investor-agent: A Financial Analysis MCP Server

Overview

The investor-agent is a Model Context Protocol (MCP) server that provides comprehensive financial insights and analysis to Large Language Models. It leverages real-time market data, fundamental and technical analysis to deliver:

• Ticker Analysis: Company overview, news, metrics, analyst recommendations, and upgrades/downgrades
• Options Data: Filtered options chains with customizable parameters
• Historical Data: Price trends and earnings history
• Financial Statements: Income, balance sheet, and cash flow statements
• Ownership Analysis: Institutional holders and insider trading activity
• Market Sentiment: CNN Fear & Greed Index, Crypto Fear & Greed Index, and Google Trends sentiment analysis
• Technical Analysis: SMA, EMA, RSI, MACD, BBANDS indicators (optional)

The server integrates with yfinance for market data and automatically optimizes data volume for better performance.

Prerequisites

• Python: 3.12 or higher
• Package Manager: uv. Install if needed:

  curl -LsSf https://astral.sh/uv/install.sh | sh
  

Optional: TA-Lib C Library

Required for technical indicators. Follow official installation instructions.

Installation

Quick Start

# Core features only
uvx investor-agent

# With technical indicators (requires TA-Lib)
uvx "investor-agent[ta]"

Tools

Market Data

• get_ticker_data(ticker, max_news=5, max_recommendations=5, max_upgrades=5) - Comprehensive ticker report with smart field filtering to exclude irrelevant metadata and configurable limits for news, recommendations, and upgrades/downgrades
• get_options(ticker_symbol, num_options=10, start_date, end_date, strike_lower, strike_upper, option_type) - Options data with advanced filtering by date range (YYYY-MM-DD), strike price bounds, and option type (C=calls, P=puts)
• get_price_history(ticker, period="1mo") - Historical OHLCV data with intelligent interval selection: daily intervals for periods ≤1y, monthly intervals for periods ≥2y to optimize data volume
• get_financial_statements(ticker, statement_type="income", frequency="quarterly", max_periods=8) - Financial statements (income/balance/cash) with period limiting for context optimization
• get_institutional_holders(ticker, top_n=20) - Major institutional and mutual fund holders data
• get_earnings_history(ticker, max_entries=8) - Historical earnings data with configurable entry limits
• get_insider_trades(ticker, max_trades=20) - Recent insider trading activity with configurable trade limits

Market Sentiment

• get_cnn_fear_greed_index(days=0, indicators=None) - CNN Fear & Greed Index with support for up to 30 days of historical data and selective indicator filtering. Available indicators: fear_and_greed, fear_and_greed_historical, put_call_options, market_volatility_vix, market_volatility_vix_50, junk_bond_demand, safe_haven_demand
• get_crypto_fear_greed_index(days=7) - Crypto Fear & Greed Index with configurable historical data period
• get_google_trends(keywords, period_days=7) - Google Trends relative search interest for market-related keywords. Requires a list of keywords to track (e.g., ["stock market crash", "bull market", "recession", "inflation"]). Returns relative search interest scores that can be used as sentiment indicators.

Technical Analysis

• calculate_technical_indicator(ticker, indicator, period="1y", timeperiod=14, ...) - Calculate technical indicators (SMA, EMA, RSI, MACD, BBANDS) with configurable parameters and result limiting. Returns time-aligned data with price history and indicator values. Requires TA-Lib library.

Usage with MCP Clients

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "investor": {
      "command": "uvx",
      "args": ["investor-agent"]
    }
  }
}

Debugging

npx @modelcontextprotocol/inspector uvx investor-agent

Log locations:

• macOS: ~/Library/Logs/Claude/mcp*.log
• Windows: %APPDATA%\Claude\logs\mcp*.log

License

MIT License. See LICENSE file for details.