Open Markets

A production-grade Model Context Protocol (MCP) server for agentic financial data retrieval and algorithmic market analysis. Open Markets connects LLM agents directly to real-time and historical financial intelligence across equities, fixed income, commodities, currencies, derivatives, funds, crypto, macroeconomic telemetry, SEC EDGAR regulatory disclosures, and quantitative portfolio risk analytics.

<!-- mcp-name: io.github.danchev/openmarkets -->

🌟 Multi-Provider Architecture

Open Markets aggregates financial telemetry across institutional-grade data providers:

• SEC EDGAR Direct Ingestion Engine: Official regulatory submissions, real-time 10-K annual reports, 10-Q quarterly reports, 8-K material events, Form 4 insider transactions, and structured US-GAAP interactive XBRL disclosures with direct document links.
• Federal Reserve Economic Data (FRED Engine): Comprehensive macroeconomic indicators (CPI Inflation, Core PCE, Effective Fed Funds Rate, SOFR, Nonfarm Payrolls, Unemployment, Real GDP, M2 Money Supply, Fed Balance Sheet, TIPS Breakeven Inflation, and Financial Stress).
• Wall Street Journal (WSJ Michelangelo Engine): High-resolution 1-minute intraday continuous ticks (with pre/post-market), continuous commodities & futures, server-side technical indicators (SMA, EMA, RSI, MACD, Bollinger Bands), global equity benchmark indices, and sovereign bond curves.
• Yahoo Finance Engine: Complete fundamental statements, real-time quotes, options chains, analyst consensus, institutional ownership, ETF compositions, and screener queries.
• Quantitative Portfolio & Backtesting Engine: Vectorized multi-asset Sharpe/Sortino ratios, Value-at-Risk (VaR/CVaR), correlation matrices, equal-risk-contribution allocation, constrained Markowitz Minimum Variance optimization, and SMA/RSI strategy backtesting.
• Green Markets (Bloomberg / Dow Jones): Weekly North American fertilizer price index benchmark.

All network requests use modern Chrome TLS/JA3-impersonation (curl_cffi), automatic session pooling, thread-safe asynchronous concurrency, and configurable in-memory TTL caching.

🚀 Quick Start

Installation with uvx

uvx openmarkets

Usage with Claude Code

Install the Open Markets plugin from this repository:

claude plugin marketplace add danchev/openmarkets
claude plugin install openmarkets@openmarkets

The plugin starts openmarkets@latest with uvx and registers all MCP tools automatically.

Usage with Cursor

Usage with Claude Desktop

Download and open the Desktop Extension for one-click installation:

Alternatively, add Open Markets to your Claude Desktop configuration (~/Library/Application Support/Claude/claude_desktop_config.json on macOS or %APPDATA%\Claude\claude_desktop_config.json on Windows):

{
  "mcpServers": {
    "openmarkets": {
      "command": "uvx",
      "args": ["openmarkets@latest"]
    }
  }
}

Usage with VS Code & Cline

Add to .vscode/mcp.json:

{
  "servers": {
    "openmarkets": {
      "command": "uvx",
      "args": ["openmarkets@latest"]
    }
  }
}

🎯 Tool Profiles

Open Markets supports granular server profiles to tailor tool exposure to specific LLM contexts:

# Run with specific domain profile
uvx openmarkets --profile equities
uvx openmarkets --profile macro
uvx openmarkets --profile quant
uvx openmarkets --profile portfolio
uvx openmarkets --profile sec

🛠️ Complete Directory of 127 MCP Tools

Open Markets publishes 127 strictly-typed, Pydantic-validated tools across 17 domain services:

