financial-research-agent
This server does not currently have a deployable release on Glama. Follow the repository's setup instructions to install and configure it for your MCP client, including any required credentials and local dependencies.
AI Financial Research Agent
An autonomous stock research agent built with LangGraph, LangChain, and the ReAct pattern. It researches any ticker — fundamentals, news sentiment, technical indicators, and analyst consensus — then produces a structured buy/sell investment brief.
Includes a Streamlit web UI, MCP server for tool exposure, and session tracking for the full ReAct loop.
Based on Building a Financial Research Agent with ReAct, LangGraph, and LangChain.
Features
ReAct Agent Loop — Agent decides tool order dynamically (Reason → Act → Observe)
4 Research Tools — Fundamentals, news sentiment, technicals, analyst ratings
Streamlit UI — Live ReAct step tracking + investment brief display
Session Tracking — Persisted JSON logs of every research session
MCP Server — Expose tools to Cursor, Claude Desktop, or any MCP client
Ticker Normalization — Handles mixed case input (
reliance.ns→RELIANCE.NS)
Related MCP server: Stock_Advisor_MCP
Project Structure
financial-research-agent/
├── app/
│ └── streamlit_app.py # Streamlit web interface
├── financial_mcp/
│ ├── server.py # MCP server (stdio transport)
│ └── config.json # Sample MCP client config
├── src/financial_agent/
│ ├── state.py # LangGraph agent state
│ ├── tools.py # Research tools (yfinance, Tavily, pandas-ta)
│ ├── agent.py # LLM + system prompt
│ ├── graph.py # LangGraph ReAct graph
│ ├── runner.py # Streaming runner with tracking
│ ├── utils.py # Ticker normalization
│ └── tracking/
│ └── session_tracker.py # ReAct step & session persistence
├── data/sessions/ # Tracked research sessions (JSON)
├── main.py # CLI entry point
├── requirements.txt
├── .env.example
└── README.mdSetup
1. Clone and install
cd financial-research-agent
python -m venv .venv
.venv\Scripts\activate # Windows
pip install -r requirements.txt2. Configure API keys
Copy .env.example to .env and add your keys:
OPENAI_API_KEY=your_openai_key
TAVILY_API_KEY=your_tavily_key
OPENAI_MODEL=gpt-4oGet a free Tavily key at tavily.com.
3. Run
Streamlit UI (recommended):
streamlit run app/streamlit_app.pyCLI:
python main.py RELIANCE.NS
python main.py AAPLMCP Server:
python -m financial_mcp.serverAdd to your MCP client config (see financial_mcp/config.json):
{
"mcpServers": {
"financial-research-agent": {
"command": "python",
"args": ["-m", "financial_mcp.server"],
"cwd": "/path/to/financial-research-agent",
"env": { "PYTHONPATH": "/path/to/financial-research-agent/src" }
}
}
}Architecture
User: "Research RELIANCE.NS"
│
▼
┌─────────────┐ tool_call ┌─────────────┐
│ Agent Node │ ─────────────────► │ Tools Node │
│ (LLM) │ ◄───────────────── │ (ToolNode) │
└─────────────┘ observation └─────────────┘
│
▼ (no more tool calls)
Final Investment BriefSession Tracking
Every research run is tracked step-by-step:
Step Type | Description |
| Agent decides to call a tool |
| Tool observation returned |
| Structured investment brief |
Sessions are saved to data/sessions/{session_id}_{ticker}.json.
Supported Tickers
Market | Format | Example |
US |
|
|
NSE |
|
|
BSE |
|
|
License
MIT
This server cannot be deployed
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