Equity Snapshot MCP

Equity Snapshot MCP is a lightweight Model Context Protocol (MCP) server for retrieving public-company fundamentals and comparing stocks. It exposes a small set of tools that return normalized financial data from Yahoo Finance via the yfinance package.

Features

The server currently provides four MCP tools:

• get_company_profile: returns basic company metadata such as company name, exchange, sector, industry, market capitalization, currency, and business description.
• get_financial_snapshot: returns a normalized financial snapshot with metrics such as revenue, revenue growth, net income, profit margin, free cash flow, cash, total debt, and trailing P/E ratio.
• compare_stocks: compares two to five tickers and highlights simple relative observations about profitability, growth, cash flow, and valuation.
• get_research_summary: produces a deterministic, evidence-based summary of strengths, warnings, and neutral observations for a single ticker.

Installation

Requirements:

• Python 3.11 or newer

Install from the repository root:

pip install -e .

To install development dependencies as well:

pip install -e .[dev]

Running the server

From the repository root, run:

python -m equity_snapshot.server

If you installed the package in editable mode, the console script is also available:

equity-snapshot-mcp

Example tool usage

Get a company profile

{
  "ticker": "AAPL"
}

Get a financial snapshot

{
  "ticker": "MSFT"
}

Compare two or more stocks

{
  "tickers": ["AAPL", "MSFT", "NVDA"]
}

Get a research summary

{
  "ticker": "TSLA"
}

Development

Run the test suite:

pytest

Run integration tests that call live external services:

pytest -m integration

Lint the project:

ruff check .

Notes

• Data is sourced from Yahoo Finance and may be delayed or incomplete depending on the provider response.
• The tool outputs are intended for educational and research purposes only and should not be treated as financial advice.

License

This project is licensed under the MIT License.