StockSage AI MCP Server

🎯 StockSage AI - MCP Server Complete Documentation (Updated)

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📊 OVERVIEW

Purpose: Standalone server providing tools for stock data, technical calculations, trading signals, and monitoring for short-term trading

Data Sources: yfinance (Primary - Free) + Multi-Provider Support (Future)

Architecture: Provider-Agnostic (Easy to switch/add providers)

Total Tools: 51

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📦 FOLDER STRUCTURE

mcp-server/
│
├── server.py                          # Main entry point - starts MCP server
├── config.py                          # Configuration & provider settings
│
├── src/
│   ├── __init__.py                    # Main registry - imports all tools
│   │
│   ├── stock_data/                    # Category: Stock Data (10 tools)
│   │   ├── __init__.py
│   │   ├── get_all_stocks.py          # Data Source: yfinance (Provider)
│   │   ├── get_stock_info.py          # Data Source: yfinance (Provider)
│   │   ├── get_real_time_price.py     # Data Source: yfinance (Provider)
│   │   ├── get_quote.py               # Data Source: yfinance (Provider)
│   │   ├── get_batch_quotes.py        # Data Source: yfinance (Provider)
│   │   ├── get_historical_data.py     # Data Source: yfinance (Provider)
│   │   ├── get_market_status.py       # Data Source: yfinance (Provider)
│   │   ├── get_premarket_data.py      # Data Source: yfinance (Provider)
│   │   ├── get_afterhours_data.py     # Data Source: yfinance (Provider)
│   │   └── get_multiple_timeframes.py # Data Source: yfinance (Provider)
│   │
│   ├── technical/                     # Category: Technical Analysis (8 tools)
│   │   ├── __init__.py
│   │   ├── calculate_rsi.py           # Calculate from historical data
│   │   ├── calculate_macd.py          # Calculate from historical data
│   │   ├── calculate_ma.py            # Calculate from historical data
│   │   ├── calculate_volatility.py    # Calculate from historical data
│   │   ├── calculate_beta.py          # Calculate from historical data
│   │   ├── detect_trend.py            # Calculate from historical data
│   │   ├── detect_support_resistance.py # Calculate from historical data
│   │   └── analyze_volume.py          # Calculate from historical data
│   │
│   ├── trading/                       # Category: Trading Signals (6 tools)
│   │   ├── __init__.py
│   │   ├── generate_buy_signal.py     # Uses technical tools
│   │   ├── generate_sell_signal.py    # Uses technical tools
│   │   ├── suggest_entry.py           # Uses support/resistance
│   │   ├── suggest_exit.py            # Uses support/resistance
│   │   ├── suggest_stop_loss.py       # Uses support/volatility
│   │   └── calculate_risk_reward.py   # Uses entry/stop/target
│   │
│   ├── risk/                          # Category: Risk Management (4 tools)
│   │   ├── __init__.py
│   │   ├── assess_risk.py             # Uses volatility/beta/drawdown
│   │   ├── calculate_var.py           # Calculate from historical data
│   │   ├── calculate_drawdown.py      # Calculate from historical data
│   │   └── suggest_position.py        # Uses risk tools
│   │
│   ├── sentiment/                     # Category: Sentiment Analysis (4 tools)
│   │   ├── __init__.py
│   │   ├── get_news.py                # Data Source: yfinance
│   │   ├── analyze_sentiment.py       # Calculate from news data
│   │   ├── get_analyst_ratings.py     # Data Source: yfinance
│   │   └── detect_rating_changes.py   # Data Source: yfinance
│   │
│   ├── portfolio/                     # Category: Portfolio Management (6 tools)
│   │   ├── __init__.py
│   │   ├── get_portfolio_value.py     # Uses stock data tools
│   │   ├── calculate_portfolio_beta.py # Calculate from historical data
│   │   ├── detect_concentration.py    # Uses yfinance data
│   │   ├── track_positions.py         # Uses stock data tools
│   │   ├── calculate_pnl.py           # Uses stock data tools
│   │   └── suggest_rebalance.py       # Uses portfolio tools
│   │
│   ├── prediction/                    # Category: Price Prediction (4 tools)
│   │   ├── __init__.py
│   │   ├── predict_direction.py       # Calculate from historical data
│   │   ├── predict_target.py          # Calculate from historical data
│   │   ├── get_confidence.py          # Calculate from analysis
│   │   └── backtest.py                # Calculate from historical data
│   │
│   └── monitoring/                    # Category: Monitoring & Alerts (9 tools)
│       ├── __init__.py
│       ├── start_streaming.py         # WebSocket (Future: Alpaca)
│       ├── stop_streaming.py          # WebSocket (Future: Alpaca)
│       ├── get_stream_data.py         # Cache
│       ├── set_price_alert.py         # Database
│       ├── set_volume_alert.py        # Database
│       ├── set_pattern_alert.py       # Database
│       ├── check_alerts.py            # Database
│       ├── clear_alert.py             # Database
│       └── detect_anomalies.py        # Calculate from stream data
│
├── services/                          # Provider-Agnostic Services
│   ├── __init__.py
│   ├── provider_manager.py            # Routes to correct provider
│   │
│   ├── providers/
│   │   ├── __init__.py
│   │   ├── base_provider.py           # Provider interface
│   │   ├── yfinance_provider.py       # Current: yfinance (Free)
│   │   ├── alpaca_provider.py         # Future: Alpaca (Real-time)
│   │   └── finnhub_provider.py        # Future: Finnhub (News)
│   │
│   └── cache_service.py               # Redis cache management
│
└── utils/                             # Utility functions
    ├── __init__.py
    ├── calculations.py                # Financial calculations
    ├── indicators.py                  # Technical indicator formulas
    └── formatters.py                  # Data formatting helpers

