wshobson/maverick-mcp

MaverickMCP is an open-source stock market MCP server for stock analysis,
portfolio tracking, and Python backtesting. It connects an AI assistant to
Yahoo Finance data through yfinance, with no API key required for core tools.
The server runs on your computer and stores your portfolio, watchlists, and
trade journal in a local database.
MCP means Model Context Protocol, the standard that lets an AI assistant call
external tools. Use MaverickMCP with clients such as Claude Desktop, Codex,
Cursor, and VS Code. Optional packages add backtesting and financial research
with a language model and web search.
MaverickMCP is for educational and informational use. It does not place orders
or provide financial advice. Market data can be delayed, incomplete, or wrong.
## Features
| Area | What you can do |
| Market data and technical analysis | Get quotes, historical prices, fundamentals, RSI, MACD, and observed support and resistance levels. |
| Stock screening | Run bullish, bearish, and supply/demand screens over symbols you have loaded. |
| Portfolio tracking | Record positions, calculate average cost and profit or loss, review risk, manage watchlists, and keep a trade journal. |
| Optional backtesting and research | Test strategies on historical data, compare results, or research companies and sectors with source citations. |
The v1.2.1 release has 38 core tools, 12 optional backtesting tools, and 3
optional research tools.
Daily history supports US stock symbols and the exchange suffixes .L, .T,
.TO, .AX, .HK, and .DE. Other exchange suffixes return a calendar error
for history and tools that depend on it. Quote and fundamentals lookups still
use the symbols accepted by Yahoo Finance. See the
history coverage and freshness guide.
## Quick start
Install Python 3.12 or later and
uv. SQLite is included.
Redis and PostgreSQL are optional.
### Installation
First, clone the repository and install the core tools.
bash
git clone https://github.com/wshobson/maverick-mcp.git
cd maverick-mcp
uv sync
cp .env.example .env
Second, add optional packages if you need backtesting or research.
bash
uv sync --extra backtesting --extra research
Third, connect your MCP client using the command below. Replace the path with
the absolute path to your checkout. A client using STDIO starts the server
itself, so no separate server process is needed.
bash
uv run --directory /absolute/path/to/maverick-mcp maverick-mcp --transport stdio
The PyPI name maverick-mcp-server belongs to an unrelated project while the
name-transfer request is pending.
Do not install that name from PyPI. Run the release from its Git tag instead.
bash
uvx --from "git+https://github.com/wshobson/maverick-mcp@v1.2.1" maverick-mcp --transport stdio
### Connect your MCP client
Choose STDIO for one local client, or Streamable HTTP for clients that share a
server process. For HTTP, run make dev and use http://localhost:8003/mcp.
The endpoint has no trailing slash. /mcp/ redirects and can break registration.
A client that uses a mcpServers JSON configuration can launch the local checkout
with the following entry.
json
"mcpServers": {
"maverick-mcp": {
"command": "uv",
"args": [
"run",
"--directory",