Value Investing MCP
Warren Buffett value investing MCP server for US stock markets.
Quick Start (Remote MCP)
No installation required!
Remote MCP URL: https://value-investing.fastmcp.app/mcp
Claude Desktop
- Open Claude Desktop Settings → Connectors → Add Custom Connector
- Enter:
- Name:
Value Investing MCP - URL:
https://value-investing.fastmcp.app/mcp
- Name:
- Click Add
- Start using! 🎉
Local Installation (Optional)
Prerequisites
Windows:
- Python 3.11+ (check "Add Python to PATH")
- Git
- Microsoft Visual C++ Redistributable
uv: Run in PowerShell:powershell -ExecutionPolicy ByPass -c "irm https://astral.sh/uv/install.ps1 | iex"
Mac/Linux:
- Python 3.11+
uv: Run in Terminal:curl -LsSf https://astral.sh/uv/install.sh | sh
Claude Desktop
- Open Claude Desktop Settings → Developer → Edit Config
- Add to
claude_desktop_config.json:
{
"mcpServers": {
"Value Investing MCP": {
"command": "uvx",
"args": [
"--from", "git+https://github.com/saidsurucu/value-investing-mcp",
"value-investing-mcp"
]
}
}
}
- Restart Claude Desktop
Other MCP Clients (5ire, etc.)
Command:
uvx --from git+https://github.com/saidsurucu/value-investing-mcp value-investing-mcp
Features
17 MCP Tools
Core Calculations (0-7):
| # | Tool | Description |
|---|---|---|
| 0 | Ticker Search | Find stock ticker symbols by company name (SEC EDGAR) |
| 1 | Owner Earnings | Calculate true economic earnings (NI + D&A - CapEx - ΔWC) |
| 2 | Intrinsic Value | 10-year DCF with Buffett parameters |
| 3 | Moat Score | Economic moat assessment (10 factors, 0-100) |
| 4 | Margin of Safety | Risk-adjusted buy signals with moat thresholds |
| 5 | Position Sizing | Modified Kelly Criterion (max 15% position) |
| 6 | Buffett Indicator | Market valuation (Total Market Cap / GDP) |
| 7 | Complete Analysis | All-in-one comprehensive stock analysis |
Raw Data Access (8-11):
| # | Tool | Description |
|---|---|---|
| 8 | Financial Statements | Balance Sheet, Income Statement, Cash Flow |
| 9 | Company Info | Profile, sector, industry, market cap |
| 10 | Historical Prices | OHLCV price data with flexible periods |
| 11 | Analyst Estimates | Growth estimates, price targets, EPS forecasts |
Consolidated Analysis (12-16):
| # | Tool | Description |
|---|---|---|
| 12 | Stock Screener | Filter stocks with 96 equity filters |
| 13 | Ownership Analysis | Insider & institutional ownership patterns |
| 14 | Dividend Analysis | 5-factor dividend safety scoring |
| 15 | Analyst Ratings | Consensus, price targets, earnings estimates |
| 16 | Risk Metrics | Multi-dimensional risk assessment (Altman Z-Score) |
Data Sources
- SEC EDGAR: Company ticker lookup
- Yahoo Finance: Stock financials, prices, analyst estimates
- World Bank API: GDP data for terminal growth rates
- yfscreen: Stock screening filters
Markets Supported
US markets only (NASDAQ, NYSE, S&P 500)
License
MIT License
1 maintainer
Metadata
1 maintainer
Release files for iflow-mcp_saidsurucu-value-investing-mcp 0.1.0
For a detailed explanation of source distributions (sdists) and built distributions (wheels), please see the package formats documentation.
Source distribution (sdist)
| File | Size | Uploaded | |
|---|---|---|---|
| iflow_mcp_saidsurucu_value_investing_mcp-0.1.0.tar.gz | 178.0 kB | Details |
Built distribution (wheel)
| File | Interpreter | ABI | Platform | Reset |
|---|---|---|---|---|
| iflow_mcp_saidsurucu_value_investing_mcp-0.1.0-py3-none-any.whl | Python 3 | none | any | Details |
Total release size: 252.6 kB
Release files / iflow_mcp_saidsurucu_value_investing_mcp-0.1.0.tar.gz
| Download URL | iflow_mcp_saidsurucu_value_investing_mcp-0.1.0.tar.gz |
|---|---|
| Size | 178.0 kB |
| Tags | Source |
|
SHA-256 checksum How to use checksums |
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BLAKE2b-256 checksum How to use checksums |
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| Upload date | |
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Uploaded using Trusted Publishing? What is trusted publishing? |
No |
| Uploaded via |
uv/0.10.0 {"installer":{"name":"uv","version":"0.10.0","subcommand":["publish"]},"python":null,"implementation":{"name":null,"version":null},"distro":{"name":"Debian GNU/Linux","version":"13","id":"trixie","libc":null},"system":{"name":null,"release":null},"cpu":null,"openssl_version":null,"setuptools_version":null,"rustc_version":null,"ci":null}
|
Release files / iflow_mcp_saidsurucu_value_investing_mcp-0.1.0-py3-none-any.whl
| Download URL | iflow_mcp_saidsurucu_value_investing_mcp-0.1.0-py3-none-any.whl |
|---|---|
| Size | 74.6 kB |
| Tags | Python 3 |
|
SHA-256 checksum How to use checksums |
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|
|
BLAKE2b-256 checksum How to use checksums |
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|
| Upload date | |
|
Uploaded using Trusted Publishing? What is trusted publishing? |
No |
| Uploaded via |
uv/0.10.0 {"installer":{"name":"uv","version":"0.10.0","subcommand":["publish"]},"python":null,"implementation":{"name":null,"version":null},"distro":{"name":"Debian GNU/Linux","version":"13","id":"trixie","libc":null},"system":{"name":null,"release":null},"cpu":null,"openssl_version":null,"setuptools_version":null,"rustc_version":null,"ci":null}
|