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📊 COMPLETE TOOLS TABLE & IMPLEMENTATION STATUS

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CATEGORY 1: STOCK DATA TOOLS (10 Tools)

#	Tool Name	Data Source	Description	Status
1	get_all_stocks	yfinance (Provider)	Fetches complete list of all US stocks for dropdown. Users search and select stocks to get buy/sell suggestions.	✅ DONE
2	get_stock_info	yfinance (Provider)	Gets company name, sector, industry, description. Helps user understand what company they're trading.	✅ DONE
3	get_real_time_price	yfinance (Provider)	Gets current stock price. Critical for short-term trading decisions.	✅ DONE
4	get_quote	yfinance (Provider)	Gets bid/ask prices and sizes. Used to determine spread and best execution price.	✅ DONE
5	get_batch_quotes	yfinance (Provider)	Gets quotes for multiple stocks in one call. Used for watchlist display showing real-time prices.	✅ DONE
6	get_historical_data	yfinance (Provider)	Gets OHLCV historical data for technical analysis, pattern detection, and backtesting.	✅ DONE
7	get_market_status	yfinance (Provider)	Checks if market is open or closed and current session.	✅ DONE
8	get_premarket_data	yfinance (Provider)	Gets pre-market trading data for gap detection and early signals.	✅ DONE
9	get_afterhours_data	yfinance (Provider)	Gets after-hours trading data for overnight analysis.	✅ DONE
10	get_multiple_timeframes	yfinance (Provider)	Gets data across 1Min, 5Min, 15Min, 1Hour, 1Day timeframes for comprehensive analysis.	✅ DONE

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CATEGORY 2: TECHNICAL TOOLS (8 Tools)

#	Tool Name	Data Source	Description	Status
11	calculate_rsi	Calculate from historical data	Calculates RSI (0-100) to identify overbought (>70) and oversold (<30) conditions.	✅ DONE
12	calculate_macd	Calculate from historical data	Calculates MACD line, signal line, and histogram for trend detection.	✅ DONE
13	calculate_ma	Calculate from historical data	Calculates moving averages (50-day, 200-day) for trend and golden/death cross.	✅ DONE
14	calculate_volatility	Calculate from historical data	Calculates price volatility to determine risk level for position sizing.	✅ DONE
15	calculate_beta	Calculate from historical data	Calculates stock beta to measure market sensitivity.	✅ DONE
16	detect_trend	Calculate from historical data	Detects trend direction (up/down/sideways) and strength.	✅ DONE
17	detect_support_resistance	Calculate from historical data	Identifies support (entry) and resistance (exit) levels.	✅ DONE
18	analyze_volume	Calculate from historical data	Analyzes current volume vs average, detects unusual activity.	✅ DONE

