Investor

The investor-agent MCP server delivers real-time financial insights and analysis to your language models. It gathers market data, evaluates company fundamentals, analyzes options, and surfaces earnings, sentiment, and technical indicators so your models can reason with up-to-date financial context.

How to use

Use the investor-agent MCP server with an MCP client to access a comprehensive set of financial data and analyses. You can retrieve market movers, ticker details, options data, historical prices, financial statements, ownership activity, earnings calendars, market sentiment, and optional technical indicators. Call the server through its MCP entry point to request data, then combine results with your model’s reasoning to generate analytics, investment insights, or automated decision support.

How to install

Prerequisites: you need Python 3.12 or higher. You also need the uvx runner to start MCP servers.

# Install and run the investor-agent with core features
uvx investor-agent

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

# With Alpaca intraday data (requires Alpaca API keys)
uvx "investor-agent[alpaca]"

# With all optional features
uvx "investor-agent[ta,alpaca]"

Configuration and usage notes

To integrate this MCP server with an MCP client, you typically register it under a short, lowercase name and provide the runtime command. In your MCP client configuration, you can reference the server as shown below.

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

Available tools

get_market_movers

Fetch market movers data including top gainers, losers, and most active stocks with market session control.

get_ticker_data

Generate a detailed ticker report with configurable limits for related news, analyst recommendations, and upgrades/downgrades.

get_options

Retrieve and filter options chains by date range, strike bounds, and type (C for calls, P for puts).

get_price_history

Obtain historical OHLCV data with optimized intervals based on the requested period.

get_financial_statements

Fetch income, balance sheet, and cash flow statements with parallel fetching support.

get_institutional_holders

Retrieve major institutional holders and mutual fund ownership data.

get_earnings_history

Provide historical earnings data with configurable entries.

get_insider_trades

Show recent insider trading activity with a configurable limit.

get_nasdaq_earnings_calendar

List upcoming Nasdaq earnings announcements with date filtering.

fetch_intraday_data

Return 15-minute intraday bars via Alpaca data (requires Alpaca setup).

get_cnn_fear_greed_index

Get CNN Fear & Greed Index with selective indicators for sentiment.

get_crypto_fear_greed_index

Fetch current Crypto Fear & Greed Index values.

get_google_trends

Obtain Google Trends relative search interest for market-related keywords.

calculate_technical_indicator

Compute technical indicators like SMA, EMA, RSI, MACD, and BBANDS with configurable parameters.