------------| | `add_to_watchlist` | Add a stock ticker to your personal watchlist. | | `analyze_stock` |Perform a 1-month technical trend analysis (RSI, MACD, MAs).. | | `get_technical_summary` |Generate a comprehensive technical summary including indicators & signals.. | | `get_watchlist_prices` | Fetch the most recent prices for all watchlisted tickers. | | `get_trend_analysiss` | Analyze recent trend shifts, patterns, and divergences.. | | `get_stock_price` | Retrieve the current price for a given ticker symbol. | | `get_volatility_analysis` | Calculate historical volatility and ATR metrics.. | | `compare_stocks` | Compare two stock prices (useful for relative performance analysis). | > ✅ [Total: 18 powerful tools to analyze and monitor stocks with precision.](https://github.com/sauniket/mcp-yfinance-server/blob/main/results/tools.md) ## 🧠 Use Cases These tools are ideal for: - 📊 Dynamic watchlist management - 🔁 Trend and momentum detection - 📈 Deep-dive technical analysis for investment decisions - ⚠️ Volatility-based risk assessment - 🤖 Powering stock-focused autonomous agents or dashboards > ⚙️ Keep this reference handy for building intelligent financial applications with the MCP server. --- ## 🔍 Step 3: Inspecting the MCP Server Easily explore and test your MCP tools using the **MCP Server Inspector**. Run the following command in your terminal: ```bash $ mcp dev source/yf_server.py ``` This launches an interactive UI to: - 🧰 View all available tools and resources - 📥 Test input/output for each tool - 📡 Monitor real-time responses from your server -  --- ## ⚙️ Step 4: Configure Your MCP Server To integrate your YFinance MCP server, add the following entry to your mcp.config.json file: ```json { "mcpServers": { "yfinance-price-tracker": { "command": "uv", "args": [ "--directory", "/ABSOLUTE/PATH/TO/YOUR/mcp-yfinance-server", "run", "main.py" ] } } } ``` > ⚠️ Replace /ABSOLUTE/PATH/TO/... with actual file paths. > 💡 Tip: Rename your server from crypto-price-tracker to yfinance-price-tracker for clarity. --- ## 🔁 Step 5: Restart Claude Desktop Restart **Claude Desktop** (or any interface that uses MCP) to reload and activate your new YFinance tools. > This ensures the updated MCP configuration is recognized and all stock tracking tools are ready to use. --- ## ✅ Step 6: Testing the MCP Server with Claude Desktop - With everything installed and configured, you're ready to test your MCP server in **Claude Desktop**. Use these example queries to test your MCP YFinance Server in action: > "Compare the stock prices of Tesla and Apple." > → 🔧 Uses `compare_stocks` > "Get the historical data for Tesla over the past month." > → 📊 Uses `get_stock_history` > "Add Apple, Tesla, and Reliance to my watchlist." > → 📋 Uses `add_to_watchlist` > "Show me a chart of Apple’s stock over the last 30 days." > → 🖼️ Claude can fetch + visualize data using your server 📷 Sample Chart: 🖼 [view Screenshot](https://github.com/sauniket/mcp-yfinance-server/blob/main/assets/Screenshot%20(16).png) 🌐 Live Claude Site: [Open Demo on Claude.site](https://claude.site/artifacts/bba1b878-de53-4988-a0b5-377f2d202b3a) 🧪 These tests ensure your MCP integration is working end-to-end—from data retrieval to real-time analysis and visualization. --- # 📊 Results ## ⚙️ Outcomes You Can Expect | Feature | Outcome | |-------------------------------------------------------------------------|-------------------------------------------------------------------------| | ✅ [**Stock Analysis**](https://claude.site/artifacts/a118060f-25ac-410b-ae37-0869dc773a98) | Analyse stock giving price, OHLC, returns, volume, insights and data. | | 📈 [**Technical Analysis**](https://claude.site/artifacts/4642c157-8022-43b7-a2cd-472437c62e4b) | Access indicators like RSI, MACD, MA, and a complete technical summary.| | 📉 [**Volatility Reports**](https://claude.site/artifacts/08214360-f08f-48d7-9cb1-1bc7334910e9) | Analyze stock risk with ATR and volatility metrics. | | 🔍 [**Trend Analysis**](https://claude.site/artifacts/878fc17e-a845-4944-b2ee-14857da2bbfc) | Detect trend shifts and divergence using price movement analysis. | | 🧠 [**Visualisations**](https://claude.site/artifacts/4642c157-8022-43b7-a2cd-472437c62e4b) | 18+ tools ready to power AI agents or dashboards to visualise stock. | | 📋 [**Technical Charts**](https://claude.site/artifacts/559bf977-91dc-45e1-a6b7-e95a19eaaeab) | Analyse and monitor technical indicators for stocks in real-time. | | 🖼️ [**Visual Insights**](https://claude.site/artifacts/bba1b878-de53-4988-a0b5-377f2d202b3a) | Generate charts and visual summaries with Claude Desktop. | > 🎉 Ready to build your stock-tracking bot or intelligent financial dashboard? This project has all the core pieces. --- ## 📫 Feedback & Contributions Contributions are welcome! Whether you're fixing bugs, adding features, or improving documentation, your help makes this project better. ### 🐛 Reporting Issues If you encounter bugs or have suggestions, please open an issue in the [Issues section](https://github.com/sauniket/mcp-yfinance-server/issues). Be sure to include: - ✅ Steps to reproduce (if applicable) - 🔍 Expected vs. actual behavior - 📷 Screenshots or error logs (if relevant) ### 📬 Submit a Pull Request Have a fix or improvement? Head over to the [Pull Requests section](https://github.com/sauniket/mcp-yfinance-server/pulls) and submit your PR. We’ll review and merge it ASAP! --- ## 💬 Spread the Word If this project saved you from API rate limits or overpriced SaaS tools... If you’d like a tweet thread, carousel, or launch post for this — I’ve got your back 😎