tradeiq-mcp

An MCP (Model Context Protocol) server that gives Claude, Codex CLI and other MCP clients real, point-in-time market data — prices, indicators, fundamentals, SEC filings, news, insider activity, options, earnings dates, macro series — plus tools to turn an analysis into a professionally formatted report (PDF, HTML, Word or Markdown) and to keep a verifiable track record of your calls.

It runs locally on your machine over stdio. No account and no hosted backend of its own; most data tools need no API key (macro series need a free FRED key).

Educational and informational use only. Nothing here is investment advice.

Install

You need uv. Then add the server to your client:

Claude Code

claude mcp add tradeiq -- uvx tradeiq-mcp

Claude Desktop — add to claude_desktop_config.json (Windows: %APPDATA%\Claude\claude_desktop_config.json):

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

Codex CLI

codex mcp add tradeiq -- uvx tradeiq-mcp

Restart the client, then ask for something like "Research MSFT and give me a full report as a PDF."

Prefer pip? pip install tradeiq-mcp, then use tradeiq-mcp as the command.

Or let your AI assistant install it

Paste this prompt into Claude Code, Claude Desktop, Codex, Cursor or any assistant that can run commands or edit files on your computer, and it will do the setup for you:

Install the TradeIQ MCP server on my computer. It is a Python package on PyPI
named `tradeiq-mcp`, launched over stdio with the command `uvx tradeiq-mcp`.
Work out which assistant/client you are, then:

1. Check that `uv` is installed by running `uv --version`. If it is missing,
   install it: `pip install uv` works everywhere; alternatives are
   `winget install --id=astral-sh.uv -e` (Windows) or
   `curl -LsSf https://astral.sh/uv/install.sh | sh` (macOS/Linux). If `uvx`
   is not on PATH afterwards, use the full path to `uvx` in the steps below.

2. Register an MCP server named `tradeiq` that runs `uvx` with the argument
   `tradeiq-mcp`, at user/global scope, using your own client's method:
   - Claude Code: `claude mcp add tradeiq -s user -- uvx tradeiq-mcp`
   - Claude Desktop: add `"tradeiq": {"command": "uvx", "args": ["tradeiq-mcp"]}`
     under `mcpServers` in claude_desktop_config.json (Windows:
     %APPDATA%\Claude\; macOS: ~/Library/Application Support/Claude/).
   - Codex CLI: `codex mcp add tradeiq -- uvx tradeiq-mcp`
   - Cursor: add the same entry under `mcpServers` in ~/.cursor/mcp.json.
   - Any other client: add the same command and args to its MCP config.
   Back up any config file before editing it, keep all my existing servers,
   and change nothing else.

3. Do not ask me for API keys or put any in the config: the data tools need
   none. (Optional, only if I ask later: FRED_API_KEY for macro data, or an
   LLM provider key for the optional analysis pipeline.)

4. Tell me exactly what you changed, that I need to fully restart the client,
   and how to check it worked: after restarting, ask for the latest verified
   market snapshot for AAPL.

If you cannot run commands or edit files yourself, give me the exact steps
for my client instead of guessing.

How it works: your assistant does the thinking

Most tools here only fetch and verify data — there is no LLM inside them. The analysis (bull case, bear case, verdict) is written by the assistant you already use, on your own subscription, using verified data as input. That keeps this free to run and keeps every number traceable to a real source and date.

Every data tool takes an as_of_date and never returns anything after it, so an analysis "as of" a past date sees only what was actually knowable then. Live-only sources with no history (earnings calendar, options chains) are withheld for past dates rather than served mislabeled.

Tools

Data and research — no API key, no LLM cost

Reports and track record

Optional automated pipeline — needs your own LLM API key

These make many LLM calls per run using your provider API key, set as an environment variable for the server (for example OPENAI_API_KEY, ANTHROPIC_API_KEY, GOOGLE_API_KEY). A Claude or ChatGPT subscription is not an API key and cannot be used for this. Everything else works without one.

Pass keys through your client's config, e.g. Claude Code:

claude mcp add tradeiq -e ANTHROPIC_API_KEY=... -- uvx tradeiq-mcp

Where data is written

Reports, exports and the decision log are written under ~/.tradingagents/ on your machine (override with TRADINGAGENTS_RESULTS_DIR and TRADINGAGENTS_MEMORY_LOG_PATH). The server has no backend of its own to send them to; its outbound requests go to the market-data sources the tools query, and to your LLM provider if you use the optional pipeline.

PDF export on Linux and macOS

PDF export uses WeasyPrint, which needs the Pango system library on Linux and macOS (Linux: libpango-1.0-0 and libpangoft2-1.0-0; macOS: brew install pango). HTML, Word and Markdown export work without it, and the server starts either way.

Development

python -m venv .venv
.venv/bin/python -m pip install -e .      # Windows: .venv\Scripts\python.exe
.venv/bin/python scripts/smoke_test.py    # exercises the tools end to end

Third-party code

This package bundles third-party open-source code under its own license. See NOTICE.

License

Apache-2.0 — see LICENSE.