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Finance MCP Server

by botextractai

Servidor y cliente MCP (Protocolo de contexto de modelo) que utilizan FastMCP y LangChain

Este ejemplo crea un servidor MCP local utilizando FastMCP y crea un agente de inteligencia artificial LangChain que utiliza las herramientas definidas en el servidor MCP.

La creación de servidores MCP suele requerir mucho código repetitivo y configuración. FastMCP facilita enormemente la configuración de servidores MCP.

Los adaptadores MCP de LangChain pueden conectarse fácilmente a servidores MCP locales o externos.

Este ejemplo utiliza FastMCP para crear un servidor MCP local y, a continuación, utiliza adaptadores MCP de LangChain en el lado del cliente. Dado que este ejemplo utiliza un Modelo de Lenguaje Grande (LLM) de OpenAI, también utiliza la implementación de OpenAI de LangChain para comunicarse con el LLM. Crea un agente LangGraph ReAct (Reasoning and Acting). Asyncio es necesario para las funciones asíncronas.

Dado que este ejemplo utiliza un servidor MCP local, la conexión ("transporte") utiliza stdio (flujos de entrada/salida estándar de Python). Un servidor MCP externo requeriría eventos enviados por el servidor (SSE) o transporte WebSockets en lugar de stdio.

Se puede preguntar al LLM cualquier cosa sobre una acción. El LLM entonces llamará a las herramientas definidas en el servidor MCP, recopilará toda la información y responderá con ella.

Este ejemplo pregunta:

What company uses the stock ticker META and how did this company's revenue develop over the last quarters and years?

YFinance proporciona herramientas bursátiles para el servidor MCP. YFinance es una biblioteca de Python que se utiliza para acceder a datos financieros de Yahoo Finance. YFinance no requiere una clave API.

Clave API requerida para este ejemplo

Necesita una clave API de OpenAI para este ejemplo. Consígala aquí . Inserte la clave API de OpenAI en el archivo .env.example y cámbiele el nombre a .env (elimine la terminación ".example").

Related MCP server: MCP Yahoo Finance

Ejecute este ejemplo

Ejecute la aplicación desde la línea de comandos con:

python mcp_client.py

Resultados de ejemplo

Como se puede ver en la respuesta, se han utilizado las tres herramientas definidas en el servidor MCP:

