iflow-mcp_saidsurucu-value-investing-mcp 0.1.0

Warren Buffett value investing MCP server for US stocks

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

1. Open Claude Desktop Settings → Connectors → Add Custom Connector
2. Enter:
   • Name: Value Investing MCP
   • URL: https://value-investing.fastmcp.app/mcp
3. Click Add
4. Start using! 🎉

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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

1. Open Claude Desktop Settings → Developer → Edit Config
2. 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"
      ]
    }
  }
}

3. Restart Claude Desktop

Other MCP Clients (5ire, etc.)

Command:

uvx --from git+https://github.com/saidsurucu/value-investing-mcp value-investing-mcp

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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)

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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