yahoo-finance-mcp MCP — Use Cases, Install & Live Demo

Why use it

Key features

No API key — uses Yahoo's public endpoints
Full OHLCV history with configurable period and interval
Annual + quarterly income, balance, cash flow statements
Options chains with all expirations
Analyst recommendations + upgrade/downgrade history

Live Demo

What it looks like in practice

yahoo-finance.replay ▶ ready

0/0

Install

Pick your client

~/Library/Application Support/Claude/claude_desktop_config.json · Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "yahoo-finance": {
      "command": "uvx",
      "args": [
        "yahoo-finance-mcp"
      ],
      "_inferred": true
    }
  }
}

Open Claude Desktop → Settings → Developer → Edit Config. Restart after saving.

~/.cursor/mcp.json · .cursor/mcp.json

{
  "mcpServers": {
    "yahoo-finance": {
      "command": "uvx",
      "args": [
        "yahoo-finance-mcp"
      ],
      "_inferred": true
    }
  }
}

Cursor uses the same mcpServers schema as Claude Desktop. Project config wins over global.

VS Code → Cline → MCP Servers → Edit

{
  "mcpServers": {
    "yahoo-finance": {
      "command": "uvx",
      "args": [
        "yahoo-finance-mcp"
      ],
      "_inferred": true
    }
  }
}

Click the MCP Servers icon in the Cline sidebar, then "Edit Configuration".

~/.codeium/windsurf/mcp_config.json

{
  "mcpServers": {
    "yahoo-finance": {
      "command": "uvx",
      "args": [
        "yahoo-finance-mcp"
      ],
      "_inferred": true
    }
  }
}

Same shape as Claude Desktop. Restart Windsurf to pick up changes.

~/.continue/config.json

{
  "mcpServers": [
    {
      "name": "yahoo-finance",
      "command": "uvx",
      "args": [
        "yahoo-finance-mcp"
      ]
    }
  ]
}

Continue uses an array of server objects rather than a map.

~/.config/zed/settings.json

{
  "context_servers": {
    "yahoo-finance": {
      "command": {
        "path": "uvx",
        "args": [
          "yahoo-finance-mcp"
        ]
      }
    }
  }
}

Add to context_servers. Zed hot-reloads on save.

claude mcp add yahoo-finance -- uvx yahoo-finance-mcp

One-liner. Verify with claude mcp list. Remove with claude mcp remove.

Use Cases

Real-world ways to use yahoo-finance-mcp

Get a quick snapshot on a stock

👤 Curious investors, finance students ⏱ ~3 min beginner

When to use: You want a 30-second summary before reading deeper.

Prerequisites

yahoo-finance-mcp installed — uvx --from git+https://github.com/Alex2Yang97/yahoo-finance-mcp yahoo-finance-mcp

Flow

Basic info

Give me the current snapshot on NVDA — price, market cap, P/E, 52-week range.✓ Copied

→ Clean data card
Recent news

Latest 5 news items on NVDA with headlines and publication dates.✓ Copied

→ News feed
Analyst view

Show analyst recommendations trend and any rating changes in the last 60 days.✓ Copied

→ Rating counts and recent changes

Outcome: A one-screen briefing for any ticker.

Pitfalls

Yahoo data is delayed/best-effort — don't use for real-time trading — For live decisions, use a paid data feed; this is for research
International tickers need exchange suffix (7203.T for Toyota) — Include the suffix explicitly when asking

Combine with: notion

Compare fundamentals across several peers

👤 DIY investors doing homework ⏱ ~10 min intermediate

When to use: You want a side-by-side before picking between similar names.

Flow

Pull statements

Compare MSFT, GOOGL, META on revenue growth, operating margin, and FCF for the last 4 annual filings.✓ Copied

→ Comparison table
Normalize

Express everything as year-over-year % to make the comparison fair.✓ Copied

→ Normalized view

Outcome: A peer comparison you can save for later.

Explore an options chain

👤 Options learners ⏱ ~10 min intermediate

When to use: You want to see what contracts exist before paper-trading.

Flow

List expirations

Available option expirations for AAPL.✓ Copied

→ Date list
Pull a chain

Get the AAPL options chain for the nearest monthly expiration. Calls only, strikes within 5% of spot.✓ Copied

→ Filtered calls table

Outcome: A readable options view without an options-screener subscription.

Check dividend and split history

👤 Income-focused investors ⏱ ~5 min beginner

When to use: Evaluating dividend consistency or adjusted-basis calculations.

Flow

Pull actions

Dividend and split history for KO for the last 20 years.✓ Copied

→ Two timelines
Assess consistency

Any missed or cut dividends? Call it out.✓ Copied

→ Narrative with specifics

Outcome: Data-grounded view of long-term dividend discipline.

Combinations

Pair with other MCPs for X10 leverage

yahoo-finance + notion

Build a watchlist dossier per ticker in Notion

For each ticker in my Notion Watchlist, pull the current snapshot + recent news + analyst ratings and append as a dated block.✓ Copied

yahoo-finance + maverick

Pair Yahoo data with technical analysis from maverick-mcp

Get NVDA fundamentals from Yahoo and RSI/MACD from maverick-mcp; synthesize a pro/con memo.✓ Copied

Tools

What this MCP exposes

Tool	Inputs	When to call	Cost
get_historical_stock_prices	ticker: str, period?: str, interval?: str	Price history / backtests / charting	1 yahoo request
get_stock_info	ticker: str	Quick card on a stock	1 request
get_yahoo_finance_news	ticker: str	Headlines per ticker	1 request
get_stock_actions	ticker: str	Dividend/split timeline	1 request
get_financial_statement	ticker: str, type: income\|balance\|cashflow, annual\|quarterly	Fundamentals research	1 request
get_holder_info	ticker: str	Institutional/insider analysis	1 request
get_option_expiration_dates	ticker: str	Options workflow setup	1 request
get_option_chain	ticker: str, expiration: date	Examine contracts for an expiry	1 request
get_recommendations	ticker: str	Sentiment cross-check	1 request

Cost & Limits

What this costs to run

API quota: Yahoo's public endpoints are best-effort; no official published limit — don't hammer
Tokens per call: 200-2000 per response depending on depth
Monetary: Free
Tip: Cache statement queries — they update quarterly, not hourly. Avoid polling.

Security

Permissions, secrets, blast radius

Credential storage: None

Data egress: Queries to finance.yahoo.com (via yfinance library)

Yahoo can and does change endpoints; when the MCP breaks, update yfinance upstream.
Not for real-time trading — 15-20 min delay on most feeds.

Troubleshooting

Common errors and fixes

Empty data for ticker

Ticker symbol wrong or delisted; try the exchange-suffixed form (e.g. TSLA vs 'TSLA.BA' for BA listing).

Verify: Search yahoo finance web for the ticker

429 Too Many Requests

yfinance hit Yahoo's informal limits. Back off 5 min; avoid tight loops.

ImportError on yfinance

Reinstall with uvx --upgrade — yfinance version lag is common.

Verify: uvx --from ... yahoo-finance-mcp --help

Alternatives

yahoo-finance-mcp vs others

Alternative	When to use it instead	Tradeoff
maverick-mcp	You want technical analysis, screens, backtesting on top of data	Larger surface; requires Tiingo key
Alpaca / IEX Cloud MCPs	You need real-time and a paid SLA	Not free; different data shape

More

Resources

📖 Read the official README on GitHub

🐙 Browse open issues

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