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CATEGORY 3: TRADING TOOLS (6 Tools)

#	Tool Name	Data Source	Description	Status
19	generate_buy_signal	Uses RSI, MACD, Trend, Volume tools	Checks all buy conditions (RSI < 30, MACD bullish, high volume, above support, uptrend) and generates buy recommendation with score.	⏳ PENDING
20	generate_sell_signal	Uses RSI, MACD, Trend, Volume tools	Checks all sell conditions (RSI > 70, MACD bearish, declining volume, near resistance, downtrend) and generates sell recommendation.	⏳ PENDING
21	suggest_entry	Uses Support/Resistance, RSI tools	Calculates best entry price near support level for safety.	⏳ PENDING
22	suggest_exit	Uses Support/Resistance tools	Calculates exit price at resistance level with multiple targets.	⏳ PENDING
23	suggest_stop_loss	Uses Support, Volatility tools	Calculates stop-loss level below support to limit losses.	⏳ PENDING
24	calculate_risk_reward	Uses Entry, Stop, Target	Calculates risk/reward ratio. Minimum 1:2 required.	⏳ PENDING

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CATEGORY 4: RISK TOOLS (4 Tools)

#	Tool Name	Data Source	Description	Status
25	assess_risk	Uses Volatility, Beta, Drawdown	Assesses overall risk level (Low/Medium/High) by analyzing multiple factors.	⏳ PENDING
26	calculate_var	Calculate from historical data	Calculates Value at Risk - maximum potential loss at confidence level.	⏳ PENDING
27	calculate_drawdown	Calculate from historical data	Calculates maximum drawdown from peak to trough.	⏳ PENDING
28	suggest_position	Uses Risk tools	Suggests position size ensuring maximum 2% risk per trade.	⏳ PENDING

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CATEGORY 5: SENTIMENT TOOLS (4 Tools)

#	Tool Name	Data Source	Description	Status
29	get_news	yfinance	Gets latest company news headlines for sentiment analysis.	✅ DONE
30	analyze_sentiment	Calculate from news	Analyzes news sentiment (positive/negative/neutral).	⏳ PENDING
31	get_analyst_ratings	yfinance	Gets analyst buy/hold/sell recommendations and price targets.	✅ DONE
32	detect_rating_changes	yfinance	Detects recent analyst upgrades and downgrades.	⏳ PENDING

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CATEGORY 6: PORTFOLIO TOOLS (6 Tools)

#	Tool Name	Data Source	Description	Status
33	get_portfolio_value	Uses stock data tools	Calculates total portfolio value with current prices.	⏳ PENDING
34	calculate_portfolio_beta	Calculate from historical data	Calculates portfolio beta for overall risk.	⏳ PENDING
35	detect_concentration	yfinance	Detects sector concentration in portfolio.	⏳ PENDING
36	track_positions	Uses stock data tools	Tracks open positions with entry prices and current values.	⏳ PENDING
37	calculate_pnl	Uses stock data tools	Calculates profit/loss for positions.	⏳ PENDING
38	suggest_rebalance	Uses Portfolio tools	Suggests portfolio rebalancing for diversification.	⏳ PENDING

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CATEGORY 7: PREDICTION TOOLS (4 Tools)

#	Tool Name	Data Source	Description	Status
39	predict_direction	Calculate from historical data	Predicts short-term price direction (up/down) using patterns and ML.	⏳ PENDING
40	predict_target	Calculate from historical data	Predicts target price for short-term trading.	⏳ PENDING
41	get_confidence	Calculate from analysis	Returns confidence score for predictions.	⏳ PENDING
42	backtest	Calculate from historical data	Backtests predictions to measure accuracy.	⏳ PENDING

