Stocksense

io.github.mikejj-creationPublished by GitHub account mikejj-creationv0.1.1Updated Oct 24, 2026

Financial data for AI agents: SEC filings, price history, insider trades, and more.

VerifiedSTDIODesktop onlyFinanceData & Analytics

Overview

AI-generated overview

A local MCP server that gives an AI assistant financial data on public companies: SEC filings, quotes, price history, insider trades, financials and technicals.

What you can do
Retrieve quotes, historical OHLCV price data, dividends and technical indicators for a ticker, plus upcoming key events such as earnings dates and ex-dividend dates. Search SEC EDGAR filings and read the full text of a specific filing. Pull insider buys and sells from Form 4 filings. Read income statements, balance sheets, cash flow and key ratios, company profiles, and quarterly earnings history. Build a combined research brief for one company or compare key metrics across several companies.
When to use it
Useful when you want an assistant to look up US public-company fundamentals, filings or price data and summarize them in conversation, without signing up for a market-data API. Suited to research and comparison questions rather than trading or portfolio management.
Requirements
Runs locally as a Python package (Python 3.11 or newer) installed with pip and launched over stdio, for example from the Claude Desktop config. No API keys or environment variables are declared. It needs network access to Yahoo Finance and SEC EDGAR.
Before you install
Data comes from free public sources (Yahoo Finance, SEC EDGAR), and users are responsible for complying with each provider's terms of service. Output is informational only and not financial advice. The server is read-only and declares no credentials, but results may be delayed or incomplete.

Installation

In SourceWeft

  1. Open Stocksense in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.

Other MCP clients

Follow the launch instructions in the repository.

README

StockSense

[PyPI version] [PyPI downloads] [Python versions] [License: MIT]

An MCP (Model Context Protocol) server that gives AI agents access to financial data — SEC EDGAR filings, market fundamentals, insider trades, and price history. No API keys needed.

Quick Start

1. Install

bash
pip install stocksense

2. Add to Claude Desktop

Add to your Claude Desktop config:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

json
{  "mcpServers": {    "stocksense": {      "command": "stocksense"    }  }}

3. Restart Claude Desktop

Quit and reopen Claude Desktop. You should see the hammer icon with 13 tools available.

Available Tools

ToolDescription
price_historyGet historical OHLCV price data for any ticker
quoteGet current price, market cap, P/E, 52-week range
search_filingsSearch SEC EDGAR filings (10-K, 10-Q, 8-K)
get_filingGet full text of a specific SEC filing
insider_tradesGet recent insider buys/sells from Form 4 filings
financialsGet income statement, balance sheet, cash flow, and key ratios
analyze_companyComprehensive research brief aggregating all data sources
compare_companiesCompare key metrics across multiple companies side-by-side
earningsQuarterly earnings history with EPS estimates vs actuals
company_profileCompany profile: sector, industry, and business description
dividendsDividend history and current yield
key_eventsUpcoming earnings dates, ex-dividend date, and estimates
technicalsTechnical indicators: SMA, EMA, RSI, MACD, and performance

Example queries

  • "What's AAPL's price history for the last month?"
  • "Get me a quote for MSFT"
  • "Show me TSLA's weekly prices over the past year"
  • "Show me Apple's recent 10-K filings"
  • "What insider trades happened at Tesla recently?"
  • "Show me Apple's financial statements"
  • "Give me a research brief on Tesla"
  • "Compare AAPL, MSFT, and GOOGL"
  • "Show me Apple's earnings history"
  • "What sector is NVIDIA in?"
  • "Show me AAPL's dividend history"
  • "When is Microsoft's next earnings date?"
  • "What are Tesla's technical indicators?"

Data Sources

  • yfinance — price data, quotes, financial statements, analyst consensus
  • SEC EDGAR — free, unlimited filings and insider trades (no API key needed)

Requirements

  • Python 3.11+
  • No API keys needed — uses free public data sources

Development

bash
# Clone and install for developmentgit clone https://github.com/mikejj-creation/stocksense.gitcd stocksensepip install -e ".[dev]"
# Run testspytest
# Run linterruff check src/ tests/

Disclaimer

StockSense uses free public data from Yahoo Finance and SEC EDGAR. Users are responsible for complying with each provider's terms of service. This tool is for informational purposes only — not financial advice.

License

MIT

Source: README.md at commit 4ce416f

Tools

0
SourceWeft has not started this package in its sandbox yet, so its tools are not known.

Version history

1
  1. v0.1.1LatestSep 16, 2026

Score

50% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 days25 pts

    Keep the endpoint answering the MCP handshake; SourceWeft probes it every 30 days.

  • Auth declared10 pts

    Declare the credential headers in the registry entry, or keep the endpoint answering the probe so its auth can be classified.

  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts