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Create server.py
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server.py
ADDED
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1 |
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import json
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2 |
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import uuid
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3 |
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import asyncio
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4 |
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import logging
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import uvicorn
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import os
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import pandas as pd
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9 |
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import yfinance as yf
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+
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from enum import Enum
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from pathlib import Path
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+
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from mcp.server.fastmcp import FastMCP
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+
rom starlette.requests import Request
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+
from starlette.responses import PlainTextResponse, JSONResponse
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17 |
+
from starlette.middleware.base import BaseHTTPMiddleware
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+
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19 |
+
# Helper to ensure outputs dir exists and return path (repo root)
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20 |
+
_REPO_ROOT = Path(__file__).resolve().parent.parent
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21 |
+
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22 |
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# Single shared outputs folder at the repository root
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23 |
+
OUTPUTS_DIR = _REPO_ROOT / "outputs"
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+
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# Ensure the directory exists
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26 |
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OUTPUTS_DIR.mkdir(parents=True, exist_ok=True)
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+
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# Set up logging
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LOGS_DIR = _REPO_ROOT / "logs"
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30 |
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LOGS_DIR.mkdir(parents=True, exist_ok=True)
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31 |
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LOG_FILE = LOGS_DIR / "yahoo_finance_server.log"
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32 |
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logging.basicConfig(
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level=logging.INFO,
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34 |
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format='%(asctime)s %(levelname)s %(message)s',
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35 |
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handlers=[logging.FileHandler(LOG_FILE), logging.StreamHandler()]
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36 |
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)
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37 |
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logger = logging.getLogger(__name__)
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38 |
+
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39 |
+
# Hugging Face Token Auth Middleware
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40 |
+
class HuggingFaceTokenAuthMiddleware(BaseHTTPMiddleware):
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41 |
+
async def dispatch(self, request: Request, call_next):
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42 |
+
# Allow "/" and "/tools" to be public, protect everything else
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43 |
+
if request.url.path in ["/", "/tools"]:
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44 |
+
return await call_next(request)
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45 |
+
# Check Authorization header
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46 |
+
auth = request.headers.get("authorization")
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47 |
+
if not auth or not auth.lower().startswith("bearer "):
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48 |
+
return PlainTextResponse("Missing or invalid Authorization header (expected Bearer token)", status_code=401)
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49 |
+
token = auth.split(" ", 1)[1].strip()
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50 |
+
# Validate token with Hugging Face API
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51 |
+
async with httpx.AsyncClient() as client:
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52 |
+
resp = await client.get(
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53 |
+
"https://huggingface.co/api/whoami-v2",
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54 |
+
headers={"Authorization": f"Bearer {token}"}
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55 |
+
)
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56 |
+
if resp.status_code != 200:
|
57 |
+
return PlainTextResponse("Invalid or expired Hugging Face token", status_code=401)
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58 |
+
hf_user_info = resp.json()
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59 |
+
request.state.hf_user = hf_user_info
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60 |
+
return await call_next(request)
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61 |
+
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62 |
+
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63 |
+
# ---------------------------------------------------------------------------
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64 |
+
# Helper: write DataFrame to <repo>/outputs and strip any timezone info
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65 |
+
# ---------------------------------------------------------------------------
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66 |
+
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67 |
+
def _strip_tz(df: pd.DataFrame) -> pd.DataFrame:
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68 |
+
out = df.copy()
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69 |
+
for col in out.select_dtypes(include=["datetimetz"]).columns:
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70 |
+
out[col] = out[col].dt.tz_localize(None)
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71 |
+
return out
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72 |
+
|
73 |
+
def save_df_to_csv(df, base_name):
|
74 |
+
df_clean = _strip_tz(df)
|
75 |
+
file_path = OUTPUTS_DIR / f"{base_name}.csv"
|
76 |
+
if file_path.exists():
|
77 |
+
unique_id = uuid.uuid4().hex[:8]
|
78 |
+
file_path = OUTPUTS_DIR / f"{base_name}_{unique_id}.csv"
|
79 |
+
df_clean.to_csv(file_path, index=False)
|
80 |
+
return str(file_path), list(df_clean.columns)
|
81 |
+
|
82 |
+
def save_json_to_file(data, base_name):
|
83 |
+
file_path = OUTPUTS_DIR / f"{base_name}.json"
|
84 |
+
if file_path.exists():
|
85 |
+
unique_id = uuid.uuid4().hex[:8]
|
86 |
+
file_path = OUTPUTS_DIR / f"{base_name}_{unique_id}.json"
|
87 |
+
with open(file_path, "w") as f:
|
88 |
+
json.dump(data, f, indent=2)
|
89 |
+
# Schema: for dict, top-level keys; for list, type of first element or 'list'; else type
|
90 |
+
if isinstance(data, dict):
|
91 |
+
schema = list(data.keys())
|
92 |
+
preview = {k: data[k] for k in list(data)[:PREVIEW_ROWS]}
|
93 |
+
elif isinstance(data, list):
|
94 |
+
schema = [type(data[0]).__name__] if data else ["list"]
|
95 |
+
preview = data[:PREVIEW_ROWS]
|
96 |
+
else:
|
97 |
+
schema = [type(data).__name__]
|
98 |
+
preview = data
|
99 |
+
return str(file_path), schema, preview
|
100 |
+
|
101 |
+
class FinancialType(str, Enum):
|
102 |
+
income_stmt = "income_stmt"
|
103 |
+
quarterly_income_stmt = "quarterly_income_stmt"
|
104 |
+
balance_sheet = "balance_sheet"
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105 |
+
quarterly_balance_sheet = "quarterly_balance_sheet"
|
106 |
+
cashflow = "cashflow"
|
107 |
+
quarterly_cashflow = "quarterly_cashflow"
|
108 |
+
|
109 |
+
class HolderType(str, Enum):
|
110 |
+
major_holders = "major_holders"
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111 |
+
institutional_holders = "institutional_holders"
|
112 |
+
mutualfund_holders = "mutualfund_holders"
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113 |
+
insider_transactions = "insider_transactions"
|
114 |
+
insider_purchases = "insider_purchases"
|
115 |
+
insider_roster_holders = "insider_roster_holders"
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116 |
+
|
117 |
+
class RecommendationType(str, Enum):
|
118 |
+
recommendations = "recommendations"
|
119 |
+
upgrades_downgrades = "upgrades_downgrades"
|
120 |
+
|
121 |
+
# Initialize FastMCP server
|
122 |
+
yfinance_server = FastMCP(
|
123 |
+
"yfinance",
|
124 |
+
instructions="""
|
125 |
+
# Yahoo Finance MCP Server
|
126 |
+
|
127 |
+
This server is used to get information about a given ticker symbol from yahoo finance.
|
128 |
+
|
129 |
+
Available tools:
|
130 |
+
- get_historical_stock_prices: Get historical stock prices for a given ticker symbol from yahoo finance. Include the following information: Date, Open, High, Low, Close, Volume, Adj Close.
|
131 |
+
- get_stock_info: Get stock information for a given ticker symbol from yahoo finance. Include the following information: Stock Price & Trading Info, Company Information, Financial Metrics, Earnings & Revenue, Margins & Returns, Dividends, Balance Sheet, Ownership, Analyst Coverage, Risk Metrics, Other.
|
132 |
+
- get_yahoo_finance_news: Get news for a given ticker symbol from yahoo finance.
|
133 |
+
- get_stock_actions: Get stock dividends and stock splits for a given ticker symbol from yahoo finance.
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134 |
+
- get_financial_statement: Get financial statement for a given ticker symbol from yahoo finance. You can choose from the following financial statement types: income_stmt, quarterly_income_stmt, balance_sheet, quarterly_balance_sheet, cashflow, quarterly_cashflow.
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135 |
+
- get_holder_info: Get holder information for a given ticker symbol from yahoo finance. You can choose from the following holder types: major_holders, institutional_holders, mutualfund_holders, insider_transactions, insider_purchases, insider_roster_holders.
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136 |
+
- get_option_expiration_dates: Fetch the available options expiration dates for a given ticker symbol.
|
137 |
+
- get_option_chain: Fetch the option chain for a given ticker symbol, expiration date, and option type.
|
138 |
+
- get_recommendations: Get recommendations or upgrades/downgrades for a given ticker symbol from yahoo finance. You can also specify the number of months back to get upgrades/downgrades for, default is 12.
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139 |
+
""",
|
140 |
+
)
|
141 |
+
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142 |
+
PREVIEW_ROWS = 20
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143 |
+
|
144 |
+
@yfinance_server.custom_route("/", methods=["GET"])
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145 |
+
async def home(request: Request) -> PlainTextResponse:
|
146 |
+
return PlainTextResponse(
|
147 |
+
"""
|
148 |
+
Yahoo Finance MCP Server
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149 |
+
----
|
150 |
+
This server needs a HuggingFace token for access
|
151 |
+
"""
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152 |
+
)
|
153 |
+
|
154 |
+
# --- Tool: get_historical_stock_prices ---
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155 |
+
def get_historical_stock_prices_sync(ticker, period, interval):
|
156 |
+
logger.info(f"Called get_historical_stock_prices_sync: ticker={ticker}, period={period}, interval={interval}")
|
157 |
+
company = yf.Ticker(ticker)
|
158 |
+
if company.isin is None:
|
159 |
+
logger.error(f"Company ticker {ticker} not found.")
|
160 |
+
return json.dumps({"error": f"Company ticker {ticker} not found."})
|
161 |
+
hist_data = company.history(period=period, interval=interval)
|
162 |
+
hist_data = hist_data.reset_index(names="Date")
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163 |
+
file_base = f"{ticker}_{period}_{interval}_historical"
|
164 |
+
file_path, schema = save_df_to_csv(hist_data, file_base)
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165 |
+
preview_json = hist_data.head(PREVIEW_ROWS).to_json(orient="records", date_format="iso")
|
166 |
+
logger.info(f"Returning historical data for {ticker}")
|
167 |
+
return json.dumps({
|
168 |
+
"file_path": file_path,
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169 |
+
"schema": schema,
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170 |
+
"preview": json.loads(preview_json)
|
171 |
+
})
|
172 |
+
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173 |
+
@yfinance_server.tool(
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174 |
+
name="get_historical_stock_prices",
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175 |
+
description="""Get historical stock prices for a given ticker symbol from yahoo finance. Include the following information: Date, Open, High, Low, Close, Volume, Adj Close.\nArgs:\n ticker: str\n The ticker symbol of the stock to get historical prices for, e.g. \"AAPL\"\n period : str\n Valid periods: 1d,5d,1mo,3mo,6mo,1y,2y,5y,10y,ytd,max\n Either Use period parameter or use start and end\n Default is \"1mo\"\n interval : str\n Valid intervals: 1m,2m,5m,15m,30m,60m,90m,1h,1d,5d,1wk,1mo,3mo\n Intraday data cannot extend last 60 days\n Default is \"1d\"\n""",
|
176 |
+
)
|
177 |
+
async def get_historical_stock_prices(ticker: str, period: str = "1mo", interval: str = "1d") -> str:
|
178 |
+
loop = asyncio.get_running_loop()
|
179 |
+
try:
|
180 |
+
return await asyncio.wait_for(
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181 |
+
loop.run_in_executor(None, get_historical_stock_prices_sync, ticker, period, interval),
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182 |
+
timeout=30
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183 |
+
)
|
184 |
+
except asyncio.TimeoutError:
|
185 |
+
return json.dumps({"error": "Timeout fetching historical stock prices"})
|
186 |
+
except Exception as e:
|
187 |
+
return json.dumps({"error": str(e)})
|
188 |
+
|
189 |
+
# --- Tool: get_stock_info ---
|
190 |
+
def get_stock_info_sync(ticker):
|
191 |
+
logger.info(f"Called get_stock_info_sync: ticker={ticker}")
|
192 |
+
company = yf.Ticker(ticker)
|
193 |
+
if company.isin is None:
|
194 |
+
logger.error(f"Company ticker {ticker} not found.")
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195 |
+
return json.dumps({"error": f"Company ticker {ticker} not found."})
|
196 |
+
info = company.info
|
197 |
+
file_path, schema, preview = save_json_to_file(info, f"{ticker}_stock_info")
|
198 |
+
logger.info(f"Returning stock info for {ticker}")
|
199 |
+
return json.dumps({
|
200 |
+
"file_path": file_path,
|
201 |
+
"schema": schema,
|
202 |
+
"preview": preview
|
203 |
+
})
|
204 |
+
|
205 |
+
@yfinance_server.tool(
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206 |
+
name="get_stock_info",
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207 |
+
description="""Get stock information for a given ticker symbol from yahoo finance. Include the following information:\nStock Price & Trading Info, Company Information, Financial Metrics, Earnings & Revenue, Margins & Returns, Dividends, Balance Sheet, Ownership, Analyst Coverage, Risk Metrics, Other.\n\nArgs:\n ticker: str\n The ticker symbol of the stock to get information for, e.g. \"AAPL\"\n""",
|
208 |
+
)
|
209 |
+
async def get_stock_info(ticker: str) -> str:
|
210 |
+
loop = asyncio.get_running_loop()
|
211 |
+
try:
|
212 |
+
return await asyncio.wait_for(
|
213 |
+
loop.run_in_executor(None, get_stock_info_sync, ticker),
|
214 |
+
timeout=30
|
215 |
+
)
|
216 |
+
except asyncio.TimeoutError:
|
217 |
+
return json.dumps({"error": "Timeout fetching stock info"})
|
218 |
+
except Exception as e:
|
219 |
+
return json.dumps({"error": str(e)})
|
220 |
+
|
221 |
+
# --- Tool: get_yahoo_finance_news ---
|
222 |
+
def get_yahoo_finance_news_sync(ticker):
|
223 |
+
logger.info(f"Called get_yahoo_finance_news_sync: ticker={ticker}")
|
224 |
+
company = yf.Ticker(ticker)
|
225 |
+
if company.isin is None:
|
226 |
+
logger.error(f"Company ticker {ticker} not found.")
