About Value Investing MCP
Value Investing MCP is an MCP server published by saidsurucu in the Developer Tools category: mCP server: Value Investing MCP.
The repository has 34 stars and 3 forks, with the last commit 9 months ago. Six months or more without a commit doesn't mean the server is broken, but check the open issues before depending on it in production.
Install
git clone https://github.com/saidsurucu/value-investing-mcpThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
Tools (8)
0Ticker Search
Parameters not published.
1Owner Earnings
Parameters not published.
2Intrinsic Value
Parameters not published.
3Moat Score
Parameters not published.
4Margin of Safety
Parameters not published.
5Position Sizing
Parameters not published.
6Buffett Indicator
Parameters not published.
7Complete Analysis
Parameters not published.
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Security checks
Static checks derived from the repository yesterday. Heuristics on the source, not an audit.
- ✓README presentThe repository ships documentation.
- !License declaredNo license file. Legally you have no right to use it in a product.
- !Tests presentNo tests found. Behaviour changes may go unnoticed between versions.
- ✓Dependencies pinnedA lockfile pins dependency versions.
- ✓No dynamic code executionSource scan found no eval, dynamic Function, or shell execution.
- !Scoped permissionsDoesn't declare a permission scope. Assume it can do anything its process can.
README
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
- Open Claude Desktop Settings → Connectors → Add Custom Connector
- Enter:
- Name:
Value Investing MCP - URL:
https://value-investing.fastmcp.app/mcp
- Name:
- Click Add
- Start using! 🎉
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
- Open Claude Desktop Settings → Developer → Edit Config
- 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"
]
}
}
}
- Restart Claude Desktop
Other MCP Clients (5ire, etc.)
Command:
uvx --from git+https://github.com/saidsurucu/value-investing-mcp value-investing-mcp
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) |
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
README fetched from the repository yesterday. The original is authoritative.