🧩 Stock Research & Investment Strategy Agent with LangChain + Dappier MCP using `mcp-use`

This cookbook demonstrates how to build a real-time stock analysis and investment planning assistant using LangChain, Dappier MCP, and the lightweight **mcp-use** client. By integrating live financial data through the Model Context Protocol (MCP), this guide walks through constructing agents that deliver in-depth market insights and actionable strategies. In this cookbook, you’ll explore:

LangChain + OpenAI: A modular framework to build LLM-powered applications with support for agents, tools, and memory.
Dappier MCP: A Model Context Protocol server that connects your agents to real-time, rights-cleared, AI-powered tools such as financial news, live stock data, and market summaries.
mcp-use: A lightweight Python client that bridges any LLM with any MCP server using standard transports like stdio and http—without relying on proprietary SDKs.
Stock Analysis & Investment Strategy: A real-world use case where the assistant performs deep research on a specific stock ticker and generates a strategic investment plan based on current market data.

This example demonstrates a flexible architecture for building real-time, tool-augmented assistants and lays the foundation for other real-world applications powered by dynamic context, tool use, and AI reasoning.

📦 Installation

To get started, install the required tools and dependencies:

Step 1: Install uv (required to run the Dappier MCP server) macOS / Linux:

curl -LsSf https://astral.sh/uv/install.sh | sh

Windows:

powershell -ExecutionPolicy ByPass -c "irm https://astral.sh/uv/install.ps1 | iex"

Step 2: Create a Virtual Environment (Recommended) Create and activate a virtual environment to isolate dependencies. macOS / Linux:

python3 -m venv venv
source venv/bin/activate

Windows:

python -m venv venv
venv\Scripts\activate

Step 3: Install Python Packages Install the necessary Python dependencies including LangChain and mcp-use.

pip install langchain-openai mcp-use python-dotenv

🔑 Setting Up API Keys

You’ll need API keys for both Dappier and OpenAI to authenticate your requests and access tools.

Dappier API Key Visit Dappier to generate your API key. Dappier provides free credits to help you get started. You can set the API key as an environment variable in your terminal:

export DAPPIER_API_KEY=your-dappier-api-key

Or include it in a .env file at the root of your project:

DAPPIER_API_KEY=your-dappier-api-key

OpenAI API Key Go to OpenAI to retrieve your API key. Set it in your terminal:

export OPENAI_API_KEY=your-openai-api-key

Or include it in your .env file:

OPENAI_API_KEY=your-openai-api-key

In your Python script, load the .env file:

Python

from dotenv import load_dotenv

load_dotenv()

⚙️ Import Dependencies

Start by importing the required modules to build the stock research agent. This includes components from mcp-use, LangChain, and environment configuration.

Python

import asyncio
import os
from dotenv import load_dotenv
from langchain_openai import ChatOpenAI
from mcp_use import MCPAgent, MCPClient

These imports enable:

Loading API keys from the environment using dotenv
Running asynchronous workflows with asyncio
Accessing OpenAI models via LangChain
Connecting to the Dappier MCP server and executing tool-augmented financial research using mcp-use

📝 Define User Input

We’ll collect the name of the company or stock from the user, which will be used to perform real-time research and analysis.

Python

def get_user_input():
    stock_name = input("Enter the name of the company or stock: ").strip()
    return stock_name

🛰️ Run the Agent with Dappier MCP

This function sets up the MCP agent using mcp-use, formulates the stock research query, and executes it using real-time financial tools provided by the Dappier MCP server.