|
227 |
+
return json.dumps({"error": f"Company ticker {ticker} not found."})
|
228 |
+
try:
|
229 |
+
news = company.news
|
230 |
+
except Exception as e:
|
231 |
+
logger.error(f"Error getting news for {ticker}: {e}")
|
232 |
+
return json.dumps({"error": f"Error: getting news for {ticker}: {e}"})
|
233 |
+
news_list = []
|
234 |
+
for news_item in news:
|
235 |
+
if news_item.get("content", {}).get("contentType", "") == "STORY":
|
236 |
+
title = news_item.get("content", {}).get("title", "")
|
237 |
+
summary = news_item.get("content", {}).get("summary", "")
|
238 |
+
description = news_item.get("content", {}).get("description", "")
|
239 |
+
url = news_item.get("content", {}).get("canonicalUrl", {}).get("url", "")
|
240 |
+
news_list.append(
|
241 |
+
{"title": title, "summary": summary, "description": description, "url": url}
|
242 |
+
)
|
243 |
+
if not news_list:
|
244 |
+
logger.warning(f"No news found for company with ticker {ticker}.")
|
245 |
+
return json.dumps({"error": f"No news found for company that searched with {ticker} ticker."})
|
246 |
+
file_path, schema, preview = save_json_to_file(news_list, f"{ticker}_news")
|
247 |
+
logger.info(f"Returning news for {ticker}")
|
248 |
+
return json.dumps({
|
249 |
+
"file_path": file_path,
|
250 |
+
"schema": schema,
|
251 |
+
"preview": preview
|
252 |
+
})
|
253 |
+
|
254 |
+
@yfinance_server.tool(
|
255 |
+
name="get_yahoo_finance_news",
|
256 |
+
description="""Get news for a given ticker symbol from yahoo finance.\n\nArgs:\n ticker: str\n The ticker symbol of the stock to get news for, e.g. \"AAPL\"\n""",
|
257 |
+
)
|
258 |
+
async def get_yahoo_finance_news(ticker: str) -> str:
|
259 |
+
loop = asyncio.get_running_loop()
|
260 |
+
try:
|
261 |
+
return await asyncio.wait_for(
|
262 |
+
loop.run_in_executor(None, get_yahoo_finance_news_sync, ticker),
|
263 |
+
timeout=30
|
264 |
+
)
|
265 |
+
except asyncio.TimeoutError:
|
266 |
+
return json.dumps({"error": "Timeout fetching news"})
|
267 |
+
except Exception as e:
|
268 |
+
return json.dumps({"error": str(e)})
|
269 |
+
|
270 |
+
# --- Tool: get_stock_actions ---
|
271 |
+
def get_stock_actions_sync(ticker):
|
272 |
+
logger.info(f"Called get_stock_actions_sync: ticker={ticker}")
|
273 |
+
try:
|
274 |
+
company = yf.Ticker(ticker)
|
275 |
+
except Exception as e:
|
276 |
+
logger.error(f"Error getting stock actions for {ticker}: {e}")
|
277 |
+
return json.dumps({"error": f"Error: getting stock actions for {ticker}: {e}"})
|
278 |
+
actions_df = company.actions
|
279 |
+
actions_df = actions_df.reset_index(names="Date")
|
280 |
+
file_path, schema = save_df_to_csv(actions_df, f"{ticker}_actions")
|
281 |
+
preview_json = actions_df.head(PREVIEW_ROWS).to_json(orient="records", date_format="iso")
|
282 |
+
logger.info(f"Returning stock actions for {ticker}")
|
283 |
+
return json.dumps({
|
284 |
+
"file_path": file_path,
|
285 |
+
"schema": schema,
|
286 |
+
"preview": json.loads(preview_json)
|
287 |
+
})
|
288 |
+
|
289 |
+
@yfinance_server.tool(
|
290 |
+
name="get_stock_actions",
|
291 |
+
description="""Get stock dividends and stock splits for a given ticker symbol from yahoo finance.\n\nArgs:\n ticker: str\n The ticker symbol of the stock to get stock actions for, e.g. \"AAPL\"\n""",
|
292 |
+
)
|
293 |
+
async def get_stock_actions(ticker: str) -> str:
|
294 |
+
loop = asyncio.get_running_loop()
|
295 |
+
try:
|
296 |
+
return await asyncio.wait_for(
|
297 |
+
loop.run_in_executor(None, get_stock_actions_sync, ticker),
|
298 |
+
timeout=30
|
299 |
+
)
|
300 |
+
except asyncio.TimeoutError:
|
301 |
+
