trading-mcp

netanelavr/trading-mcp

3.5

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A comprehensive Model Context Protocol (MCP) server for stock analysis and trading insights.

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Trading MCP Server

A comprehensive Model Context Protocol (MCP) server for stock analysis and trading insights. This server provides advanced stock screening, fundamental analysis, insider trading data, social media sentiment, and news analysis capabilities.

šŸŽ¬ Demo

https://github.com/user-attachments/assets/71995014-7cbb-48fa-80fb-f1f6d22fc91c

See the Trading MCP Server in action - from stock screening to comprehensive analysis

šŸ“‹ MCP Configuration

Add this to your MCP configuration file (typically ~/.cursor/mcp.json or your IDE's MCP settings):

{
  "mcpServers": {
    "trading-mcp": {
      "command": "node",
      "args": ["/path/to/trading-mcp/dist/server.js"],
      "env": {
        "OPENAI_API_KEY": "sk-your-openai-api-key-here",
        "REDDIT_CLIENT_ID": "your-reddit-client-id",
        "REDDIT_CLIENT_SECRET": "your-reddit-client-secret",
        "REDDIT_USERNAME": "your-reddit-username",
        "REDDIT_PASSWORD": "your-reddit-password"
      }
    }
  }
}

šŸš€ Features

  • šŸ“Š Stock Screening: Technical pattern recognition and advanced multi-criteria filtering
  • šŸ“ˆ Fundamental Analysis: Comprehensive metrics, valuation comparison, and AI health scoring
  • šŸ¢ Insider Trading: Real-time insider activity tracking and sentiment analysis
  • šŸ“Š Options Analysis: Put/call ratio data and options market sentiment analysis
  • šŸ’­ Social Media Research: Reddit integration with AI-powered sentiment analysis
  • šŸ“° News Analysis: AI-curated news with market impact assessment
  • šŸŽÆ Comprehensive Analysis: All-in-one stock analysis combining multiple data sources

šŸ“š Available Tools

Note:

  • OpenAI API key is required for news analysis and social sentiment analysis
  • Reddit credentials are required for social media research features

Stock Screening Tools

screen_stocks_advanced_filters

Advanced stock screening using Finviz filters with support for technical patterns, fundamental criteria, and multi-parameter filtering. Returns stocks matching specific criteria with key metrics.

Parameters:

  • filters (object): Finviz format filters. Use "f" for basic filters, "o" for ordering. Example: {"f": "cap_large,fa_pe_profitable,ta_pattern_channeldown", "o": "marketcap"}
  • limit (number, default: 50): Maximum results to return

Fundamental Analysis Tools

get_fundamental_stock_metrics

Retrieves comprehensive financial metrics including P/E ratios, PEG, ROE, debt ratios, growth rates, and profitability margins.

Parameters:

  • ticker (string, required): Stock ticker symbol
  • metrics (array, optional): Specific metrics to retrieve (returns all if not specified)
compare_stock_valuations

Compares valuation metrics across multiple stocks to identify relative value opportunities. Perfect for peer analysis and sector comparisons.

Parameters:

  • tickers (array, required): Stock ticker symbols to compare
  • metrics (array, default: ['pe', 'forwardPE', 'peg', 'priceToBook']): Valuation metrics to compare
calculate_financial_health_score

Calculates a comprehensive financial health score (0-100) based on profitability, liquidity, leverage, efficiency, and growth metrics with customizable weightings.

Parameters:

  • ticker (string, required): Stock ticker symbol
  • weights (object, optional): Custom weights for health factors
    • profitability (default: 0.3), liquidity (default: 0.2), leverage (default: 0.2), efficiency (default: 0.15), growth (default: 0.15)

Insider Trading Tools

analyze_insider_activity

Monitors insider transactions and analyzes sentiment patterns. Returns transaction history with sentiment analysis and confidence scores.

Parameters:

  • ticker (string, required): Stock ticker symbol
  • limit (number, default: 10): Maximum transactions to return
  • transaction_types (array, optional): Filter by transaction types
  • analysis_period (number, default: 90): Analysis period in days
  • min_transaction_value (number, default: 10000): Minimum transaction value threshold

Options Analysis Tools

get_put_call_ratio

Retrieves put/call ratio data from Barchart to assess options market sentiment. Returns ratios by expiration with sentiment analysis.

Parameters:

  • ticker (string, required): Stock ticker symbol

Comprehensive Analysis Tools

comprehensive_stock_analysis

All-in-one stock analysis combining fundamental metrics, financial health scoring, insider analysis, options sentiment, news analysis, and social sentiment when configured.

Parameters:

  • ticker (string, required): Stock ticker symbol to analyze

Social Media Research Tools

Requires Reddit API configuration

discover_trending_stocks

Identifies stocks gaining attention across Reddit investing communities. Returns trending tickers with mention frequency and engagement metrics.

Parameters:

  • subreddits (array, default: ['wallstreetbets', 'stocks']): Subreddits to analyze
  • limit (number, default: 20): Maximum trending tickers to return
analyze_reddit_sentiment

Requires both Reddit and OpenAI APIs

Searches Reddit discussions and uses AI to analyze retail investor sentiment. Returns posts with sentiment analysis and confidence scores.

