Open Markets

Open Markets

A production-grade Model Context Protocol (MCP) server for agentic financial data retrieval and algorithmic market analysis. Open Markets connects LLM agents directly to real-time and historical financial intelligence across equities, fixed income, commodities, currencies, derivatives, funds, crypto, macroeconomic telemetry, SEC EDGAR regulatory disclosures, and quantitative portfolio risk analytics.

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🌟 Multi-Provider Architecture

Open Markets aggregates financial telemetry across institutional-grade data providers:

• SEC EDGAR Direct Ingestion Engine: Official regulatory submissions, real-time 10-K annual reports, 10-Q quarterly reports, 8-K material events, Form 4 insider transactions, and structured US-GAAP interactive XBRL disclosures with direct document links.
• Federal Reserve Economic Data (FRED Engine): Comprehensive macroeconomic indicators (CPI Inflation, Core PCE, Effective Fed Funds Rate, SOFR, Nonfarm Payrolls, Unemployment, Real GDP, M2 Money Supply, Fed Balance Sheet, TIPS Breakeven Inflation, and Financial Stress).
• Wall Street Journal (WSJ Michelangelo Engine): High-resolution 1-minute intraday continuous ticks (with pre/post-market), continuous commodities & futures, server-side technical indicators (SMA, EMA, RSI, MACD, Bollinger Bands), global equity benchmark indices, and sovereign bond curves.
• Yahoo Finance Engine: Complete fundamental statements, real-time quotes, options chains, analyst consensus, institutional ownership, ETF compositions, and screener queries.
• Quantitative Portfolio & Backtesting Engine: Vectorized multi-asset Sharpe/Sortino ratios, Value-at-Risk (VaR/CVaR), correlation matrices, equal-risk-contribution allocation, constrained Markowitz Minimum Variance optimization, and SMA/RSI strategy backtesting.
• Green Markets (Bloomberg / Dow Jones): Weekly North American fertilizer price index benchmark.

All network requests use modern Chrome TLS/JA3-impersonation (curl_cffi), automatic session pooling, thread-safe asynchronous concurrency, and configurable in-memory TTL caching.

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🚀 Quick Start

Installation with uvx

uvx openmarkets

Usage with Claude Code

Install the Open Markets plugin from this repository:

claude plugin marketplace add danchev/openmarkets

claude plugin install openmarkets@openmarkets

The plugin starts openmarkets@latest with uvx and registers all MCP tools automatically.

Usage with Cursor

Usage with Claude Desktop

Download and open the Desktop Extension for one-click installation:

Alternatively, add Open Markets to your Claude Desktop configuration (~/Library/Application Support/Claude/claude_desktop_config.json on macOS or %APPDATA%\Claude\claude_desktop_config.json on Windows):

{

"mcpServers": { "openmarkets": { "command": "uvx", "args": ["openmarkets@latest"] } } }

Usage with VS Code & Cline

Add to .vscode/mcp.json:

{

"servers": { "openmarkets": { "command": "uvx", "args": ["openmarkets@latest"] } } }

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🎯 Tool Profiles

Open Markets supports granular server profiles to tailor tool exposure to specific LLM contexts:

# Run with specific domain profile

uvx openmarkets --profile equities uvx openmarkets --profile macro uvx openmarkets --profile quant uvx openmarkets --profile portfolio uvx openmarkets --profile sec

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🛠️ Complete Directory of 127 MCP Tools

Open Markets publishes 127 strictly-typed, Pydantic-validated tools across 17 domain services:

1. Stock & Equities (StockService — 18 tools)

• get_fast_info(ticker): Fast summary with real-time price, market cap, 52-week bounds, and currency.
• get_info(ticker): Exhaustive company metadata, valuation ratios, enterprise multiples, and governance.
• get_curated_info(ticker): Context-efficient company fundamentals with 33 essential metrics.
• get_history(ticker, period, interval): Historical OHLCV pricing with custom intervals (1m to 3mo).
• get_dividends(ticker): Historical dividend payout schedule and cash amounts.
• get_splits(ticker): Historical stock split ratios and execution dates.
• get_corporate_actions(ticker): Combined stream of splits and dividend distributions.
• get_news(ticker): Latest real-time financial news headlines and article links.
• get_financial_summary(ticker): Core financial health snapshot (Revenue, Net Income, Margins, Debt).
• get_extended_financial_summary(ticker): Deep financial metrics (Free Cash Flow, ROE, ROA, Quick Ratio).
• get_risk_metrics(ticker): Risk indicators including Beta and institutional short interest.
• get_dividend_summary(ticker): Payout ratio, trailing/forward dividend yields, and 5-year averages.
• get_price_target(ticker): Analyst consensus price targets (Low, Mean, Median, High).
• get_quick_technical_indicators(ticker): Lightweight 50-day & 200-day moving average levels.
• get_valuation_history(ticker): Quarterly & annual historical valuation ratios (P/E, P/S, P/B, EV/EBITDA).
• get_wsj_stock_history(ticker, timeframe, step): WSJ institutional price history with custom timeframes.
• get_wsj_intraday_bars(ticker): Continuous 1-minute intraday tick data including pre-market and after-hours.
• get_wsj_bollinger_bands(ticker, timeframe, window, num_std): Server-side calculated Bollinger Bands directly from WSJ.