1. Stock & Equities (StockService — 18 tools)

• get_fast_info(ticker): Fast summary with real-time price, market cap, 52-week bounds, and currency.
• get_info(ticker): Exhaustive company metadata, valuation ratios, enterprise multiples, and governance.
• get_curated_info(ticker): Context-efficient company fundamentals with 33 essential metrics.
• get_history(ticker, period, interval): Historical OHLCV pricing with custom intervals (1m to 3mo).
• get_dividends(ticker): Historical dividend payout schedule and cash amounts.
• get_splits(ticker): Historical stock split ratios and execution dates.
• get_corporate_actions(ticker): Combined stream of splits and dividend distributions.
• get_news(ticker): Latest real-time financial news headlines and article links.
• get_financial_summary(ticker): Core financial health snapshot (Revenue, Net Income, Margins, Debt).
• get_extended_financial_summary(ticker): Deep financial metrics (Free Cash Flow, ROE, ROA, Quick Ratio).
• get_risk_metrics(ticker): Risk indicators including Beta and institutional short interest.
• get_dividend_summary(ticker): Payout ratio, trailing/forward dividend yields, and 5-year averages.
• get_price_target(ticker): Analyst consensus price targets (Low, Mean, Median, High).
• get_quick_technical_indicators(ticker): Lightweight 50-day & 200-day moving average levels.
• get_valuation_history(ticker): Quarterly & annual historical valuation ratios (P/E, P/S, P/B, EV/EBITDA).
• get_wsj_stock_history(ticker, timeframe, step): WSJ institutional price history with custom timeframes.
• get_wsj_intraday_bars(ticker): Continuous 1-minute intraday tick data including pre-market and after-hours.
• get_wsj_bollinger_bands(ticker, timeframe, window, num_std): Server-side calculated Bollinger Bands directly from WSJ.

2. Technical Analysis (TechnicalAnalysisService — 7 tools)

• get_technical_indicators(ticker, period): Comprehensive moving averages and 52-week position metrics.
• get_volatility_metrics(ticker, period): Annualized volatility, maximum daily gains/losses, win/loss day ratios.
• get_support_resistance_levels(ticker, period): Identified dynamic support and resistance price floors/ceilings.
• get_wsj_sma(ticker, window, timeframe, step): Server-side computed Simple Moving Average (SMA) via WSJ Michelangelo.
• get_wsj_ema(ticker, window, timeframe, step): Server-side computed Exponential Moving Average (EMA).
• get_wsj_rsi(ticker, window, timeframe, step): Server-side computed Relative Strength Index (RSI momentum).
• get_wsj_macd(ticker, fast_window, slow_window, signal_window): Server-side computed MACD Line, Signal Line, and Histogram.

3. Financial Statements & SEC Filings (FinancialsService — 9 tools)

• get_curated_financials(ticker): Context-efficient financial performance and solvency snapshot.
• get_balance_sheet(ticker, quarterly): Standardized balance sheet statements (Assets, Liabilities, Equity).
• get_income_statement(ticker, quarterly): Income statements (Revenues, Gross Profits, Operating Income, Net Income).
• get_ttm_income_statement(ticker): Trailing Twelve Months (TTM) income statement.
• get_ttm_cash_flow_statement(ticker): Trailing Twelve Months (TTM) cash flow statement.
• get_financial_calendar(ticker): Upcoming earnings release dates and dividend announcement schedules.
• get_sec_filings(ticker): Official EDGAR SEC filings (10-K, 10-Q, 8-K) with direct document URLs.
• get_eps_history(ticker): Historical EPS consensus estimates versus reported actuals and surprise percentages.
• get_full_financials(ticker): Concurrent aggregate of statements, calendar, filings, and EPS history.

4. Analyst Estimates & Consensus (AnalysisService — 8 tools)

• get_analyst_recommendations(ticker): Wall Street consensus ratings breakdown (Strong Buy, Buy, Hold, Sell).
• get_recommendation_changes(ticker): Recent rating upgrades and downgrades from major investment banks.
• get_revenue_estimates(ticker): Forward revenue projections and quarterly growth estimates.
• get_earnings_estimates(ticker): Forward EPS estimates (Quarterly & Annual).
• get_growth_estimates(ticker): Multi-year earnings growth forecast comparisons.
• get_eps_trends(ticker): Historical EPS revision trends (30 days, 60 days, 90 days ago).
• get_price_targets(ticker): Wall Street price targets with high, low, and median projections.
• get_full_analysis(ticker): Unified analyst research summary report.