Parameters:

  • ticker (string, required): Stock ticker symbol
  • subreddits (array, default: ['stocks', 'wallstreetbets', 'investing', 'ValueInvesting']): Subreddits to search
  • time_filter (string, default: 'week'): Time period ('hour', 'day', 'week', 'month', 'year')
  • limit (number, default: 25): Maximum posts to retrieve
  • sort (string, default: 'hot'): Sort order ('relevance', 'hot', 'top', 'new')
  • max_posts_for_sentiment (number, default: 50): Posts to use for sentiment analysis
  • include_comments (boolean, default: false): Include comments from specific post
  • post_id_for_comments (string, optional): Post ID for comment retrieval
  • comment_limit (number, default: 100): Maximum comments if including comments

News Analysis Tools

Requires OpenAI API configuration

analyze_news_and_market_context

Combines news sentiment analysis, market impact assessment, and sector context analysis. Returns analyzed articles with sentiment scores and market predictions.

Parameters:

  • ticker (string, required): Stock ticker symbol
  • days_back (number, default: 7): Days to look back for news
  • max_articles (number, default: 10): Maximum articles to analyze
  • include_sentiment (boolean, default: true): Include sentiment analysis
  • sector (string, optional): Stock sector for enhanced context
  • news_items (array, optional): Specific headlines to analyze

šŸ› ļø Installation & Setup

Installation

  1. Clone and install dependencies:
git clone <repository-url>
cd trading-mcp
npm install
  1. Build the project:
npm run build
  1. Configure in your MCP client: Add the MCP configuration shown above to your MCP client settings with your API credentials.

šŸ”§ Configuration

Required APIs

  • OpenAI: Required for news analysis and social sentiment analysis
  • Reddit: Required for social media research features

Getting API Keys

OpenAI API Key
  1. Visit OpenAI API
  2. Create an account or sign in
  3. Generate a new API key
  4. Add to your MCP configuration as OPENAI_API_KEY
Reddit API Credentials
  1. Visit Reddit App Preferences
  2. Click "Create App" or "Create Another App"
  3. Choose "script" as the app type
  4. Use a dummy redirect URI such as http://localhost:8080
  5. Note your client_id and client_secret
  6. Add your Reddit credentials to your MCP configuration

šŸ—ļø Architecture

trading-mcp/
ā”œā”€ā”€ src/
ā”‚   ā”œā”€ā”€ server.ts          # Main MCP server
ā”‚   ā”œā”€ā”€ config.ts          # Configuration management
ā”‚   ā”œā”€ā”€ types/             # TypeScript interfaces
ā”‚   ā”‚   ā””ā”€ā”€ index.ts
ā”‚   ā”œā”€ā”€ adapters/          # External API adapters
ā”‚   ā”‚   ā”œā”€ā”€ finviz.ts      # Finviz web scraping
ā”‚   ā”‚   ā”œā”€ā”€ barchart.ts    # Barchart options data scraping
ā”‚   ā”‚   ā”œā”€ā”€ reddit.ts      # Reddit API integration
ā”‚   ā”‚   ā””ā”€ā”€ openai.ts      # OpenAI API integration
ā”‚   ā””ā”€ā”€ tools/             # Tool implementations
ā”‚       ā”œā”€ā”€ screening.ts   # Stock screening tools
ā”‚       ā”œā”€ā”€ fundamentals.ts # Fundamental analysis
ā”‚       ā”œā”€ā”€ insider.ts     # Insider trading analysis
ā”‚       ā”œā”€ā”€ options.ts     # Options analysis tools
ā”‚       ā”œā”€ā”€ social.ts      # Social media research
ā”‚       ā”œā”€ā”€ news.ts        # News analysis
ā”‚       ā””ā”€ā”€ comprehensive.ts # Comprehensive analysis
ā”œā”€ā”€ dist/                  # Compiled JavaScript
ā”œā”€ā”€ package.json
ā”œā”€ā”€ tsconfig.json
ā””ā”€ā”€ README.md

šŸ› Known Issues

  • Finviz web scraping may occasionally fail due to rate limiting or site changes
  • Barchart web scraping may occasionally fail due to site changes or rate limiting
  • Reddit API has rate limits that may affect high-volume usage
  • OpenAI API usage incurs costs based on tokens consumed

šŸ“Š Example Usage

Once configured, you can use the tools through your MCP-enabled client:

# Screen for stocks with specific technical patterns
Use screen_stocks_advanced_filters with filters: {"f": "ta_pattern_channeldown,cap_large,geo_usa"}

# Get comprehensive fundamental analysis
Use get_fundamental_stock_metrics for "AAPL" to see detailed financial data

# Compare multiple stocks
Use compare_stock_valuations for ["AAPL", "MSFT", "GOOGL"] to compare valuations

# Calculate financial health score
Use calculate_financial_health_score for "TSLA" to get AI-powered health assessment

# Analyze insider activity
Use analyze_insider_activity for "NVDA" to see insider trading patterns and sentiment

# Get options market sentiment
Use get_put_call_ratio for "SPY" to see put/call ratios and options sentiment

# Comprehensive analysis (all-in-one)
Use comprehensive_stock_analysis for "AMZN" to get complete multi-dimensional analysis

# Analyze social sentiment (requires Reddit + OpenAI)
Use analyze_reddit_sentiment for "GME" to see Reddit community sentiment

# Get trending stocks (requires Reddit)
Use discover_trending_stocks to find stocks gaining social media momentum

# Analyze news and market context (requires OpenAI)
Use analyze_news_and_market_context for "META" to get news analysis and market context

āš ļø Disclaimer

This software is for educational and research purposes only. It is not intended as financial advice. Always do your own research and consider consulting with a qualified financial advisor before making investment decisions.

The data provided by this server comes from third-party sources and may not always be accurate or up-to-date. Users should verify information independently before making any trading decisions.

Stock trading and investing involves risk, including the potential loss of principal. Past performance does not guarantee future results.

For questions or support, please open an issue on GitHub.