📈 YFinance MCP Server

中文版 | English

A comprehensive MCP server for accessing Yahoo Finance stock market data

🎯 Overview

A powerful Model Context Protocol (MCP) server that provides seamless access to Yahoo Finance data through the yahoo-finance2 library. This server enables AI assistants to retrieve real-time stock prices, historical data, charts, financial summaries, and perform market searches with comprehensive error handling and flexible parameters.

✨ Key Features

• 📊 Historical Stock Data: Comprehensive historical price data with flexible time periods and intervals
• 📈 Chart Data: Detailed chart information with intraday data and pre/post market support
• 💰 Real-time Quotes: Current stock quotes for single or multiple symbols
• 🔍 Market Search: Advanced search functionality for stocks, ETFs, and financial instruments
• 📋 Quote Summary: Complete financial summaries with customizable data modules
• 🌍 Multi-language Support: Configurable language and region settings
• 🔧 TypeScript: Full type safety with comprehensive Zod validation
• ⚡ High Performance: Efficient data retrieval with proper error handling

📦 Installation

npm install @szemeng76/yfinance-mcp-server

Or use directly with npx:

npx @szemeng76/yfinance-mcp-server

🔧 Configuration

Claude Desktop

{
  "mcpServers": {
    "yfinance": {
      "command": "npx",
      "args": ["@szemeng76/yfinance-mcp-server"]
    }
  }
}

Cursor IDE

{
  "mcpServers": {
    "yfinance": {
      "command": "npx",
      "args": ["@szemeng76/yfinance-mcp-server"]
    }
  }
}

VS Code with GitHub Copilot

{
  "mcp.servers": {
    "yfinance": {
      "command": "npx",
      "args": ["@szemeng76/yfinance-mcp-server"],
      "transport": "stdio"
    }
  }
}

Local Development

{
  "mcpServers": {
    "yfinance": {
      "command": "node",
      "args": ["path/to/yfinance-mcp-server/dist/index.js"]
    }
  }
}

🛠️ Available Tools

yahoo_stock_history

Retrieve comprehensive historical stock data with flexible time periods.

Parameters:

• symbol (required): Stock symbol (e.g., "AAPL", "TSLA", "MSFT")
• period (optional): Time period shorthand ("1d", "1w", "1m", "3m", "6m", "1y")
• period1 (optional): Custom start date (string, Date object, or timestamp)
• period2 (optional): Custom end date (string, Date object, or timestamp)
• interval (optional): Data interval - "1d", "1wk", "1mo" (default: "1d")
• events (optional): Event types to include (e.g., "div|split")
• includeAdjustedClose (optional): Include adjusted close prices (boolean)
• lang (optional): Language code for localization
• region (optional): Region code for market-specific data

Example Usage:

"Get Apple's historical stock data for the past 6 months"
"Fetch Tesla's weekly stock prices for the last year"
"Show me Microsoft's daily data from January to March 2024"

Smart Date Handling:

• Uses getStartDate() helper function for period shortcuts
• Supports multiple date formats for flexibility
• Defaults to 1 month if no period specified

yahoo_chart

Access detailed chart data with advanced options and intraday support.

Parameters:

• symbol (required): Stock symbol
• period1 (optional): Start date/time (string, Date, or number)
• period2 (optional): End date/time (default: current date)
• interval (optional): Time interval - "1m", "2m", "5m", "15m", "30m", "60m", "90m", "1h", "1d", "5d", "1wk", "1mo", "3mo" (default: "1d")
• useYfid (optional): Use Yahoo Finance ID (boolean)
• includePrePost (optional): Include pre/post market data (boolean)
• events (optional): Event types to include (string)
• lang (optional): Language code
• return (optional): Return format - "array" or "object"

Example Usage:

"Get Tesla's 5-minute chart data for today with pre-market data"
"Show Apple's hourly chart for the past week"
"Fetch Google's daily chart with dividend events included"

Advanced Features:

• Intraday data with minute-level granularity
• Pre and post-market trading data
• Event integration (dividends, splits, earnings)
• Flexible return formats

yahoo_quote

Get real-time quote information for single or multiple stocks.

Parameters:

• symbols (required): Single symbol (string) or multiple symbols (array)
• fields (optional): Specific fields to return (array of strings)
• return (optional): Return format - "array", "map", or "object"

Example Usage:

"Get current quotes for Apple, Microsoft, and Google"
"Show me Tesla's current stock price"
"Fetch quotes for AAPL, TSLA, NVDA, AMD with specific fields"

Supported Data:

• Current price and market cap
• Volume and trading metrics
• 52-week high/low ranges
• P/E ratios and financial indicators
• Market status and trading hours

yahoo_search

Search for stocks, ETFs, and financial instruments with advanced filtering.

Parameters:

• query (required): Search term or company name
• lang (optional): Language code
• region (optional): Region code
• quotesCount (optional): Maximum quotes to return (number)
• newsCount (optional): Maximum news items to return (number)
• enableFuzzyQuery (optional): Enable fuzzy search matching (boolean)
• quotesQueryId (optional): Quotes query identifier (string)
• multiQuoteQueryId (optional): Multi-quote query identifier (string)
• newsQueryId (optional): News query identifier (string)
• enableCb (optional): Enable callback functionality (boolean)
• enableNavLinks (optional): Enable navigation links (boolean)
• enableEnhancedTrivialQuery (optional): Enhanced trivial query processing (boolean)

Example Usage:

"Search for artificial intelligence companies"
"Find Tesla-related stocks and ETFs"
"Search for renewable energy investments"

Search Features:

• Company name and symbol matching
• Fuzzy search for approximate matches
• News integration with search results
• Regional market filtering

yahoo_quote_summary

Retrieve comprehensive financial data and company information.

