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

Setup

Recommended: run with uvx

Run the server directly from the repository without creating a local virtual environment:

uvx --from git+https://github.com/Alex2Yang97/yahoo-finance-mcp yahoo-finance-mcp

Local development

1. Clone this repository:

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

Quick Start

Run the packaged entrypoint with:

uvx --from git+https://github.com/Alex2Yang97/yahoo-finance-mcp yahoo-finance-mcp

For local changes in this checkout, use:

uvx --from . yahoo-finance-mcp

Development Mode

If you are working inside a local clone and want to run the source tree directly:

uv run server.py

Integration with Claude for Desktop

To integrate this server with Claude for Desktop:

1. Install Claude for Desktop to your local machine.

2. Install VS Code to your local machine. Then run the following command to open the claude_desktop_config.json file:

   • MacOS: code ~/Library/Application\ Support/Claude/claude_desktop_config.json
   • Windows: code $env:AppData\Claude\claude_desktop_config.json

3. Edit the Claude for Desktop config file, located at:

   • macOS:

     {
       "mcpServers": {
         "yfinance": {
           "command": "uvx",
           "args": [
             "--from",
             "git+https://github.com/Alex2Yang97/yahoo-finance-mcp",
             "yahoo-finance-mcp"
           ]
         }
       }
     }
     

   • Windows:

     {
       "mcpServers": {
         "yfinance": {
           "command": "uvx",
           "args": [
             "--from",
             "git+https://github.com/Alex2Yang97/yahoo-finance-mcp",
             "yahoo-finance-mcp"
           ]
         }
       }
     }
     

   • Note: You may need to put the full path to the uv executable in the command field. You can get this by running which uv on MacOS/Linux or where uv on Windows.

4. Restart Claude for Desktop

License

MIT