yfinance-ai 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.
This server publishes no instructions, or was last inspected before Glama recorded them.
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 |
|---|---|
| compare_stocksB | Compare key metrics across multiple stocks. Args: tickers: Comma-separated list of ticker symbols (e.g., 'AAPL,MSFT,GOOGL') Returns: Comparison table of price, market cap, P/E, dividend yield, and returns |
| download_multiple_tickersB | Download historical data for multiple tickers at once (bulk operation). Args: tickers: Space or comma-separated ticker symbols (e.g., 'AAPL MSFT GOOGL') period: Time period (default: 1mo) interval: Data interval (default: 1d) Returns: Summary of downloaded data for all tickers |
| get_analyst_estimatesB | Get analyst estimates for earnings, revenue, and EPS. Args: ticker: Stock ticker symbol Returns: Comprehensive analyst estimates and forecasts |
| get_analyst_price_targetsB | Get detailed analyst price targets for a stock. Args: ticker: Stock ticker symbol Returns: Comprehensive price target data including current, low, mean, median, high targets and the number of analysts covering the stock |
| get_analyst_recommendationsB | Get analyst recommendations and ratings. Args: ticker: Stock ticker symbol Returns: Analyst buy/hold/sell recommendations, consensus, and recent upgrades/downgrades |
| get_api_statusB | Get API status and usage information. Returns: Current API usage statistics and configuration |
| get_balance_sheetB | Get balance sheet data. Args: ticker: Stock ticker symbol period: 'annual' or 'quarterly' Returns: Balance sheet with assets, liabilities, and equity |
| get_capital_gainsA | Get capital gains distributions (primarily for funds/ETFs). Args: ticker: Ticker symbol (typically ETF or mutual fund) Returns: Capital gains distribution history |
| get_cash_flowA | Get cash flow statement data. Args: ticker: Stock ticker symbol period: 'annual' or 'quarterly' Returns: Cash flow statement with operating, investing, and financing activities |
| get_commodity_priceA | Get commodity/futures price data. Args: commodity: Commodity name or ticker (e.g., 'gold', 'oil', 'crude oil', 'GC=F', 'CL=F') Returns: Current price, day change, and key market data |
| get_company_infoB | Get detailed company information and business description. Args: ticker: Stock ticker symbol Returns: Company overview including sector, industry, employees, website, and business summary |
| get_company_officersB | Get company officers and key management. Args: ticker: Stock ticker symbol Returns: List of company officers with titles and compensation |
| get_company_overviewB | Get a beautiful, insightful company overview with context for every metric. Perfect for quick overviews and basic questions about a company. Args: ticker: Stock ticker symbol (e.g., 'AAPL', 'MSFT') Returns: Beautifully formatted company overview with insights and context |
| get_complete_analysisA | Run a complete analysis of a stock by calling ALL available functions. This is the most comprehensive analysis available - use when user asks for "everything about" or "complete analysis of" a company. Args: ticker: Stock ticker symbol (e.g., 'AAPL', 'MSFT') peers: Optional comma-separated peer tickers for comparison (e.g., 'MSFT,GOOGL,META') AI should provide contextually relevant peers based on the conversation. Returns: Comprehensive analysis with results from all applicable functions |
| get_corporate_actionsA | Get all corporate actions (dividends + splits combined). Args: ticker: Stock ticker symbol Returns: Combined history of dividends and stock splits |
| get_crypto_priceA | Get cryptocurrency price and market data. Args: symbol: Crypto symbol (e.g., 'BTC', 'ETH', 'bitcoin', 'ethereum', 'BTC-USD') Returns: Current price, 24h change, market cap, volume, and key metrics |
| get_dividendsA | Get dividend payment history and current metrics. Args: ticker: Stock ticker symbol period: Time period for dividend history (1y, 5y, 10y, max) Returns: Dividend history and current dividend metrics |
| get_earnings_calendarB | Get earnings calendar including next earnings date and dividend dates. Args: ticker: Stock ticker symbol Returns: Upcoming earnings dates, ex-dividend dates, and dividend payment dates |