Match 1:
{"address1": "1 Meta Way", "city": "Menlo Park", "state": "CA", "zip": "94025", "country": "United States", "phone": "650 543 4800", "website": "https://investor.atmeta.com", "industry": "Internet Content & Information", "industryKey": "internet-content-information", "industryDisp": "Internet Content & Information", "sector": "Communication Services", "sectorKey": "communication-services", "sectorDisp": "Communication Services", "longBusinessSummary": "Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality and mixed reality headsets, augmented reality, and wearables worldwide. It operates through two segments, Family of Apps (FoA) and Reality Labs (RL). The FoA segment offers Facebook, which enables people to build community through feed, reels, stories, groups, marketplace, and other; Instagram that brings people closer through instagram feed, stories, reels, live, and messaging; Messenger, a messaging application for people to connect with friends, family, communities, and businesses across platforms and devices through text, audio, and video calls; Threads, an application for text-based updates and public conversations; and WhatsApp, a messaging application that is used by people and businesses to communicate and transact in a private way. The RL segment provides virtual, augmented, and mixed reality related products comprising consumer hardware, software, and content that help people feel connected, anytime, and anywhere. The company was formerly known as Facebook, Inc. and changed its name to Meta Platforms, Inc. in October 2021. The company was incorporated in 2004 and is headquartered in Menlo Park, California.", "fullTimeEmployees": 76834, "companyOfficers": [{"maxAge": 1, "name": "Mr. Mark Elliot Zuckerberg", "age": 40, "title": "Founder, Chairman & CEO", "yearBorn": 1984, "fiscalYear": 2024, "totalPay": 27219874, "exercisedValue": 0, "unexercisedValue": 0}, {"maxAge": 1, "name": "Ms. Susan J. S. Li", "age": 38, "title": "Chief Financial Officer", "yearBorn": 1986, "fiscalYear": 2024, "totalPay": 1948846, "exercisedValue": 0, "unexercisedValue": 0}, {"maxAge": 1, "name": "Mr. Javier  Olivan", "age": 47, "title": "Chief Operating Officer", "yearBorn": 1977, "fiscalYear": 2024, "totalPay": 3835042, "exercisedValue": 0, "unexercisedValue": 0}, {"maxAge": 1, "name": "Mr. Andrew  Bosworth", "age": 42, "title": "Chief Technology Officer", "yearBorn": 1982, "fiscalYear": 2024, "totalPay": 1923184, "exercisedValue": 0, "unexercisedValue": 0}, {"maxAge": 1, "name": "Mr. Christopher K. Cox", "age": 41, "title": "Chief Product Officer", "yearBorn": 1983, "fiscalYear": 2024, "totalPay": 1937677, "exercisedValue": 0, "unexercisedValue": 0}, {"maxAge": 1, "name": "Mr. Dana  White", "title": "Independent Director", "fiscalYear": 2024, "totalPay": 272, "exercisedValue": 0, "unexercisedValue": 0}, {"maxAge": 1, "name": "Mr. Aaron A. Anderson", "title": "Chief Accounting Officer", "fiscalYear": 2024, "exercisedValue": 0, "unexercisedValue": 0}, {"maxAge": 1, "name": "Mr. Atish  Banerjea", "age": 58, "title": "Chief Information Officer", "yearBorn": 1966, "fiscalYear": 2024, "exercisedValue": 0, "unexercisedValue": 0}, {"maxAge": 1, "name": "Ms. Jennifer G. Newstead J.D.", "age": 53, "title": "Chief Legal Officer", "yearBorn": 1971, "fiscalYear": 2024, "totalPay": 3079624, "exercisedValue": 0, "unexercisedValue": 0}, {"maxAge": 1, "name": "Mr. Henry T. A. Moniz", "age": 59, "title": "Chief Compliance Officer", "yearBorn": 1965, "fiscalYear": 2024, "exercisedValue": 0, "unexercisedValue": 0}], "auditRisk": 10, "boardRisk": 10, "compensationRisk": 10, "shareHolderRightsRisk": 10, "overallRisk": 10, "governanceEpochDate": 1746057600, "compensationAsOfEpochDate": 1735603200, "executiveTeam": [], "maxAge": 86400, "priceHint": 2, "previousClose": 599.27, "open": 592.525, "dayLow": 586.58, "dayHigh": 596.0, "regularMarketPreviousClose": 599.27, "regularMarketOpen": 592.525, "regularMarketDayLow": 586.58, "regularMarketDayHigh": 596.0, "dividendRate": 2.1, "dividendYield": 0.36, "exDividendDate": 1741910400, "payoutRatio": 0.0792, "beta": 1.237, "trailingPE": 22.932838, "forwardPE": 23.213835, "volume": 10332250, "regularMarketVolume": 10332250, "averageVolume": 18515718, "averageVolume10days": 18570790, "averageDailyVolume10Day": 18570790, "bid": 586.18, "ask": 588.22, "bidSize": 1, "askSize": 1, "marketCap": 1506761506816, "fiftyTwoWeekLow": 442.65, "fiftyTwoWeekHigh": 740.91, "priceToSalesTrailing12Months": 8.844573, "fiftyDayAverage": 580.1932, "twoHundredDayAverage": 580.8713, "trailingAnnualDividendRate": 