5. Options & Derivatives (OptionsService — 7 tools)

• get_option_expiration_dates(ticker): Available options chain expiration dates.
• get_option_chain(ticker, expiration_date): Complete options chain with calls and puts.
• get_call_options(ticker, expiration_date): Filtered call options with strike, bid/ask, volume, and open interest.
• get_put_options(ticker, expiration_date): Filtered put options.
• get_options_volume_analysis(ticker, expiration_date): Aggregate Put/Call volume and Open Interest ratios.
• get_options_by_moneyness(ticker, expiration_date, moneyness_range): ITM, ATM, and OTM options filtered by moneyness.
• get_options_skew(ticker, expiration_date): Volatility smile and implied volatility (IV) skew metrics.

6. Institutional Holdings & Insider Trades (HoldingsService — 6 tools)

• get_major_holders(ticker): Ownership breakdown (Insiders, Institutions, Float percentages).
• get_institutional_holdings(ticker): Top institutional asset managers (Vanguard, BlackRock, etc.) and shares held.
• get_mutual_fund_holdings(ticker): Top mutual fund holders and portfolio portfolio position weights.
• get_insider_purchases(ticker): Six-month insider purchase/sale share and transaction counts.
• get_insider_roster_holders(ticker): Key company officers and board member share positions.
• get_full_holdings(ticker): Unified institutional and insider ownership report.

7. Stock Screener (ScreenerService — 1 tool)

• search_screener_matches(query, count, offset): Paginated discovery across Yahoo's predefined equity, ETF, and fund screens.

8. Sectors & Industry Analytics (SectorIndustryService — 13 tools)

• get_sector_overview(sector): Macro sector performance and key valuation metrics.
• get_sector_overview_for_ticker(ticker): Sector intelligence inferred from any ticker.
• get_sector_top_companies(sector): Leading corporations by market capitalization in a sector.
• get_sector_top_companies_for_ticker(ticker): Sector peers for any given ticker.
• get_sector_top_etfs(sector): Benchmark ETFs representing the sector.
• get_sector_top_mutual_funds(sector): Top mutual funds specialized in the sector.
• get_sector_industries(sector): Sub-industry breakdown and market weightings within a sector.
• get_sector_research_reports(sector): Sector research notes and macro updates.
• get_all_industries(): Complete directory of market industries.
• get_industry_overview(industry): Industry growth, valuation, and market capitalization.
• get_industry_top_companies(industry): Industry market leaders by market cap.
• get_industry_top_growth_companies(industry): Fastest revenue and earnings growers in an industry.
• get_industry_top_performing_companies(industry): Top price momentum leaders within an industry.

9. Global Markets & Volatility (MarketsService — 4 tools)

• get_market_summary(market): Regional market overview (US, Europe, Asia).
• get_market_status(market): Real-time open/closed status for major global exchanges.
• get_global_indices(): Live snapshot across world benchmark indices (S&P 500, Dow Jones, Nasdaq, Russell 2000, DAX 40, FTSE 100, CAC 40, Euro Stoxx 50, Nikkei 225, Hang Seng, VIX).
• get_volatility_vix(): Real-time quote for CBOE Volatility Index (VIX / Wall Street Fear Gauge).

10. Fixed Income & Sovereign Debt (FixedIncomeService — 3 tools)

• get_treasury_yield_curve(): Complete US Treasury yield curve snapshot (1M to 30Y), 2Y/10Y spread, 3M/10Y spread, and inversion status.
• get_treasury_yield_history(maturity, timeframe, step): Historical yield timeseries for any Treasury tenor.
• get_global_sovereign_yields(): Benchmark 10-year sovereign yields and basis-point spreads vs US 10Y across 9 nations (US, Germany, UK, Japan, Canada, France, Italy, Australia, Spain).