| get_earnings_datesC | Get upcoming and past earnings dates with estimates. Args: ticker: Stock ticker symbol Returns: Earnings calendar with dates, estimates, and actual results |
| get_earnings_historyB | Get historical earnings data with annual and quarterly figures. Args: ticker: Stock ticker symbol Returns: Historical earnings by year and quarter |
| get_economic_calendarA | Get upcoming economic events (CPI, jobs, GDP, rate decisions) with expected and prior values. Args: days: Look-ahead window in days (default 7) limit: Max events (default 30) Returns: Table of economic events by region and time |
| get_eps_revisionsC | Get EPS revision data showing analyst estimate changes. Args: ticker: Stock ticker symbol Returns: EPS revisions showing up/down estimate changes by analysts |
| get_eps_trendB | Get EPS (Earnings Per Share) trend data showing how estimates have changed. Args: ticker: Stock ticker symbol Returns: EPS trend data showing estimate changes over different time periods |
| get_fast_infoA | Get fast-access ticker information (lightweight, quick response). Args: ticker: Stock ticker symbol Returns: Quick summary with most recent price, market cap, and basic metrics Example: Useful for quick price checks without full info loading. |
| get_financial_summaryC | Get a comprehensive one-page financial summary of a stock. Args: ticker: Stock ticker symbol Returns: Comprehensive summary including price, valuation, financials, and analyst data |
| get_forex_rateA | Get foreign exchange (forex) rate for a currency pair. Args: pair: Currency pair (e.g., 'EURUSD', 'EUR/USD', 'eurusd', 'GBPUSD=X') Returns: Current exchange rate, bid/ask, day range, and recent changes |
| get_fund_holdingsA | Get top holdings for an ETF or mutual fund. Args: ticker: Fund ticker symbol (e.g., 'VOO', 'SPY', 'QQQ') limit: Maximum number of holdings to return (default 25) Returns: List of top holdings with weights and values |
| get_fund_overviewA | Get overview data for an ETF or mutual fund. Args: ticker: Fund ticker symbol (e.g., 'VOO', 'SPY', 'QQQ', 'ARKK') Returns: Fund category, family, total assets, expense ratio, and other key metrics |
| get_fund_sector_weightsB | Get sector allocation/weights for an ETF or mutual fund. Args: ticker: Fund ticker symbol (e.g., 'VOO', 'SPY', 'QQQ') Returns: Sector allocation percentages for the fund |
| get_growth_estimatesB | Get analyst growth estimates. Args: ticker: Stock ticker symbol Returns: Growth rate estimates for various periods |
| get_historical_comparisonB | Compare historical price performance of multiple stocks. Args: tickers: Comma or space-separated ticker symbols (e.g., 'AAPL,MSFT,GOOGL') period: Time period for comparison (default: 1y) Returns: Performance comparison showing % returns for each ticker |
| get_historical_dataA | Get historical price data for a stock. Args: ticker: Stock ticker symbol period: Time period - valid values: 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, 10y, ytd, max interval: Data interval - valid values: 1m, 2m, 5m, 15m, 30m, 60m, 90m, 1h, 1d, 5d, 1wk, 1mo, 3mo Returns: Historical price data summary with statistics and returns Example: >>> await get_historical_data("AAPL", period="6mo", interval="1d") |
| get_historical_price_on_dateA | Get historical price for a specific date. Args: ticker: Stock ticker symbol date: Date in YYYY-MM-DD format (e.g., "2024-01-15") Returns: Price on that date (or closest trading day) Example: >>> await get_historical_price_on_date("AAPL", "2024-01-15") |
| get_income_statementB | Get income statement data. Args: ticker: Stock ticker symbol period: 'annual', 'quarterly', or 'ttm' (trailing twelve months) Returns: Income statement with revenue, expenses, and net income |
| get_industry_overviewA | Get an industry overview: largest, best-performing and fastest-growing companies. Args: industry: Industry key, e.g. semiconductors, software-infrastructure, biotechnology, banks-regional, oil-gas-integrated (see get_sector_overview for all keys) Returns: Industry summary with top companies by size, YTD performance and growth |
