YFinance Trader MCP server for AI agents

The YFinance Trader MCP Tool provides stock market data and trading capabilities through the yfinance library. It connects with the Cursor editor to give you real-time access to stock information, financial metrics, and historical data directly in your workflow.

Installation

Prerequisites

Python 3.10 or higher installed on your system

Installing Dependencies

Install all required packages using pip:

pip install -r requirements.txt
# or using pyproject.toml
pip install .

Connecting with Cursor

To integrate the YFinance Trader with Cursor:

Open Cursor and go to Settings > MCP
Click "+ Add New MCP Server"
Complete the form with:
- Name: "yfinance-trader" (or any name you prefer)
- Command: python3 /path/to/your/yfinance-trader/main.py

Example command (replace with your actual path):

python3 /Users/username/projects/yfinance-trader/main.py

Click "Add" and restart Cursor if needed

Available Tools

get_stock_quote

Retrieves real-time stock quote information:

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

get_company_overview

Provides company information and key financial 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
}

get_time_series_daily

Returns 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
    ]
}

search_symbol

Searches for stocks and other securities:

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

get_recommendations

Retrieves 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
    ]
}

get_insider_transactions

Provides 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
    ]
}

Troubleshooting

If you encounter issues with the MCP server:

Verify that the path in your Cursor settings is correct and absolute
Ensure Python 3.10+ is in your system PATH
Check that all dependencies are properly installed
Restart Cursor and try again
Examine Cursor's logs for any error messages

All tools include error handling and will return messages like:

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

How to install this MCP server

For Claude Code

To add this MCP server to Claude Code, run this command in your terminal:

claude mcp add-json "yfinance-trader" '{"command":"python3","args":["/path/to/your/yfinance-trader/main.py"]}'

See the official Claude Code MCP documentation for more details.

For Cursor

There are two ways to add an MCP server to Cursor. The most common way is to add the server globally in the ~/.cursor/mcp.json file so that it is available in all of your projects.

If you only need the server in a single project, you can add it to the project instead by creating or adding it to the .cursor/mcp.json file.

Adding an MCP server to Cursor globally

To add a global MCP server go to Cursor Settings > Tools & Integrations and click "New MCP Server".

When you click that button the ~/.cursor/mcp.json file will be opened and you can add your server like this:

{
    "mcpServers": {
        "yfinance-trader": {
            "command": "python3",
            "args": [
                "/path/to/your/yfinance-trader/main.py"
            ]
        }
    }
}

Adding an MCP server to a project

To add an MCP server to a project you can create a new .cursor/mcp.json file or add it to the existing one. This will look exactly the same as the global MCP server example above.

How to use the MCP server

Once the server is installed, you might need to head back to Settings > MCP and click the refresh button.

The Cursor agent will then be able to see the available tools the added MCP server has available and will call them when it needs to.

You can also explicitly ask the agent to use the tool by mentioning the tool name and describing what the function does.

For Claude Desktop

To add this MCP server to Claude Desktop:

1. Find your configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json
Linux: ~/.config/Claude/claude_desktop_config.json

2. Add this to your configuration file:

{
    "mcpServers": {
        "yfinance-trader": {
            "command": "python3",
            "args": [
                "/path/to/your/yfinance-trader/main.py"
            ]
        }
    }
}

3. Restart Claude Desktop for the changes to take effect