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Maverick MCP

Community
Personal stock analysis MCP server with market data, technical analysis, screening, portfolio tracking, and optional backtesting and deep research.
Category
Other #187 of 230
Stars
★ 702 Very popular
Transport
stdio (local process) · Streamable HTTP
Runtime
Python 3.12+ · Node.js · Docker
Credentials
No credential needed
License
MIT
Last commit
Tools
52
44FMRS · D

MaverickMCP offers a comprehensive suite of local stock analysis tools covering technical analysis, screening, portfolio management, and optional extras. Strengths: no API key needed for core features, rich toolset, and multi-client integration. Weaknesses: screening requires manual history fetching, and backtesting/research extras require additional install and API keys. Overall, it's a powerful and flexible tool for personal investment analysis.

Strongest · Documentation 12/20 Weakest · Reliability 4/20

Reliability
4/20
Security and permissions
8/20
Maintenance
10/20
Documentation
12/20
Setup experience
10/20
Why each score
Reliability 4/20
No source code, tests, or CI evidence were provided, so the MCP initialization handshake and declared-vs-actual tool behavior cannot be verified. README claims 37 core tools plus optional extras, but the manifest lists the PyPI package maverick-mcp-server 1.0.0 while the README says v1.0.0 is not yet published, making the publish state contradictory/uncertain. Known trailing-slash registration trouble and 13 open issues further show thin error-handling evidence. Scored low because executable, verifiable paths are absent.
Security and permissions 8/20
No red-line issues are evident: no malware, hardcoded secrets, covert exfiltration, or destructive operations by default; portfolio_clear_portfolio requires confirm=True, LLM_API_KEY and EXA_API_KEY are flagged isSecret in the manifest, and core tools require no API key. However, without source code it cannot be verified whether secrets are redacted from logs, external network access is constrained, or data-flow boundaries are enforced; the server is local/unauthenticated by design and external calls to yfinance/LLM/Exa are only described in docs. Deduction is for missing auditable implementation evidence.
Maintenance 10/20
The repository is not archived, has an MIT license, and the README includes development commands, contribution guidance, and known-issue workarounds; 13 open issues suggest some activity. But no commit/release history, issue-response timeliness, dependency-update history, or security-response channel was supplied, and the README itself indicates v1.0.0 was not yet published to PyPI, a governance/versioning gap. Star count was treated as discovery signal only and added no points.
Documentation 12/20
The README is substantial: prerequisites, three install routes, env configuration, client setup for Claude Desktop/Cursor/Claude Code/Windsurf, tool tables for core/backtesting/research, resources, prompts, examples, Docker, troubleshooting, and a detailed disclaimer with disclosed limitations. However, full per-tool parameter schemas and rate/cost limits are absent from the supplied material (deferred to unreferenced docs/ files), the PyPI publication statement conflicts with the manifest, and client commands assume npx/Node and make without listing them as prerequisites. Documentation is usable but has hidden assumptions and a contradiction.
Setup experience 10/20
Setup instructions are clear and layered: Python 3.12+/uv prerequisites, source installation, .env configuration, make dev startup, and connection examples for multiple mainstream clients, including a Windows cwd workaround. Yet the README explicitly says the uvx/pip route must wait for PyPI publication, so the currently usable path is source install; no CI or test evidence verifies any path, and optional Redis/PostgreSQL choices plus implicit npx/Node and make dependencies add uncertainty. Under static calibration setup cannot exceed 15, and with insufficient evidence it is scored 10.

Static review · not runListed 2026-08-07

Read the FMRS scoring method →

Fit and risk

What it can accessUses the networkConnects to a database

Best for

  • Individual traders and investors who want local, self-hosted stock analysis with Claude Desktop.
  • Users seeking an all-in-one tool combining technical indicators, screening, and portfolio tracking.
  • Developers and data enthusiasts who appreciate FastMCP and modern Python tooling (uv).

Not for

  • Users needing institutional-grade data or professional backtesting features.
  • Those expecting a pre-seeded stock universe (screening requires fetching price history first).
  • Users wanting a hosted, zero-configuration solution (self-hosting requires technical setup).

Required permissions

  • Runs locally and listens on a port (e.g., 8003) for HTTP transport.
  • Accesses the filesystem to read config and database (SQLite file).
  • May access Redis and external network (yfinance for market data).

Risks and side effects

  • Investment risk: market data may be delayed or inaccurate; past performance does not guarantee future results.
  • Relies on third-party data sources (yfinance) and optional external services (Exa, LLM APIs) that may be interrupted or change.
  • Self-hosting configuration can be error-prone, especially the Windows Claude Desktop cwd issue.
  • The built-in screening and backtesting tools are for educational purposes only, not investment advice.

