Momentum MCP Server

Local setup required. This server has to be cloned and prepared on your machine before you register it in Claude Code.
1

Set the server up locally

Run this once to clone and prepare the server before adding it to Claude Code.

Run in terminal
git clone https://github.com/mphinance/momentum-mcp.git
cd momentum-mcp
python3 -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt
2

Register it in Claude Code

After the local setup is done, run this command to point Claude Code at the built server.

Run in terminal
claude mcp add momentum-mcp -- node "<FULL_PATH_TO_MOMENTUM_MCP>/dist/index.js"

Replace <FULL_PATH_TO_MOMENTUM_MCP>/dist/index.js with the actual folder you prepared in step 1.

README.md

A Model Context Protocol server for quantitative trading analysis.

⚡ momentum-mcp

<strong>Give your AI agent a Bloomberg terminal.</strong>

A Model Context Protocol server for quantitative trading analysis.

Tools • Quickstart • Connect Your Client • Tech Stack • License


What Is This?

momentum-mcp turns any MCP-compatible AI assistant into a quantitative trading analyst. Instead of copy-pasting tickers into Yahoo Finance and screenshotting charts, your AI agent can:

  • 🔍 Screen the entire market in seconds — find overbought stocks, unusual volume spikes, new 52-week highs
  • 📊 Pull clean OHLCV data for any ticker, any timeframe — ready for analysis, no CSV wrangling
  • 📈 Compute technical indicators — RSI, MACD with plain-English interpretation, not just raw numbers
  • 🕯️ Generate professional candlestick charts — dark-themed with stacked EMA overlays (8/21/34/55/89), volume panels, publication-ready PNGs
  • 📰 Aggregate financial news from multiple RSS sources in real-time
  • 📄 Extract full article text from any URL — your agent reads the actual article, not just the headline

All of this happens through the Model Context Protocol, so your AI assistant calls these tools natively — no API keys, no REST endpoints, no configuration hell.

Example Chart Output

generate_chart("NVDA", period="6mo") → candlestick + volume + stacked EMAs:

NVDA 6-month chart with EMA overlays

Tools

Tool What It Does
run_stock_screen Scan for stocks by preset: most active, new highs/lows, overbought, oversold, high relative volume
get_historical_data Fetch OHLCV candlestick data — any ticker, any period, any interval
analyze_technicals Compute RSI(14) + MACD(12,26,9) and get a plain-English analysis summary
generate_chart Render a candlestick chart with stacked EMA overlays (8/21/34/55/89) + volume → PNG + base64
fetch_ticker_news Pull recent headlines from Yahoo Finance & Google News RSS feeds
extract_article_text Extract the full article body from any URL (strips ads, nav, paywalls)

Quickstart

git clone https://github.com/mphinance/momentum-mcp.git
cd momentum-mcp
python3 -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt

Test that everything works:

python -c "from mcp_server.server import mcp; print('✓ Ready')"

Run the server:

python -m mcp_server.server

Connect Your Client

Claude Desktop

The most popular MCP client. Add to your claude_desktop_config.json (located at ~/Library/Application Support/Claude/ on macOS or %APPDATA%\Claude\ on Windows):

{
  "mcpServers": {
    "momentum": {
      "command": "python",
      "args": ["-m", "mcp_server.server"],
      "cwd": "/absolute/path/to/momentum-mcp",
      "env": {
        "VIRTUAL_ENV": "/absolute/path/to/momentum-mcp/.venv",
        "PATH": "/absolute/path/to/momentum-mcp/.venv/bin:$PATH"
      }
    }
  }
}

Restart Claude Desktop. You'll see the 🔨 tools icon — click it to verify all 6 tools are loaded.


