Financial Data

You can use this Financial Data MCP Server to access real-time stock data, manage multiple portfolios, run technical analysis, generate automated trading signals, and receive email reports. It integrates smoothly with MCP clients to provide practical financial insights and actionable recommendations.

How to use

You interact with the MCP server from an MCP client to load portfolios, run analyses, and view trading signals. Start the server locally, then connect your client to the available tools to load portfolios, fetch stock data, generate MACD charts, and receive performance metrics.

Typical workflow:

• Load your portfolio data
• Request a detailed analysis for a portfolio
• Generate MACD charts and EMA-based signals
• Retrieve performance metrics over time
• Optionally receive email reports with attached charts and summaries

How to install

# prerequisites
# - Python 3.8+
# - pip available in your environment

# 1. Clone the project repository
git clone https://github.com/j1c4b/finance_mcp_server.git
cd finance_mcp_server

# 2. Create and activate a virtual environment
python3 -m venv mcp_fin_server_venv
source mcp_fin_server_venv/bin/activate  # On Windows: mcp_fin_server_venv\Scripts\activate

# 3. Install dependencies
pip install -r clean_requirements.txt

# 4. Run the main MCP server (in another terminal, if needed)
python3 financial_mcp_server.py

Configuration and usage notes

You can configure portfolios and email reports to tailor the server to your needs. The following configuration options are used by the server components.

{
  "portfolio": {
    "tech_stocks": {
      "portfolio": "Technology Giants",
      "stock_list": ["AAPL", "GOOGL", "MSFT", "AMZN", "META"]
    },
    "dividend_portfolio": {
      "portfolio": "Dividend Champions",
      "stock_list": ["JNJ", "PG", "KO", "PEP", "MMM"]
    }
  }
}

Tools you can use with the MCP client

You can access the following MCP tools to load data, analyze portfolios, and fetch stock information.

Security and data handling considerations

Ensure your environment has appropriate access controls for any email reports and sensitive portfolio data. Use secure methods to store credentials and rotate access tokens or passwords as needed.

Troubleshooting tips

If the server does not start as expected, verify that Python 3.8+ is installed, the virtual environment is activated, and dependencies are installed. Check for common issues such as missing packages or port conflicts and review the console output for any error messages.

Notes

This server relies on the free Yahoo Finance data source via yfinance, so data availability may vary by symbol and market. Email reports require proper SMTP configuration if you intend to send automated summaries.

Available tools

load_portfolio

Load portfolio data from portfolio.json to initialize analysis and tracking.

analyze_portfolio

Perform a detailed analysis of a selected portfolio, including EMA and MACD calculations, trend detection, and signal generation.

portfolio_performance

Provide performance metrics over time for one or more portfolios, including success rates of signals.

get_stock_info

Fetch comprehensive information about a specific stock, including price, fundamentals, and recent movements.

get_earnings_calendar

Return upcoming earnings announcements for tracked stocks.

get_analyst_changes

Show recent analyst upgrades and downgrades for holdings in your portfolios.

generate_macd_chart

Create MACD charts for selected symbols to visualize momentum and trend strength.

get_market_overview

Provide status of major market indices and key market indicators.