return json.dumps({"error": "Timeout fetching stock actions"})
|
302 |
+
except Exception as e:
|
303 |
+
return json.dumps({"error": str(e)})
|
304 |
+
|
305 |
+
# --- Tool: get_financial_statement ---
|
306 |
+
def get_financial_statement_sync(ticker, financial_type):
|
307 |
+
logger.info(f"Called get_financial_statement_sync: ticker={ticker}, financial_type={financial_type}")
|
308 |
+
company = yf.Ticker(ticker)
|
309 |
+
if company.isin is None:
|
310 |
+
logger.error(f"Company ticker {ticker} not found.")
|
311 |
+
return json.dumps({"error": f"Company ticker {ticker} not found."})
|
312 |
+
if financial_type == FinancialType.income_stmt:
|
313 |
+
financial_statement = company.income_stmt
|
314 |
+
elif financial_type == FinancialType.quarterly_income_stmt:
|
315 |
+
financial_statement = company.quarterly_income_stmt
|
316 |
+
elif financial_type == FinancialType.balance_sheet:
|
317 |
+
financial_statement = company.balance_sheet
|
318 |
+
elif financial_type == FinancialType.quarterly_balance_sheet:
|
319 |
+
financial_statement = company.quarterly_balance_sheet
|
320 |
+
elif financial_type == FinancialType.cashflow:
|
321 |
+
financial_statement = company.cashflow
|
322 |
+
elif financial_type == FinancialType.quarterly_cashflow:
|
323 |
+
financial_statement = company.quarterly_cashflow
|
324 |
+
else:
|
325 |
+
logger.error(f"Invalid financial type {financial_type} for {ticker}.")
|
326 |
+
return json.dumps({"error": f"Error: invalid financial type {financial_type}. Please use one of the following: {list(FinancialType)}."})
|
327 |
+
df = financial_statement.transpose().reset_index(names="date")
|
328 |
+
file_path, schema = save_df_to_csv(df, f"{ticker}_{financial_type}")
|
329 |
+
preview_json = df.head(PREVIEW_ROWS).to_json(orient="records", date_format="iso")
|
330 |
+
logger.info(f"Returning financial statement for {ticker}, type={financial_type}")
|
331 |
+
return json.dumps({
|
332 |
+
"file_path": file_path,
|
333 |
+
"schema": schema,
|
334 |
+
"preview": json.loads(preview_json)
|
335 |
+
})
|
336 |
+
|
337 |
+
@yfinance_server.tool(
|
338 |
+
name="get_financial_statement",
|
339 |
+
description="""Get financial statement for a given ticker symbol from yahoo finance. You can choose from the following financial statement types: income_stmt, quarterly_income_stmt, balance_sheet, quarterly_balance_sheet, cashflow, quarterly_cashflow.\n\nArgs:\n ticker: str\n The ticker symbol of the stock to get financial statement for, e.g. \"AAPL\"\n financial_type: str\n The type of financial statement to get. You can choose from the following financial statement types: income_stmt, quarterly_income_stmt, balance_sheet, quarterly_balance_sheet, cashflow, quarterly_cashflow.\n""",
|
340 |
+
)
|
341 |
+
async def get_financial_statement(ticker: str, financial_type: str) -> str:
|
342 |
+
loop = asyncio.get_running_loop()
|
343 |
+
try:
|
344 |
+
return await asyncio.wait_for(
|
345 |
+
loop.run_in_executor(None, get_financial_statement_sync, ticker, financial_type),
|
346 |
+
timeout=30
|
347 |
+
)
|
348 |
+
except asyncio.TimeoutError:
|
349 |
+
return json.dumps({"error": "Timeout fetching financial statement"})
|
350 |
+
except Exception as e:
|
351 |
+
return json.dumps({"error": str(e)})
|
352 |
+
|
353 |
+
# --- Tool: get_holder_info ---
|
354 |
+
def get_holder_info_sync(ticker, holder_type):
|
355 |
+
logger.info(f"Called get_holder_info_sync: ticker={ticker}, holder_type={holder_type}")
|
356 |
+
company = yf.Ticker(ticker)
|
357 |
+
if company.isin is None:
|
358 |
+
logger.error(f"Company ticker {ticker} not found.")
