yfmcp 0.11.1

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Yahoo Finance MCP Server

A Model Context Protocol (MCP) server that provides AI assistants with access to Yahoo Finance data via yfinance. Query stock information, financial news, sector rankings, and generate professional financial charts — all from your AI chat.

Features

• Stock Data — Company info, financials, valuation metrics, dividends, and trading data
• Financial Statements — Income statement and balance sheet with historical data (EBIT, Invested Capital, etc.)
• Financial News — Recent news articles and press releases for any ticker
• Search — Find stocks, ETFs, and news across Yahoo Finance
• Sector Rankings — Top ETFs, mutual funds, companies, growth leaders, and top performers by sector
• Price History — Historical OHLCV data as markdown tables or professional charts
• Chart Generation — Candlestick, VWAP, and volume profile charts returned as WebP images
• Options Data — Option chains with calls, puts, strike prices, IV, and expiration dates
• Ownership Data — Major holders, institutional investors, mutual fund holders, and insider transactions

Tools

yfinance_get_ticker_info

Retrieve comprehensive stock data including company info, financials, trading metrics, and governance data.

Parameter	Type	Required	Description
symbol	string	Yes	Stock ticker symbol (e.g. AAPL, GOOGL, MSFT)

Returns: JSON object with company details, price data, valuation metrics, trading info, dividends, financials, and performance indicators.

yfinance_get_ticker_news

Fetch recent news articles and press releases for a specific stock.

Parameter	Type	Required	Description
symbol	string	Yes	Stock ticker symbol

Returns: JSON array of news items with title, summary, publication date, provider, URL, and thumbnail.

yfinance_search

Search Yahoo Finance for stocks, ETFs, and news articles.

Parameter	Type	Required	Description
query	string	Yes	Search query — company name, ticker symbol, or keywords
search_type	string	Yes	"all" (quotes + news), "quotes" (stocks/ETFs only), or "news" (articles only)

Returns: Matching quotes and/or news results depending on search_type.

yfinance_get_top

Get top-ranked financial entities within a market sector.

Parameter	Type	Required	Description
sector	string	Yes	Market sector (see supported sectors below)
top_type	string	Yes	"top_etfs", "top_mutual_funds", "top_companies", "top_growth_companies", or "top_performing_companies"
top_n	number	No	Number of results to return (default: 10, max: 100)

Returns: JSON array of top entities with relevant metrics.

Supported Sectors

Basic Materials, Communication Services, Consumer Cyclical, Consumer Defensive, Energy, Financial Services, Healthcare, Industrials, Real Estate, Technology, Utilities

yfinance_get_price_history

Fetch historical price data and optionally generate technical analysis charts.

Parameter	Type	Required	Description
symbol	string	Yes	Stock ticker symbol
period	string	No	Time range — 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, 10y, ytd, max (default: 1mo)
interval	string	No	Data granularity — 1m, 2m, 5m, 15m, 30m, 60m, 90m, 1h, 1d, 5d, 1wk, 1mo, 3mo (default: 1d)
chart_type	string	No	Chart to generate (omit for tabular data)

Chart types:

Value	Description
"price_volume"	Candlestick chart with volume bars
"vwap"	Price chart with Volume Weighted Average Price overlay
"volume_profile"	Candlestick chart with volume distribution by price level

Returns:

• Without chart_type: Markdown table with Date, Open, High, Low, Close, Volume, Dividends, and Stock Splits columns.
• With chart_type: Base64-encoded WebP image for efficient token usage.

yfinance_get_financials

Fetch financial statements (income statement, balance sheet, and cash flow) with historical data.

Parameter	Type	Required	Description
symbol	string	Yes	Stock ticker symbol
frequency	string	No	"annual" (yearly), "quarterly" (quarterly), or "ttm" (trailing twelve months). Default: "annual"

Returns: JSON object with income statement, balance sheet, and cash flow data for each reporting period.

