YFinance Trader MCP ClaudeDesktop

What SaintDoresh/YFinance-Trader-MCP-ClaudeDesktop does

SaintDoresh/YFinance-Trader-MCP-ClaudeDesktop MCP server connects Claude Desktop to market data retrieved through the Python yfinance library. Its documented capabilities cover current quote information, company details, historical daily prices, security lookup, analyst recommendations, and insider transactions.

The server is intended for information and analysis workflows. Although the project description uses the term “trading capabilities,” the README documents data retrieval tools rather than order placement, portfolio management, or brokerage actions. Results are returned as structured data, and tool failures are reported with an error message.

How it works

The project runs locally as a Python MCP process and is configured as an MCP server in Claude Desktop. Claude sends tool requests with a ticker symbol or search term, and the server uses yfinance to obtain the corresponding Yahoo Finance data. Responses include fields such as prices, percentage changes, volume, dates, financial ratios, recommendation counts, and insider transaction details, depending on the selected tool.

The documented tools are:

• get_stock_quote for current quote fields such as price, change, percentage change, volume, and timestamp.
• get_company_overview for company identity, sector, industry, market capitalization, valuation ratios, dividend yield, and 52-week range.
• get_time_series_daily for daily open, high, low, close, and volume history.
• search_symbol for finding securities by search input.
• get_recommendations for analyst recommendation counts over reporting periods.
• get_insider_transactions for reported insider activity, including transaction type, shares, value, ownership, and related text or URLs.

Setup and configuration

SaintDoresh/YFinance-Trader-MCP-ClaudeDesktop MCP server requires Python 3.10 or newer. Install the repository dependencies with pip install -r requirements.txt from the project directory. The README does not identify a required API key, token, or environment variable.

Claude Desktop must be given an MCP configuration entry containing a command and the path to the project’s main.py file. The supplied example uses the Windows py launcher with Python 3.13:

{
  "mcpServers": {
    "yfinance-trader": {
      "command": "py",
      "args": ["-3.13", "path/to/your/main.py"]
    }
  }
}

Replace the example path with an absolute path to the local file. After changing the configuration, restart Claude Desktop if necessary. The project recommends checking that Python is available on PATH, dependencies are installed, and the configured file path is correct.

Limitations and notes

SaintDoresh/YFinance-Trader-MCP-ClaudeDesktop MCP server provides limited cryptocurrency data through special Yahoo Finance symbols, including BTC-USD, ETH-USD, and DOGE-USD. Cryptocurrency coverage should therefore be treated as limited to the supported ticker formats rather than a general digital-asset data interface.

The README describes quote data as real-time, but availability and freshness depend on the upstream Yahoo Finance data accessed by yfinance. No brokerage integration, trade execution method, or guaranteed market-data entitlement is documented.

If the server fails to work in Claude Desktop, inspect its startup output and logs, confirm that the Python version meets the requirement, verify the absolute script path, reinstall dependencies if needed, and restart the client. The project is released under the MIT License.

Getting started with this SaintDoresh/YFinance-Trader-MCP-ClaudeDesktop MCP server

Always refer to the official documentation for the most accurate and up-to-date information.