Yahoo Finance

Yahoo Finance MCP Server

A Model Context Protocol (MCP) server that provides AI assistants with access to Yahoo Finance data via yfinance. Query stock information, financial news, sector rankings, and generate professional financial charts — all from your AI chat.

Features

• Stock Data — Company info, financials, valuation metrics, dividends, and trading data
• Analyst Data — Consensus targets, estimate/revision trends, recommendation history, and firm-level actions
• Financial Statements — Income statement and balance sheet with historical data (EBIT, Invested Capital, etc.)
• Financial News — Recent news articles and press releases for any ticker
• Search — Find stocks, ETFs, and news across Yahoo Finance
• Sector Rankings — Top ETFs, mutual funds, companies, growth leaders, and top performers by sector
• Price History — Historical OHLCV data as markdown tables or professional charts
• Chart Generation — Candlestick, VWAP, and volume profile charts returned as WebP images
• Options Data — Option chains with calls, puts, strike prices, IV, and expiration dates
• Ownership Data — Major holders, institutional investors, mutual fund holders, and insider transactions
• Fund Look-Through — ETF and mutual-fund holdings, asset classes, sectors, ratings, and operating details
• Screeners — Predefined, equity, mutual-fund, and ETF query trees

Tools

yfinance_get_ticker_info

Retrieve comprehensive stock data including company info, financials, trading metrics, and governance data.

Returns: JSON object with company details, price data, valuation metrics, trading info, dividends, financials, and performance indicators.

yfinance_get_analyst_price_targets

Fetch the current price and analyst consensus price targets for a stock.

Returns: JSON object with current, low, high, mean, and median price fields. Analyst coverage and available fields vary by symbol.

yfinance_get_analyst_estimates

Fetch analyst consensus estimates, revision momentum, recommendations, growth estimates, and earnings history.

Returns: Named arrays for available sections plus _metadata containing per-section row counts, truncation status, unavailable sections, and failed sections. A failure in one section does not discard successfully fetched sections.

yfinance_get_upgrades_downgrades

Fetch analyst upgrades, downgrades, initiations, reiterations, and price-target changes, newest first.

Returns: JSON object containing upgrades_downgrades records and _metadata with row counts and truncation status. Records can include:

• GradeDate: Date and time of the analyst action
• Firm: Analyst firm name
• ToGrade and FromGrade: New and previous ratings
• Action: Rating action
• priceTargetAction: Price-target action such as Raises, Lowers, or Maintains
• currentPriceTarget and priorPriceTarget: New and previous price targets

Available fields vary by symbol and analyst action.

yfinance_get_ticker_news

Fetch recent news articles and press releases for a specific stock.

symbol must be nonempty and contain only ASCII letters, digits, or ., -, ^, =, &, _. Invalid input returns INVALID_PARAMS without echoing the input or calling Yahoo Finance. Accepted formats include BRK.B, 2330.TW, ^GSPC, EURUSD=X, ES=F, and BTC-USD. This format check does not verify that a ticker exists.

Returns: JSON array of news items with title, summary, publication date, provider, URL, and thumbnail.

yfinance_search

Search Yahoo Finance for stocks, ETFs, and news articles.

Returns: Matching quotes and/or news results depending on search_type.

yfinance_get_top

Get top-ranked financial entities within a market sector.

Returns: JSON array of top entities with relevant metrics.

Supported Sectors

Basic Materials, Communication Services, Consumer Cyclical, Consumer Defensive, Energy, Financial Services, Healthcare, Industrials, Real Estate, Technology, Utilities

yfinance_screen

Run Yahoo Finance screeners using either predefined screener keys or custom query trees.

Returns: JSON screener response from Yahoo Finance, typically including quote rows and metadata.

Custom equity screener example:

{

"query_type": "equity", "query": { "operator": "and", "operands": [ { "operator": "gt", "operands": ["percentchange", 3] }, { "operator": "eq", "operands": ["region", "us"] }, { "operator": "gte", "operands": ["intradayprice", 5] }, { "operator": "gt", "operands": ["dayvolume", 500000] } ] }, "sort_field": "percentchange", "sort_asc": false, "size": 50 }

Custom ETF screener example:

{

"query_type": "etf", "query": { "operator": "and", "operands": [ { "operator": "eq", "operands": ["categoryname", "Large Blend"] }, { "operator": "lte", "operands": ["annualreportnetexpenseratio", 0.2] } ] }, "sort_field": "fundnetassets", "sort_asc": false, "size": 25 }

yfinance_screen_gappers

Run a purpose-built custom screener for opening-session bullish gappers.

Returns: JSON screener response from Yahoo Finance.

yfinance_get_price_history

Fetch historical price data and optionally generate technical analysis charts.

Chart types:

Returns:

• Without chart_type: Markdown table with Date, Open, High, Low, Close, Volume, Dividends, and Stock Splits columns.
• With chart_type: Base64-encoded WebP image for efficient token usage.

yfinance_get_financials

Fetch financial statements (income statement, balance sheet, and cash flow) with historical data.

Returns: JSON object with income statement, balance sheet, and cash flow data for each reporting period.

• Income Statement fields: EBIT, Net Income, Tax Provision, Pretax Income, Interest Expense, Total Revenue, Operating Income, EBITDA, Normalized Income
• Balance Sheet fields: Stockholders Equity, Total Debt, Cash And Cash Equivalents, Invested Capital, Net Debt, Total Assets, Total Liabilities Net Minority Interest, Net Tangible Assets, Tangible Book Value
• Cash Flow fields: Operating Cash Flow, Free Cash Flow, Capital Expenditure, Net Income From Continuing Operations, Depreciation And Amortization, Change In Working Capital, Cash Dividends Paid

yfinance_get_holders

Fetch major holders, institutional holders, mutual fund holders, and insider data.

| symbol | string | Yes | Stock ticker symbol (e.g. AAPL,