Investor Agent (Financial Analysis) logo

Investor Agent (Financial Analysis)

Community
ferdousbhai

A Model Context Protocol server for building an investor agent

Publisherferdousbhai
Repositoryinvestor-agent
LanguageTypeScript
Forks
64
Stars
328
Available tools
12
Transport typestdio, streamable-http
Categories
FinanceAnalytics Data
LicenseMIT
Links
GitHub
  • Connect tools to AI workflows

    Investor Agent (Financial Analysis) exposes MCP capabilities that can be used by compatible AI clients and agents.

  • 12 available tools

    Browse the callable actions below, including names and descriptions when provided by the server.

  • Ready-to-copy setup

    Use the installation snippets to configure this server in your preferred MCP client.

  • Open source signals

    328 stars and 64 forks from the linked repository.

investor-agent

Financial research MCP server for long-term investors.

Setup

json
{
  "mcpServers": {
    "investor-agent": {
      "command": "npx",
      "args": ["-y", "investor-agent"]
    }
  }
}

Tools

ToolDescription
get_stock_infoStock fundamentals — price, financials, earnings, ownership, analyst ratings, profile
historical_pricesOHLCV price history (default: 1 year weekly, limit 100)
get_optionsOptions contracts sorted by open interest (default: top 25 per type)
market_moversTop gaining, losing, or most active stocks
earnings_calendarUpcoming earnings reports from NASDAQ
fear_greed_indexCNN stock market or crypto Fear & Greed index
technical_indicatorSMA, EMA, RSI, MACD, or Bollinger Bands

Development

bash
pnpm install
pnpm run test
pnpm run typecheck

License

MIT

Installation

TypingMind
Prerequisites:

Node.js 18+

{
  "mcpServers": {
    "investor": {
      "command": "uvx",
      "args": [
        "investor-agent"
      ]
    }
  }
}

Available Tools

  • get_market_movers

    market_session only applies to most-active category.

  • get_cnn_fear_greed_index

    Scale: 0-25 Extreme Fear, 25-45 Fear, 45-55 Neutral, 55-75 Greed, 75-100 Extreme Greed.

  • get_crypto_fear_greed_index

    Scale: 0-25 Extreme Fear, 25-45 Fear, 45-55 Neutral, 55-75 Greed, 75-100 Extreme Greed.

  • get_google_trends

    Values are relative 0-100 where 100 = peak popularity in the period.

  • get_ticker_data

    Returns basic_info, calendar, news, recommendations, upgrades_downgrades.

  • get_options

    Dates filter expiration. Sorted by liquidity (open interest, volume).

  • get_price_history

    Daily bars for <=1y, monthly bars for longer periods.

  • get_financial_statements

    Returns dict mapping statement type to CSV (line items as rows, periods as columns).

  • get_institutional_holders

    Returns institutional_holders and mutual_fund_holders CSVs.

  • get_earnings_history

    EPS estimates vs actuals with surprise percentage.

  • get_insider_trades

    Buys/sells by executives and directors.

  • get_nasdaq_earnings_calendar

    Single date only (defaults to today). Call multiple times for date ranges.

Use Investor Agent (Financial Analysis) MCP with multiple AI models

TypingMind connects MCP tools at the workspace level, so once Investor Agent (Financial Analysis) is connected, you can use it with different AI models in TypingMind instead of setting it up separately for each model. You can run MCP locally on your device or connect to a remote MCP server URL.

Option 1: Use the local connector

Use this when the MCP server needs access to local files, apps, or private resources on your computer.

1

Open the MCP settings

In TypingMind, go to Settings, Advanced Settings, then Model Context Protocol and choose Setup Connector.

  1. Open TypingMind in your browser.
  2. Click the Settings icon.
  3. Go to Advanced Settings.
  4. Open the Model Context Protocol section.
  5. Click Setup Connector and choose This Device.
TypingMind MCP connector setup screen with This Device selected
2

Run the connector command

Choose This Device, copy the command from TypingMind, and run it in Terminal. Keep the process running while you use MCP.

  1. Copy the setup command shown by TypingMind.
  2. Open Terminal on macOS or Windows Terminal on Windows.
  3. Paste and run the command.
  4. Approve the package install if Terminal asks you to proceed.
  5. Keep the Terminal window running while using MCP tools.
3

Add Investor Agent (Financial Analysis) as a server

When the connector status is Ready, click Edit Servers and paste the MCP server configuration.