11. Physical Commodities & Agriculture (CommoditiesService — 8 tools)

• get_commodity_quote(symbol): Real-time price quote for Energy, Metals, Agriculture, Livestock, or Softs.
• get_commodity_history(symbol, timeframe, step): Historical continuous futures price charts.
• get_energy_prices(): Multi-quote snapshot for WTI Crude, Brent, Natural Gas, Gasoline, and Heating Oil.
• get_metals_prices(): Multi-quote snapshot for Gold, Silver, Copper, Platinum, and Palladium.
• get_agriculture_prices(): Multi-quote snapshot for Wheat, Corn, Soybeans, Coffee, and Sugar.
• get_livestock_prices(): Live snapshot for Live Cattle, Feeder Cattle, and Lean Hogs.
• get_softs_prices(): Live snapshot for Coffee, Sugar, Cocoa, and Cotton.
• get_fertilizer_price_index(): Green Markets North American Fertilizer Price Index weekly benchmark timeseries.

12. Foreign Exchange (ForexService — 4 tools)

• get_forex_quote(pair): Real-time FX exchange rate (e.g. EURUSD, USDJPY, GBPUSD).
• get_forex_history(pair, timeframe, step): Historical FX exchange rate timeseries.
• get_dollar_index_dxy(): Real-time quote for the US Dollar Index (DXY).
• get_major_currencies(): Currency matrix across EUR, GBP, JPY, CAD, AUD, CHF, CNH.

13. ETFs & Mutual Funds (FundsService — 8 tools)

• get_fund_info(ticker): ETF/Fund profile, expense ratio, AUM, category, and NAV.
• get_fund_sector_weighting(ticker): Fund portfolio sector allocations and percentage weights.
• get_fund_operations(ticker): Annual turnover, minimum investment, and operational parameters.
• get_fund_overview(ticker): Unified fund overview with performance and fee metrics.
• get_fund_top_holdings(ticker): Top underlying portfolio holdings and percentage weights.
• get_fund_bond_holdings(ticker): Bond ratings breakdown, effective duration, and maturity metrics.
• get_fund_equity_holdings(ticker): Equity price-to-earnings, price-to-book, and median market cap.
• get_fund_asset_class_holdings(ticker): Asset class allocations (Cash, Stocks, Bonds, Real Estate).

14. Cryptocurrency (CryptoService — 4 tools)

• get_crypto_info(symbol): Cryptocurrency price, market cap, 24h volume, and circulating supply.
• get_crypto_history(symbol, period, interval): Historical OHLCV crypto price bars.
• get_top_cryptocurrencies(count): Quotes for the configured major-cryptocurrency watchlist (not a live ranking).
• get_crypto_fear_greed_proxy(): Volatility and momentum proxy for crypto market sentiment.

15. Macroeconomics & Federal Reserve Telemetry (MacroeconomicsService — 9 tools)

• get_cpi_inflation(limit): US Consumer Price Index (Headline CPI & Core CPI) and YoY inflation rates.
• get_pce_inflation(limit): US Core Personal Consumption Expenditures (PCE) Price Index (Fed's primary 2% inflation target).
• get_employment_indicators(limit): Civilian Unemployment Rate (%) and Total Nonfarm Payrolls with monthly net job additions.
• get_interest_rates_telemetry(limit): Benchmark US money market rates: Effective Federal Funds Rate (EFFR) and SOFR.
• get_gdp_growth(limit): Real GDP ($B chained 2017) and Nominal GDP ($B) with quarter-over-quarter annualized real growth rates.
• get_money_supply_and_fed_balance_sheet(limit): US M2 Money Supply ($B) and Federal Reserve Balance Sheet Total Assets ($M).
• get_inflation_expectations(limit): 5-Year and 10-Year market-implied Breakeven Inflation Rates from TIPS.
• get_financial_stress_and_credit_spreads(limit): St. Louis Fed Financial Stress Index and ICE BofA US High Yield OAS credit spreads.
• get_macroeconomic_series(series_id, limit): Universal query tool for any valid FRED economic series identifier (e.g. MORTGAGE30US, INDPRO, UMCSENT).

