MCP Server for Financial Analysis

Introduction

This project is a Model Context Protocol (MCP) server designed to enable LLMs (such as Claude, Cursor, or GPT-based agents) to retrieve, analyze, and visualize stock prices and financial report data. It provides a set of robust tools for quantitative trading research, investment analysis, and financial education.

Usage Scenarios

• LLM-driven trading analysis: Let LLMs fetch and analyze stock data, financial statements, and technical indicators to generate trading insights.
• Financial metric calculation: Compute key ratios and metrics from income statements, balance sheets, and cash flow tables.
• Visualization: Generate price charts, financial metric trends, and highlight trading opportunities.
• Automated research: Integrate with LLMs to answer questions like "What is the ROE of AAPL?", "Show me the last 6 months of MSFT price data.", or "Plot buy/sell signals for TSLA."

Features

• Retrieve real-time and historical stock prices (single or multiple tickers)
• Extract and analyze financial statements (income, balance sheet, cash flow)
• Calculate key financial and technical metrics (PE, ROE, moving averages, etc.)
• Visualize price data, metrics, and trading signals
• LLM-friendly, JSON-serializable outputs

Installation

1. Clone the repository

   git clone https://github.com/Nishaant-Soni/MCP_Server_for_Financial_Analysis.git
   cd <your-repo-folder>
   

2. Set up a Python virtual environment

   python3 -m venv .venv
   source .venv/bin/activate
   

3. Install dependencies

   uv sync
   

How to Run

1. Configure your LLM client (Claude, Cursor, etc.) to connect to the MCP server and call the available tools.

   Go to Claude settings Select Developer --> Edit Config Add new MCP server. In the JSON File, add

   {"mcpServers": 
        {"trader-mcp": {
               "command": "uv",
               "args": [
               "--directory",
               "/directory/to/your/mcp",
               "run",
               "main.py"
           ]
           }
        }
   }  
   

'trader-mcp' should now be listed in your Claude tools.

2. Start talking with your trading assistant!

Quries like:

Compare the stock prices of Nvidia and AMD in the past month.

How's Tesla stock like in the past 3 months?

Plot the trading opportunities of Microsoft in the past 3 months.