| get_insider_purchasesA | Get insider purchases only (filtered for buys). Args: ticker: Stock ticker symbol Returns: Recent insider purchase transactions |
| get_insider_roster_holdersB | Get insider roster (list of company insiders). Args: ticker: Stock ticker symbol Returns: List of company insiders and their positions |
| get_insider_transactionsB | Get recent insider trading activity. Args: ticker: Stock ticker symbol Returns: Recent insider buy/sell transactions |
| get_institutional_holdersB | Get major institutional holders and their ownership. Args: ticker: Stock ticker symbol Returns: List of institutional holders with shares owned and percentage ownership |
| get_ipo_calendarB | Get upcoming IPOs (exchange, expected date, price range, shares). Args: days: Look-ahead window in days (default 14) limit: Max IPOs (default 25) Returns: Table of upcoming IPOs |
| get_isinC | Get International Securities Identification Number (ISIN) for a ticker. Args: ticker: Stock ticker symbol Returns: ISIN code and related identification information |
| get_key_ratiosB | Get key financial ratios and valuation metrics. Args: ticker: Stock ticker symbol Returns: Comprehensive ratios including P/E, P/B, ROE, ROA, profit margins, debt ratios |
| get_major_holdersB | Get major holders summary (institutions, insiders, public float). Args: ticker: Stock ticker symbol Returns: Summary of insider vs institutional ownership percentages |
| get_market_indicesB | Get current prices for major market indices. Returns: Current values and changes for S&P 500, Nasdaq, Dow Jones, and other major indices |
| get_market_moversA | Get today's market movers from Yahoo Finance screeners. Args: category: day_gainers, day_losers, most_actives, most_shorted_stocks, small_cap_gainers, undervalued_large_caps, undervalued_growth_stocks, growth_technology_stocks, aggressive_small_caps, top_etfs_us, top_performing_etfs, technology_etfs, bond_etfs, top_mutual_funds count: Number of results (1-50, default 10) Returns: Table of tickers with price, change %, volume and market cap |
| get_market_statusA | Check if US stock markets are currently open. Returns: Market status (open/closed), current time, and market hours |
| get_market_summaryA | Get a market overview for a region: open/closed status plus main indices, futures, bonds and FX. Args: region: US, GB, DE, FR, JP, HK, IN, CA, AU, BR, EUROPE, ASIA (default US) Returns: Market status and a table of the region's headline instruments |
| get_mutualfund_holdersB | Get mutual fund holders. Args: ticker: Stock ticker symbol Returns: List of mutual funds holding the stock |
| get_options_chainA | Get options chain data (calls and puts). Args: ticker: Stock ticker symbol expiration: Specific expiration date (YYYY-MM-DD) or empty for nearest Returns: Options chain with top calls and puts by volume |
| get_options_expirationsB | Get all available options expiration dates. Args: ticker: Stock ticker symbol Returns: List of all available options expiration dates |
| get_peer_comparisonB | Compare a stock with its peers on key metrics. Args: ticker: Primary stock ticker symbol peers: Optional comma-separated peer tickers (if not provided, uses sector peers) Returns: Comparison table of key metrics across stocks |
| get_sec_filingsC | Get recent SEC filings (10-K, 10-Q, 8-K, etc.). Args: ticker: Stock ticker symbol Returns: Recent SEC filings with types and dates |
| get_sector_overviewA | Get a sector overview: size, weight, largest companies, industries and sector ETFs. Args: sector: basic-materials, communication-services, consumer-cyclical, consumer-defensive, energy, financial-services, healthcare, industrials, real-estate, technology, utilities Returns: Sector summary with top companies and its industries |
| get_sector_performanceB | Get performance of major market sectors. Returns: Performance data for major S&P 500 sectors |
| get_shares_historyA | Get shares outstanding over time (dilution or buybacks). Args: ticker: Stock ticker symbol years: How many years back (default 3) Returns: Shares outstanding at several points and the total change |
| get_splits_calendarB | Get upcoming stock splits. Args: days: Look-ahead window in days (default 14) limit: Max splits (default 25) Returns: Table of upcoming splits with ratios |
