EODHD Screener MCP Server

🚀 Professional-grade MCP server for advanced stock screening using EODHD financial APIs. Multi-stage filtering with technical indicators, fundamental analysis, and market data.

Perfect for: Quantitative analysis, algorithmic trading research, portfolio management, and financial AI applications.

✨ Key Features

• 🎯 Advanced Stock Screener - Filter by market cap, sector, volume, and 50+ criteria
• 📊 Technical Indicators - RSI, SMA, MACD, Bollinger Bands, and 100+ indicators
• 💰 Fundamental Analysis - P/E ratios, revenue growth, debt ratios (premium)
• 🔄 Multi-Stage Filtering - Chain filters for precision screening
• ⚡ High Performance - Bulk processing with intelligent caching
• 🤖 AI-Ready - Seamless Claude integration via MCP protocol

🚀 Quick Start

Option 1: Install from NPM (Recommended)

# Install globally
npm install -g eodhd-screener-mcp

# Set API key
export EODHD_API_KEY="your_eodhd_api_key"

# Test installation
eodhd-screener-mcp --help

Option 2: Install from Source

# Clone and build
git clone https://github.com/fiale-plus/eodhd-screener-mcp.git
cd eodhd-screener-mcp
npm install && npm run build

# Set API key
export EODHD_API_KEY="your_eodhd_api_key"

# Test with inspector
npm run inspector

Configuration

API Key Setup

You need an EODHD API key to use this server. Get one at EODHD.com.

You can configure the API key in two ways:

Option 1: Environment Variable (Recommended)

Set the EODHD_API_KEY environment variable:

export EODHD_API_KEY="your_api_key_here"

Option 2: Pass API Key in Tool Calls

Include the apiKey parameter in each tool call (less secure, not recommended for production).

MCP Configuration

Claude Desktop

Add to your Claude Desktop configuration file:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%/Claude/claude_desktop_config.json

Using NPM Package (Recommended):

{
  "mcpServers": {
    "eodhd-screener": {
      "command": "npx",
      "args": ["eodhd-screener-mcp"],
      "env": {
        "EODHD_API_KEY": "your_api_key_here"
      }
    }
  }
}

Using Local Installation:

{
  "mcpServers": {
    "eodhd-screener": {
      "command": "node",
      "args": ["/path/to/eodhd-screener-mcp/dist/index.js"],
      "env": {
        "EODHD_API_KEY": "your_api_key_here"
      }
    }
  }
}

Claude Code

Add a .claude.json configuration file to your project root:

Using NPM Package (Recommended):

{
  "mcpServers": {
    "eodhd-screener": {
      "command": "npx",
      "args": ["eodhd-screener-mcp"],
      "env": {
        "EODHD_API_KEY": "your_api_key_here"
      }
    }
  }
}

Using Local Installation:

{
  "mcpServers": {
    "eodhd-screener": {
      "command": "node",
      "args": ["/path/to/eodhd-screener-mcp/dist/index.js"],
      "env": {
        "EODHD_API_KEY": "your_api_key_here"
      }
    }
  }
}

Installation Notes

• NPM Package: The npx eodhd-screener-mcp command will automatically download and run the latest version
• Global Install: Use npm install -g eodhd-screener-mcp for faster startup (no download needed)
• Local Development: Use the local installation method if you're developing or customizing the server

Versioning

This package uses GitHub Release Tags for versioning:

• Create a GitHub release with tag v1.2.3
• The workflow automatically extracts 1.2.3 and publishes to NPM
• Package.json version is automatically updated during CI/CD
• This ensures consistent versioning between GitHub releases and NPM packages

Available Tools

1. screen_stocks

Screen stocks using EODHD market screener with filters and sorting.

Parameters:

• apiKey (optional): Your EODHD API key (if not set via environment variable)
• sort: Sort field (e.g., "market_capitalization.desc")
• filters: Array of filter conditions
• limit: Number of results (default: 50)
• offset: Pagination offset
• signals: Pre-defined signals filter

Example filters:

[
  ["market_capitalization", ">", 1000000000],
  ["sector", "=", "Technology"]
]

2. get_fundamentals

Get fundamental data for a specific stock.

Parameters:

• apiKey (optional): Your EODHD API key (if not set via environment variable)
• symbol (required): Stock symbol (e.g., "AAPL.US")

3. get_technical_indicator

Get technical indicator data for a stock.

Parameters:

• apiKey (optional): Your EODHD API key (if not set via environment variable)
• symbol (required): Stock symbol
• function (required): Indicator name (sma, rsi, macd, bbands, etc.)
• period: Period for the indicator
• from: Start date (YYYY-MM-DD)
• to: End date (YYYY-MM-DD)

4. multi_stage_screen

Perform multi-stage screening combining all three data sources.

Parameters:

• apiKey (optional): Your EODHD API key (if not set via environment variable)
• screenerFilters: Initial screener filters
• screenerSort: Sort field for screener
• screenerLimit: Limit for screener results
• fundamentalsFilters: Object with fundamental criteria
• technicalFilters: Array of technical indicator conditions
• symbols: Optional list of symbols to analyze (bypasses screener)

Example fundamentals filters:

{
  "pe_ratio": { "max": 30 },
  "revenue_growth": { "min": 0.1 }
}

Example technical filters:

[
  {
    "indicator": "rsi",
    "period": 14,
    "condition": "<",
    "value": 30
  }
]

API Documentation

For more information about the EODHD API endpoints:

• Stock Market Screener API
• Fundamental Data API
• Technical Indicators API

Development

# Run in development mode with auto-reload
npm run dev

# Test with MCP inspector
npm run inspector

Testing

This project includes comprehensive regression tests to ensure reliability:

# Install test dependencies
npm run test:install

# Run regression tests
npm test

# Run tests from main directory
npm run test

Test Coverage

• ✅ Context Window Prevention - Ensures RSI200/SMA200 don't exceed 25k tokens
• ✅ Dynamic Defaults - Validates period × 1.5 multiplier working
• ✅ MCP Protocol - Tests all 4 tool endpoints
• ✅ Data Quality - RSI bounds, date formats, response structures
• ✅ Error Handling - API failures, invalid inputs, timeouts

CI/CD

• PR Tests: Run on every pull request with demo API
• Main Tests: Comprehensive testing after merge + daily API health checks
• Manual Dispatch: Option to run full tests with real API key

See Tests README for detailed testing information.