# MCP Yahoo Finance

A [Model Context Protocol](https://modelcontextprotocol.io) (MCP) server for Yahoo Finance interaction. This server provides tools to get pricing, company information, and generate financial visualizations.

> This project is a fork and extension of [maxscheijen/mcp-yahoo-finance](https://github.com/maxscheijen/mcp-yahoo-finance), with added visualization capabilities.

## Features

- **Financial Data**: Get current stock prices, historical prices, dividends, income statements, and more
- **Visual Analytics**: Generate beautiful visualizations for market sentiment, portfolio tracking, and technical analysis
- **Easy Integration**: Works with Claude Desktop, VS Code, Cursor, and other MCP clients

## Setup Instructions

### 1. Clone the Repository

Clone this repository to your local machine:

```sh
git clone https://github.com/leoncuhk/mcp-yahoo-finance.git
cd mcp-yahoo-finance
```

### 2. Install Dependencies

Install the required dependencies using pip:

```sh
pip install -r requirements.txt
```

If the requirements.txt file is missing, you can install dependencies directly:

```sh
pip install mcp yfinance pandas matplotlib seaborn plotly kaleido numpy pillow base64io
```

### 3. Configure MCP Client

#### Claude Desktop

Add this to your `claude_desktop_config.json` (create it if it doesn't exist):

- **macOS/Linux**: `~/Library/Application Support/Claude/claude_desktop_config.json`
- **Windows**: `%APPDATA%\Claude\claude_desktop_config.json`

```json
{
    "mcpServers": {
        "yahoo-finance": {
            "command": "uvx",
            "args": ["mcp-yahoo-finance"]
        }
    }
}
```

You can also use docker:

```json
{
    "mcpServers": {
        "yahoo-finance": {
            "command": "docker",
            "args": ["run", "-i", "--rm", "IMAGE"]
        }
    }
}
```

#### VSCode

Add this to your `.vscode/mcp.json`:

```json
{
    "servers": {
        "yahoo-finance": {
            "command": "uvx",
            "args": ["mcp-yahoo-finance"]
        }
    }
}
```

#### Cursor

Add this to your Cursor MCP configuration:

```json
{
    "mcp-servers": {
        "yahoo-finance": {
            "command": "uvx",
            "args": ["mcp-yahoo-finance"]
        }
    }
}
```

### 4. Restart your MCP client

After configuring, restart Claude Desktop or your preferred MCP client to load the server.

## Available Tools

### Basic Financial Data
- **get_current_stock_price**: Get the current stock price for a symbol
- **get_stock_price_by_date**: Get the stock price for a specific date
- **get_stock_price_date_range**: Get stock prices for a date range
- **get_historical_stock_prices**: Get historical stock data with customizable periods
- **get_dividends**: Get dividend information for a stock
- **get_income_statement**: Get income statement data
- **get_cashflow**: Get cashflow statement data
- **get_earning_dates**: Get earning dates information
- **get_news**: Get recent news for a stock

### Visualization Tools
- **generate_market_dashboard**: Create a market sentiment dashboard with real-time index performance
- **generate_portfolio_report**: Generate a portfolio performance tracking report
- **generate_stock_technical_analysis**: Create a technical analysis report for a stock

## Visualization Examples

### Market Sentiment Dashboard
![Market Sentiment Dashboard](./tests/examples/market_sentiment.png)

### Portfolio Tracking
![Portfolio Performance Tracking](./tests/examples/portfolio.png)

### Stock Technical Analysis
![Stock Price Technical Analysis](./tests/examples/analysis.png)

## Example Prompts

Here are some example prompts to try with Claude:

### Basic Financial Data
1. "What is the current stock price of Apple?"
2. "What is the difference in stock price between Apple and Google?"
3. "How much did the stock price of Apple change between 2025-01-01 and 2025-3-31?"

### Visualization Requests
1. "Generate a market sentiment dashboard showing the performance of major indices."
2. "Create a portfolio tracking report for tech stocks AAPL, MSFT, GOOGL, AMZN, and NVDA."
3. "Show me a technical analysis chart for Tesla stock with moving averages and support/resistance levels."
4. "Generate a market sentiment dashboard with S&P 500, Dow Jones, and NASDAQ."
5. "Can you create a portfolio report for my energy stocks: XOM, CVX, BP, COP, and SLB?"
6. "I need a detailed technical analysis for NVDA stock showing RSI and volume patterns."

## Testing

To test the visualization capabilities:

```sh
cd tests
python test_visualization.py
```

This will generate example visualization images in the `examples` directory.

## License

This project is licensed under the MIT License - see the LICENSE file for details.

## Acknowledgements

- Original project by [Max Scheijen](https://github.com/maxscheijen)
- Extended with visualization capabilities inspired by [tooyipjee](https://github.com/tooyipjee)