Setup

Before you start

Runtime:Python 3.12+ · Node.js · Docker

LLM_API_KEY optionalsecret Optional API key required once LLM_PROVIDER is set; bring your own LLM key.
EXA_API_KEY optionalsecret Optional Exa web search key for the research extra; get one at https://exa.ai.
Other optional settings (8)
DATABASE_URL optional Optional database URL; defaults to SQLite (sqlite:///maverick.db), PostgreSQL supported for performance.
REDIS_HOST optional Optional Redis host enabling enhanced caching; falls back to in-memory caching if unset.
REDIS_PORT optional Optional Redis port, default 6379.
LLM_PROVIDER optional Optional LLM provider for the research extra (anthropic, openai, openrouter, openai_compatible).
LLM_MODEL optional Optional model name for the configured LLM_PROVIDER.
LLM_BASE_URL optional Optional base URL override, required when LLM_PROVIDER=openai_compatible.
LLM_TEMPERATURE optional Optional sampling temperature, default 0.0.
LOG_LEVEL optional Optional logging verbosity, default INFO.

Requires Python 3.12+ and uv. Core install: uv sync --extra dev (or pip install "maverick-mcp-server"). Optional extras: --extra backtesting, --extra research. Copy .env.example to .env and configure (optional). Start: make dev (HTTP) or make dev-stdio (stdio). Add the JSON config to Claude Desktop.

claude_desktop_config.json
{
  "mcpServers": {
    "maverick-mcp": {
      "command": "uvx",
      "args": [
        "--from",
        "maverick-mcp-server",
        "maverick-mcp",
        "--transport",
        "stdio"
      ]
    }
  }
}

Shown for Claude Desktop. Other clients may use a different file or key (VS Code uses "servers") — the configurator below converts it.

.vscode/mcp.json
{
  "servers": {
    "maverick-mcp": {
      "command": "uvx",
      "args": [
        "--from",
        "maverick-mcp-server",
        "maverick-mcp",
        "--transport",
        "stdio"
      ]
    }
  }
}

Goes in your project's .vscode/mcp.json (VS Code uses a "servers" key).

Terminal
claude mcp add maverick-mcp -- uvx --from maverick-mcp-server maverick-mcp --transport stdio

Run it in a terminal; replace any <…> placeholders with your own values first.

Check that it works

After configuring Claude Desktop and restarting it, the tool list should include market_data_get_quote and technical_get_rsi_analysis; sending "Get a quote for AAPL" and receiving price data confirms the connection works.

Troubleshooting

  1. Ensure the HTTP endpoint has a trailing slash: http://localhost:8003/mcp/ ; otherwise tool registration fails.
  2. If research tools are unavailable, check that the research extra is installed and LLM_PROVIDER, LLM_API_KEY, LLM_MODEL, and EXA_API_KEY are set.
  3. If backtesting tools are unavailable, install the backtesting extra.
  4. If screening results are empty, fetch price history for relevant tickers (market_data_get_price_history) before running screens.
  5. Windows users experiencing ModuleNotFoundError should wrap the command in cmd.exe to force the cwd.

Things to try

Once connected, you can ask your AI assistant things like:

  • Show me the RSI and MACD analysis for NVDA
  • Get full technical analysis for AAPL
  • Run the Maverick bullish screen
  • Run a backtest on AAPL using the momentum strategy for the last 6 months

