Stocksense MCP Server

Financial data for AI agents: SEC filings, price history, insider trades, and more.

Local serverstdioPython

What is the Stocksense MCP server?

Financial data for AI agents: SEC filings, price history, insider trades, and more. That is what the stocksense mcp server brings to an AI assistant: the same capability, reachable through the Model Context Protocol rather than a separate app or dashboard.

The short version

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.

The tools it exposes

The server publishes 13 tools. What each one is for:

  • 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

What it needs from you

  • Python 3.11+ - No API keys needed — uses free public data sources

Getting it running

stocksense on PyPI is all you need. Most clients run it directly, so configuration is a few lines and a restart.

How it compares

This sits in the developer tooling group, where several servers overlap in what they claim to do but differ sharply once you actually set them up. Stocksense's toolset — price_history, quote, search_filings and 10 more — is a fair guide to whether it matches your workflow. It is maintained by mikejj-creation; worth a glance at recent repository activity before you build anything load-bearing on it.

We check each listing at SyncDev against the project's documentation before it goes live — if something here drifts out of date, it is a bug worth reporting.

Things to watch

  • It runs with your machine's permissions. That is convenient and also the reason to think about what you point it at before you approve a tool call.
  • With 13 tools registered it takes up a noticeable share of the context window; turn it off in projects that never touch Stocksense.
  • Keep per-call confirmation enabled while you learn its behaviour; it is the cheapest safeguard you have.

Available tools

ToolWhat it does
price_historyGet historical OHLCV price data for any ticker
quoteGet current price, market cap, P/E, 52-week range
search_filingsSearch SEC EDGAR filings (10-K, 10-Q, 8-K)
get_filingGet full text of a specific SEC filing
insider_tradesGet recent insider buys/sells from Form 4 filings
financialsGet income statement, balance sheet, cash flow, and key ratios
analyze_companyComprehensive research brief aggregating all data sources
compare_companiesCompare key metrics across multiple companies side-by-side
earningsQuarterly earnings history with EPS estimates vs actuals
company_profileCompany profile: sector, industry, and business description
dividendsDividend history and current yield
key_eventsUpcoming earnings dates, ex-dividend date, and estimates
technicalsTechnical indicators: SMA, EMA, RSI, MACD, and performance

How to install the Stocksense MCP server

{
  "mcpServers": {
    "stocksense": {
      "command": "uvx",
      "args": ["stocksense"]
    }
  }
}

Add to claude_desktop_config.json, then restart Claude Desktop.

Configuration

  • Python 3.11+ - No API keys needed — uses free public data sources

Example prompts to try

  • Use Stocksense to price history.
  • Use Stocksense to quote.
  • Use Stocksense to search filings.

Frequently asked questions

It connects Stocksense to MCP-compatible AI assistants such as Claude and Cursor, exposing 13 tools (price_history, quote, search_filings, and more) that the assistant can call on your behalf. Instead of copying data back and forth by hand, the assistant works with Stocksense directly.