Cursor

Add to .cursor/mcp.json in your project root (or global config at ~/.cursor/mcp.json):

{
  "mcpServers": {
    "momentum": {
      "command": "/absolute/path/to/momentum-mcp/.venv/bin/python",
      "args": ["-m", "mcp_server.server"],
      "cwd": "/absolute/path/to/momentum-mcp"
    }
  }
}

The tools will be available in Cursor's Agent mode. Ask it to "screen for overbought stocks" or "chart NVDA over the last 6 months."


VS Code + GitHub Copilot

MCP is generally available in GitHub Copilot (VS Code 1.86+). Add to your .vscode/mcp.json:

{
  "servers": {
    "momentum": {
      "command": "/absolute/path/to/momentum-mcp/.venv/bin/python",
      "args": ["-m", "mcp_server.server"],
      "cwd": "/absolute/path/to/momentum-mcp"
    }
  }
}

Enable Agent mode in the Copilot Chat panel — momentum tools will appear in the tool picker.


Windsurf

Add to your Windsurf MCP config at ~/.codeium/windsurf/mcp_config.json:

{
  "mcpServers": {
    "momentum": {
      "command": "/absolute/path/to/momentum-mcp/.venv/bin/python",
      "args": ["-m", "mcp_server.server"],
      "cwd": "/absolute/path/to/momentum-mcp"
    }
  }
}

Cascade will automatically discover the tools. Use them in any Windsurf chat.


Cline (VS Code Extension)

Open Cline's MCP settings (gear icon → MCP Servers → "Edit MCP Settings") and add:

{
  "mcpServers": {
    "momentum": {
      "command": "/absolute/path/to/momentum-mcp/.venv/bin/python",
      "args": ["-m", "mcp_server.server"],
      "cwd": "/absolute/path/to/momentum-mcp"
    }
  }
}

Cline will

Tools (6)

run_stock_screenScan for stocks by preset: most active, new highs/lows, overbought, oversold, high relative volume
get_historical_dataFetch OHLCV candlestick data for any ticker, period, and interval
analyze_technicalsCompute RSI(14) + MACD(12,26,9) and get a plain-English analysis summary
generate_chartRender a candlestick chart with stacked EMA overlays and volume
fetch_ticker_newsPull recent headlines from Yahoo Finance & Google News RSS feeds
extract_article_textExtract the full article body from any URL

Configuration

claude_desktop_config.json
{"mcpServers": {"momentum": {"command": "python", "args": ["-m", "mcp_server.server"], "cwd": "/absolute/path/to/momentum-mcp", "env": {"VIRTUAL_ENV": "/absolute/path/to/momentum-mcp/.venv", "PATH": "/absolute/path/to/momentum-mcp/.venv/bin:$PATH"}}}}

Try it

Screen the market for stocks that are currently overbought.
Generate a 6-month candlestick chart for NVDA with EMA overlays.
Analyze the technical indicators for AAPL and explain the current trend.
Fetch the latest financial news for TSLA and summarize the key points from the top article.

Frequently Asked Questions

What are the key features of Momentum MCP?

Market screening for active stocks, highs/lows, and volume spikes. OHLCV data retrieval for quantitative analysis. Technical indicator computation including RSI and MACD. Automated generation of professional candlestick charts with EMA overlays. Financial news aggregation and full-text article extraction.

What can I use Momentum MCP for?

Automated daily market scanning for trading opportunities. Generating visual technical analysis reports for investment research. Quickly summarizing financial news articles without navigating paywalls. Backtesting or analyzing historical price action for specific tickers.

How do I install Momentum MCP?

Install Momentum MCP by running: git clone https://github.com/mphinance/momentum-mcp.git && cd momentum-mcp && python3 -m venv .venv && source .venv/bin/activate && pip install -r requirements.txt

What MCP clients work with Momentum MCP?

Momentum MCP works with any MCP-compatible client including Claude Desktop, Claude Code, Cursor, and other editors with MCP support.

Turn this server into reusable context

Keep Momentum MCP docs, env vars, and workflow notes in Conare so your agent carries them across sessions.

Need the old visual installer? Open Conare IDE.
Open Conare