Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Access Yahoo Finance stock data, news, screeners, options, financials, and charts through MCP.
These three are never merged into one score: opinions, measurements and popularity are different things.
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Pick the AI app you use, then copy the settings.
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Pick your app above. We remember it, so next time the button says “Install in …”.
Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json
{
"mcpServers": {
"yfinance": {
"command": "uvx",
"args": [
"yfmcp"
]
}
}
}Run this in your terminal
claude mcp add yfinance -- uvx yfmcpPaste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"yfinance": {
"command": "uvx",
"args": [
"yfmcp"
]
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"yfinance": {
"type": "stdio",
"command": "uvx",
"args": [
"yfmcp"
]
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
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Runs on your computer; the tool list appears in your AI app after you install it.
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 10, 2026
The registry name was verified with the GitHub account narumiruna, which owns the repo
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
This one runs on your computer; there is no internet endpoint
Runs on your computer and uses local settings instead
Runs on your computer; we can only read tool lists from internet endpoints
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It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).
The GitHub repo last changed –, and the latest version (0.14.0) reached the registry 3 months ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Python (uv) on your computer.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Servers in the same category from other makers, sorted by stars.
Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 98 tools with statutory citations.
Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.
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.
yfinance_get_ticker_infoRetrieve comprehensive stock data including company info, financials, trading metrics, and governance data.
| Parameter | Type | Required | Description |
|---|---|---|---|
symbol | string | Yes | Stock ticker symbol (e.g. AAPL, GOOGL, MSFT) |
Returns: JSON object with company details, price data, valuation metrics, trading info, dividends, financials, and performance indicators.
yfinance_get_analyst_price_targetsFetch the current price and analyst consensus price targets for a stock.
| Parameter | Type | Required | Description |
|---|---|---|---|
symbol | string | Yes | Stock ticker symbol (e.g. AAPL, GOOGL, MSFT) |
Returns: JSON object with current, low, high, mean, and median price fields. Analyst coverage and available fields vary by symbol.
yfinance_get_analyst_estimatesFetch analyst consensus estimates, revision momentum, recommendations, growth estimates, and earnings history.
| Parameter | Type | Required | Description |
|---|---|---|---|
symbol | string | Yes | Stock ticker symbol |
sections | array | No | Any of recommendations, earnings_estimate, revenue_estimate, eps_trend, eps_revisions, earnings_history, or growth_estimates. Omit for all sections |
max_rows | number | No | Maximum rows per section. Default: 12. Use 0 for all rows |
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_downgradesFetch analyst upgrades, downgrades, initiations, reiterations, and price-target changes, newest first.
| Parameter | Type | Required | Description |
|---|---|---|---|
symbol | string | Yes | Stock ticker symbol |
max_rows | number | No | Maximum actions to return. Default: 25. Use 0 to return all rows |
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 actionFirm: Analyst firm nameToGrade and FromGrade: New and previous ratingsAction: Rating actionpriceTargetAction: Price-target action such as Raises, Lowers, or MaintainscurrentPriceTarget and priorPriceTarget: New and previous price targetsAvailable fields vary by symbol and analyst action.
yfinance_get_ticker_newsFetch recent news articles and press releases for a specific stock.
| Parameter | Type | Required | Description |
|---|---|---|---|
symbol | string | Yes | Stock ticker symbol |
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_searchSearch Yahoo Finance for stocks, ETFs, and news articles.
| Parameter | Type | Required | Description |
|---|---|---|---|
query | string | Yes | Search query — company name, ticker symbol, or keywords |
search_type | string | Yes | "all" (quotes + news), "quotes" (stocks/ETFs only), or "news" (articles only) |
Returns: Matching quotes and/or news results depending on search_type.
yfinance_get_topGet top-ranked financial entities within a market sector.
| Parameter | Type | Required | Description |
|---|---|---|---|
sector | string | Yes | Market sector (see supported sectors below) |
top_type | string | Yes | "top_etfs", "top_mutual_funds", "top_companies", "top_growth_companies", or "top_performing_companies" |
top_n | number | No | Number of results to return (default: 10, max: 100) |
Returns: JSON array of top entities with relevant metrics.
Basic Materials, Communication Services, Consumer Cyclical, Consumer Defensive, Energy, Financial Services, Healthcare, Industrials, Real Estate, Technology, Utilities
yfinance_screenRun Yahoo Finance screeners using either predefined screener keys or custom query trees.
| Parameter | Type | Required | Description |
|---|---|---|---|
query | string/object | Yes | For query_type="predefined": screener key such as "day_gainers". For query_type="equity", "fund", or "etf": custom query tree with {operator, operands} nodes |
query_type | string | No | "predefined" (default), "equity", "fund", or "etf" |
offset | number | No | Result offset |
size | number | No | Rows for custom queries; Yahoo maximum is 250 |
count | number | No | Rows for predefined queries; Yahoo maximum is 250 |
sort_field | string | No | Sort field, for example "percentchange" |
sort_asc | boolean | No | Sort ascending if true, descending if false |
user_id | string | No | Optional Yahoo user identifier |
user_id_type | string | No | Optional Yahoo user ID type, commonly "guid" |
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_gappersRun a purpose-built custom screener for opening-session bullish gappers.
| Parameter | Type | Required | Description |
|---|---|---|---|
min_percent_change | number | No | Minimum percent gap/change from prior close (default: 3.0) |
min_price | number | No | Minimum intraday price (default: 5.0) |
min_volume | number | No | Minimum day volume (default: 500000) |
min_market_cap | number | No | Minimum intraday market cap in USD (default: 2000000000) |
region | string | No | Yahoo region code (default: "us") |
size | number | No | Number of results (default: 50, max: 250) |
offset | number | No | Result offset for pagination (default: 0) |
sort_asc | boolean | No | Sort by percentchange ascending (true) or descending (false, default) |
Returns: JSON screener response from Yahoo Finance.
yfinance_get_price_historyFetch historical price data and optionally generate technical analysis charts.
| Parameter | Type | Required | Description |
|---|---|---|---|
symbol | string | Yes | Stock ticker symbol |
period | string | No | Time range — 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, 10y, ytd, max (default: 1mo) |
interval | string | No | Data granularity — 1m, 2m, 5m, 15m, 30m, 60m, 90m, 1h, 1d, 5d, 1wk, 1mo, 3mo (default: 1d) |
chart_type | string | No | Chart to generate (omit for tabular data) |
prepost | boolean | No | Include pre-market and post-market data when available (default: false; useful with intraday requests like period="1d", interval="1m") |
Chart types:
| Value | Description |
|---|---|
"price_volume" | Candlestick chart with volume bars |
"vwap" | Price chart with Volume Weighted Average Price overlay |
"volume_profile" | Candlestick chart with volume distribution by price level |
Returns:
chart_type: Markdown table with Date, Open, High, Low, Close, Volume, Dividends, and Stock Splits columns.chart_type: Base64-encoded WebP image for efficient token usage.yfinance_get_financialsFetch financial statements (income statement, balance sheet, and cash flow) with historical data.
| Parameter | Type | Required | Description |
|---|---|---|---|
symbol | string | Yes | Stock ticker symbol |
frequency | string | No | "annual" (yearly), "quarterly" (quarterly), or "ttm" (trailing twelve months). Default: "annual" |
Returns: JSON object with income statement, balance sheet, and cash flow data for each reporting period.
yfinance_get_holdersFetch major holders, institutional holders, mutual fund holders, and insider data.
| Parameter | Type | Required | Description |
|---|
| symbol | string | Yes | Stock ticker symbol (e.g. AAPL,
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