Value Investing MCP

Warren Buffett value investing MCP server for US stock markets.

Quick Start (Remote MCP)

No installation required!

Remote MCP URL: https://value-investing.fastmcp.app/mcp

Claude Desktop

1. Open Claude Desktop Settings → Connectors → Add Custom Connector
2. Enter:
   • Name: Value Investing MCP
   • URL: https://value-investing.fastmcp.app/mcp
3. Click Add
4. Start using! 🎉

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Local Installation (Optional)

Prerequisites

Windows:

• Python 3.11+ (check "Add Python to PATH")
• Git
• Microsoft Visual C++ Redistributable
• uv: Run in PowerShell:

  powershell -ExecutionPolicy ByPass -c "irm https://astral.sh/uv/install.ps1 | iex"
  

Mac/Linux:

• Python 3.11+
• uv: Run in Terminal:

  curl -LsSf https://astral.sh/uv/install.sh | sh
  

Claude Desktop

1. Open Claude Desktop Settings → Developer → Edit Config
2. Add to claude_desktop_config.json:

{
  "mcpServers": {
    "Value Investing MCP": {
      "command": "uvx",
      "args": [
        "--from", "git+https://github.com/saidsurucu/value-investing-mcp",
        "value-investing-mcp"
      ]
    }
  }
}

3. Restart Claude Desktop

Other MCP Clients (5ire, etc.)

Command:

uvx --from git+https://github.com/saidsurucu/value-investing-mcp value-investing-mcp

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Features

17 MCP Tools

Core Calculations (0-7):

#	Tool	Description
0	Ticker Search	Find stock ticker symbols by company name (SEC EDGAR)
1	Owner Earnings	Calculate true economic earnings (NI + D&A - CapEx - ΔWC)
2	Intrinsic Value	10-year DCF with Buffett parameters
3	Moat Score	Economic moat assessment (10 factors, 0-100)
4	Margin of Safety	Risk-adjusted buy signals with moat thresholds
5	Position Sizing	Modified Kelly Criterion (max 15% position)
6	Buffett Indicator	Market valuation (Total Market Cap / GDP)
7	Complete Analysis	All-in-one comprehensive stock analysis

Raw Data Access (8-11):

#	Tool	Description
8	Financial Statements	Balance Sheet, Income Statement, Cash Flow
9	Company Info	Profile, sector, industry, market cap
10	Historical Prices	OHLCV price data with flexible periods
11	Analyst Estimates	Growth estimates, price targets, EPS forecasts

Consolidated Analysis (12-16):

#	Tool	Description
12	Stock Screener	Filter stocks with 96 equity filters
13	Ownership Analysis	Insider & institutional ownership patterns
14	Dividend Analysis	5-factor dividend safety scoring
15	Analyst Ratings	Consensus, price targets, earnings estimates
16	Risk Metrics	Multi-dimensional risk assessment (Altman Z-Score)

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Data Sources

• SEC EDGAR: Company ticker lookup
• Yahoo Finance: Stock financials, prices, analyst estimates
• World Bank API: GDP data for terminal growth rates
• yfscreen: Stock screening filters

Markets Supported

US markets only (NASDAQ, NYSE, S&P 500)

License

MIT License