stocksense 0.1.0

StockSense — MCP server providing AI agents with access to financial data: SEC filings, price history, financials, insider trades

StockSense

An MCP (Model Context Protocol) server that gives AI agents access to financial data — SEC EDGAR filings, market fundamentals, insider trades, and price history.

Installation

pip install -e .

For development:

pip install -e ".[dev]"

Usage

Run the server

# Either:
stocksense

# Or:
python -m stocksense

Claude Desktop configuration

Add to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json):

{
  "mcpServers": {
    "stocksense": {
      "command": "stocksense"
    }
  }
}

Available Tools

Tool	Description
price_history	Get historical OHLCV price data for any ticker
quote	Get current price, market cap, P/E, 52-week range
search_filings	Search SEC EDGAR filings (10-K, 10-Q, 8-K)
get_filing	Get full text of a specific SEC filing
insider_trades	Get recent insider buys/sells from Form 4 filings
financials	Get income statement, balance sheet, cash flow, and key ratios
analyze_company	Comprehensive research brief aggregating all data sources
compare_companies	Compare key metrics across multiple companies side-by-side
earnings	Quarterly earnings history with EPS estimates vs actuals
company_profile	Company profile: sector, industry, and business description
dividends	Dividend history and current yield
key_events	Upcoming earnings dates, ex-dividend date, and estimates
technicals	Technical indicators: SMA, EMA, RSI, MACD, and performance

Example queries

• "What's AAPL's price history for the last month?"
• "Get me a quote for MSFT"
• "Show me TSLA's weekly prices over the past year"
• "Show me Apple's recent 10-K filings"
• "What insider trades happened at Tesla recently?"
• "Show me Apple's financial statements"
• "Give me a research brief on Tesla"
• "Compare AAPL, MSFT, and GOOGL"
• "Show me Apple's earnings history"
• "What sector is NVIDIA in?"
• "Show me AAPL's dividend history"
• "When is Microsoft's next earnings date?"
• "What are Tesla's technical indicators?"

Data Sources

• yfinance — price data, quotes, financial statements, analyst consensus
• SEC EDGAR — free, unlimited filings and insider trades (no API key needed)

Development

# Run tests
pytest

# Run linter
ruff check src/ tests/

License

MIT