npm package: @owen-x-tech/value-investing-mcp
Description: Warren Buffett-style value investing analysis MCP server for Claude
Author: Owen Taylor
Latest version: 3.0.0

# Value Investing MCP for Claude

A Model Context Protocol (MCP) server that brings Warren Buffett-style value investing analysis to Claude AI.

## Features

- **Earnings Yield Analysis**: Calculate 3-year average operating income / enterprise value
- **ROIC Evaluation**: 5-year ROIC analysis to identify business quality
- **Investment Classification**: Automatic categorization into 4 investment lists
- **Buffett Framework**: Based on Warren Buffett and Charlie Munger's principles

## Installation

### Quick Setup (Recommended)

```bash
npx @owentaylor/value-investing-mcp
```

This will:
1. Automatically configure Claude Desktop
2. Install the MCP server
3. No manual configuration needed!

### Manual Installation

1. Install the package globally:
```bash
npm install -g @owentaylor/value-investing-mcp
```

2. Add to your Claude Desktop config (`~/Library/Application Support/Claude/claude_desktop_config.json`):
```json
{
  "mcpServers": {
    "value-investing": {
      "command": "npx",
      "args": ["-y", "@owentaylor/value-investing-mcp", "serve"]
    }
  }
}
```

3. Restart Claude Desktop

## Usage

Once installed, ask Claude questions like:

- "Analyze Apple stock using value investing principles"
- "Calculate the earnings yield for this company: [provide data]"
- "Show me the value investing framework"
- "Classify this investment with 28% ROIC and 12% earnings yield"

### Available Tools

1. **analyze_stock** - Comprehensive value investing analysis
   - Requires: company name, 3-year operating income, enterprise value, 5-year ROIC, current price
   - Returns: Full analysis with classification and recommendations

2. **calculate_earnings_yield** - Quick earnings yield calculation
   - Formula: 3-year avg operating income / enterprise value
   - Threshold: >10% to pass

3. **calculate_roic** - ROIC analysis over 5 years
   - Good Business: 15-25% ROIC
   - Wonderful Business: >25% ROIC

4. **classify_investment** - Classify into one of 4 lists
   - List 1: Good at Wonderful Price
   - List 2: Wonderful at Fair Price
   - List 3: FAT PITCH (Wonderful at Wonderful Price)
   - List 4: Wonderful but Overvalued

5. **get_framework** - View complete framework documentation

## The 4 Investment Lists

### LIST 1: Good Business at Wonderful Price
- ROIC: 15-25%
- Earnings Yield: >10%
- **Action**: Buy with discipline, 3-5 year hold

### LIST 2: Wonderful Business at Fair Price ⭐
- ROIC: >25%
- Fair valuation
- **Action**: Buy and hold forever

### LIST 3: FAT PITCH 🎯
- ROIC: >25%
- Earnings Yield: >10%
- **Action**: Buy aggressively - rare opportunity!

### LIST 4: Wonderful but Overvalued
- ROIC: >25%
- Earnings Yield: <10%
- **Action**: Study now, wait for better price

## Example

```
Ask Claude: "Analyze this company - Operating income: $100M, $110M, $120M 
over 3 years. Enterprise value $1B. ROIC: 22%, 24%, 26%, 28%, 30% over 5 
years. Current price $150."
```

Claude will respond with:
- Earnings yield calculation (11%)
- Average ROIC (26%)
- Classification: **LIST 3: FAT PITCH**
- Detailed investment recommendation

## Philosophy

Based on Warren Buffett's principles:

> "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."

This framework emphasizes:
1. Business quality (high ROIC)
2. Margin of safety (earnings yield >10%)
3. Long-term thinking
4. Patient opportunism

## Requirements

- Node.js 18 or higher
- Claude Desktop app

## Troubleshooting

### Server not showing in Claude

1. Check config file location:
   - Mac: `~/Library/Application Support/Claude/claude_desktop_config.json`
   - Windows: `%APPDATA%\Claude\claude_desktop_config.json`

2. Verify JSON is valid (no syntax errors)

3. Restart Claude Desktop completely (quit and reopen)

### Tools not working

1. Check Claude Developer settings
2. Ensure MCP server shows as "connected"
3. View logs: Click "Open Logs Folder" in MCP settings

## Contributing

Contributions welcome! Please open an issue or PR on GitHub.

## License

MIT

## Author

Owen Taylor - [Pallas AI](https://pallas.ai)

## Acknowledgments

Framework based on the investment principles of:
- Warren Buffett
- Charlie Munger
- Benjamin Graham