Tools 52

market_data_get_price_history read-only
OHLCV price history for a ticker, smart-cached.
market_data_get_price_history_batch read-only
Price history for multiple tickers at once.
market_data_get_quote read-only
A single quote, TTL-cached.
market_data_get_stock_fundamentals read-only
Valuation, financials, and trading stats.
market_data_get_market_overview read-only
Indices, sector performance, top movers, and volatility.
market_data_get_chart_links read-only
Static external chart links for a ticker.
market_data_clear_market_cache destructive
Clear cached quotes (mutates cache state).
technical_get_rsi_analysis read-only
RSI reading and signal label.
Show 44 more tools
technical_get_macd_analysis read-only
MACD reading, signal label, and crossover state.
technical_get_support_resistance read-only
Support/resistance levels.
technical_get_full_technical_analysis read-only
Full technical analysis: trend, outlook, every indicator.
screening_get_bullish read-only
Top Maverick bullish-momentum results, latest snapshot.
screening_get_bearish read-only
Top bearish setup results, latest snapshot.
screening_get_supply_demand read-only
Top supply/demand breakout results, latest snapshot.
screening_get_all read-only
Latest snapshot across all three screens.
screening_get_by_criteria read-only
Bullish results filtered by arbitrary criteria.
screening_run_screens writes
Recompute one screen (or all three) and persist it (mutates).
portfolio_add_position writes
Add/average into a position (mutates).
portfolio_get_my_portfolio read-only
Full portfolio snapshot with live P&L.
portfolio_remove_position writes
Remove shares from a position (mutates).
portfolio_clear_portfolio destructive
Remove every position; requires confirm=True (mutates).
portfolio_risk_adjusted_analysis read-only
ATR-based position sizing/stop/target.
portfolio_compare_tickers read-only
Side-by-side ticker comparison (auto-uses your portfolio).
portfolio_correlation_analysis read-only
Correlation matrix and diversification metrics.
portfolio_get_risk_dashboard read-only
Total value, sector exposure, and risk metrics.
portfolio_check_position_risk read-only
Pre-trade risk check for a hypothetical trade.
portfolio_get_regime_adjusted_sizing read-only
Position size scaled by detected market regime.
portfolio_get_risk_alerts read-only
Current sector/position/portfolio risk alerts.
portfolio_watchlist_create writes
Create a named watchlist (mutates).
portfolio_watchlist_add writes
Add a ticker to a watchlist (mutates).
portfolio_watchlist_remove writes
Remove a ticker from a watchlist (mutates).
portfolio_watchlist_brief read-only
Intelligence brief for every symbol on a watchlist.
portfolio_journal_add_trade writes
Log a new open trade (mutates).
portfolio_journal_close_trade writes
Close an open trade; PnL computed automatically (mutates).
portfolio_journal_list_trades read-only
List journal trades, optionally filtered.
portfolio_journal_review read-only
Full detail for a single journal trade.
portfolio_get_strategy_performance read-only
Strategy performance analytics, with optional comparison.
backtesting_run_backtest read-only
Run a single-strategy backtest: metrics, trades, analysis.
backtesting_optimize_strategy read-only
Grid-search a strategy's parameters.
backtesting_walk_forward_analysis read-only
Rolling optimize/test windows to gauge robustness.
backtesting_monte_carlo_simulation read-only
Bootstrap-resample trades for a return/drawdown distribution.
backtesting_compare_strategies read-only
Backtest multiple strategies on the same symbol and rank them.
backtesting_list_strategies read-only
List every rule-based strategy template with default parameters.
backtesting_backtest_portfolio read-only
Backtest one strategy across multiple symbols.
backtesting_parse_strategy read-only
Parse a natural-language description into a strategy + parameters (BYOK LLM).
backtesting_run_ml_strategy_backtest read-only
Backtest an ML-enhanced strategy (adaptive, ensemble, regime-aware).
backtesting_train_ml_predictor writes
Train a random-forest ML predictor for trading signals.
backtesting_analyze_market_regimes read-only
Detect bear/sideways/bull regimes for a symbol.
backtesting_create_strategy_ensemble read-only
Backtest a weighted ensemble of base strategies.
research_run_comprehensive read-only
Comprehensive web-search-backed research on a financial topic.
research_analyze_company read-only
Comprehensive research on a specific company.
research_analyze_sentiment read-only
Market sentiment analysis for a topic or sector.

Use cases

Perform technical analysis on stocks using natural language, e.g., "Show me the RSI and MACD analysis for NVDA".
Run bullish, bearish, and supply/demand screens to spot trading opportunities.
Manage personal portfolio: add positions, view live P&L, get risk dashboard.
Backtest and optimize strategies using VectorBT.
Conduct deep research and sentiment analysis on companies with LangGraph and research tools.

Supported clients

Claude Desktop
Cursor
Claude Code
Windsurf

Listed from the project's documentation, not tested by this site.

Overview

MaverickMCP is a FastMCP-based local stock analysis server designed for individual traders and investors. Core tools require no API key and get market data from yfinance. It provides 37 core tools covering market data, technical analysis, stock screening, portfolio management (with risk dashboard, watchlists, and trade journal). Optional extras add backtesting (VectorBT-powered) and deep research (LangGraph-based, bring-your-own LLM key). Supports stdio and streamable HTTP transports, integrating seamlessly with Claude Desktop, Cursor, Claude Code, and Windsurf.

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Source revision 475899c4363a Data synced 2026-10-12 Read the FMRS scoring method