Yahoo Finance
Access Yahoo Finance stock data, news, screeners, options, financials, and charts through MCP.
Open source Open in the app JSON README (API)
About
Access Yahoo Finance stock data, news, screeners, options, financials, and charts through MCP.
Details
- Kind
- MCP servers
- Topic
- Social & content
- Publisher
- narumiruna
- Origin
- official
- Category
- ferramentas
- Transport
- local
- Version
- 0.14.0
- Stars
- 188
- Forks
- 66
- Last push
- 2026-08-30T14:54:02Z
- Repository state
- ativo
- Language
- Python
- License
- MIT
- Added
- 2026-08-29 04:00:52
- Updated
- 2026-08-29 04:00:52
- Origin id
io.github.narumiruna/yfinance-mcp
README
# Yahoo Finance MCP Server
<!-- mcp-name: io.github.narumiruna/yfinance-mcp -->
[](https://pypi.org/project/yfmcp/)
[](https://pypi.org/project/yfmcp/)
[](https://github.com/narumiruna/yfinance-mcp/actions/workflows/python.yml)
[](https://opensource.org/licenses/MIT)
A [Model Context Protocol (MCP)](https://modelcontextprotocol.io/) server that provides AI assistants with access to Yahoo Finance data via [yfinance](https://github.com/ranaroussi/yfinance). Query stock information, financial news, sector rankings, and generate professional financial charts — all from your AI chat.
<a href="https://glama.ai/mcp/servers/@narumiruna/yfinance-mcp">
<img width="380" height="200" src="https://glama.ai/mcp/servers/@narumiruna/yfinance-mcp/badge" />
</a>
## 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.
| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `symbol` | string | Yes | Stock ticker symbol (e.g. `AAPL`, `GOOGL`, `MSFT`) |
**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.
| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `symbol` | string | Yes | Stock ticker symbol (e.g. `AAPL`, `GOOGL`, `MSFT`) |
**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.
| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `symbol` | string | Yes | Stock ticker symbol |
| `sections` | array | No | Any of `recommendations`, `earnings_estimate`, `revenue_estimate`, `eps_trend`, `eps_revisions`, `earnings_history`, or `growth_estimates`. Omit for all sections |
| `max_rows` | number | No | Maximum rows per section. Default: `12`. Use `0` for all rows |
**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.
| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `symbol` | string | Yes | Stock ticker symbol |
| `max_rows` | number | No | Maximum actions to return. Default: `25`. Use `0` to return all rows |
**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.
| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `symbol` | string | Yes | Stock ticker symbol |
**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.
| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `query` | string | Yes | Search query — company name, ticker symbol, or keywords |
| `search_type` | string | Yes | `"all"` (quotes + news), `"quotes"` (stocks/ETFs only), or `"news"` (articles only) |
**Returns:** Matching quotes and/or news results depending on `search_type`.
### `yfinance_get_top`
Get top-ranked financial entities within a market sector.
| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `sector` | string | Yes | Market sector (see [supported sectors](#supported-sectors) below) |
| `top_type` | string | Yes | `"top_etfs"`, `"top_mutual_funds"`, `"top_companies"`, `"top_growth_companies"`, or `"top_performing_companies"` |
| `top_n` | number | No | Number of results to return (default: `10`, max: `100`) |
**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.
| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `query` | string/object | Yes | For `query_type="predefined"`: screener key such as `"day_gainers"`. For `query_type="equity"`, `"fund"`, or `"etf"`: custom query tree with `{operator, operands}` nodes |
| `query_type` | string | No | `"predefined"` (default), `"equity"`, `"fund"`, or `"etf"` |
| `offset` | number | No | Result offset |
| `size` | number | No | Rows for custom queries; Yahoo maximum is `250` |
| `count` | number | No | Rows for predefined queries; Yahoo maximum is `250` |
| `sort_field` | string | No | Sort field, for example `"percentchange"` |
| `sort_asc` | boolean | No | Sort ascending if `true`, descending if `false` |
| `user_id` | string | No | Optional Yahoo user identifier |
| `user_id_type` | string | No | Optional Yahoo user ID type, commonly `"guid"` |
**Returns:** JSON screener response from Yahoo Finance, typically including quote rows and metadata.
Custom equity screener example:
```json
{
"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:
```json
{
"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.
| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `min_percent_change` | number | No | Minimum percent gap/change from prior close (default: `3.0`) |
| `min_price` | number | No | Minimum intraday price (default: `5.0`) |
| `min_volume` | number | No | Minimum day volume (default: `500000`) |
| `min_market_cap` | number | No | Minimum intraday market cap in USD (default: `2000000000`) |
| `region` | string | No | Yahoo region code (default: `"us"`) |
| `size` | number | No | Number of results (default: `50`, max: `250`) |
| `offset` | number | No | Result offset for pagination (default: `0`) |
| `sort_asc` | boolean | No | Sort by `percentchange` ascending (`true`) or descending (`false`, default) |
**Returns:** JSON screener response from Yahoo Finance.
### `yfinance_get_price_history`
Fetch historical price data and optionally generate technical analysis charts.
| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `symbol` | string | Yes | Stock ticker symbol |
| `period` | string | No | Time range — `1d`, `5d`, `1mo`, `3mo`, `6mo`, `1y`, `2y`, `5y`, `10y`, `ytd`, `max` (default: `1mo`) |
| `interval` | string | No | Data granularity — `1m`, `2m`, `5m`, `15m`, `30m`, `60m`, `90m`, `1h`, `1d`, `5d`, `1wk`, `1mo`, `3mo` (default: `1d`) |
| `chart_type` | string | No | Chart to generate (omit for tabular data) |
| `prepost` | boolean | No | Include pre-market and post-market data when available (default: `false`; useful with intraday requests like `period="1d"`, `interval="1m"`) |
**Chart types:**
| Value | Description |
|-------|-------------|
| `"price_volume"` | Candlestick chart with volume bars |
| `"vwap"` | Price chart with Volume Weighted Average Price overlay |
| `"volume_profile"` | Candlestick chart with volume distribution by price level |
**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.
| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `symbol` | string | Yes | Stock ticker symbol |
| `frequency` | string | No | `"annual"` (yearly), `"quarterly"` (quarterly), or `"ttm"` (trailing twelve months). Default: `"annual"` |
**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.
| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `symbol` | string | Yes | Stock ticker symbol (e.g. `AAPL`, `MSFT`) |
| `max_rows` | number | No | Maximum rows returned per holder section. Default: `10`. Use `0` to return all rows |
**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.
| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `symbol` | string | Yes | ETF or mutual-fund ticker symbol (for example `SPY`, `BND`, or `VFIAX`) |
| `sections` | array | No | Any of `description`, `fund_overview`, `fund_operations`, `asset_classes`, `top_holdings`, `equity_holdings`, `bond_holdings`, `bond_ratings`, or `sector_weightings`. Omit for all sections |
| `max_rows` | number | No | Maximum rows per tabular section. Default: `25`. Use `0` for all rows |
**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.
| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `symbol` | string | Yes | Stock ticker symbol (e.g. `AAPL`, `MSFT`) |
**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.
| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `symbol` | string | Yes | Stock ticker symbol |
| `expiration_date` | string | No | Option expiration date in YYYY-MM-DD format. Omit to fetch all dates. |
| `option_type` | string | No | `"calls"`, `"puts"`, or `"all"` (default: `"all"`) |
**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](https://docs.astral.sh/uv/getting-started/installation/)
2. Add the following to your MCP client configuration:
```json
{
"mcpServers": {
"yfmcp": {
"command": "uvx",
"args": ["yfmcp@latest"]
}
}
}
```
### Via Docker
```json
{
"mcpServers": {
"yfmcp": {
"command": "docker",
"args": ["run", "-i", "--rm", "narumi/yfinance-mcp"]
}
}
}
```
### From Source
1. Clone the repository and install dependencies:
```bash
git clone https://github.com/narumiruna/yfinance-mcp.git
cd yfinance-mcp
uv sync
```
2. Add the following to your MCP client configuration:
```json
{
"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:
```text
Show VOO ticker info
Show VOO price history for the last 5 days
Find the ticker symbol for Toyota
Get AAPL option expiration dates
```
## Development
### Prerequisites
- Python ≥ 3.12
- [uv](https://docs.astral.sh/uv/) package manager
### Setup
```bash
uv sync --extra dev
```
### Lint & Format
```bash
uv run ruff check .
uv run ruff format .
```
### Type Check
```bash
uv run ty check src tests
```
### Test
```bash
uv run pytest -v -s --cov=src tests
```
## Demo Chatbot
See the demo chatbot in its dedicated repository: [yfinance-mcp-demo](https://github.com/narumiruna/yfinance-mcp-demo)
## Contributors
<a href="https://github.com/narumiruna/yfinance-mcp/graphs/contributors">
<img src="https://contrib.rocks/image?repo=narumiruna/yfinance-mcp" />
</a>
Made with [contrib.rocks](https://contrib.rocks).
## License
This project is licensed under the [MIT License](LICENSE).