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mikejj-creation

StockSense

StockSense

PyPI version PyPI downloads Python versions License: MIT

An MCP (Model Context Protocol) server that gives AI agents access to financial data — SEC EDGAR filings, market fundamentals, insider trades, and price history. No API keys needed.

Quick Start

1. Install

pip install stocksense

2. Add to Claude Desktop

Add to your Claude Desktop config:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "stocksense": {
      "command": "stocksense"
    }
  }
}

3. Restart Claude Desktop

Quit and reopen Claude Desktop. You should see the hammer icon with 13 tools available.

Available Tools

Tool

Description

price_history

Get historical OHLCV price data for any ticker

quote

Get current price, market cap, P/E, 52-week range

search_filings

Search SEC EDGAR filings (10-K, 10-Q, 8-K)

get_filing

Get full text of a specific SEC filing

insider_trades

Get recent insider buys/sells from Form 4 filings

financials

Get income statement, balance sheet, cash flow, and key ratios

analyze_company

Comprehensive research brief aggregating all data sources

compare_companies

Compare key metrics across multiple companies side-by-side

earnings

Quarterly earnings history with EPS estimates vs actuals

company_profile

Company profile: sector, industry, and business description

dividends

Dividend history and current yield

key_events

Upcoming earnings dates, ex-dividend date, and estimates

technicals

Technical indicators: SMA, EMA, RSI, MACD, and performance

Example queries

  • "What's AAPL's price history for the last month?"

  • "Get me a quote for MSFT"

  • "Show me TSLA's weekly prices over the past year"

  • "Show me Apple's recent 10-K filings"

  • "What insider trades happened at Tesla recently?"

  • "Show me Apple's financial statements"

  • "Give me a research brief on Tesla"

  • "Compare AAPL, MSFT, and GOOGL"

  • "Show me Apple's earnings history"

  • "What sector is NVIDIA in?"

  • "Show me AAPL's dividend history"

  • "When is Microsoft's next earnings date?"

  • "What are Tesla's technical indicators?"

Related MCP server: publicfinance

Data Sources

  • yfinance — price data, quotes, financial statements, analyst consensus

  • SEC EDGAR — free, unlimited filings and insider trades (no API key needed)

Requirements

  • Python 3.11+

  • No API keys needed — uses free public data sources

Development

# Clone and install for development
git clone https://github.com/mikejj-creation/stocksense.git
cd stocksense
pip install -e ".[dev]"

# Run tests
pytest

# Run linter
ruff check src/ tests/

Disclaimer

StockSense uses free public data from Yahoo Finance and SEC EDGAR. Users are responsible for complying with each provider's terms of service. This tool is for informational purposes only — not financial advice.

License

MIT

A
license - permissive license
Not graded
quality - not tested
D
maintenance

Maintenance

Maintainers
Response time
Release cycle
Releases (12mo)
Commit activity

Resources

Unclaimed servers have limited discoverability.

Looking for Admin?

If you are the server author, to access and configure the admin panel.

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