• Income Statement fields: EBIT, Net Income, Tax Provision, Pretax Income, Interest Expense, Total Revenue, Operating Income, EBITDA, Normalized Income
• Balance Sheet fields: Stockholders Equity, Total Debt, Cash And Cash Equivalents, Invested Capital, Net Debt, Total Assets, Total Liabilities Net Minority Interest, Net Tangible Assets, Tangible Book Value
• Cash Flow fields: Operating Cash Flow, Free Cash Flow, Capital Expenditure, Net Income From Continuing Operations, Depreciation And Amortization, Change In Working Capital, Cash Dividends Paid

yfinance_get_holders

Fetch major holders, institutional holders, mutual fund holders, and insider data.

Parameter	Type	Required	Description
symbol	string	Yes	Stock ticker symbol (e.g. AAPL, MSFT)
max_rows	number	No	Maximum rows returned per holder section. Default: 10. Use 0 to return all rows

Returns: JSON object with:

• major_holders — Aggregated breakdown where each row has an index label (e.g. insidersPercentHeld, institutionsPercentHeld, institutionsFloatPercentHeld, institutionsCount) and a Value
• institutional_holders — Institutional investors; records typically include fields such as Date Reported, Holder, Shares, Value, pctChange, pctHeld
• mutualfund_holders — Mutual fund holders; records typically include fields similar to institutional holders
• insider_transactions — Recent insider trades; records typically include fields such as Shares, Value, Insider, Position, Transaction, Start Date, Ownership
• insider_purchases — Six-month summary where each row describes a category (Purchases, Sales, Net Shares, etc.); records typically include fields such as Insider Purchases Last 6m, Shares, Trans
• insider_roster — Known insiders; records typically include fields such as Name, Position, Shares Owned Directly, Most Recent Transaction, Latest Transaction Date
• _metadata — Row limit metadata with max_rows and per-section total_rows, returned_rows, and truncated

Holder sections are limited to 10 rows by default to keep responses concise. Pass max_rows: 0 when you need the complete holder datasets. Field names for holder-related datasets are provided by yfinance and may vary by ticker, data availability, and yfinance version.

yfinance_get_option_dates

Fetch available option expiration dates for a stock.

Parameter	Type	Required	Description
symbol	string	Yes	Stock ticker symbol (e.g. AAPL, MSFT)

Returns: JSON array of expiration dates in YYYY-MM-DD format.

yfinance_get_option_chain

Fetch option chain data (calls and puts) for a stock with available strike prices.

Parameter	Type	Required	Description
symbol	string	Yes	Stock ticker symbol
expiration_date	string	No	Option expiration date in YYYY-MM-DD format. Omit to fetch all dates.
option_type	string	No	"calls", "puts", or "all" (default: "all")

Returns: JSON object keyed by expiration date, with calls and/or puts data including:

• contractSymbol: Option contract identifier
• strike: Strike price
• lastPrice: Last traded price
• bid/ask: Bid and ask prices
• volume: Trading volume
• openInterest: Open interest
• impliedVolatility: IV
• inTheMoney: Whether option is ITM
• contractSize: Contract size (REGULAR)
• currency: Currency (USD)

Usage

Via uv (recommended)

1. Install uv
2. Add the following to your MCP client configuration:

{
  "mcpServers": {
    "yfmcp": {
      "command": "uvx",
      "args": ["yfmcp@latest"]
    }
  }
}

Via Docker

{
  "mcpServers": {
    "yfmcp": {
      "command": "docker",
      "args": ["run", "-i", "--rm", "narumi/yfinance-mcp"]
    }
  }
}

From Source

1. Clone the repository and install dependencies:

git clone https://github.com/narumiruna/yfinance-mcp.git
cd yfinance-mcp
uv sync

2. Add the following to your MCP client configuration:

{
  "mcpServers": {
    "yfmcp": {
      "command": "uv",
      "args": [
        "run",
        "--directory",
        "/path/to/yfinance-mcp",
        "yfmcp"
      ]
    }
  }
}

Replace /path/to/yfinance-mcp with the actual path to your cloned repository.

Development

Prerequisites

• Python ≥ 3.12
• uv package manager

Setup

uv sync --extra dev

Lint & Format

uv run ruff check .
uv run ruff format .

Type Check

uv run ty check src tests

Test

uv run pytest -v -s --cov=src tests

Demo Chatbot

See the demo chatbot in its dedicated repository: yfinance-mcp-demo

Contributors

Made with contrib.rocks.

License

This project is licensed under the MIT License.