yfinance-market-mcp 0.1.0

MCP server exposing Yahoo Finance market data via yfinance

yfinance-mcp

MCP server that exposes Yahoo Finance market data to AI assistants (Claude Code, Claude Desktop, or any MCP-compatible client).

25 tools covering: price history, options chains, news, financials, analyst estimates, holders, and more.

---

Quick Start

Install

pip install yfinance-mcp

For local development (editable install):

git clone https://github.com/YOUR_USER/yfinance-mcp.git
cd yfinance-mcp
pip install -e .

Verify Installation

yfinance-mcp --help

If the command is found, the server is ready.

---

Usage

With Claude Code

Create a .mcp.json file in your project root:

{
  "mcpServers": {
    "yfinance": {
      "command": "yfinance-mcp"
    }
  }
}

Then restart Claude Code. The 25 tools will be available automatically — just ask Claude about any stock, options chain, or market news.

With Claude Desktop

Edit %APPDATA%\Claude\claude_desktop_config.json (Windows) or ~/Library/Application Support/Claude/claude_desktop_config.json (macOS):

{
  "mcpServers": {
    "yfinance": {
      "command": "yfinance-mcp"
    }
  }
}

Restart Claude Desktop. Done.

With Any MCP Client

The server uses stdio transport. Launch it with:

yfinance-mcp

Connect your MCP client to stdin/stdout of that process.

---

Available Tools (25)

Price

Tool	Description
get_price_history	OHLCV data (configurable period, interval, date range)
get_dividends	Dividend history
get_splits	Stock split history

Info

Tool	Description
get_ticker_info	Full company info (sector, industry, description, financials)
get_fast_info	Quick snapshot (price, volume, market cap, 52w range)
get_ticker_summary	Composite: price + fundamentals + news + analyst targets

News

Tool	Description
get_ticker_news	Recent news articles for a ticker
search_news	General market news search by keyword

Options

Tool	Description
get_options_expirations	Available expiration dates
get_options_chain	Calls/puts with strike, bid, ask, volume, OI, IV

Financial Statements

Tool	Description
get_income_statement	Income statement (yearly/quarterly/trailing)
get_balance_sheet	Balance sheet (yearly/quarterly)
get_cash_flow	Cash flow statement (yearly/quarterly)

Analysis & Estimates

Tool	Description
get_analyst_price_targets	Price targets (low, high, mean, median, current)
get_recommendations	Buy/sell/hold ratings over time
get_upgrades_downgrades	Analyst rating changes
get_earnings_estimate	EPS estimates by period
get_revenue_estimate	Revenue estimates by period
get_growth_estimates	Growth rate estimates
get_eps_trend	EPS trend / estimate revisions

Holders

Tool	Description
get_institutional_holders	Top institutional holders
get_insider_transactions	Recent insider buys/sells
get_major_holders	Major holder breakdown

Events & Search

Tool	Description
get_earnings_dates	Upcoming/past earnings dates
get_calendar	Upcoming events (dividends, earnings)
search_tickers	Search tickers by company name or keyword

---

Example Prompts

Once connected, just ask Claude naturally:

• "Show me AAPL's options chain for the nearest expiration"
• "What's the latest news on TSLA?"
• "Compare MSFT and GOOGL fundamentals"
• "Get analyst price targets for NVDA"
• "Show me AMZN's quarterly income statement"

---

Publishing to PyPI

1. Prerequisites

Create a PyPI account at pypi.org and generate an API token:

1. Go to pypi.org/manage/account
2. Scroll to API tokens > Add API token
3. Name: yfinance-mcp, Scope: Entire account (first time) or project-scoped later
4. Copy the token (starts with pypi-)

2. Install Build Tools

pip install build twine

3. Build the Package

From the yfinance_mcp/ directory:

cd yfinance_mcp
python -m build

This creates two files in dist/:

• yfinance_mcp-0.1.0.tar.gz (source distribution)
• yfinance_mcp-0.1.0-py3-none-any.whl (wheel)

4. Test Upload (Optional but Recommended)

Upload to TestPyPI first to verify everything works:

twine upload --repository testpypi dist/*

You'll be prompted for credentials:

• Username: __token__
• Password: your TestPyPI API token

Test installing from TestPyPI:

pip install --index-url https://test.pypi.org/simple/ yfinance-mcp

5. Publish to PyPI

twine upload dist/*

Credentials:

• Username: __token__
• Password: your PyPI API token (the pypi- one from step 1)

6. Verify

pip install yfinance-mcp
yfinance-mcp  # Should start the stdio server

Updating Versions

1. Bump version in pyproject.toml and src/yfinance_mcp/__init__.py
2. Rebuild: python -m build
3. Upload: twine upload dist/*

---

Project Structure

yfinance_mcp/
├── pyproject.toml                  # Package metadata + entry point
├── LICENSE
├── README.md
├── src/
│   └── yfinance_mcp/
│       ├── __init__.py             # Package version
│       ├── server.py               # FastMCP server + 25 tools
│       └── utils.py                # DataFrame/Series serialization
└── tests/
    └── test_server.py              # Unit tests

License

MIT