fguttridge
MCP Serverfguttridgepublic

mcp investment agent

an experimental project to learn MCP and develop an agent that can do basic investment banking tasks.

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Python
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-
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About This Server

an experimental project to learn MCP and develop an agent that can do basic investment banking tasks.

Model Context Protocol (MCP) - This server can be integrated with AI applications to provide additional context and capabilities, enabling enhanced AI interactions and functionality.

Documentation

💼 Investment Banking Assistant

An intelligent investment analysis assistant that performs the following:

  • Extracts financial data from 10-K filings (via SEC EDGAR)
  • Summarizes key metrics (e.g., Revenue, EPS, Free Cash Flow, ROE, P/E)
  • Generates investment recommendations
  • Provides sentiment analysis from recent news articles
  • Responds to general-purpose financial queries with generative AI

📦 Features

  • 🔍 Financial Analysis Agent
    Parses latest 10-K filing, computes trends, and generates a buy/sell recommendation with justification.

  • 🧠 Generic AI Query Agent
    Handles general investment banking queries using OpenAI.

  • 📰 Sentiment Analysis Agent
    Fetches news from a public API and performs sentiment analysis to determine market tone (positive, neutral, or negative).

🚀 Setup Instructions

1. Clone the repository

git clone https://github.com/YOUR_USERNAME/investment-agent.git
cd investment-agent
pip install -r requirements.txt
python app.py

Quick Start

1

Clone the repository

git clone https://github.com/fguttridge/mcp-investment-agent
2

Install dependencies

cd mcp-investment-agent
npm install
3

Follow the documentation

Check the repository's README.md file for specific installation and usage instructions.

Repository Details

Ownerfguttridge
Repomcp-investment-agent
LanguagePython
License-
Last fetched8/10/2025

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