交易 MCP 服务器

Trading MCP Server

A comprehensive Model Context Protocol (MCP) server for stock analysis and trading insights. This server provides advanced stock screening, fundamental analysis, insider trading data, social media sentiment, and news analysis capabilities.

🎬 Demo

https://github.com/user-attachments/assets/71995014-7cbb-48fa-80fb-f1f6d22fc91c

See the Trading MCP Server in action - from stock screening to comprehensive analysis

📋 MCP Configuration

Add this to your MCP configuration file (typically ~/.cursor/mcp.json or your IDE's MCP settings):

{
  "mcpServers": {
    "trading-mcp": {
      "command": "node",
      "args": ["/path/to/trading-mcp/dist/server.js"],
      "env": {
        "OPENAI_API_KEY": "sk-your-openai-api-key-here",
        "REDDIT_CLIENT_ID": "your-reddit-client-id",
        "REDDIT_CLIENT_SECRET": "your-reddit-client-secret",
        "REDDIT_USERNAME": "your-reddit-username",
        "REDDIT_PASSWORD": "your-reddit-password"
      }
    }
  }
}

🚀 Features

• 📊 Stock Screening: Technical pattern recognition and advanced multi-criteria filtering
• 📈 Fundamental Analysis: Comprehensive metrics, valuation comparison, and AI health scoring
• 🏢 Insider Trading: Real-time insider activity tracking and sentiment analysis
• 📊 Options Analysis: Put/call ratio data and options market sentiment analysis
• 💭 Social Media Research: Reddit integration with AI-powered sentiment analysis
• 📰 News Analysis: AI-curated news with market impact assessment
• 🎯 Comprehensive Analysis: All-in-one stock analysis combining multiple data sources

📚 Available Tools

Note:

• OpenAI API key is required for news analysis and social sentiment analysis
• Reddit credentials are required for social media research features

Stock Screening Tools

screen_stocks_advanced_filters

Advanced stock screening using Finviz filters with support for technical patterns, fundamental criteria, and multi-parameter filtering. Returns stocks matching specific criteria with key metrics.

Parameters:

• filters (object): Finviz format filters. Use "f" for basic filters, "o" for ordering. Example: {"f": "cap_large,fa_pe_profitable,ta_pattern_channeldown", "o": "marketcap"}
• limit (number, default: 50): Maximum results to return

Fundamental Analysis Tools

get_fundamental_stock_metrics

Retrieves comprehensive financial metrics including P/E ratios, PEG, ROE, debt ratios, growth rates, and profitability margins.

Parameters:

• ticker (string, required): Stock ticker symbol
• metrics (array, optional): Specific metrics to retrieve (returns all if not specified)

compare_stock_valuations

Compares valuation metrics across multiple stocks to identify relative value opportunities. Perfect for peer analysis and sector comparisons.

Parameters:

• tickers (array, required): Stock ticker symbols to compare
• metrics (array, default: ['pe', 'forwardPE', 'peg', 'priceToBook']): Valuation metrics to compare

calculate_financial_health_score

Calculates a comprehensive financial health score (0-100) based on profitability, liquidity, leverage, efficiency, and growth metrics with customizable weightings.

Parameters:

• ticker (string, required): Stock ticker symbol
• weights (object, optional): Custom weights for health factors
  • profitability (default: 0.3), liquidity (default: 0.2), leverage (default: 0.2), efficiency (default: 0.15), growth (default: 0.15)

Insider Trading Tools

analyze_insider_activity

Monitors insider transactions and analyzes sentiment patterns. Returns transaction history with sentiment analysis and confidence scores.

Parameters:

• ticker (string, required): Stock ticker symbol
• limit (number, default: 10): Maximum transactions to return
• transaction_types (array, optional): Filter by transaction types
• analysis_period (number, default: 90): Analysis period in days
• min_transaction_value (number, default: 10000): Minimum transaction value threshold

Options Analysis Tools

get_put_call_ratio

Retrieves put/call ratio data from Barchart to assess options market sentiment. Returns ratios by expiration with sentiment analysis.

Parameters:

• ticker (string, required): Stock ticker symbol

Comprehensive Analysis Tools

comprehensive_stock_analysis

All-in-one stock analysis combining fundamental metrics, financial health scoring, insider analysis, options sentiment, news analysis, and social sentiment when configured.

Parameters:

• ticker (string, required): Stock ticker symbol to analyze

Social Media Research Tools

Requires Reddit API configuration

discover_trending_stocks

Identifies stocks gaining attention across Reddit investing communities. Returns trending tickers with mention frequency and engagement metrics.

Parameters:

• subreddits (array, default: ['wallstreetbets', 'stocks']): Subreddits to analyze
• limit (number, default: 20): Maximum trending tickers to return

analyze_reddit_sentiment

Requires both Reddit and OpenAI APIs

Searches Reddit discussions and uses AI to analyze retail investor sentiment. Returns posts with sentiment analysis and confidence scores.

