Leverages NumPy for numerical operations in stock data analysis, supporting technical indicators calculation and data processing
Utilizes pandas for handling financial data frames, enabling efficient stock screening, filtering, and result organization
Implemented as a Python-based MCP server that enables stock screening functionality through structured API calls
StockScreen MCP Server
A Model Context Protocol (MCP) server providing comprehensive stock screening capabilities through Yahoo Finance. Enables LLMs to screen stocks based on technical, fundamental, and options criteria, with support for watchlist management and result storage.
Features
Stock Screening
Technical Analysis Screening
Price and volume filters
Moving averages (20, 50, 200 SMA)
RSI indicators
Average True Range (ATR)
Trend analysis (1d, 5d, 20d changes)
MA distance calculations
Fundamental Screening
Market capitalization filters
P/E ratio analysis
Dividend yield criteria
Revenue growth metrics
ETF-specific metrics (AUM, expense ratio)
Options Screening
Implied Volatility (IV) filters
Options volume and open interest
Put/Call ratio analysis
Bid-ask spread evaluation
Earnings date proximity checks
Data Management
Watchlist Creation and Management
Screening Result Storage
Default Symbol Categories
Mega Cap (>$200B)
Large Cap ($10B-$200B)
Mid Cap ($2B-$10B)
Small Cap ($300M-$2B)
Micro Cap (<$300M)
ETFs
Installation
Usage
Add to your Claude configuration: In your
claude-desktop-config.json
, add the following to themcpServers
section:
Replace "path/to/stockscreen.py" with the full path to where you saved the stockscreen.py file.
Available Tools
Available Tools
run_stock_screen
Technical Screen Criteria
Fundamental Screen Criteria
Options Screen Criteria
News Screen Criteria
Custom Screen Criteria
Category Values
Ava1ilable market cap categories for filtering:
"mega_cap": >$200B
"large_cap": $10B-$200B
"mid_cap": $2B-$10B
"small_cap": $300M-$2B
"micro_cap": <$300M
"etf": ETF instruments
manage_watchlist
get_screening_result
Response Formats
Technical Screen Response
Usage Prompt for Claude
"I've enabled the stockscreen tools which provide stock screening capabilities. You can use three main functions:
Screen stocks with various criteria types:
Technical: Price, volume, RSI, moving averages, ATR
Fundamental: Market cap, P/E, dividends, growth
Options: IV, volume, earnings dates
Custom: Combine multiple criteria types
Manage watchlists:
Create and update symbol lists
Delete existing watchlists
Retrieve watchlist contents
Access saved screening results:
Load previous screen results
Review matched symbols and criteria
All functions include error handling, detailed market data, and comprehensive responses."
Requirements
Python 3.12+
MCP Server
yfinance
pandas
numpy
asyncio
Limitations
Data sourced from Yahoo Finance with potential delays
Rate limits based on Yahoo Finance API restrictions
Options data availability depends on market hours
Some financial metrics may be delayed or unavailable
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.
Author
Todd Wolven - (https://github.com/twolven)
Acknowledgments
Built with the Model Context Protocol (MCP) by Anthropic
Data provided by Yahoo Finance
Developed for use with Anthropic's Claude
This server cannot be installed
local-only server
The server can only run on the client's local machine because it depends on local resources.
Provides comprehensive stock screening capabilities through Yahoo Finance. Enables LLMs to screen stocks based on technical, fundamental, and options criteria, with support for watchlist management and result storage.
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