investor-agent
by ferdousbhai
The investor-agent is a Model Context Protocol (MCP) server that provides comprehensive financial insights and analysis to Large Language Models. It leverages real-time market data, news, and advanced analytics to help users obtain detailed ticker reports, options data, historical price trends, and financial statements.
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What is investor-agent?
The investor-agent is a Model Context Protocol (MCP) server designed to provide Large Language Models (LLMs) with access to real-time financial data and analysis. It integrates with yfinance to retrieve market data and offers tools for analyzing ticker information, financial statements, and insider trading activity.
How to use investor-agent?
To use the investor-agent, you need to install Python 3.12 or higher and the uv package manager. After installing uv, you can run the server using the command uvx investor-agent. To integrate it with an MCP client like Claude Desktop, configure the claude_desktop_config.json file with the appropriate command and arguments.
Key features of investor-agent
Detailed ticker reports
Options data with high open interest
Historical price trends
Financial statements (income, balance sheet, cash flow)
Institutional ownership and mutual fund holdings data
Earnings history
Insider trading activity
Use cases of investor-agent
Analyzing stock performance and trends
Evaluating company financials
Identifying potential investment opportunities
Integrating financial data into LLM-based applications
FAQ from investor-agent
What data sources does investor-agent use?
What data sources does investor-agent use?
The server primarily uses yfinance for market data retrieval.
How do I install the investor-agent?
How do I install the investor-agent?
Install uv using the provided script, then run uvx investor-agent.
How do I integrate investor-agent with Claude Desktop?
How do I integrate investor-agent with Claude Desktop?
Configure the claude_desktop_config.json file with the command and arguments for running the server.
What kind of financial statements can I retrieve?
What kind of financial statements can I retrieve?
You can retrieve income statements, balance sheets, and cash flow statements.
How can I debug the investor-agent server?
How can I debug the investor-agent server?
Use the MCP inspector with the command npx @modelcontextprotocol/inspector uvx investor-agent and check the log files in the specified directories.