Parameters:

• ticker (string, required): Stock ticker symbol
• subreddits (array, default: ['stocks', 'wallstreetbets', 'investing', 'ValueInvesting']): Subreddits to search
• time_filter (string, default: 'week'): Time period ('hour', 'day', 'week', 'month', 'year')
• limit (number, default: 25): Maximum posts to retrieve
• sort (string, default: 'hot'): Sort order ('relevance', 'hot', 'top', 'new')
• max_posts_for_sentiment (number, default: 50): Posts to use for sentiment analysis
• include_comments (boolean, default: false): Include comments from specific post
• post_id_for_comments (string, optional): Post ID for comment retrieval
• comment_limit (number, default: 100): Maximum comments if including comments

News Analysis Tools

Requires OpenAI API configuration

analyze_news_and_market_context

Combines news sentiment analysis, market impact assessment, and sector context analysis. Returns analyzed articles with sentiment scores and market predictions.

Parameters:

• ticker (string, required): Stock ticker symbol
• days_back (number, default: 7): Days to look back for news
• max_articles (number, default: 10): Maximum articles to analyze
• include_sentiment (boolean, default: true): Include sentiment analysis
• sector (string, optional): Stock sector for enhanced context
• news_items (array, optional): Specific headlines to analyze

🛠️ Installation & Setup

Installation

1. Clone and install dependencies:

git clone <repository-url>
cd trading-mcp
npm install

2. Build the project:

npm run build

3. Configure in your MCP client: Add the MCP configuration shown above to your MCP client settings with your API credentials.

🔧 Configuration

Required APIs

• OpenAI: Required for news analysis and social sentiment analysis
• Reddit: Required for social media research features

Getting API Keys

OpenAI API Key

1. Visit OpenAI API
2. Create an account or sign in
3. Generate a new API key
4. Add to your MCP configuration as OPENAI_API_KEY

Reddit API Credentials

1. Visit Reddit App Preferences
2. Click "Create App" or "Create Another App"
3. Choose "script" as the app type
4. Use a dummy redirect URI such as http://localhost:8080
5. Note your client_id and client_secret
6. Add your Reddit credentials to your MCP configuration

🏗️ Architecture

trading-mcp/
├── src/
│   ├── server.ts          # Main MCP server
│   ├── config.ts          # Configuration management
│   ├── types/             # TypeScript interfaces
│   │   └── index.ts
│   ├── adapters/          # External API adapters
│   │   ├── finviz.ts      # Finviz web scraping
│   │   ├── barchart.ts    # Barchart options data scraping
│   │   ├── reddit.ts      # Reddit API integration
│   │   └── openai.ts      # OpenAI API integration
│   └── tools/             # Tool implementations
│       ├── screening.ts   # Stock screening tools
│       ├── fundamentals.ts # Fundamental analysis
│       ├── insider.ts     # Insider trading analysis
│       ├── options.ts     # Options analysis tools
│       ├── social.ts      # Social media research
│       ├── news.ts        # News analysis
│       └── comprehensive.ts # Comprehensive analysis
├── dist/                  # Compiled JavaScript
├── package.json
├── tsconfig.json
└── README.md

🐛 Known Issues

• Finviz web scraping may occasionally fail due to rate limiting or site changes
• Barchart web scraping may occasionally fail due to site changes or rate limiting
• Reddit API has rate limits that may affect high-volume usage
• OpenAI API usage incurs costs based on tokens consumed

📊 Example Usage

Once configured, you can use the tools through your MCP-enabled client:

# Screen for stocks with specific technical patterns
Use screen_stocks_advanced_filters with filters: {"f": "ta_pattern_channeldown,cap_large,geo_usa"}

# Get comprehensive fundamental analysis
Use get_fundamental_stock_metrics for "AAPL" to see detailed financial data

# Compare multiple stocks
Use compare_stock_valuations for ["AAPL", "MSFT", "GOOGL"] to compare valuations

# Calculate financial health score
Use calculate_financial_health_score for "TSLA" to get AI-powered health assessment

# Analyze insider activity
Use analyze_insider_activity for "NVDA" to see insider trading patterns and sentiment

# Get options market sentiment
Use get_put_call_ratio for "SPY" to see put/call ratios and options sentiment

# Comprehensive analysis (all-in-one)
Use comprehensive_stock_analysis for "AMZN" to get complete multi-dimensional analysis

# Analyze social sentiment (requires Reddit + OpenAI)
Use analyze_reddit_sentiment for "GME" to see Reddit community sentiment

# Get trending stocks (requires Reddit)
Use discover_trending_stocks to find stocks gaining social media momentum

# Analyze news and market context (requires OpenAI)
Use analyze_news_and_market_context for "META" to get news analysis and market context

⚠️ Disclaimer

This software is for educational and research purposes only. It is not intended as financial advice. Always do your own research and consider consulting with a qualified financial advisor before making investment decisions.

The data provided by this server comes from third-party sources and may not always be accurate or up-to-date. Users should verify information independently before making any trading decisions.

Stock trading and investing involves risk, including the potential loss of principal. Past performance does not guarantee future results.

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For questions or support, please open an issue on GitHub.