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# investor-agent: A Financial Analysis MCP Server
## Overview
The **investor-agent** is a Model Context Protocol (MCP) server that provides comprehensive financial insights and analysis to Large Language Models. It leverages real-time market data, fundamental and technical analysis to deliver:
- **Market Movers:** Top gainers, losers, and most active stocks with support for different market sessions
- **Ticker Analysis:** Company overview, news, metrics, analyst recommendations, and upgrades/downgrades
- **Options Data:** Filtered options chains with customizable parameters
- **Historical Data:** Price trends and earnings history
- **Financial Statements:** Income, balance sheet, and cash flow statements
- **Ownership Analysis:** Institutional holders and insider trading activity
- **Earnings Calendar:** Upcoming earnings announcements with date filtering (optional)
- **Market Sentiment:** CNN Fear & Greed Index, Crypto Fear & Greed Index, and Google Trends sentiment analysis
- **Technical Analysis:** SMA, EMA, RSI, MACD, BBANDS indicators (optional)
The server integrates with [yfinance](https://pypi.org/project/yfinance/) for market data and automatically optimizes data volume for better performance.
## Prerequisites
- **Python:** 3.12 or higher
- **Package Manager:** [uv](https://docs.astral.sh/uv/). Install if needed:
```bash
curl -LsSf https://astral.sh/uv/install.sh | sh
```
### Optional Dependencies
- **TA-Lib C Library:** Required for technical indicators. Follow [official installation instructions](https://ta-lib.org/install/).
- **Playwright:** Required for earnings calendar functionality. Installed automatically with the `playwright` optional dependency.
## Installation
### Quick Start
```bash
# Core features only
uvx investor-agent
# With technical indicators (requires TA-Lib)
uvx "investor-agent[ta]"
# With earnings calendar (requires Playwright)
uvx "investor-agent[playwright]"
# Note: After first installation, run:
# playwright install-deps chromium
# playwright install chromium
# With both technical indicators and earnings calendar
uvx "investor-agent[ta,playwright]"
# Note: After first installation, run:
# playwright install-deps chromium
# playwright install chromium
```
## Tools
### Market Data
- **`get_market_movers(category="most-active", count=25, market_session="regular")`** - Market movers data including top gainers, losers, or most active stocks. Supports different market sessions (regular/pre-market/after-hours) for most-active category. Returns up to 100 stocks with cleaned percentage changes, volume, and market cap data
- **`get_ticker_data(ticker, max_news=5, max_recommendations=5, max_upgrades=5)`** - Comprehensive ticker report with essential field filtering and configurable limits for news, analyst recommendations, and upgrades/downgrades
- **`get_options(ticker_symbol, num_options=10, start_date, end_date, strike_lower, strike_upper, option_type)`** - Options data with advanced filtering by date range (YYYY-MM-DD), strike price bounds, and option type (C=calls, P=puts)
- **`get_price_history(ticker, period="1mo")`** - Historical OHLCV data with intelligent interval selection: daily intervals for periods ≤1y, monthly intervals for periods ≥2y to optimize data volume
- **`get_financial_statements(ticker, statement_type="income", frequency="quarterly", max_periods=8)`** - Financial statements (income/balance/cash) with period limiting for context optimization
- **`get_institutional_holders(ticker, top_n=20)`** - Major institutional and mutual fund holders data
- **`get_earnings_history(ticker, max_entries=8)`** - Historical earnings data with configurable entry limits
- **`get_insider_trades(ticker, max_trades=20)`** - Recent insider trading activity with configurable trade limits
- **`get_earnings_calendar(start=None, end=None, limit=100)`** - Upcoming earnings announcements with optional date filtering (YYYY-MM-DD format). Requires Playwright dependency.
### Market Sentiment
- **`get_cnn_fear_greed_index(days=0, indicators=None)`** - CNN Fear & Greed Index with support for up to 30 days of historical data and selective indicator filtering. Available indicators: fear_and_greed, fear_and_greed_historical, put_call_options, market_volatility_vix, market_volatility_vix_50, junk_bond_demand, safe_haven_demand
- **`get_crypto_fear_greed_index(days=7)`** - Crypto Fear & Greed Index with configurable historical data period
- **`get_google_trends(keywords, period_days=7)`** - Google Trends relative search interest for market-related keywords. Requires a list of keywords to track (e.g., ["stock market crash", "bull market", "recession", "inflation"]). Returns relative search interest scores that can be used as sentiment indicators.
### Technical Analysis
- **`calculate_technical_indicator(ticker, indicator, period="1y", timeperiod=14, ...)`** - Calculate technical indicators (SMA, EMA, RSI, MACD, BBANDS) with configurable parameters and result limiting. Returns time-aligned data with price history and indicator values. Requires TA-Lib library.
## Usage with MCP Clients
Add to your `claude_desktop_config.json`:
```json
{
"mcpServers": {
"investor": {
"command": "uvx",
"args": ["investor-agent"]
}
}
}
```
## Debugging
```bash
npx @modelcontextprotocol/inspector uvx investor-agent
```
**Log locations:**
- macOS: `~/Library/Logs/Claude/mcp*.log`
- Windows: `%APPDATA%\Claude\logs\mcp*.log`
## License
MIT License. See [LICENSE](LICENSE) file for details.