16. SEC EDGAR Filings & XBRL Disclosures (SECService — 9 tools)

• get_sec_company_profile(ticker): Official SEC corporate registrant profile, 10-digit CIK, SIC code, business address, and incorporation metadata.
• get_sec_recent_filings(ticker, form_type, limit): Recent official regulatory submissions with direct HTTPS links to primary documents on SEC EDGAR.
• get_sec_10k_annual_filings(ticker, limit): Form 10-K audited annual financial reports with direct primary document links.
• get_sec_10q_quarterly_filings(ticker, limit): Form 10-Q quarterly reports with unaudited financial statements.
• get_sec_8k_material_events(ticker, limit): Form 8-K unscheduled material corporate event announcements (earnings releases, executive changes, M&A).
• get_sec_insider_form4_filings(ticker, limit): Form 4 insider transaction reports by officers, directors, and 10%+ beneficial owners.
• get_sec_xbrl_company_facts(ticker): Catalog summary of all available interactive US-GAAP XBRL disclosure concepts filed by an entity.
• get_sec_xbrl_concept_timeseries(ticker, concept, limit): Multi-quarter historical timeseries for standard GAAP concepts (REVENUES, NET_INCOME, GROSS_PROFIT, ASSETS, CASH, EPS).
• get_sec_cik_lookup(query, limit): Fast search directory resolving company names and tickers to official 10-digit SEC CIKs across 10,000+ public entities.

17. Quantitative Portfolio Risk & Strategy Backtesting (PortfolioService — 9 tools)

• calculate_portfolio_risk_metrics(tickers, weights, benchmark, period, risk_free_rate): Multi-asset Sharpe/Sortino/Calmar ratios, Max Drawdown, Historical VaR (95%/99%), Expected Shortfall (CVaR), Beta, and Alpha.
• calculate_asset_correlation_matrix(tickers, period): Pairwise Pearson correlation matrix and annualized covariance matrix across cross-asset baskets.
• calculate_risk_parity_weights(tickers, period): Inverse-volatility allocation weights with actual covariance-based risk contributions.
• calculate_minimum_variance_portfolio(tickers, period): Analytical long-only Markowitz Minimum Variance portfolio allocation weights.
• calculate_rolling_beta(ticker, benchmark, window, period): Historical rolling window Beta sensitivity series tracking evolving market risk.
• calculate_drawdown_series(tickers, weights, period): Historical underwater percentage drawdown curve and peak/trough timeline points.
• backtest_trend_following_strategy(ticker, fast_window, slow_window, period, initial_capital): Moving Average Crossover (Golden Cross / Death Cross) rule-based backtester with win rate, profit factor, and equity curve.
• backtest_mean_reversion_strategy(ticker, rsi_window, oversold_threshold, overbought_threshold, period, initial_capital): RSI Mean-Reversion strategy backtester with closed trades and performance breakdown.
• calculate_factor_exposures(ticker, period): Multi-factor linear regression estimating systematic market loadings (SPY, QQQ, IWM, TLT, GLD) and Jensen's Alpha.

🔧 HTTP Transport & Production Deployment

Open Markets can be run as a standalone HTTP service supporting SSE streaming, Bearer token authentication, CORS, and Prometheus metrics:

# Run streamable HTTP server with auth
uvx openmarkets@latest \
  --transport http \
  --host 0.0.0.0 \
  --port 8000 \
  --http-auth-enabled \
  --http-auth-secret "your-production-secret"

Endpoints:

• GET /health — Process liveness probe.
• GET /metrics — Prometheus metrics (uptime, cache entries).
• POST /mcp — MCP streamable JSON-RPC endpoint.

📄 License

AGPLv3+ License — see LICENSE for details.