2.025, "trailingAnnualDividendYield": 0.0033791114, "currency": "USD", "tradeable": false, "enterpriseValue": 1455978577920, "profitMargins": 0.39113998, "floatShares": 2166796937, "sharesOutstanding": 2181270016, "sharesShort": 31512402, "sharesShortPriorMonth": 24545066, "sharesShortPreviousMonthDate": 1741910400, "dateShortInterest": 1744675200, "sharesPercentSharesOut": 0.0125, "heldPercentInsiders": 0.00089, "heldPercentInstitutions": 0.80194, "shortRatio": 1.45, "shortPercentOfFloat": 0.0145000005, "impliedSharesOutstanding": 2565530112, "bookValue": 73.337, "priceToBook": 8.008372, "lastFiscalYearEnd": 1735603200, "nextFiscalYearEnd": 1767139200, "mostRecentQuarter": 1743379200, "earningsQuarterlyGrowth": 0.346, "netIncomeToCommon": 66635001856, "trailingEps": 25.61, "forwardEps": 25.3, "enterpriseToRevenue": 8.546, "enterpriseToEbitda": 16.549, "52WeekChange": 0.24272108, "SandP52WeekChange": 0.08081472, "lastDividendValue": 0.525, "lastDividendDate": 1741910400, "quoteType": "EQUITY", "currentPrice": 587.31, "targetHighPrice": 935.0, "targetLowPrice": 466.0, "targetMeanPrice": 703.8915, "targetMedianPrice": 690.0, "recommendationMean": 1.45588, "recommendationKey": "strong_buy", "numberOfAnalystOpinions": 62, "totalCash": 70229999616, "totalCashPerShare": 27.932, "ebitda": 87979999232, "totalDebt": 49519001600, "quickRatio": 2.501, "currentRatio": 2.662, "totalRevenue": 170359996416, "debtToEquity": 26.763, "revenuePerShare": 67.349, "returnOnAssets": 0.17879999, "returnOnEquity": 0.39835, "grossProfits": 139297996800, "freeCashflow": 36658999296, "operatingCashflow": 96108003328, "earningsGrowth": 0.365, "revenueGrowth": 0.161, "grossMargins": 0.81767, "ebitdaMargins": 0.51644003, "operatingMargins": 0.41487, "financialCurrency": "USD", "symbol": "META", "language": "en-US", "region": "US", "typeDisp": "Equity", "quoteSourceName": "Nasdaq Real Time Price", "triggerable": true, "customPriceAlertConfidence": "HIGH", "longName": "Meta Platforms, Inc.", "exchange": "NMS", "messageBoardId": "finmb_20765463", "exchangeTimezoneName": "America/New_York", "exchangeTimezoneShortName": "EDT", "gmtOffSetMilliseconds": -14400000, "market": "us_market", "esgPopulated": false, "regularMarketChangePercent": -1.9957651, "regularMarketPrice": 587.31, "shortName": "Meta Platforms, Inc.", "hasPrePostMarketData": true, "firstTradeDateMilliseconds": 1337347800000, "postMarketChangePercent": 0.929666, "postMarketPrice": 592.77, "postMarketChange": 5.46002, "regularMarketChange": -11.960022, "regularMarketDayRange": "586.58 - 596.0", "fullExchangeName": "NasdaqGS", "averageDailyVolume3Month": 18515718, "fiftyTwoWeekLowChange": 144.66, "fiftyTwoWeekLowChangePercent": 0.3268045, "fiftyTwoWeekRange": "442.65 - 740.91", "fiftyTwoWeekHighChange": -153.59998, "fiftyTwoWeekHighChangePercent": -0.2073126, "fiftyTwoWeekChangePercent": 24.272108, "dividendDate": 1742947200, "earningsTimestamp": 1746043503, "earningsTimestampStart": 1753786740, "earningsTimestampEnd": 1754308800, "earningsCallTimestampStart": 1746046800, "earningsCallTimestampEnd": 1746046800, "isEarningsDateEstimate": true, "epsTrailingTwelveMonths": 25.61, "epsForward": 25.3, "epsCurrentYear": 25.53311, "priceEpsCurrentYear": 23.001898, "fiftyDayAverageChange": 7.1168213, "fiftyDayAverageChangePercent": 0.012266296, "twoHundredDayAverageChange": 6.4387207, "twoHundredDayAverageChangePercent": 0.011084591, "sourceInterval": 15, "exchangeDataDelayedBy": 0, "ipoExpectedDate": "2022-06-09", "averageAnalystRating": "1.5 - Strong Buy", "cryptoTradeable": false, "marketState": "PREPRE", "corporateActions": [], "postMarketTime": 1746575989, "regularMarketTime": 1746561600, "displayName": "Meta Platforms", "trailingPegRatio": 1.9916}

Match 2:
           Tax Effect Of Unusual Items  ... Operating Revenue
2025-03-31             21935371.559134  ...     41804000000.0
2024-12-31               -44365234.375  ...     47866000000.0
2024-09-30                   1320000.0  ...     40155000000.0
2024-06-30                 -18480000.0  ...     38682000000.0
2024-03-31            -18929140.520341  ...     36075000000.0

[5 rows x 45 columns]

Match 3:
           Tax Effect Of Unusual Items  ... Operating Revenue
2024-12-31                 -81420000.0  ...    162779000000.0
2023-12-31                 -64416000.0  ...    133844000000.0
2022-12-31                 -15795000.0  ...    115801000000.0
2021-12-31                 -23380000.0  ...    117208000000.0
2020-12-31                         NaN  ...               NaN

[5 rows x 48 columns]

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