Yahoo Finance MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
Read-only Yahoo Finance market data: no account, no API key, nothing is written. Start with search_symbols when you have a company name but no ticker. Per stock: get_stock_quote (price), get_company_info (profile), get_financial_statements, get_analyst_recommendations, get_analyst_estimates, get_earnings (next date, beat/miss history), get_holders (institutions, insider trades, insider net buying), get_dividends_splits, get_options_chain, get_market_news. Funds: get_fund_data. Discovery: screen_stocks (movers, most active, undervalued), get_earnings_calendar (who reports when), get_sector_overview (sector and industry leaders). Market-wide: get_market_status, compare_stocks. Every tool takes response_format='json' for machine-readable output. Data can be delayed about 15 minutes and Yahoo rate-limits bursts: space out large batches. Not investment advice.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_stock_quoteA | Real-time quote snapshot for ONE stock: last price, day change ($ and %), open, previous close, day range, 52-week range, volume and average volume, market cap, beta, trailing P/E, EPS, dividend yield, and sector/industry/website. |
| get_historical_pricesA | Historical OHLCV price series for one stock over a chosen period/interval, plus summary stats (highest/lowest/average close, average volume) and total return over the window. |
| get_company_infoA | Detailed company profile for one stock: long business summary, sector/industry, key executives, headquarters/website/employee count, and valuation & financial-highlight stats (market cap, P/E, margins, and similar). |
| get_financial_statementsA | Annual financial statements for one company: income statement, balance sheet, and cash flow statement, each with multiple years of data. |
| compare_stocksA | Side-by-side comparison of 2-10 stocks across key metrics (price, market cap, P/E, EPS, dividend yield, 52-week range, and period performance) with brief auto-generated insights. |
| get_analyst_recommendationsA | Wall Street analyst view on one stock: price targets (high/mean/low), consensus rating, the buy/hold/sell recommendation-trend breakdown, and recent upgrades/downgrades. |
| get_market_newsA | Latest news articles for one stock; each item has a title, publisher/source, publish date, a short summary, and a link. |
| get_options_chainA | Equity options data for one underlying, in two modes: call with no expiration_date to LIST every available expiration date; call again with a specific 'YYYY-MM-DD' to get that expiration's chain (strike, bid/ask, last, volume, open interest, implied volatility). |
| get_holdersA | Ownership and insider activity for one stock, selected by holder_type: 'institutional' (top institutional holders), 'mutualfund' (top fund holders), 'major' (insider-vs-institutional ownership % breakdown), 'insider_transactions' (recent insider buys and sells, one row per trade), 'insider_purchases' (net insider buying vs selling over the last 6 months), or 'insider_roster' (each insider, their position and shares held). |
| get_dividends_splitsA | Full dividend payment history (with a trailing-period summary) and the stock-split history for one stock. |
| get_analyst_estimatesA | Forward-looking analyst estimates for one stock: price targets, EPS and revenue estimates by period (current and next quarter and year), and growth estimates. |
| search_symbolsA | Resolve a company name or keyword to ticker symbols; each match returns the symbol, name, exchange, and instrument type (equity, ETF, and so on). |
| get_market_statusA | Whether a stock market is currently open or closed for a given region, with trading-session timing and a summary of that region's major indices. |
| get_earningsA | Next earnings date for one stock (with days until it, consensus EPS and revenue range) plus its earnings history: each past report's EPS estimate, reported EPS and surprise %. Also returns the next ex-dividend date. |
| get_earnings_calendarA | Every company reporting earnings in a date range, market-wide: symbol, company, market cap, event, date, timing (BMO before open / AMC after close), EPS estimate and, once reported, actual EPS and surprise %. |
| screen_stocksA | Run one of Yahoo Finance's predefined screeners and return the matching symbols with price, % change, volume relative to the 3-month average, market cap, trailing and forward P/E, and 52-week range. |
| get_fund_dataA | What an ETF or mutual fund holds and costs: category and fund family, expense ratio and turnover against its category average, top holdings with weights, sector weightings, and asset-class split (stock, bond, cash). |
| get_sector_overviewA | Overview of a market sector, or of one industry inside it: description, company count, total market cap, market weight, and the largest companies with analyst rating. A sector also lists its industries with their keys and weights; an industry adds its top growth companies (growth estimate) and top performers (YTD return, target price). |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 18 tools
The tools have clearly distinct purposes, and the descriptions explicitly resolve the few potentially overlapping areas: analyst recommendations vs. estimates, single-stock earnings vs. earnings calendar, and quote vs. compare vs. company info. An agent can select the right tool without much ambiguity.
All tool names use consistent snake_case with an action-first pattern such as get_stock_quote, get_historical_prices, search_symbols, screen_stocks, and compare_stocks. There is no mixing of camelCase or inconsistent verb styles.
Eighteen tools is slightly heavy relative to the ideal 3–15 range, but the breadth of Yahoo Finance coverage justifies the size. Each tool appears to earn its place by covering a distinct finance subdomain rather than duplicating functionality.
The surface is broad and covers most stock-research workflows: discovery, quotes, history, fundamentals, analysts, ownership, earnings, options, dividends, funds, sectors, news, and screening. Minor gaps remain, such as market-wide news or direct index/FX quote and historical tools beyond market status.