Investor Agent
Get comprehensive report for ticker: overview, news, metrics, performance, dates, analyst recommendations, and upgrades/downgrades.
What is Investor Agent?
Investor Agent is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to get comprehensive report for ticker: overview, news, metrics, performance, dates, analyst recommendations, and upgrades/downgrades.
Get comprehensive report for ticker: overview, news, metrics, performance, dates, analyst recommendations, and upgrades/downgrades.
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- get_ticker_data
- get_available_options
- get_price_history
- get_financial_statements
- get_institutional_holders
Use Cases
Maintainer
Works with
Installation
NPM
npx -y investor-agentManual Installation
npx -y investor-agentConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use Investor Agent
Investor Agent is an MCP server that brings comprehensive financial research directly into AI assistants, exposing seven tools that cover stock fundamentals, historical price data, options contracts, market movers, earnings calendars, sentiment indicators, and technical analysis. By connecting to your MCP client via a single npx command and no API keys required, it lets you ask Claude to analyze any publicly traded ticker, review upcoming earnings dates, check the CNN Fear & Greed Index, or compute technical indicators like RSI and MACD — all through natural language. It is ideal for retail investors and developers who want AI-powered market research without building their own data pipelines.
Prerequisites
- Node.js 18 or higher with npx available
- An MCP client such as Claude Desktop or Claude Code
- Internet access to reach financial data sources (no paid API keys required)
Verify Node.js and npx are installed
The server runs via npx, which ships with Node.js 18+. Confirm both are available on your system.
node --version
npx --versionAdd the server to your MCP client configuration
Edit your claude_desktop_config.json to register the investor-agent server. No environment variables or API keys are needed — the server uses publicly available financial data.
Restart your MCP client
After saving the config file, restart Claude Desktop (or reload your MCP client) so it picks up the new server definition.
Test with a simple stock query
Ask your AI assistant for stock fundamentals on a well-known ticker to verify the server is connected and the tools are responding correctly.
Investor Agent Examples
Client configuration
Add this block to your claude_desktop_config.json. No API keys are required — just the npx command.
{
"mcpServers": {
"investor-agent": {
"command": "npx",
"args": ["-y", "investor-agent"]
}
}
}Prompts to try
These prompts exercise the seven financial tools: get_stock_info, historical_prices, get_options, market_movers, earnings_calendar, fear_greed_index, and technical_indicator.
- "Give me a full fundamental overview of NVDA including analyst ratings and ownership"
- "Show me the top 10 options contracts for AAPL ranked by open interest"
- "What stocks are the biggest gainers in the market today?"
- "What is the current CNN Fear and Greed Index and what does it mean?"
- "Calculate the RSI and MACD for TSLA over the past 6 months"
- "Which companies have earnings announcements coming up this week?"Troubleshooting Investor Agent
npx fails with a package not found error
Ensure you have Node.js 18+ installed. Try running `npx -y investor-agent` directly in your terminal first to confirm the package downloads correctly from npm before adding it to your MCP config.
Stock data tools return empty or stale results
Financial data is fetched from public sources at query time. Ensure you have a stable internet connection. Some data (e.g., historical prices) may be delayed by 15 minutes or more depending on the underlying data provider.
The server does not appear in the Claude Desktop tool list after restarting
Check the JSON syntax in claude_desktop_config.json with a JSON validator — a trailing comma or missing brace will silently prevent the server from loading. Also verify the config file is saved to the correct location: ~/Library/Application Support/Claude/claude_desktop_config.json on macOS.
Frequently Asked Questions about Investor Agent
What is Investor Agent?
Investor Agent is a Model Context Protocol (MCP) server that get comprehensive report for ticker: overview, news, metrics, performance, dates, analyst recommendations, and upgrades/downgrades. It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Investor Agent?
Install via npm with the command: npx -y investor-agent. Then add the server configuration to your AI client's JSON config file (e.g., claude_desktop_config.json or .cursor/mcp.json).
Which AI clients work with Investor Agent?
Investor Agent works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is Investor Agent free to use?
Yes, Investor Agent is open source and available under the MIT license. You can use it freely in both personal and commercial projects.
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Quick Config Preview
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