  1. Wait until the connector status shows Ready.
  2. Click Edit Servers.
  3. Paste the Investor Agent (Financial Analysis) MCP server configuration.
  4. Save the server list.
  5. Refresh if you want to confirm the connector is still ready.
TypingMind MCP settings showing active server and Edit Servers button
{
  "mcpServers": {
    "investor-agent-financial-analysis": {
      "command": "npx",
      "args": [
        "-y",
        "investor-agent"
      ]
    }
  }
}
4

Use it across models

Save the server list, open Plugins, enable the Investor Agent (Financial Analysis) MCP tools, then select any supported AI model in TypingMind and use the tools in chat or assign them to an AI agent.

  1. Open the Plugins page in TypingMind.
  2. Enable the Investor Agent (Financial Analysis) MCP tools.
  3. Start a chat and choose the AI model you want to use.
  4. Use the MCP tools in chat or assign them to an AI agent.
  5. Switch to another AI model whenever needed without reconnecting MCP.
TypingMind chat using enabled MCP tools with a selected AI model
Can you use Investor Agent (Financial Analysis) to help me with this task?
Investor Agent (Financial Analysis)
Sure. I read it.
Here is what I found using Investor Agent (Financial Analysis).

Option 2: Add an MCP server URL

Use this when Investor Agent (Financial Analysis) is already hosted remotely or your team wants one shared connector that multiple users can access.

1

Open MCP connectors

In TypingMind, go to Plugins, open MCP connectors, then choose Add URL.

  1. Open TypingMind in your browser.
  2. Go to Plugins.
  3. Open MCP connectors.
  4. Click Add URL.
TypingMind Add Custom MCP Server URL form
2

Paste the server URL

Enter your server URL in the Server URL field. Add a connection name, description, icon, custom HTTP headers, or OAuth client settings if the server requires them.

  1. Paste your server URL into the Server URL field.
  2. Enter a connection name for Investor Agent (Financial Analysis).
  3. Add a description and icon if you want it to be easier to identify.
  4. Add custom HTTP headers or OAuth client details if the server requires authentication.
3

Create the connection

Click Create connection, then return to the Plugins list and confirm the new MCP connection is active.

  1. Click Create connection.
  2. Return to the MCP connectors list.
  3. Confirm the Investor Agent (Financial Analysis) connection appears as active.
  4. Refresh the plugin list if the connection does not appear immediately.
4

Switch models without reconnecting

Start a chat with your preferred model, enable the Investor Agent (Financial Analysis) tools from Plugins, and switch to another model whenever needed. The MCP connection stays available to the TypingMind workspace.

  1. Start a new chat in TypingMind.
  2. Select the AI model you want to use.
  3. Enable the Investor Agent (Financial Analysis) tools from Plugins.
  4. Ask the model to use the tool when needed.
  5. Switch to another AI model and reuse the same MCP connection.
TypingMind chat using enabled MCP tools with a selected AI model
Can you use Investor Agent (Financial Analysis) to help me with this task?
Investor Agent (Financial Analysis)
Sure. I read it.
Here is what I found using Investor Agent (Financial Analysis).

Frequently asked questions

What is the Investor Agent (Financial Analysis) MCP server used for?

Investor Agent (Financial Analysis) is an MCP server that lets compatible AI clients connect to external tools and context. In TypingMind, you can add this MCP server once and make its tools available in your AI workspace.

Can I use Investor Agent (Financial Analysis) MCP with multiple AI models in TypingMind?

Yes. TypingMind connects MCP tools at the workspace level, so you can use Investor Agent (Financial Analysis) with different AI models such as Claude, ChatGPT, Gemini, or other models you have configured in TypingMind without setting up the MCP server separately for each model.

Why use Investor Agent (Financial Analysis) MCP with TypingMind?

TypingMind is one of the best frontends for LLM chat because it brings multiple AI models, prompts, plugins, AI agents, API keys, and MCP tools into one workspace. With Investor Agent (Financial Analysis) connected, you can use its MCP tools across your preferred models while keeping your chat workflow organized in TypingMind.

How do I connect Investor Agent (Financial Analysis) MCP to TypingMind?

Investor Agent (Financial Analysis) can be connected in TypingMind with the local MCP connector or by adding a remote MCP server URL. Use the local connector when the server needs access to files, apps, or private resources on your device, and use a server URL when the MCP server is hosted remotely.

What tools does Investor Agent (Financial Analysis) MCP provide in TypingMind?

Investor Agent (Financial Analysis) exposes 12 MCP tools that can be enabled from the TypingMind Plugins page and used in chat or assigned to AI agents.

Do I need to share my API keys with TypingMind to use Investor Agent (Financial Analysis) MCP?

No. TypingMind is local-first and lets you keep your model providers, API keys, prompts, and MCP configuration under your control. If Investor Agent (Financial Analysis) requires authentication, add the required headers, OAuth settings, or local configuration for that MCP server when you create the connection.

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