Content
# MCP Server for Financial Analysis
## Introduction
This project is a **Model Context Protocol (MCP) server** designed to enable LLMs (such as Claude, Cursor, or GPT-based agents) to retrieve, analyze, and visualize stock prices and financial report data. It provides a set of robust tools for quantitative trading research, investment analysis, and financial education.
## Usage Scenarios
- **LLM-driven trading analysis**: Let LLMs fetch and analyze stock data, financial statements, and technical indicators to generate trading insights.
- **Financial metric calculation**: Compute key ratios and metrics from income statements, balance sheets, and cash flow tables.
- **Visualization**: Generate price charts, financial metric trends, and highlight trading opportunities.
- **Automated research**: Integrate with LLMs to answer questions like "What is the ROE of AAPL?", "Show me the last 6 months of MSFT price data.", or "Plot buy/sell signals for TSLA."
## Features
- Retrieve real-time and historical stock prices (single or multiple tickers)
- Extract and analyze financial statements (income, balance sheet, cash flow)
- Calculate key financial and technical metrics (PE, ROE, moving averages, etc.)
- Visualize price data, metrics, and trading signals
- LLM-friendly, JSON-serializable outputs
## Installation
1. **Clone the repository**
```bash
git clone https://github.com/Nan-Shen/mcp-server-tradersis.git
cd <your-repo-folder>
```
2. **Set up a Python virtual environment**
```bash
python3 -m venv .venv
source .venv/bin/activate
```
3. **Install dependencies**
```bash
uv sync
```
## How to Run
1. **Configure your LLM client (Claude, Cursor, etc.)** to connect to the MCP server and call the available tools.
Go to Claude settings
Select Developer --> Edit Config
Add new MCP server.
In the JSON File, add
```
{"mcpServers":
{"tradersis-mcp": {
"command": "uv",
"args": [
"run",
"--directory",
"/directory/to/your/mcp",
"main.py"
]
}
}
}
```
'tradersis-mcp' should now be listed in your Claude tools.
2. **Start talking with your trading assistant!**
Quries like:
Compare the stock prices of Nvidia and AMD in the past month.
[](https://www.linkedin.com/in/nanshendata/)
How's Tesla stock like in the past 3 months?
[](https://www.linkedin.com/in/nanshendata/)
Plot the trading opportunities of NiSource Inc in the past 3 months.
[](https://www.linkedin.com/in/nanshendata/)
## Contact & Contributing
- Issues and pull requests are welcome!
- Stars are even more welcome!
Connection Info
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