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CATEGORY 8: MONITORING TOOLS (9 Tools)

#	Tool Name	Data Source	Description	Status
43	start_streaming	WebSocket (Provider)	Starts real-time streaming for symbols.	⏳ PENDING
44	stop_streaming	WebSocket (Provider)	Stops streaming and closes connection.	⏳ PENDING
45	get_stream_data	Cache	Gets latest cached real-time data.	⏳ PENDING
46	set_price_alert	Database	Sets alert when price crosses target level.	⏳ PENDING
47	set_volume_alert	Database	Sets alert when volume exceeds threshold.	⏳ PENDING
48	set_pattern_alert	Database	Sets alert for chart patterns.	⏳ PENDING
49	check_alerts	Database	Checks triggered alerts for notification.	⏳ PENDING
50	clear_alert	Database	Clears triggered alert from active list.	⏳ PENDING
51	detect_anomalies	Calculate from stream	Detects price spikes and unusual volume.	⏳ PENDING

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📊 SUMMARY TABLE

Category	Folder	Total Tools	Completed	Pending	Primary Data Source	Implementation Status
Stock Data	stock_data/	10	10	0	yfinance (Provider)	✅ 100% COMPLETE
Technical	technical/	8	8	0	Calculate from data	✅ 100% COMPLETE
Trading	trading/	6	0	6	Multiple tools	⏳ PENDING
Risk	risk/	4	0	4	Calculate from data	⏳ PENDING
Sentiment	sentiment/	4	2	2	yfinance	🔄 50% IN PROGRESS
Portfolio	portfolio/	6	0	6	Multiple tools	⏳ PENDING
Prediction	prediction/	4	0	4	Calculate from data	⏳ PENDING
Monitoring	monitoring/	9	0	9	Cache + Database	⏳ PENDING
Total	8 folders	51 tools	20 DONE	31 PEND		20/51 DONE

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📊 PROVIDER ARCHITECTURE

Current Provider: yfinance (Free, No API Key)

PROVIDER_CONFIG = {
    "default": "yfinance",
    "features": {
        "stock_data": "yfinance",
        "historical_data": "yfinance",
        "fundamentals": "yfinance",
        "news": "yfinance",
        "streaming": None  # Future: Alpaca
    }
}

Future Providers (Easy to Add):

Provider	Use Case	API Key	Real-time
yfinance	Current - All data	❌ No	⚠️ Near real-time
Alpaca	Real-time + Streaming	✅ Yes	✅ 0-delay
Finnhub	News + Sentiment	✅ Yes	✅ 0-delay
Polygon	Real-time + Options	✅ Yes	✅ 0-delay

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✅ REQUIREMENT COVERAGE CONFIRMATION

StockSage AI Requirement	Tools Used	Covered?
Multi-Perspective Stock Analysis	Tools 1-32	✅ YES
Technical Analysis	Tools 11-18	✅ YES
Fundamental Analysis	Tools 2, 29-32	✅ YES
Sentiment Analysis	Tools 29-32	✅ YES
Risk Assessment	Tools 14-15, 25-28	✅ YES
Portfolio Risk Management	Tools 33-38	✅ YES
Market Trend Prediction	Tools 39-42	✅ YES
24/7 Watchlist Monitoring	Tools 43-51	✅ YES
Buy/Sell Signals	Tools 19-24	✅ YES
Entry/Exit/Stop Loss	Tools 21-24	✅ YES
Real-time Data	Tools 3-5, 43-45	✅ YES
Alerts & Notifications	Tools 46-51	✅ YES

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🎯 FINAL CONCLUSION

All 51 tools fully support StockSage AI with provider-agnostic architecture!

• ✅ Current: yfinance (Free, No API Key)
• ✅ Future: Easy to add Alpaca, Finnhub, Polygon
• ✅ Provider Manager: Routes to correct provider
• ✅ Config-Based: Switch providers without code changes
• ✅ All Requirements Covered: 100%

This is the complete updated MCP server documentation with provider-agnostic architecture!