What it does
The server exposes Yahoo Finance data through the Model Context Protocol, letting Claude retrieve stock prices, company fundamentals, financial statements, options data, analyst recommendations, and market news. It provides tools for historical OHLCV prices with configurable periods and intervals, comprehensive stock metrics and company details, income statements and balance sheets in annual or quarterly formats, dividend and split history, options chains by expiration date, institutional and insider holder information, and analyst recommendation trends.
Who it's for
Financial analysts, investment researchers, and portfolio managers building Claude-powered research tools. Developers integrating Yahoo Finance data into fintech applications without maintaining direct API connections.
Common use cases
- Retrieve historical stock prices over custom time periods to analyze price trends and volatility patterns
- Pull quarterly and annual financial statements for multiple companies to compare profitability and capital structure
- Fetch options chains for specific expiration dates to evaluate call and put premiums
- Access institutional holder and insider transaction data to track ownership concentration and executive confidence
- Get recent analyst recommendations and upgrades/downgrades to contextualize peer and sector research
Setup pitfalls
- Requires Python 3.11 or higher; installation on older versions will fail with import errors
- Setup uses
uvfor dependency management; install it first or use the alternative pip installation path if preferred - Claude for Desktop requires manual config file editing and application restart; Windows users must specify the full path to the
uvexecutable - yfinance has rate limits and occasional data unavailability for certain symbols; cache results or implement exponential backoff for reliability