siya-yahoo-finance-mcp 0.1.2

MCP server implementation for yahoo finance integration

Yahoo Finance MCP Server

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This is a Model Context Protocol (MCP) server that provides comprehensive financial data from Yahoo Finance. It allows you to retrieve detailed information about stocks, including historical prices, company information, financial statements, options data, and market news.

Demo

MCP Tools

The server exposes the following tools through the Model Context Protocol:

Stock Information

Tool	Description
get_historical_stock_prices	Get historical OHLCV data for a stock with customizable period and interval
get_stock_info	Get comprehensive stock data including price, metrics, and company details
get_yahoo_finance_news	Get latest news articles for a stock
get_stock_actions	Get stock dividends and splits history

Financial Statements

Tool	Description
get_financial_statement	Get income statement, balance sheet, or cash flow statement (annual/quarterly)
get_holder_info	Get major holders, institutional holders, mutual funds, or insider transactions

Options Data

Tool	Description
get_option_expiration_dates	Get available options expiration dates
get_option_chain	Get options chain for a specific expiration date and type (calls/puts)

Analyst Information

Tool	Description
get_recommendations	Get analyst recommendations or upgrades/downgrades history

Real-World Use Cases

With this MCP server, you can use Claude to:

Stock Analysis

• Price Analysis: "Show me the historical stock prices for AAPL over the last 6 months with daily intervals."
• Financial Health: "Get the quarterly balance sheet for Microsoft."
• Performance Metrics: "What are the key financial metrics for Tesla from the stock info?"
• Trend Analysis: "Compare the quarterly income statements of Amazon and Google."
• Cash Flow Analysis: "Show me the annual cash flow statement for NVIDIA."

Market Research

• News Analysis: "Get the latest news articles about Meta Platforms."
• Institutional Activity: "Show me the institutional holders of Apple stock."
• Insider Trading: "What are the recent insider transactions for Tesla?"
• Options Analysis: "Get the options chain for SPY with expiration date 2024-06-21 for calls."
• Analyst Coverage: "What are the analyst recommendations for Amazon over the last 3 months?"

Investment Research

• "Create a comprehensive analysis of Microsoft's financial health using their latest quarterly financial statements."
• "Compare the dividend history and stock splits of Coca-Cola and PepsiCo."
• "Analyze the institutional ownership changes in Tesla over the past year."
• "Generate a report on the options market activity for Apple stock with expiration in 30 days."
• "Summarize the latest analyst upgrades and downgrades in the tech sector over the last 6 months."

Requirements

• Python 3.11 or higher
• Dependencies as listed in pyproject.toml, including:
  • mcp
  • yfinance
  • pandas
  • pydantic
  • and other packages for data processing

Installation

Option 1: Install from PyPI (Recommended)

pip install siya-siya-yahoo-finance-mcp

Option 2: Install from Source

1. Clone this repository:

   git clone https://github.com/Alex2Yang97/siya-yahoo-finance-mcp.git
   cd siya-yahoo-finance-mcp
   

2. Create and activate a virtual environment and install dependencies:

   uv venv
   source .venv/bin/activate  # On Windows: .venv\Scripts\activate
   uv pip install -e .
   

Usage

Command Line Usage

Option 1: Run with uvx (Recommended - no installation needed):

uvx siya-yahoo-finance-mcp

Option 2: After installation, run directly:

siya-yahoo-finance-mcp

Option 3: Run as Python module:

python -m siya_yahoo_finance_mcp.server

Integration with Claude for Desktop

To integrate this server with Claude for Desktop:

1. Install Claude for Desktop

2. Edit the Claude for Desktop config file:

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

3. Add the server configuration:

   Option 1: Using uvx (Recommended - no installation needed):

   {
     "mcpServers": {
       "yfinance": {
         "command": "uvx",
         "args": ["siya-yahoo-finance-mcp"]
       }
     }
   }
   

   Option 2: Using installed package:

   {
     "mcpServers": {
       "yfinance": {
         "command": "siya-yahoo-finance-mcp"
       }
     }
   }
   

   Option 3: Using Python module:

   {
     "mcpServers": {
       "yfinance": {
         "command": "python",
         "args": ["-m", "siya_yahoo_finance_mcp.server"]
       }
     }
   }
   

4. Restart Claude for Desktop

Development Mode

For development or testing with MCP Inspector:

# If installed from source
uv run siya_yahoo_finance_mcp/server.py

# If installed via pip
python -c "from siya_yahoo_finance_mcp.server import main; main()"

License

MIT