Python

async def run_stock_research(stock_name: str):
    # Load environment variables
    load_dotenv()

    # Retrieve API key
    api_key = os.getenv("DAPPIER_API_KEY")
    if not api_key:
        raise ValueError("DAPPIER_API_KEY is not set")

    # MCPClient configuration using stdio transport (via uvx dappier-mcp)
    config = {
        "mcpServers": {
            "dappier": {
                "command": "uvx",
                "args": ["dappier-mcp"],
                "env": {
                    "DAPPIER_API_KEY": api_key
                }
            }
        }
    }

    # Create MCP client and LLM
    client = MCPClient.from_dict(config)
    llm = ChatOpenAI(model="gpt-4o")

    # Create the agent
    agent = MCPAgent(llm=llm, client=client, max_steps=30)

    try:
        # Formulate query
        query = f"""
        Conduct a comprehensive investment research on the stock: {stock_name}. Follow these steps:

        1. Use Dappier's real-time search to gather the latest financial news related to {stock_name}.
        2. Retrieve recent trading data and market performance for the stock.
        3. Analyze sentiment and performance trends from recent investor commentary or news coverage.
        4. Generate a detailed stock analysis, including historical trends, recent developments, and key performance indicators.
        5. Based on the research, determine whether this is a good time to invest or if it's better to wait. If investing now, provide guidance on:
            - A suitable target sell price or time frame for selling
            - An appropriate stop-loss level to manage downside risk
        6. If the recommendation is to wait, explain the indicators or conditions to monitor before investing.

        Ensure the final output includes:
        - A structured summary of findings
        - Relevant real-time news links
        - Clear investment strategy recommendation with timing and risk management considerations
        """

        print("\n" + "-" * 40)
        print(f"Running stock analysis for: {stock_name}")
        print("\n=== Response ===\n")

        result = await agent.run(query, max_steps=30)
        print(result)

    finally:
        # Clean up sessions
        if client.sessions:
            await client.close_all_sessions()

🚦 Initialize and Launch the Workflow

The main() function collects user input, then launches the asynchronous workflow to run the stock research agent using mcp-use and Dappier MCP.

Python

async def main():
    stock_name = get_user_input()
    await run_stock_research(stock_name)

To start the agent, run the main function using asyncio:

Python

if __name__ == "__main__":
    asyncio.run(main())

Enter the name of the company or stock: TSLA

----------------------------------------
Running stock analysis for: TSLA

=== Response ===

[04/23/25 13:35:25] INFO     Processing request of type ListToolsRequest                                                                        server.py:534
                    INFO     Processing request of type ListToolsRequest                                                                        server.py:534
[04/23/25 13:35:27] INFO     Processing request of type CallToolRequest                                                                         server.py:534
[04/23/25 13:35:31] INFO     HTTP Request: POST https://api.dappier.com/app/aimodel/am_01j749h8pbf7ns8r1bq9s2evrh "HTTP/1.1 200 OK"           _client.py:1025
                    INFO     Processing request of type CallToolRequest                                                                         server.py:534
[04/23/25 13:35:37] INFO     HTTP Request: POST https://api.dappier.com/app/aimodel/am_01j749h8pbf7ns8r1bq9s2evrh "HTTP/1.1 200 OK"           _client.py:1025
[04/23/25 13:35:38] INFO     Processing request of type CallToolRequest                                                                         server.py:534
[04/23/25 13:36:04] INFO     HTTP Request: POST https://api.dappier.com/app/aimodel/am_01j749h8pbf7ns8r1bq9s2evrh "HTTP/1.1 200 OK"           _client.py:1025
Here's a comprehensive analysis and investment research on Tesla, Inc. (TSLA):

### Summary of Findings

1. **Latest Financial News:**
   - **Challenges and Strategic Decisions:** Tesla is facing challenges termed as a "mini disaster" with concerns from investors about the company's handling of macroeconomic factors and earnings ([Motley Fool](https://www.fool.com/investing/2023/10/22/where-does-tesla-stock-go-from-here-after-the-mini/)).
   - **Earnings and Investor Sentiment:** Elon Musk's management and communication strategies have sparked mixed reactions among investors ([Benzinga](https://www.benzinga.com/analyst-ratings/analyst-color/23/10/35365351/tesla-investor-says-elon-musk-overplayed-macro-card-as-he-details-game-plan-to-lift)).
   - **Energy Business Growth:** Tesla’s energy business has shown significant growth, outpacing its automotive segment, which provides diversification and additional revenue streams ([Motley Fool](https://www.fool.com/investing/2023/10/22/tsla-energy-business-q3-earnings/)).

