financial-mcp-server 0.1.3

MCP server for AI-powered stock analysis and paper trading

financial-mcp-server

MCP server for AI-powered stock analysis and paper trading. 14 tools for any MCP-compatible AI agent.

No API keys required. Market data from yfinance. Portfolio state in local SQLite.

Tools

Tool	What it does
analyze_ticker	Full analysis: fundamentals, momentum, composite score
analyze_portfolio	Holdings, allocations, performance, risk summary
run_rebalance	Score universe, generate signals, execute trades
scan_universe	Rank tickers by composite score
create_portfolio	Create a paper trading portfolio
get_fundamentals	PE, EV/EBITDA, P/B, dividend yield, market cap
get_momentum	30d/90d momentum, volatility, relative strength
get_price	Current price
score_ticker	Composite score (0-100) with breakdown
get_holdings	Portfolio holdings
get_trades	Trade history
execute_buy	Buy shares (paper)
execute_sell	Sell shares (paper)
check_risk	Stress score, scenario drawdowns, allocations

Install

pip:

pip install financial-mcp-server
financial-mcp

uvx (no install):

uvx financial-mcp-server

Claude Desktop (claude_desktop_config.json):

{
  "mcpServers": {
    "financial-mcp": {
      "command": "uvx",
      "args": ["financial-mcp-server"]
    }
  }
}

Claude Code:

claude mcp add financial-mcp -- uvx financial-mcp-server

License

MIT