|
359 |
+
return json.dumps({"error": f"Company ticker {ticker} not found."})
|
360 |
+
if holder_type == HolderType.major_holders:
|
361 |
+
df = company.major_holders.reset_index(names="metric")
|
362 |
+
elif holder_type == HolderType.institutional_holders:
|
363 |
+
df = company.institutional_holders
|
364 |
+
elif holder_type == HolderType.mutualfund_holders:
|
365 |
+
df = company.mutualfund_holders
|
366 |
+
elif holder_type == HolderType.insider_transactions:
|
367 |
+
df = company.insider_transactions
|
368 |
+
elif holder_type == HolderType.insider_purchases:
|
369 |
+
df = company.insider_purchases
|
370 |
+
elif holder_type == HolderType.insider_roster_holders:
|
371 |
+
df = company.insider_roster_holders
|
372 |
+
else:
|
373 |
+
logger.error(f"Invalid holder type {holder_type} for {ticker}.")
|
374 |
+
return json.dumps({"error": f"Error: invalid holder type {holder_type}. Please use one of the following: {list(HolderType)}."})
|
375 |
+
df = df.reset_index() if df.index.name or df.index.names else df
|
376 |
+
file_path, schema = save_df_to_csv(df, f"{ticker}_{holder_type}")
|
377 |
+
preview_json = df.head(PREVIEW_ROWS).to_json(orient="records", date_format="iso")
|
378 |
+
logger.info(f"Returning holder info for {ticker}, type={holder_type}")
|
379 |
+
return json.dumps({
|
380 |
+
"file_path": file_path,
|
381 |
+
"schema": schema,
|
382 |
+
"preview": json.loads(preview_json)
|
383 |
+
})
|
384 |
+
|
385 |
+
@yfinance_server.tool(
|
386 |
+
name="get_holder_info",
|
387 |
+
description="""Get holder information for a given ticker symbol from yahoo finance. You can choose from the following holder types: major_holders, institutional_holders, mutualfund_holders, insider_transactions, insider_purchases, insider_roster_holders.\n\nArgs:\n ticker: str\n The ticker symbol of the stock to get holder information for, e.g. \"AAPL\"\n holder_type: str\n The type of holder information to get. You can choose from the following holder types: major_holders, institutional_holders, mutualfund_holders, insider_transactions, insider_purchases, insider_roster_holders.\n""",
|
388 |
+
)
|
389 |
+
async def get_holder_info(ticker: str, holder_type: str) -> str:
|
390 |
+
loop = asyncio.get_running_loop()
|
391 |
+
try:
|
392 |
+
return await asyncio.wait_for(
|
393 |
+
loop.run_in_executor(None, get_holder_info_sync, ticker, holder_type),
|
394 |
+
timeout=30
|
395 |
+
)
|
396 |
+
except asyncio.TimeoutError:
|
397 |
+
return json.dumps({"error": "Timeout fetching holder info"})
|
398 |
+
except Exception as e:
|
399 |
+
return json.dumps({"error": str(e)})
|
400 |
+
|
401 |
+
# --- Tool: get_option_expiration_dates ---
|
402 |
+
def get_option_expiration_dates_sync(ticker):
|
403 |
+
logger.info(f"Called get_option_expiration_dates_sync: ticker={ticker}")
|
404 |
+
company = yf.Ticker(ticker)
|
405 |
+
if company.isin is None:
|
406 |
+
logger.error(f"Company ticker {ticker} not found.")
