Yahoo Finance

Yahoo Finance MCP Server

[PyPI version] [Python] [CI] [License: MIT]

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.

Features

• Stock Data — Company info, financials, valuation metrics, dividends, and trading data
• Analyst Data — Consensus targets, estimate/revision trends, recommendation history, and firm-level actions
• Financial Statements — Income statement and balance sheet with historical data (EBIT, Invested Capital, etc.)
• Financial News — Recent news articles and press releases for any ticker
• Search — Find stocks, ETFs, and news across Yahoo Finance
• Sector Rankings — Top ETFs, mutual funds, companies, growth leaders, and top performers by sector
• Price History — Historical OHLCV data as markdown tables or professional charts
• Chart Generation — Candlestick, VWAP, and volume profile charts returned as WebP images
• Options Data — Option chains with calls, puts, strike prices, IV, and expiration dates
• Ownership Data — Major holders, institutional investors, mutual fund holders, and insider transactions
• Fund Look-Through — ETF and mutual-fund holdings, asset classes, sectors, ratings, and operating details
• Screeners — Predefined, equity, mutual-fund, and ETF query trees

Tools

yfinance_get_ticker_info

Retrieve comprehensive stock data including company info, financials, trading metrics, and governance data.

Returns: JSON object with company details, price data, valuation metrics, trading info, dividends, financials, and performance indicators.

yfinance_get_analyst_price_targets

Fetch the current price and analyst consensus price targets for a stock.

Returns: JSON object with current, low, high, mean, and median price fields. Analyst coverage and available fields vary by symbol.

yfinance_get_analyst_estimates

Fetch analyst consensus estimates, revision momentum, recommendations, growth estimates, and earnings history.

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_downgrades

Fetch analyst upgrades, downgrades, initiations, reiterations, and price-target changes, newest first.

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 action
• Firm: Analyst firm name
• ToGrade and FromGrade: New and previous ratings
• Action: Rating action
• priceTargetAction: Price-target action such as Raises, Lowers, or Maintains
• currentPriceTarget and priorPriceTarget: New and previous price targets

Available fields vary by symbol and analyst action.

yfinance_get_ticker_news

Fetch recent news articles and press releases for a specific stock.

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_search

Search Yahoo Finance for stocks, ETFs, and news articles.

Returns: Matching quotes and/or news results depending on search_type.

yfinance_get_top

Get top-ranked financial entities within a market sector.

Returns: JSON array of top entities with relevant metrics.

Supported Sectors

Basic Materials, Communication Services, Consumer Cyclical, Consumer Defensive, Energy, Financial Services, Healthcare, Industrials, Real Estate, Technology, Utilities

yfinance_screen

Run Yahoo Finance screeners using either predefined screener keys or custom query trees.

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_gappers

Run a purpose-built custom screener for opening-session bullish gappers.

Returns: JSON screener response from Yahoo Finance.

yfinance_get_price_history

Fetch historical price data and optionally generate technical analysis charts.

Chart types:

Returns:

• Without chart_type: Markdown table with Date, Open, High, Low, Close, Volume, Dividends, and Stock Splits columns.
• With chart_type: Base64-encoded WebP image for efficient token usage.

yfinance_get_financials

Fetch financial statements (income statement, balance sheet, and cash flow) with historical data.

Returns: JSON object with income statement, balance sheet, and cash flow data for each reporting period.

• Income Statement fields: EBIT, Net Income, Tax Provision, Pretax Income, Interest Expense, Total Revenue, Operating Income, EBITDA, Normalized Income
• Balance Sheet fields: Stockholders Equity, Total Debt, Cash And Cash Equivalents, Invested Capital, Net Debt, Total Assets, Total Liabilities Net Minority Interest, Net Tangible Assets, Tangible Book Value
• Cash Flow fields: Operating Cash Flow, Free Cash Flow, Capital Expenditure, Net Income From Continuing Operations, Depreciation And Amortization, Change In Working Capital, Cash Dividends Paid

yfinance_get_holders

Fetch major holders, institutional holders, mutual fund holders, and insider data.

