YFinance Trader

YFinance Trader MCP Tool for Claude Desktop

An MCP (Model Context Protocol) tool that provides stock market data and trading capabilities using the yfinance library, specifically adapted for Claude Desktop.

Credit: This project was inspired by mcp-stocks by Luigi Ajah, which is a similar implementation for Cursor. This adaptation modifies the original concept to work with Claude Desktop.

Tutorial

For a detailed guide on setting up and using this tool, check out our Medium tutorial: Tutorial: Using Claude Desktop with YFinance Trader MCP Tool to Access Real-Time Stock Market Data

Features

• Real-time stock quotes
• Company information and financial metrics
• Historical price data
• Symbol search functionality
• Analyst recommendations
• Insider transaction tracking

Setup

1. Ensure you have Python 3.10 or higher installed

2. Install dependencies:

pip install -r requirements.txt

Integration with Claude Desktop

1. Configure your MCP settings in Claude Desktop by adding the following to your MCP configuration:

{
  "mcpServers": {
    "yfinance-trader": {
      "command": "py",
      "args": ["-3.13", "path/to/your/main.py"]
    }
  }
}

2. Replace the path with the full path to your main.py file
3. Restart Claude Desktop if needed

Available Tools

1. get_stock_quote

Get real-time stock quote information:

{
    "symbol": "AAPL",
    "price": 150.25,
    "change": 2.5,
    "changePercent": 1.67,
    "volume": 1234567,
    "timestamp": "2024-03-20T10:30:00"
}

2. get_company_overview

Get company information and key metrics:

{
    "name": "Apple Inc.",
    "sector": "Technology",
    "industry": "Consumer Electronics",
    "marketCap": 2500000000000,
    "peRatio": 25.4,
    "forwardPE": 24.2,
    "dividendYield": 0.65,
    "52WeekHigh": 182.94,
    "52WeekLow": 124.17
}

3. get_time_series_daily

Get historical daily price data:

{
    "symbol": "AAPL",
    "timeSeriesDaily": [
        {
            "date": "2024-03-20T00:00:00",
            "open": 150.25,
            "high": 152.30,
            "low": 149.80,
            "close": 151.75,
            "volume": 12345678
        }
        // ... more data points
    ]
}

4. search_symbol

Search for stocks and other securities:

{
    "results": [
        {
            "symbol": "AAPL",
            "name": "Apple Inc.",
            "type": "EQUITY",
            "exchange": "NASDAQ"
        }
        // ... more results
    ]
}

5. get_recommendations

Get analyst recommendations for a stock:

{
    "symbol": "AAPL",
    "recommendations": [
        {
            "period": "2024-03-15T00:00:00",
            "strongBuy": 15,
            "buy": 20,
            "hold": 8,
            "sell": 2,
            "strongSell": 0
        }
        // ... more periods
    ]
}

6. get_insider_transactions

Get insider trading information:

{
    "symbol": "AAPL",
    "transactions": [
        {
            "date": "2024-03-15T00:00:00",
            "insider": "John Doe",
            "position": "Director",
            "transactionType": "Buy",
            "shares": 1000,
            "value": 150250.00,
            "url": "https://finance.yahoo.com/...",
            "text": "Purchase of 1000 shares",
            "startDate": "2024-03-15",
            "ownership": "Direct"
        }
        // ... more transactions
    ]
}

Sample Queries

You can ask Claude Desktop questions like:

• "What is the current stock price and daily change for AAPL?"
• "Can you give me a company overview for Microsoft (MSFT)?"
• "Show me the historical price data for Tesla (TSLA) over the last 3 months."
• "Search for stocks related to 'NVDA'."
• "What are the analyst recommendations for Amazon (AMZN)?"
• "Have there been any recent insider transactions for Google (GOOGL)?"

Cryptocurrency Support

Limited cryptocurrency data is available using special ticker formats:

• BTC-USD for Bitcoin
• ETH-USD for Ethereum
• DOGE-USD for Dogecoin

Error Handling

All tools include proper error handling and will return an error message if something goes wrong:

{
    "error": "Failed to fetch quote for INVALID_SYMBOL"
}

Troubleshooting

If the MCP server is not working in Claude Desktop:

1. Make sure the server is running - you should see output when you start the script
2. Verify the path in your settings is correct and absolute
3. Make sure Python 3.10+ is in your system PATH
4. Check that all dependencies are installed
5. Try restarting Claude Desktop
6. Check logs for any error messages

Differences from the original mcp-stocks project

• Uses the MCP library directly instead of FastAPI
• Adapted for Claude Desktop instead of Cursor
• Modified error handling and response formats
• Updated configuration approach

License

MIT License