Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@StockMCP What's the current price of AAPL?"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
AI-Powered Stock Market Analysis MCP Server
Related MCP server: MCP YFinance Stock Server
StockMCP is an open-source Model Context Protocol (MCP) server that enables AI assistants such as Claude Desktop and Cursor to access real-time U.S. stock market data through a rich set of financial analysis tools.
StockMCP combines market data, SEC filings, company fundamentals, valuation metrics, analyst forecasts, options data, financial health analysis, and watchlist screening into one unified MCP server.
It is designed for AI-powered investment research using Claude Desktop, Cursor, and other MCP-compatible AI clients.
StockMCP v1.0
Initial stable release including:
Financial analysis
Company reports
Watchlist screening
Forecasts
Options analysis
Real-time U.S. stock market data
SEC financial statements (up to 8 quarters)
Comprehensive company reports
Financial ratio and TTM analysis
Profitability, liquidity, leverage, valuation and financial health scoring
Automated company comparison and ranking
Watchlist screening and ranking
Analyst forecasts
Options chain and implied volatility
AI-ready tools for Claude Desktop, Cursor and other MCP clients
Real-time stock prices
Historical price data
Company information
SEC quarterly financial statements
TTM income statement, balance sheet and cash flow
Financial ratios
Financial health scoring and analysis
Company reports
Stock comparison
Watchlist screening
Analyst forecasts
Option expiration dates
Calls and puts
Implied volatility
Open interest analysis
Client | Supported |
Claude Desktop | ✅ |
Cursor | ✅ |
VS Code + MCP | Planned |
Windsurf | Planned |
git clone https://github.com/guobo2421-ui/StockMCP.git
cd StockMCP
python -m venv .venv
# Windows
.venv\Scripts\activate
# macOS / Linux
source .venv/bin/activate
pip install -r requirements.txt
python server.pyAnalyze Costco's financial health.
Compare Apple, Microsoft, Nvidia, Google and Broadcom.
Generate a complete company report for Costco.
Find the healthiest company in my watchlist.
Rank these companies by financial quality.
Show Tesla's nearest option expiration.
Summarize Nvidia's latest news.
Evaluate Microsoft's financial health.
Which company has the strongest balance sheet?
Forecast Amazon's revenue and earnings.
┌─────────────────────┐
│ AI Clients │
│ Claude / Cursor │
└──────────┬──────────┘
│
▼
┌─────────────────────┐
│ server.py │
│ MCP Server Entry │
│ │
│ imports tools/* │
└──────────┬──────────┘
│
▼
┌────────────────────────────────────────┐
│ tools/ │
│ MCP Tool Layer │
│ │
│ stock.py company.py │
│ financials.py forecast.py │
│ market.py news.py │
│ options.py screening.py │
│ watchlist.py │
│ │
│ @mcp.tool() │
└──────────────────┬─────────────────────┘
│
▼
┌──────────────────────────────────────────┐
│ services/ │
│ Business Logic Layer │
│ │
│ yahoo.py market_data.py │
│ financial_data.py financial_ttm.py │
│ forecast_data.py sec_financial_data.py│
│ │
│ Data retrieval │
│ Calculations │
│ Financial analysis │
└──────────────────┬───────────────────────┘
│
┌────────────┼────────────┐
▼ ▼ ▼
┌──────────┐ ┌──────────┐ ┌──────────┐
│ Yahoo │ │ SEC │ │ Other │
│ Finance │ │ Company │ │ API │
│ │ │ Facts │ │ │
└──────────┘ └──────────┘ └──────────┘StockMCP uses:
Yahoo Finance for market data and price information
SEC CompanyFacts API for financial statements
Analyst estimates for forecasts
Options market data for derivatives analysis
Some advanced features may require API configuration depending on the selected data providers.
See:
docs/INSTALL.md
docs/DEVELOPMENT.md
for environment variables and setup details.
See the Development Guide for:
Project structure
Adding new MCP tools
Extending financial analysis modules
Running tests
✅ Real-time market data
✅ Company fundamentals
✅ SEC financial statements
✅ Financial ratios
✅ Financial health analysis
✅ Company reports
✅ Watchlist screening and financial ranking
✅ Analyst forecasts
✅ Options analysis
Technical indicators
Portfolio analysis
ETF analysis
Dividend analysis
Economic indicators
Insider trading analysis
StockMCP is released under the MIT License.
This server cannot be deployed
Real SEC, 13F, insider, congress & macro data your AI agent can cite. Hosted MCP, 24 tools.
US stock market data for AI agents: SEC filings, financials, insider trades, 13F, options, macro.
Your agent needs markets — prices and fundamentals for listed companies, the filings behind them, crypto, and what the prediction markets put the odds at. **What you can ask for** • "Pull this company's income statement, cash flow and balance sheet for the last 8 quarters." • "What did insiders buy or sell, and when?" • "Snapshot prices for these 50 tickers, then the OHLC history for the three that moved." • "What are the current odds on this event across Kalshi and Polymarket?" • "Screen for companies matching these financial criteria." **How to use it** Point any MCP client at https://mcp.aisa.one/finance/mcp and sign in with OAuth — there is no key to create or paste. 49 tools: prices and snapshots, income statements, balance sheets and cash flows, metrics and ratios, earnings and analyst estimates, filings and line-item search, insider trades, macro interest rates, news, a screener; CoinGecko spot prices, market tables, OHLC, per-venue tickers and trending; Kalshi and Polymarket markets and trades; plus EDINET filings for Japan. **Why this rather than the source** Equities, crypto and event markets behind one account, so a cross-asset question is one conversation. **It is also a door to the rest** The same login reaches 26 sources and 580+ operations. Read the number here, then ask the same agent what X is saying about the ticker today — without adding a second server. **What it costs** Finding and inspecting an operation is free. Running one is billed per call at API prices, with no seat and no monthly minimum, and every call takes max_price_usd so an agent cannot overspend by accident. **Where else it reaches** https://mcp.aisa.one/marketpulse/mcp · /crypto-market-data/mcp · /prediction-market-data/mcp · /stock-pulse/mcp for one slice each.
Your agent needs company financials it can compute on — statements, ratios, earnings, estimates, filings and insider activity as structured data, not a PDF. **What you can ask for** • "Give me 8 quarters of income statement, balance sheet and cash flow for this ticker." • "What do analysts estimate for next quarter, and how did the last four surprise?" • "Find this exact line item across every filing." • "Who bought or sold as an insider in the last 90 days?" • "Screen for profitable companies under this valuation with growing revenue." **How to use it** Point any MCP client at https://mcp.aisa.one/marketpulse/mcp and sign in with OAuth — there is no key to create or paste. 21 tools: prices and snapshots, income statements, balance sheets, cash-flow statements, financial metrics and snapshots, earnings, analyst estimates, company facts, filings and filing items, line-item search, a screener, insider trades, macro interest rates, news, plus EDINET documents and filing digests for Japanese issuers. **Why this rather than the source** Statements as fields you can compute on, and a screener in the same place. **It is also a door to the rest** The same login reaches 26 sources and 580+ operations. Read the fundamentals here, then ask the same agent what social is saying about the ticker — without adding a second server. **What it costs** Finding and inspecting an operation is free. Running one is billed per call at API prices, with no seat and no monthly minimum, and every call takes max_price_usd so an agent cannot overspend by accident. **Where else it reaches** https://mcp.aisa.one/finance/mcp for equities, crypto and prediction markets in one place.