|
407 |
+
return json.dumps({"error": f"Company ticker {ticker} not found."})
|
408 |
+
dates = list(company.options)
|
409 |
+
file_path, schema, preview = save_json_to_file(dates, f"{ticker}_option_expiration_dates")
|
410 |
+
logger.info(f"Returning option expiration dates for {ticker}")
|
411 |
+
return json.dumps({
|
412 |
+
"file_path": file_path,
|
413 |
+
"schema": schema,
|
414 |
+
"preview": preview
|
415 |
+
})
|
416 |
+
|
417 |
+
@yfinance_server.tool(
|
418 |
+
name="get_option_expiration_dates",
|
419 |
+
description="""Fetch the available options expiration dates for a given ticker symbol.\n\nArgs:\n ticker: str\n The ticker symbol of the stock to get option expiration dates for, e.g. \"AAPL\"\n""",
|
420 |
+
)
|
421 |
+
async def get_option_expiration_dates(ticker: str) -> str:
|
422 |
+
loop = asyncio.get_running_loop()
|
423 |
+
try:
|
424 |
+
return await asyncio.wait_for(
|
425 |
+
loop.run_in_executor(None, get_option_expiration_dates_sync, ticker),
|
426 |
+
timeout=30
|
427 |
+
)
|
428 |
+
except asyncio.TimeoutError:
|
429 |
+
return json.dumps({"error": "Timeout fetching option expiration dates"})
|
430 |
+
except Exception as e:
|
431 |
+
return json.dumps({"error": str(e)})
|
432 |
+
|
433 |
+
# --- Tool: get_option_chain ---
|
434 |
+
def get_option_chain_sync(ticker, expiration_date, option_type):
|
435 |
+
logger.info(f"Called get_option_chain_sync: ticker={ticker}, expiration_date={expiration_date}, option_type={option_type}")
|
436 |
+
company = yf.Ticker(ticker)
|
437 |
+
if company.isin is None:
|
438 |
+
logger.error(f"Company ticker {ticker} not found.")
|
439 |
+
return json.dumps({"error": f"Company ticker {ticker} not found."})
|
440 |
+
if expiration_date not in company.options:
|
441 |
+
logger.error(f"No options available for {ticker} on date {expiration_date}.")
|
442 |
+
return json.dumps({"error": f"No options available for the date {expiration_date}. You can use `get_option_expiration_dates` to get the available expiration dates."})
|
443 |
+
if option_type not in ["calls", "puts"]:
|
444 |
+
logger.error(f"Invalid option type {option_type} for {ticker}.")
|
445 |
+
return json.dumps({"error": "Invalid option type. Please use 'calls' or 'puts'."})
|
446 |
+
option_chain = company.option_chain(expiration_date)
|
447 |
+
df = option_chain.calls if option_type == "calls" else option_chain.puts
|
448 |
+
file_path, schema = save_df_to_csv(df, f"{ticker}_{expiration_date}_{option_type}_options")
|
449 |
+
preview_json = df.head(PREVIEW_ROWS).to_json(orient="records", date_format="iso")
|
450 |
+
logger.info(f"Returning option chain for {ticker}, date={expiration_date}, type={option_type}")
|
451 |
+
return json.dumps({
|
452 |
+
"file_path": file_path,
|
453 |
+
"schema": schema,
|
454 |
+
"preview": json.loads(preview_json)
|
455 |
+
})
|
456 |
+
|
457 |
+
@yfinance_server.tool(
|
458 |
+
name="get_option_chain",
|
459 |
+
description="""Fetch the option chain for a given ticker symbol, expiration date, and option type.\n\nArgs:\n ticker: str\n The ticker symbol of the stock to get option chain for, e.g. \"AAPL\"\n expiration_date: str\n The expiration date for the options chain (format: 'YYYY-MM-DD')\n option_type: str\n The type of option to fetch ('calls' or 'puts')\n""",
|
460 |
+
)
|
461 |
+
async def get_option_chain(ticker: str, expiration_date: str, option_type: str) -> str:
|
462 |
+
loop = asyncio.get_running_loop()
|
463 |
+
try:
|
464 |
+
return await asyncio.wait_for(
|
465 |
+
loop.run_in_executor(None, get_option_chain_sync, ticker, expiration_date, option_type),
|
466 |
+
timeout=30
|
467 |
+
)
|
468 |
+
except asyncio.TimeoutError:
|
469 |
+
return json.dumps({"error": "Timeout fetching option chain"})
|
470 |
+
except Exception as e:
|
471 |
+
return json.dumps({"error": str(e)})
|
472 |
+
|
473 |
+
# --- Tool: get_recommendations ---
|
474 |
+
def get_recommendations_sync(ticker, recommendation_type, months_back=12):
|
475 |
+
logger.info(f"Called get_recommendations_sync: ticker={ticker}, recommendation_type={recommendation_type}, months_back={months_back}")
|
476 |
+
company = yf.Ticker(ticker)
|
477 |
+
if company.isin is None:
|
478 |
+
logger.error(f"Company ticker {ticker} not found.")