Parameters:

• symbol (required): Stock symbol
• modules (optional): Data modules to fetch (array, default: ["price", "summaryDetail"])
• lang (optional): Language code
• region (optional): Region code

Available Modules:

• price - Current pricing data
• summaryDetail - Key statistics and metrics
• assetProfile - Company profile and business description
• balanceSheetHistory - Historical balance sheet data
• cashflowStatementHistory - Cash flow statements
• defaultKeyStatistics - Key financial ratios and metrics
• earnings - Earnings data and forecasts
• financialData - Current financial ratios
• incomeStatementHistory - Historical income statements
• recommendationTrend - Analyst recommendations
• upgradeDowngradeHistory - Rating changes
• And many more...

Example Usage:

"Get Tesla's complete financial summary including earnings and balance sheet"
"Show Apple's key statistics and financial ratios"
"Fetch Microsoft's earnings data and analyst recommendations"

🎮 Usage Examples

Investment Analysis

"Compare the 1-year performance of AAPL, MSFT, and GOOGL with weekly data"
"Get Tesla's financial summary and recent earnings data"

Market Research

"Search for electric vehicle companies and show their market caps"
"Find semiconductor stocks with their current P/E ratios"

Technical Analysis

"Get Apple's 15-minute chart for today with volume data"
"Show Tesla's daily chart for the past month with dividend events"

Portfolio Management

"Get current quotes for my portfolio: AAPL, TSLA, NVDA, AMD, MSFT"
"Fetch historical data for my tech stocks over the past quarter"

🏗️ Development

Local Setup

# Clone the repository
git clone https://github.com/SzeMeng76/yfinance-mcp-server.git
cd yfinance-mcp-server

# Install dependencies
npm install

# Build the project
npm run build

# Start the server
npm start

Project Structure

yfinance-mcp-server/
├── src/
│   └── index.ts          # Main MCP server implementation
├── dist/                 # Compiled JavaScript files
├── package.json          # Dependencies and scripts
├── tsconfig.json         # TypeScript configuration
└── README.md            # Documentation

Core Dependencies

• @modelcontextprotocol/sdk: Official MCP server framework
• yahoo-finance2: Yahoo Finance API client library
• zod: Runtime type validation and schema definition

🔧 Technical Details

Date Processing

The server includes a smart getStartDate() helper function that converts period shortcuts:

• 1d → 1 day ago
• 1w → 7 days ago
• 1m → 1 month ago
• 3m → 3 months ago
• 6m → 6 months ago
• 1y → 1 year ago
• Default: 1 month ago

Error Handling

• Comprehensive error catching with descriptive messages
• Special handling for delisted stocks
• User-friendly error responses
• Graceful degradation for network issues

Data Validation

• Full Zod schema validation for all parameters
• Type-safe parameter processing
• Optional parameter handling with defaults
• Flexible input format support

Performance Optimization

• Efficient parameter processing
• Minimal overhead data retrieval
• Smart caching through yahoo-finance2 library
• Optimized JSON serialization

⚠️ Important Notes

Rate Limiting

• Yahoo Finance has implicit rate limits
• Avoid making excessive rapid requests
• Consider implementing client-side caching for frequently accessed data

Data Accuracy

• Data provided by Yahoo Finance may have slight delays
• Real-time quotes may not be truly real-time for all markets
• Always verify critical financial decisions with official sources

Symbol Formats

• Use standard ticker symbols (e.g., "AAPL" for Apple)
• International stocks may require exchange suffixes (e.g., "0700.HK" for Tencent)
• Some delisted stocks may not return historical data

Market Hours

• Data availability depends on market trading hours
• Pre/post market data availability varies by symbol
• Weekend and holiday data may be limited

🚀 Common Use Cases

Investment Research

• Stock Analysis: Compare multiple stocks across different timeframes
• Trend Analysis: Identify market trends using historical data
• Financial Health: Assess company fundamentals using quote summaries

Portfolio Management

• Performance Tracking: Monitor portfolio performance over time
• Diversification: Research new investment opportunities
• Risk Assessment: Analyze volatility and market metrics

Trading and Analytics

• Technical Analysis: Use chart data for technical trading strategies
• Market Timing: Analyze intraday patterns with minute-level data
• Event Impact: Study the impact of corporate events on stock prices

Educational and Research

• Market Education: Learn about different financial instruments
• Academic Research: Gather data for financial studies
• Backtesting: Test investment strategies with historical data

🤝 Contributing

1. Fork the repository
2. Create a feature branch: git checkout -b feature-name
3. Make your changes with proper TypeScript types
4. Test with various symbols and parameters
5. Ensure error handling works correctly
6. Submit a pull request with clear description

Development Guidelines

• Follow TypeScript best practices
• Add comprehensive error handling for new features
• Test with both popular and international symbols
• Document any new parameters or return formats
• Respect Yahoo Finance's terms of service

📄 License

MIT License - see LICENSE file for details.

⚖️ Legal and Disclaimer

• Unofficial Tool: Not affiliated with Yahoo Finance or Verizon Media
• Data Source: All data provided by Yahoo Finance public APIs
• Investment Risk: For informational purposes only, not investment advice
• Accuracy: Always verify important financial data with official sources
• Terms of Service: Users must comply with Yahoo Finance's terms of service

🙏 Acknowledgments

• Yahoo Finance: For providing comprehensive financial data APIs
• yahoo-finance2: Excellent JavaScript/TypeScript wrapper library
• MCP Community: For the standardized protocol enabling AI integration
• Contributors: Everyone who helps improve this project

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Built for intelligent financial analysis and market research 📊🤖