2. Technical Analysis (TechnicalAnalysisService — 7 tools)

• get_technical_indicators(ticker, period): Comprehensive moving averages and 52-week position metrics.
• get_volatility_metrics(ticker, period): Annualized volatility, maximum daily gains/losses, win/loss day ratios.
• get_support_resistance_levels(ticker, period): Identified dynamic support and resistance price floors/ceilings.
• get_wsj_sma(ticker, window, timeframe, step): Server-side computed Simple Moving Average (SMA) via WSJ Michelangelo.
• get_wsj_ema(ticker, window, timeframe, step): Server-side computed Exponential Moving Average (EMA).
• get_wsj_rsi(ticker, window, timeframe, step): Server-side computed Relative Strength Index (RSI momentum).
• get_wsj_macd(ticker, fast_window, slow_window, signal_window): Server-side computed MACD Line, Signal Line, and Histogram.

3. Financial Statements & SEC Filings (FinancialsService — 9 tools)

• get_curated_financials(ticker): Context-efficient financial performance and solvency snapshot.
• get_balance_sheet(ticker, quarterly): Standardized balance sheet statements (Assets, Liabilities, Equity).
• get_income_statement(ticker, quarterly): Income statements (Revenues, Gross Profits, Operating Income, Net Income).
• get_ttm_income_statement(ticker): Trailing Twelve Months (TTM) income statement.
• get_ttm_cash_flow_statement(ticker): Trailing Twelve Months (TTM) cash flow statement.
• get_financial_calendar(ticker): Upcoming earnings release dates and dividend announcement schedules.
• get_sec_filings(ticker): Official EDGAR SEC filings (10-K, 10-Q, 8-K) with direct document URLs.
• get_eps_history(ticker): Historical EPS consensus estimates versus reported actuals and surprise percentages.
• get_full_financials(ticker): Concurrent aggregate of statements, calendar, filings, and EPS history.

4. Analyst Estimates & Consensus (AnalysisService — 8 tools)

• get_analyst_recommendations(ticker): Wall Street consensus ratings breakdown (Strong Buy, Buy, Hold, Sell).
• get_recommendation_changes(ticker): Recent rating upgrades and downgrades from major investment banks.
• get_revenue_estimates(ticker): Forward revenue projections and quarterly growth estimates.
• get_earnings_estimates(ticker): Forward EPS estimates (Quarterly & Annual).
• get_growth_estimates(ticker): Multi-year earnings growth forecast comparisons.
• get_eps_trends(ticker): Historical EPS revision trends (30 days, 60 days, 90 days ago).
• get_price_targets(ticker): Wall Street price targets with high, low, and median projections.
• get_full_analysis(ticker): Unified analyst research summary report.

5. Options & Derivatives (OptionsService — 7 tools)

• get_option_expiration_dates(ticker): Available options chain expiration dates.
• get_option_chain(ticker, expiration_date): Complete options chain with calls and puts.
• get_call_options(ticker, expiration_date): Filtered call options with strike, bid/ask, volume, and open interest.
• get_put_options(ticker, expiration_date): Filtered put options.
• get_options_volume_analysis(ticker, expiration_date): Aggregate Put/Call volume and Open Interest ratios.
• get_options_by_moneyness(ticker, expiration_date, moneyness_range): ITM, ATM, and OTM options filtered by moneyness.
• get_options_skew(ticker, expiration_date): Volatility smile and implied volatility (IV) skew metrics.

6. Institutional Holdings & Insider Trades (HoldingsService — 6 tools)

• get_major_holders(ticker): Ownership breakdown (Insiders, Institutions, Float percentages).
• get_institutional_holdings(ticker): Top institutional asset managers (Vanguard, BlackRock, etc.) and shares held.
• get_mutual_fund_holdings(ticker): Top mutual fund holders and portfolio portfolio position weights.
• get_insider_purchases(ticker): Six-month insider purchase/sale share and transaction counts.
• get_insider_roster_holders(ticker): Key company of