| get_stock_newsA | Get recent news articles about a stock. Args: ticker: Stock ticker symbol limit: Maximum number of news articles to return (default 10) Returns: Recent news headlines, sources, and links |
| get_stock_priceB | Get current stock price and key metrics for a ticker symbol. Args: ticker: Stock ticker symbol (e.g., 'AAPL', 'TSLA', 'SPY') Returns: Formatted string with current price, market cap, P/E ratio, and other key metrics Example: >>> await get_stock_price("AAPL") AAPL - Apple Inc. Current Price: $175.43 Market Cap: $2.75T ... |
| get_stock_quoteB | Get detailed quote with bid/ask, day range, and trading info. Args: ticker: Stock ticker symbol Returns: Detailed quote information including bid/ask spreads and intraday trading data |
| get_stock_splitsB | Get stock split history. Args: ticker: Stock ticker symbol Returns: Complete stock split history with dates and ratios |
| get_trending_tickersB | Get today's most active (trending) US tickers. Args: count: Number of trending tickers to return Returns: List of trending tickers with basic info |
| get_ttm_financialsB | Get trailing-twelve-month (TTM) income statement and cash flow. Args: ticker: Stock ticker symbol Returns: Key TTM lines: revenue, gross profit, operating income, net income, EBITDA, EPS, cash flows |
| get_upcoming_earningsA | Get the market-wide earnings calendar (which companies report in the next N days). Args: days: Look-ahead window in days (default 7) limit: Max companies (default 25) Returns: Companies with report date, timing and EPS estimate |
| get_upgrades_downgradesB | Get detailed analyst upgrades and downgrades history. Args: ticker: Stock ticker symbol limit: Maximum number of rating changes to return (default 20) Returns: Recent analyst rating changes including firm, action, and grade changes |
| get_valuation_historyB | Get valuation measures now and for the last quarters (market cap, EV, P/E, PEG, P/S, P/B, EV/EBITDA). Args: ticker: Stock ticker symbol Returns: Table of valuation measures by quarter |
| run_self_testA | Run comprehensive self-test of the yfinance-ai tools (64 checks). This function is designed to be called by AI assistants to verify that all tools are working correctly. It tests each tool category, reports success/failure status, and shows sample data from each test. Args: ticker: Ticker symbol to use for testing (default: SPY - reliable ETF with full data) Returns: Comprehensive test report with pass/fail status and sample data for all tools Example AI Prompt: "Run self-test on yfinance tools" "Test all financial data functions" "Verify yfinance-ai is working" |
| search_tickerB | Search for ticker symbols by company name or keyword. Args: query: Company name or keyword to search Returns: List of matching tickers |
| validate_tickerC | Validate if a ticker symbol exists and is tradeable. Args: ticker: Ticker symbol to validate Returns: Validation result with ticker details if valid |
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 68 tools
Many tools overlap heavily: get_stock_price/get_stock_quote/get_fast_info/get_company_overview/get_financial_summary/get_complete_analysis all serve quick company/price overviews, while compare_stocks/get_peer_comparison/get_historical_comparison and several earnings/analyst/holder tools have close boundaries. Descriptions help, but an agent can easily misselect among similar read-only financial-data endpoints.
The set is overwhelmingly consistent with get_* snake_case names for data retrieval. A few outliers such as compare_stocks, download_multiple_tickers, search_ticker, validate_ticker, and run_self_test are minor deviations but still readable.
With 68 tools, the surface is far beyond a well-scoped set and includes many redundant overview/quote/analyst/holder variants. The count is an extreme mismatch for practical tool selection despite the broad financial domain.
Coverage is extensive across quotes, fundamentals, analysts, earnings, funds, options, macro calendars, forex, crypto, commodities, and SEC filings. Some niche areas are missing or only indirectly covered, but the read-only market-data surface is broadly complete.