YFinance Trader MCP Tool for Claude Desktop

1# YFinance Trader MCP Tool for Claude Desktop
2 
3An MCP (Model Context Protocol) tool that provides stock market data and trading capabilities using the yfinance library, specifically adapted for Claude Desktop.
4 
5> **Credit**: This project was inspired by [mcp-stocks](https://github.com/luigiajah/mcp-stocks) by Luigi Ajah, which is a similar implementation for Cursor. This adaptation modifies the original concept to work with Claude Desktop.
6 
7## Tutorial
8 
9For a detailed guide on setting up and using this tool, check out our Medium tutorial:
10[Tutorial: Using Claude Desktop with YFinance Trader MCP Tool to Access Real-Time Stock Market Data](https://medium.com/@saintdoresh/tutorial-using-claude-desktop-with-yfinance-trader-mcp-tool-to-access-real-time-stock-market-data-904cd1e1ba09)
11 
12## Features
13 
14- Real-time stock quotes
15- Company information and financial metrics
16- Historical price data
17- Symbol search functionality
18- Analyst recommendations
19- Insider transaction tracking
20 
21## Setup
22 
231. Ensure you have Python 3.10 or higher installed
24 
252. Install dependencies:
26```bash
27pip install -r requirements.txt
28```
29 
30## Integration with Claude Desktop
31 
321. Configure your MCP settings in Claude Desktop by adding the following to your MCP configuration:
33 
34```json
35{
36  "mcpServers": {
37    "yfinance-trader": {
38      "command": "py",
39      "args": ["-3.13", "path/to/your/main.py"]
40    }
41  }
42}
43```
44 
452. Replace the path with the full path to your main.py file
463. Restart Claude Desktop if needed
47 
48## Available Tools
49 
50### 1. get_stock_quote
51Get real-time stock quote information:
52```json
53{
54    "symbol": "AAPL",
55    "price": 150.25,
56    "change": 2.5,
57    "changePercent": 1.67,
58    "volume": 1234567,
59    "timestamp": "2024-03-20T10:30:00"
60}
61```
62 
63### 2. get_company_overview
64Get company information and key metrics:
65```json
66{
67    "name": "Apple Inc.",
68    "sector": "Technology",
69    "industry": "Consumer Electronics",
70    "marketCap": 2500000000000,
71    "peRatio": 25.4,
72    "forwardPE": 24.2,
73    "dividendYield": 0.65,
74    "52WeekHigh": 182.94,
75    "52WeekLow": 124.17
76}
77```
78 
79### 3. get_time_series_daily
80Get historical daily price data:
81```json
82{
83    "symbol": "AAPL",
84    "timeSeriesDaily": [
85        {
86            "date": "2024-03-20T00:00:00",
87            "open": 150.25,
88            "high": 152.30,
89            "low": 149.80,
90            "close": 151.75,
91            "volume": 12345678
92        }
93        // ... more data points
94    ]
95}
96```
97 
98### 4. search_symbol
99Search for stocks and other securities:
100```json
101{
102    "results": [
103        {
104            "symbol": "AAPL",
105            "name": "Apple Inc.",
106            "type": "EQUITY",
107            "exchange": "NASDAQ"
108        }
109        // ... more results
110    ]
111}
112```
113 
114### 5. get_recommendations
115Get analyst recommendations for a stock:
116```json
117{
118    "symbol": "AAPL",
119    "recommendations": [
120        {
121            "period": "2024-03-15T00:00:00",
122            "strongBuy": 15,
123            "buy": 20,
124            "hold": 8,
125            "sell": 2,
126            "strongSell": 0
127        }
128        // ... more periods
129    ]
130}
131```
132 
133### 6. get_insider_transactions
134Get insider trading information:
135```json
136{
137    "symbol": "AAPL",
138    "transactions": [
139        {
140            "date": "2024-03-15T00:00:00",
141            "insider": "John Doe",
142            "position": "Director",
143            "transactionType": "Buy",
144            "shares": 1000,
145            "value": 150250.00,
146            "url": "https://finance.yahoo.com/...",
147            "text": "Purchase of 1000 shares",
148            "startDate": "2024-03-15",
149            "ownership": "Direct"
150        }
151        // ... more transactions
152    ]
153}
154```
155 
156## Sample Queries
157 
158You can ask Claude Desktop questions like:
159- "What is the current stock price and daily change for AAPL?"
160- "Can you give me a company overview for Microsoft (MSFT)?"
161- "Show me the historical price data for Tesla (TSLA) over the last 3 months."
162- "Search for stocks related to 'NVDA'."
163- "What are the analyst recommendations for Amazon (AMZN)?"
164- "Have there been any recent insider transactions for Google (GOOGL)?"
165 
166## Cryptocurrency Support
167 
168Limited cryptocurrency data is available using special ticker formats:
169- BTC-USD for Bitcoin
170- ETH-USD for Ethereum
171- DOGE-USD for Dogecoin
172 
173## Error Handling
174 
175All tools include proper error handling and will return an error message if something goes wrong:
176```json
177{
178    "error": "Failed to fetch quote for INVALID_SYMBOL"
179}
180```
181 
182## Troubleshooting
183 
184If the MCP server is not working in Claude Desktop:
1851. Make sure the server is running - you should see output when you start the script
1862. Verify the path in your settings is correct and absolute
1873. Make sure Python 3.10+ is in your system PATH
1884. Check that all dependencies are installed
1895. Try restarting Claude Desktop
1906. Check logs for any error messages
191 
192## Differences from the original mcp-stocks project
193 
194- Uses the MCP library directly instead of FastAPI
195- Adapted for Claude Desktop instead of Cursor
196- Modified error handling and response formats
197- Updated configuration approach
198 
199## License
200 
201MIT License