Returns: JSON object with:

• major_holders — Aggregated breakdown where each row has an index label (e.g. insidersPercentHeld, institutionsPercentHeld, institutionsFloatPercentHeld, institutionsCount) and a Value
• institutional_holders — Institutional investors; records typically include fields such as Date Reported, Holder, Shares, Value, pctChange, pctHeld
• mutualfund_holders — Mutual fund holders; records typically include fields similar to institutional holders
• insider_transactions — Recent insider trades; records typically include fields such as Shares, Value, Insider, Position, Transaction, Start Date, Ownership
• insider_purchases — Six-month summary where each row describes a category (Purchases, Sales, Net Shares, etc.); records typically include fields such as Insider Purchases Last 6m, Shares, Trans
• insider_roster — Known insiders; records typically include fields such as Name, Position, Shares Owned Directly, Most Recent Transaction, Latest Transaction Date
• _metadata — Row limit metadata with max_rows and per-section total_rows, returned_rows, and truncated

Holder sections are limited to 10 rows by default to keep responses concise. Pass max_rows: 0 when you need the complete holder datasets. Field names for holder-related datasets are provided by yfinance and may vary by ticker, data availability, and yfinance version.

yfinance_get_fund_data

Fetch ETF or mutual-fund portfolio composition and operating details.

Returns: Available fund sections plus _metadata with row limits, per-section truncation, unavailable sections, and failed sections. The mix of sections depends on the fund; for example, equity funds and bond funds expose different portfolio breakdowns.

yfinance_get_option_dates

Fetch available option expiration dates for a stock.

Returns: JSON array of expiration dates in YYYY-MM-DD format.

yfinance_get_option_chain

Fetch option chain data (calls and puts) for a stock with available strike prices.

Returns: JSON object keyed by expiration date, with calls and/or puts data including:

• contractSymbol: Option contract identifier
• strike: Strike price
• lastPrice: Last traded price
• bid/ask: Bid and ask prices
• volume: Trading volume
• openInterest: Open interest
• impliedVolatility: IV
• inTheMoney: Whether option is ITM
• contractSize: Contract size (REGULAR)
• currency: Currency (USD)

Usage

Via uv (recommended)

1. Install uv
2. Add the following to your MCP client configuration:

{  "mcpServers": {    "yfmcp": {      "command": "uvx",      "args": ["yfmcp@latest"]    }  }}

Via Docker

{  "mcpServers": {    "yfmcp": {      "command": "docker",      "args": ["run", "-i", "--rm", "narumi/yfinance-mcp"]    }  }}

From Source

1. Clone the repository and install dependencies:

git clone https://github.com/narumiruna/yfinance-mcp.gitcd yfinance-mcpuv sync

2. Add the following to your MCP client configuration:

{  "mcpServers": {    "yfmcp": {      "command": "uv",      "args": [        "run",        "--directory",        "/path/to/yfinance-mcp",        "yfmcp"      ]    }  }}

Replace /path/to/yfinance-mcp with the actual path to your cloned repository.

Testing with Codex CLI

This repository includes .codex/config.toml, which registers the local yfmcp MCP server for Codex CLI using uv run yfmcp. After cloning the repository and running uv sync, open Codex CLI from the repository root and try prompts such as:

Show VOO ticker infoShow VOO price history for the last 5 daysFind the ticker symbol for ToyotaGet AAPL option expiration dates

Development

Prerequisites

• Python ≥ 3.12
• uv package manager

Setup

uv sync --extra dev

Lint & Format

uv run ruff check .uv run ruff format .

Type Check

uv run ty check src tests

Test

uv run pytest -v -s --cov=src tests

Demo Chatbot

See the demo chatbot in its dedicated repository: yfinance-mcp-demo

Contributors

Made with contrib.rocks.

License

This project is licensed under the MIT License.