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MCP_yahoo_finance

by philwegdata 2 stars philwegdata/MCP_yahoo_finance

MCPyahoofinance provides detailed stock data and financial KPIs from Yahoo Finance.

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Yahoo Finance MCP Server 📈

A Model Context Protocol (MCP) server that provides detailed stock market data and financial KPIs from Yahoo Finance. This server offers financial analysis capabilities through the amazing yfinance library!

Features

🏢 Company Information

  • Company overview, sector, industry details
  • Business summaries and key company metrics
  • Employee count and geographic information

💰 Valuation Metrics

  • Market capitalization and enterprise value
  • Price ratios (P/E, P/B, P/S, PEG)
  • Enterprise ratios (EV/Revenue, EV/EBITDA)

📈 Profitability Analysis

  • Revenue and earnings metrics
  • Profit margins (gross, operating, net, EBITDA)
  • Return metrics (ROE, ROA)
  • Per-share calculations (EPS, revenue per share)

🚀 Growth Metrics

  • Historical growth rates (revenue, earnings)
  • Quarterly growth analysis
  • Future growth estimates

💎 Financial Health

  • Liquidity ratios (current, quick)
  • Debt analysis (debt-to-equity, total debt)
  • Cash flow metrics
  • Working capital analysis

💸 Dividend & Returns

  • Dividend yield and payout ratios
  • Share buyback information
  • Shareholder return metrics

📊 Trading Data

  • Current price and trading ranges
  • Volume analysis
  • Technical indicators (Beta, moving averages)
  • 52-week highs and lows

🎯 Analyst Data

  • Price targets and recommendations
  • Analyst consensus data
  • Earnings estimates

Installation

Prerequisites

  • Python 3.8+
  • MCP-compatible client (Claude Desktop, etc.)

Setup

  1. Clone the repository:

    git clone https://github.com/yourusername/enhanced-finance-mcp-server.git
    cd enhanced-finance-mcp-server
    
  2. Install dependencies:

    pip install yfinance mcp
    
  3. Install the MCP server:

    mcp install MCP_finance_agent.py
    

Configuration for Claude Desktop

Add the following to your Claude Desktop MCP configuration file:

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

{
  "mcpServers": {
    "enhanced-finance": {
      "command": "python",
      "args": ["path/to/your/MCP_finance_agent.py"]
    }
  }
}

Available Functions

FunctionDescription
get_market_cap(ticker)Get market capitalization for a stock
get_company_overview(ticker)Company basic information and business summary
get_valuation_metrics(ticker)All valuation ratios and multiples
get_financial_health(ticker)Balance sheet and liquidity metrics
get_profitability_metrics(ticker)Profitability and efficiency ratios
get_growth_metrics(ticker)Growth rates and estimates
get_dividend_metrics(ticker)Dividend and shareholder return data
get_trading_metrics(ticker)Price and volume data
get_analyst_data(ticker)Analyst recommendations and targets
get_complete_stock_analysis(ticker)Comprehensive analysis with all KPIs
list_available_kpis()List all available metrics and functions

Usage Examples

Basic Market Cap Query

What's the market cap of Apple?

Uses: get_market_cap("AAPL")

Company Analysis

Give me an overview of Microsoft's business

Uses: get_company_overview("MSFT")

Valuation Analysis

What are Tesla's valuation metrics?

Uses: get_valuation_metrics("TSLA")

Comprehensive Analysis

Provide a complete financial analysis of Google

Uses: get_complete_stock_analysis("GOOGL")

Compare Multiple Stocks

Compare the profitability metrics of Apple, Microsoft, and Google

Uses: Multiple get_profitability_metrics() calls

Supported Stock Symbols

The server works with any valid stock ticker symbol available on Yahoo Finance, including:

  • US Stocks: AAPL, MSFT, GOOGL, TSLA, AMZN, etc.
  • International Stocks: Use appropriate suffixes (e.g., SAP.DE for German stocks)
  • ETFs: SPY, QQQ, VTI, etc.
  • Indices: ^GSPC (S&P 500), ^IXIC (NASDAQ), etc.

Output Format

All functions return well-formatted text with:

  • Clear section headers and visual separators
  • Properly formatted numbers (currency, percentages)
  • Organized categorical data
  • Error handling for missing data

Example output:

Valuation Metrics for AAPL:
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Market Cap: $2,876,542,000,000.00
Enterprise Value: $2,865,234,000,000.00

Price Ratios:
  • P/E Ratio (TTM): 28.45
  • Forward P/E: 24.12
  • P/B Ratio: 45.23
  ...

Error Handling

The server includes robust error handling for:

  • Invalid ticker symbols
  • Missing data points
  • API connectivity issues
  • Malformed requests

Dependencies

  • yfinance: Yahoo Finance access
  • mcp: Model Context Protocol framework
  • logging: Built-in Python logging

Disclaimer

This tool is for informational purposes only and should not be considered as financial advice. Always consult with qualified financial professionals before making investment decisions.