mcp-investments-sample

mcp-investments-sample

0
finance

This project is a sample implementation of an MCP server that provides securities-related information. It showcases several tools that fetch current and historical data for securities and sectors, helping users analyze price and volume information. The sample is built using the C# MCP SDK.

Securities prices MCP server sample

This is a sample of an MCP server that publishes securities related information as MCP tools. It is based on the C# MCP SDK samples here.

Running the sample in Claude for Desktop

  1. Clone the repo and open the root directory in VS Code.
  2. Build the solution with dotnet build.
  3. Follow the instructions here to configure Claude for Desktop to load your server; the mcpServers section should contain a snippet like this:
    "securities": {
        "command": "dotnet",
        "args": [
            "run",
            "--project",
            "<path>\\mcp-investments-sample\\mcp-server",
            "--no-build"
        ]
    }

Tools

This sample contains 4 tools:

  • GetCurrentSecurityInfo gets current price, volume, etc. information for the supplied ticker symbol.
  • GetSecuritiesBySector gets information for all securities in the given sector.
  • GetHistoricalData gets historical price, volume, etc. information for a ticker symbol between the provided dates.
  • GetSectorPerformance gets price movement and average volume for a sector.

Using these tools, you can ask Claude questions such as

"How does AAPL's current price compare with sector performance?"

Data is loaded from static json files in the ./api/Data directory.