Momentum MCP

Changelog

April 26, 2026 — The "Constellation" Update

• Massive 35-Tool Expansion: Merged in the complete Phase 2 toolset from the internal workspace.
• Options (VoPR™ Engine): Added analyze_options_setup, find_best_to_sell, find_best_to_buy, and sweep_setups for intelligent options grading.
• Institutional Flow: Native TraderDaddy integration for real-time unusual activity, Gamma Exposure (GEX), and sector rotation.
• Backtesting Suite: 6 technical presets with walk-forward validation and multi-ticker sweeping via backtest_strategy and sweep_strategy.
• Macro & Environment: Added detect_macro_regime, analyze_breadth, detect_bubble_risk, and get_market_environment.
• Knowledge Base: Added search_knowledge RAG tool to search across 139 trading books.

What Is This?

momentum-mcp turns any MCP-compatible AI assistant into a quantitative trading analyst. Instead of copy-pasting tickers into Yahoo Finance and screenshotting charts, your AI agent has access to 35 institutional-grade tools to:

• 🔍 Screen the entire market in seconds — find overbought stocks, unusual volume spikes, new 52-week highs
• 📊 Pull clean OHLCV data for any ticker, any timeframe — ready for analysis, no CSV wrangling
• 📈 Compute technical indicators — RSI, MACD with plain-English interpretation, not just raw numbers
• 🕯️ Generate professional candlestick charts — dark-themed with stacked EMA overlays (8/21/34/55/89), volume panels, publication-ready PNGs
• 📰 Aggregate financial news from multiple RSS sources in real-time
• 📄 Extract full article text from any URL — your agent reads the actual article, not just the headline

All of this happens through the Model Context Protocol, so your AI assistant calls these tools natively — no API keys, no REST endpoints, no configuration hell.

Example Chart Output

generate_chart("NVDA", period="6mo") → candlestick + volume + stacked EMAs:

Tools

Quickstart

git clone https://github.com/mphinance/momentum-mcp.git
cd momentum-mcp
python3 -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt

Test that everything works:

python -c "from mcp_server.server import mcp; print('✓ Ready')"

Run the server:

python -m mcp_server.server

Connect Your Client

Claude Desktop

The most popular MCP client. Add to your claude_desktop_config.json (located at ~/Library/Application Support/Claude/ on macOS or %APPDATA%\Claude\ on Windows):

{
  "mcpServers": {
    "momentum": {
      "command": "python",
      "args": ["-m", "mcp_server.server"],
      "cwd": "/absolute/path/to/momentum-mcp",
      "env": {
        "VIRTUAL_ENV": "/absolute/path/to/momentum-mcp/.venv",
        "PATH": "/absolute/path/to/momentum-mcp/.venv/bin:$PATH"
      }
    }
  }
}

Restart Claude Desktop. You'll see the 🔨 tools icon — click it to verify all 6 tools are loaded.

Cursor

Add to .cursor/mcp.json in your project root (or global config at ~/.cursor/mcp.json):

{
  "mcpServers": {
    "momentum": {
      "command": "/absolute/path/to/momentum-mcp/.venv/bin/python",
      "args": ["-m", "mcp_server.server"],
      "cwd": "/absolute/path/to/momentum-mcp"
    }
  }
}

The tools will be available in Cursor's Agent mode. Ask it to "screen for overbought stocks" or "chart NVDA over the last 6 months."

VS Code + GitHub Copilot

MCP is generally available in GitHub Copilot (VS Code 1.86+). Add to your .vscode/mcp.json:

{
  "servers": {
    "momentum": {
      "command": "/absolute/path/to/momentum-mcp/.venv/bin/python",
      "args": ["-m", "mcp_server.server"],
      "cwd": "/absolute/path/to/momentum-mcp"
    }
  }
}

Enable Agent mode in the Copilot Chat panel — momentum tools will appear in the tool picker.

Windsurf

Add to your Windsurf MCP config at ~/.codeium/windsurf/mcp_config.json:

{
  "mcpServers": {
    "momentum": {
      "command": "/absolute/path/to/momentum-mcp/.venv/bin/python",
      "args": ["-m", "mcp_server.server"],
      "cwd": "/absolute/path/to/momentum-mcp"
    }
  }
}

Cascade will automatically discover the tools. Use them in any Windsurf chat.

Cline (VS Code Extension)

Open Cline's MCP settings (gear icon → MCP Servers → "Edit MCP Settings") and add:

{
  "mcpServers": {
    "momentum": {
      "command": "/absolute/path/to/momentum-mcp/.venv/bin/python",
      "args": ["-m", "mcp_server.server"],
      "cwd": "/absolute/path/to/momentum-mcp"
    }
  }
}

Cline will list the tools in its server panel. Enable them and they're ready to use.

Claude Code (CLI)

Add the server directly from the terminal:

claude mcp add momentum \
  /absolute/path/to/momentum-mcp/.venv/bin/python \
  -m mcp_server.server \
  --cwd /absolute/path/to/momentum-mcp

Verify it's connected:

claude mcp list

Any Other MCP Client

momentum-mcp uses the stdio transport (the MCP default). Any client that supports stdio can connect by running:

/path/to/.venv/bin/python -m mcp_server.server

That's it. No HTTP server, no ports, no auth — just stdin/stdout.

Project Structure

momentum-mcp/
├── requirements.txt         # Pinned dependencies
├── README.md
└── mcp_server/
    ├── __init__.py
    ├── server.py            # FastMCP entry point — registers all tools
    ├── screener.py          # TradingView stock scanner (6 presets)
    ├── data.py              # yfinance OHLCV with async wrapper
    ├── technicals.py        # pandas-ta RSI(14) & MACD(12,26,9)
    ├── charts.py            # mplfinance candlestick + volume charts
    └── news.py              # feedparser RSS + trafilatura extraction

Tech Stack

Example Prompts

Once connected, try asking your AI assistant:

"Screen the market for stocks with high relative volume today"

"Get me 6 months of daily data for NVDA and analyze the technicals"

"Generate a candlestick chart for AAPL over the past year"

"What's the latest news on TSLA? Pull the full text of the most interesting article."

"Find oversold stocks, then analyze the technicals on the top 3 results"

License

MIT — do whatever you want with it.