Setup guides · VALUEFOCUS RESEARCH

How to Install yfinance MCP for Claude Desktop

A practical, security-first setup guide for connecting yfinance MCP to Claude Desktop.

1 Tools coveredClaude Desktop

Tools covered

yfinance MCP

An actively released MCP wrapper for Yahoo Finance data, news, screeners and charts.

Recommended workflow

1
Verify the repository, license and latest release
2
Install in an isolated environment and keep credentials in environment variables
3
Enable read-only tools first and inspect every exposed capability
4
Run a sourced test query and confirm timestamps before relying on output

Examples and expected outcomes

Example 1

Fetch prices and statements in agent chat

Sourced evidence
Repeatable steps
Explicit uncertainty

Example 2

Create a read-only research brief

Sourced evidence
Repeatable steps
Explicit uncertainty

Example 3

Compare tickers with source timestamps

Sourced evidence
Repeatable steps
Explicit uncertainty

Access requirements

Keys and runtime

No API key

License and data rights

MIT server; Yahoo Finance data terms still apply

Rate limits

Unofficial endpoint: use caching, backoff and low concurrency

Connect to your Agent

Claude config

{
  "mcpServers": {
    "yfinance-mcp-review": {
      "command": "uvx",
      "args": [
        "yfmcp"
      ]
    }
  }
}

Prompt example

“Use yfinance MCP to research AAPL. List sources and timestamps first, then separate facts, calculations, risks and missing data. Do not give personalized trading advice.”

When not to use it

Yahoo Finance access is unofficial
Not suitable as a contractual production feed

How to choose

Prefer primary sources for filings, maintained adapters for convenience, and narrow permissions for every agent tool. Treat model conclusions as analysis rather than financial advice.

Evidence to retain

Original source URL and retrieval timestamp

Exact tool inputs and normalized output

Missing-data and rate-limit messages

A clear separation between facts and interpretation