|
479 |
+
return json.dumps({"error": f"Company ticker {ticker} not found."})
|
480 |
+
try:
|
481 |
+
if recommendation_type == RecommendationType.recommendations:
|
482 |
+
df = company.recommendations
|
483 |
+
elif recommendation_type == RecommendationType.upgrades_downgrades:
|
484 |
+
upgrades_downgrades = company.upgrades_downgrades.reset_index()
|
485 |
+
cutoff_date = pd.Timestamp.now() - pd.DateOffset(months=months_back)
|
486 |
+
upgrades_downgrades = upgrades_downgrades[
|
487 |
+
upgrades_downgrades["GradeDate"] >= cutoff_date
|
488 |
+
]
|
489 |
+
upgrades_downgrades = upgrades_downgrades.sort_values("GradeDate", ascending=False)
|
490 |
+
latest_by_firm = upgrades_downgrades.drop_duplicates(subset=["Firm"])
|
491 |
+
df = latest_by_firm
|
492 |
+
else:
|
493 |
+
logger.error(f"Invalid recommendation type {recommendation_type} for {ticker}.")
|
494 |
+
return json.dumps({"error": f"Invalid recommendation type {recommendation_type}."})
|
495 |
+
df = df.reset_index() if df.index.name or df.index.names else df
|
496 |
+
file_path, schema = save_df_to_csv(df, f"{ticker}_{recommendation_type}_recommendations")
|
497 |
+
preview_json = df.head(PREVIEW_ROWS).to_json(orient="records", date_format="iso")
|
498 |
+
logger.info(f"Returning recommendations for {ticker}, type={recommendation_type}, months_back={months_back}")
|
499 |
+
return json.dumps({
|
500 |
+
"file_path": file_path,
|
501 |
+
"schema": schema,
|
502 |
+
"preview": json.loads(preview_json)
|
503 |
+
})
|
504 |
+
except Exception as e:
|
505 |
+
logger.error(f"Error getting recommendations for {ticker}: {e}")
|
506 |
+
return json.dumps({"error": f"Error: getting recommendations for {ticker}: {e}"})
|
507 |
+
|
508 |
+
@yfinance_server.tool(
|
509 |
+
name="get_recommendations",
|
510 |
+
description="""Get recommendations or upgrades/downgrades for a given ticker symbol from yahoo finance. You can also specify the number of months back to get upgrades/downgrades for, default is 12.\n\nArgs:\n ticker: str\n The ticker symbol of the stock to get recommendations for, e.g. \"AAPL\"\n recommendation_type: str\n The type of recommendation to get. You can choose from the following recommendation types: recommendations, upgrades_downgrades.\n months_back: int\n The number of months back to get upgrades/downgrades for, default is 12.\n""",
|
511 |
+
)
|
512 |
+
async def get_recommendations(ticker: str, recommendation_type: str, months_back: int = 12) -> str:
|
513 |
+
loop = asyncio.get_running_loop()
|
514 |
+
try:
|
515 |
+
return await asyncio.wait_for(
|
516 |
+
loop.run_in_executor(None, get_recommendations_sync, ticker, recommendation_type, months_back),
|
517 |
+
timeout=30
|
518 |
+
)
|
519 |
+
except asyncio.TimeoutError:
|
520 |
+
return json.dumps({"error": "Timeout fetching recommendations"})
|
521 |
+
except Exception as e:
|
522 |
+
return json.dumps({"error": str(e)})
|
523 |
+
|
524 |
+
|
525 |
+
# --- Build the app and add middleware ---
|
526 |
+
app = yfinance_server.streamable_http_app()
|
527 |
+
app.add_middleware(HuggingFaceTokenAuthMiddleware)
|
528 |
+
|
529 |
+
if __name__ == "__main__":
|
530 |
+
# Initialize and run the server
|
531 |
+
|
532 |
+
print("Starting Yahoo Finance MCP server...")
|
533 |
+
uvicorn.run(app, host="0.0.0.0", port=8000)
|