Stocksense

by mikejj-creation

276 downloads Not rated yet MIT

About

MCP server providing AI agents with access to SEC EDGAR filings, market data, and financial fundamentals

Details

License
MIT

Explore

- 13 financial data tools (price history, quotes, filings, insider trades, financials, etc.)
- Uses free public data from Yahoo Finance and SEC EDGAR
- No API keys or registration required
- Supports comprehensive company analysis and side‑by‑side comparisons
- Retrieves technical indicators, dividend history, and earnings estimates
- Works with Python 3.11+

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

  1. Download and install Highlight from highlightai.com/download
  2. Navigate to the plugins tab and select "Add Custom Plugin"
  3. Configure the plugin with the settings below
    Plugin Name Stocksense
    Command (node, npx, python, etc.)

    Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.

  4. Enable "Start Automatically" if you want the plugin to start when Highlight launches

From the repository

- Python 3.11+
- No API keys needed — uses free public data sources

pip install stocksense

git clone https://github.com/mikejj-creation/stocksense.git
cd stocksense
pip install -e ".[dev]"

price_history

Get historical OHLCV price data for any ticker

quote

Get current price, market cap, P/E, 52-week range

search_filings

Search SEC EDGAR filings (10-K, 10-Q, 8-K)

get_filing

Get full text of a specific SEC filing

insider_trades

Get recent insider buys/sells from Form 4 filings

financials

Get income statement, balance sheet, cash flow, and key ratios

analyze_company

Comprehensive research brief aggregating all data sources

compare_companies

Compare key metrics across multiple companies side-by-side

earnings

Quarterly earnings history with EPS estimates vs actuals

company_profile

Company profile: sector, industry, and business description

dividends

Dividend history and current yield

key_events

Upcoming earnings dates, ex-dividend date, and estimates

technicals

Technical indicators: SMA, EMA, RSI, MACD, and performance

| Tool | Description |
|------|-------------|
| price_history | Get historical OHLCV price data for any ticker |
| quote | Get current price, market cap, P/E, 52-week range |
| search_filings | Search SEC EDGAR filings (10-K, 10-Q, 8-K) |
| get_filing | Get full text of a specific SEC filing |
| insider_trades | Get recent insider buys/sells from Form 4 filings |
| financials | Get income statement, balance sheet, cash flow, and key ratios |
| analyze_company | Comprehensive research brief aggregating all data sources |
| compare_companies | Compare key metrics across multiple companies side-by-side |
| earnings | Quarterly earnings history with EPS estimates vs actuals |
| company_profile | Company profile: sector, industry, and business description |
| dividends | Dividend history and current yield |
| key_events | Upcoming earnings dates, ex-dividend date, and estimates |
| technicals | Technical indicators: SMA, EMA, RSI, MACD, and performance |

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

{
    "mcpServers": {
        "stocksense": {
            "stocksense": {
                "command": "stocksense"
            }
        }
    }
}

McpServers

{
    "stocksense": {
        "command": "stocksense"
    }
}

<!-- mcp-name: io.github.mikejj-creation/stocksense -->

PyPI version
PyPI downloads
Python versions
License: MIT

An MCP (Model Context Protocol) server that gives AI agents access to financial data — SEC EDGAR filings, market fundamentals, insider trades, and price history. No API keys needed.

Quick Start

1. Install

pip install stocksense

2. Add to Claude Desktop

Add to your Claude Desktop config:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "stocksense": {
      "command": "stocksense"
    }
  }
}

3. Restart Claude Desktop

Quit and reopen Claude Desktop. You should see the hammer icon with 13 tools available.

Available Tools

| Tool | Description |
|------|-------------|
| price_history | Get historical OHLCV price data for any ticker |
| quote | Get current price, market cap, P/E, 52-week range |
| search_filings | Search SEC EDGAR filings (10-K, 10-Q, 8-K) |
| get_filing | Get full text of a specific SEC filing |
| insider_trades | Get recent insider buys/sells from Form 4 filings |
| financials | Get income statement, balance sheet, cash flow, and key ratios |
| analyze_company | Comprehensive research brief aggregating all data sources |
| compare_companies | Compare key metrics across multiple companies side-by-side |
| earnings | Quarterly earnings history with EPS estimates vs actuals |
| company_profile | Company profile: sector, industry, and business description |
| dividends | Dividend history and current yield |
| key_events | Upcoming earnings dates, ex-dividend date, and estimates |
| technicals | Technical indicators: SMA, EMA, RSI, MACD, and performance |

Example queries

- "What's AAPL's price history for the last month?"
- "Get me a quote for MSFT"
- "Show me TSLA's weekly prices over the past year"
- "Show me Apple's recent 10-K filings"
- "What insider trades happened at Tesla recently?"
- "Show me Apple's financial statements"
- "Give me a research brief on Tesla"
- "Compare AAPL, MSFT, and GOOGL"
- "Show me Apple's earnings history"
- "What sector is NVIDIA in?"
- "Show me AAPL's dividend history"
- "When is Microsoft's next earnings date?"
- "What are Tesla's technical indicators?"

Data Sources

- yfinance — price data, quotes, financial statements, analyst consensus
- SEC EDGAR — free, unlimited filings and insider trades (no API key needed)

Requirements

- Python 3.11+
- No API keys needed — uses free public data sources

Development

```bash

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