The investor-agent is an MCP server designed to provide AI models with comprehensive financial analysis capabilities. It empowers models to access real-time market data, news, and advanced analytics, enabling them to generate detailed ticker reports, analyze options data, and understand historical price trends. The server seamlessly integrates with AI models through the MCP, offering tools to retrieve financial statements, institutional ownership details, earnings history, and insider trading activity. By leveraging the investor-agent, developers can equip their AI models with the financial intelligence needed to make informed investment decisions and provide users with valuable insights. It utilizes yfinance for data retrieval and can be easily integrated using standard MCP client configurations. This server enhances AI model functionality by providing a direct link to critical financial data, streamlining the development of sophisticated financial applications.

Comprehensive Ticker Data Retrieval

The get_ticker_data tool provides a consolidated report for a given stock ticker, offering a holistic view of the company. This includes a company overview, the latest news headlines, key financial metrics, performance indicators, important dates (e.g., earnings announcements), analyst ratings, and any recent upgrades or downgrades. This tool saves users significant time by aggregating information from multiple sources into a single, easily digestible report. The data is formatted for optimal readability within the AI model's context window.

For example, a user could request a report for "AAPL" to quickly understand Apple's current market position, recent news, and analyst sentiment before making investment decisions. This tool enhances the AI model's ability to provide well-informed and timely financial advice.

Real-time Financial Statement Access

The get_financial_statements tool allows users to retrieve critical financial statements—income statements, balance sheets, and cash flow statements—directly through the MCP server. The data is formatted in millions of USD for easy interpretation and comparison. Users can specify the ticker symbol, the type of statement needed, and the desired frequency (quarterly or annually). This feature enables AI models to perform in-depth financial analysis, assess a company's financial health, and identify trends over time.

For instance, a financial analyst could use this tool to compare the quarterly income statements of two competing companies to evaluate their revenue growth and profitability. This direct access to financial data empowers AI models to provide more accurate and insightful financial recommendations.

Options Data with High Open Interest

The get_available_options tool delivers a list of stock options with the highest open interest, providing valuable insights into market sentiment and potential trading opportunities. Users can specify the ticker symbol, the number of options to return, a date range, a strike price range, and the option type (calls or puts). By focusing on options with high open interest, the tool helps users identify contracts with significant liquidity and market participation.

For example, a trader might use this tool to find the most actively traded call options for a particular stock, indicating strong bullish sentiment. This information can be used to inform options trading strategies and risk management decisions.