2. **Recent Trading Data and Market Performance:**
   - **Current Price:** $259.60
   - **Recent Trade Prices:** Range between $259.52 and $259.58, indicating very minimal fluctuations at the time of the latest trade report.

3. **Sentiment and Performance Trends:**
   - Recent investor commentary highlights a cautious sentiment due to perceived overplaying of external economic conditions by management.
   - Strong growth in the energy sector is seen as a positive diversifier for the company.

4. **Stock Analysis:**
   - **Historical Trends:** Tesla has been a high-growth stock with significant fluctuations influenced by market sentiment and broader economic conditions.
   - **Recent Developments:** Positive growth in non-automotive sectors like energy, with some concerns over automotive sales and market share.
   - **Key Performance Indicators:** Best observed in the expanding energy division, boosting overall profitability.

### Investment Strategy Recommendation

Based on the analysis, if investing now, consider the following guidance:

- **Target Sell Price/Time Frame:** Given the current volatility and positive long-term outlook in energy, a target stall price of around $300 over the next 6-12 months could be reasonable, assuming market conditions improve.
  
- **Stop-Loss Level:** A prudent stop-loss level would be around $240, given recent price support levels.

If opting to **wait before investing**, monitor these key indicators or conditions:

- **Market Conditions and Macro Environment:** Watch for stability in economic indicators that could mitigate current investor worries.
- **Automotive Sales Performance:** Look for signs of growth recovery or market share retention in Tesla's primary automotive business.
- **Performance of the Energy Sector:** Continued robust growth in Tesla's energy division can bolster investor confidence significantly.

### Relevant Real-Time News Links
- [Where Does Tesla Stock Go From Here After the "Mini Disaster?"](https://www.fool.com/investing/2023/10/22/where-does-tesla-stock-go-from-here-after-the-mini/)
- [Tesla Investor Says Elon Musk Overplayed Macro Card](https://www.benzinga.com/analyst-ratings/analyst-color/23/10/35365351/tesla-investor-says-elon-musk-overplayed-macro-card-as-he-details-game-plan-to-lift)
- [Tesla's Energy Business: Faster-Growing and Now More Profitable](https://www.fool.com/investing/2023/10/22/tsla-energy-business-q3-earnings/)

By considering these factors and keeping updated with ongoing developments, investors can make informed decisions on the timing of entry and risk management for TSLA.

🌟 Highlights

This cookbook has guided you through building a real-time stock research and investment strategy assistant using LangChain, Dappier MCP, and the **mcp-use** Python client. By connecting your agent to live financial tools via MCP, you’ve enabled detailed market analysis and actionable investment recommendations based on up-to-date data. Key components of this workflow include:

LangChain + OpenAI: A modular framework for creating LLM-powered applications with agent capabilities.
Dappier MCP: A Model Context Protocol server that enables access to real-time, rights-cleared financial tools including stock data, news, and market sentiment.
mcp-use: A lightweight open-source client to connect any LLM to any MCP server using stdio or http transports.

This architecture can be extended to build research agents across other financial domains, such as ETF analysis, portfolio monitoring, or earnings prediction using real-time data and tool orchestration.

​📦 Installation

​🔑 Setting Up API Keys

​⚙️ Import Dependencies

​📝 Define User Input

​🛰️ Run the Agent with Dappier MCP

​🚦 Initialize and Launch the Workflow

​🌟 Highlights

📦 Installation

🔑 Setting Up API Keys

⚙️ Import Dependencies

📝 Define User Input

🛰️ Run the Agent with Dappier MCP

🚦 Initialize and Launch the Workflow

🌟 Highlights