86 lines
2.4 KiB
Markdown
86 lines
2.4 KiB
Markdown
# MCP-powered Financial Analyst using CrewAI and Deepseek-R1
|
|
|
|
This project implements a financial analysis agentic workflow that analyzes stock market data and provides insights.
|
|
|
|
We use:
|
|
- CrewAI for multi-agent orchestration.
|
|
- Ollama for serving Deepseek-R1 locally.
|
|
- Cursor IDE as the MCP host.
|
|
|
|
---
|
|
## Setup and installations
|
|
|
|
**Install Ollama**
|
|
|
|
```bash
|
|
# Setting up Ollama on linux
|
|
curl -fsSL https://ollama.com/install.sh | sh
|
|
|
|
# Pull the Deepseek-R1 model
|
|
ollama pull deepseek-r1
|
|
```
|
|
|
|
**Install Dependencies**
|
|
|
|
Ensure you have Python 3.12 or later installed.
|
|
|
|
You can use uv to directly install the required dependencies (recommended).
|
|
```bash
|
|
uv sync
|
|
```
|
|
|
|
Or you can also use pip to install the following dependencies to your local environment.
|
|
```bash
|
|
pip install crewai crewai-tools ollama mcp pydantic yfinance pandas matplotlib
|
|
```
|
|
|
|
---
|
|
|
|
## Run the project
|
|
|
|
First, set up your MCP server as follows:
|
|
- Go to Cursor settings
|
|
- Select MCP
|
|
- Add new global MCP server.
|
|
|
|
In the JSON file, add this:
|
|
```json
|
|
{
|
|
"mcpServers": {
|
|
"financial-analyst": {
|
|
"command": "uv",
|
|
"args": [
|
|
"--directory",
|
|
"absolute/path/to/project_root",
|
|
"run",
|
|
"server.py"
|
|
]
|
|
}
|
|
}
|
|
}
|
|
```
|
|
|
|
You should now be able to see the MCP server listed in the MCP settings.
|
|
|
|
In Cursor MCP settings make sure to toggle the button to connect the server to the host. Done! Your server is now up and running.
|
|
|
|
You can now chat with Cursor and analyze stock market data. Simply provide the stock symbol and timeframe you want to analyze, and watch the magic unfold.
|
|
|
|
**Example queries**:
|
|
- "Show me Tesla's stock performance over the last 3 months"
|
|
- "Compare Apple and Microsoft stocks for the past year"
|
|
- "Analyze the trading volume of Amazon stock for the last month"
|
|
|
|
---
|
|
|
|
## 📬 Stay Updated with Our Newsletter!
|
|
**Get a FREE Data Science eBook** 📖 with 150+ essential lessons in Data Science when you subscribe to our newsletter! Stay in the loop with the latest tutorials, insights, and exclusive resources. [Subscribe now!](https://join.dailydoseofds.com)
|
|
|
|
[](https://join.dailydoseofds.com)
|
|
|
|
---
|
|
|
|
## Contribution
|
|
|
|
Contributions are welcome! Please fork the repository and submit a pull request with your improvements.
|