Stocksense

StockSense

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

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

# Run tests
pytest

# Run linter
ruff check src/ tests/

Disclaimer

StockSense uses free public data from Yahoo Finance and SEC EDGAR. Users are responsible for complying with each provider's terms of service. This tool is for informational purposes only — not financial advice.

License

MIT