maverick-mcp: Instructions file for Codex

AGENTS.md

maverick-mcp AGENTS.md is an instructions file for Codex, OpenCode from wshobson/maverick-mcp. It costs 1,496 tokens per session, scanned A, original, MIT.

Repository instructions for working on MaverickMCP, a personal financial-analysis server used through MCP clients.

In plain words
What is it for?
Use them when changing or maintaining MaverickMCP, including its market data, technical analysis, screening, portfolio, and shared platform code.
Why use it?
They give assistants the project's structure, documentation map, development commands, and important boundaries such as its educational-only purpose.

Instructions file for CodexOpenCode

Written for Codex and OpenCode: the file is AGENTS.md.

This is wshobson/maverick-mcp's own configuration. It tells Codex and OpenCode how to work on maverick-mcp itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything maverick-mcp configures →

About the project

wshobson/maverick-mcp is a personal-use Model Context Protocol server that provides stock-market data, technical indicators, screening, and portfolio-tracking tools to AI clients. Individual traders and investors run it locally to analyze financial markets and portfolios, with optional support for backtesting and research. The catalogue entries are instructions for using the server’s capabilities.

wshobson/maverick-mcp · 713 stars · on GitHub · sethhobson.com

Reuse

Borrowing it

Nothing to install: this file belongs to wshobson/maverick-mcp. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file
curl -O https://raw.githubusercontent.com/wshobson/maverick-mcp/main/AGENTS.md
Clone the repo
git clone --depth 1 https://github.com/wshobson/maverick-mcp

Made for: Codex, OpenCode.

Wrote this? Show the measurements

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README.md
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Per session 1,496 This file is loaded in full into every session.
When invoked 1,496 The same file — it is already loaded in full.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.01496 $0.01496
Opus 5.5 $0.00598 $0.00598
Sonnet 5.5 $0.00299 $0.00299
Haiku 4.5 $0.00150 $0.00150

Measured 24d ago against content hash f857df25dc3e, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

maverick-mcp AGENTS.md scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 24d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

AGENTS.md · 135 lines

How it starts

The opening of the file, as written. The whole thing — 135 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Repository Guidelines

This is the canonical agent entry point for every assistant. Compatibility entry points refer here; there is no separate vendor-specific guidance. Keep this file a table of contents, not an encyclopedia -- durable detail lives in docs/, mapped by docs/INDEX.md.

Project Overview

MaverickMCP is a personal-use FastMCP server for local financial analysis in any MCP client. It provides stock data, technical analysis, screening, portfolio tracking, backtesting, research, watchlists, a trade journal, and a risk dashboard.

This project is for educational and informational use only. It is not financial advice, tax advice, or a trading system.

As of v1.0.0, the entire server lives in maverick/. The legacy maverick_mcp/ package was deleted at the v1.0 cutover. If you are carrying config or a database forward from a pre-v1.0 install, read docs/runbooks/migrating-to-v1.md.

Project Structure

  • maverick/platform/: the shared seam -- database, cache, HTTP resilience, telemetry, and the BYOK LLM factory. The only place that reads env vars.
  • maverick/market_data/, technical/, screening/, portfolio/: core domains, each types.py -> config.py -> data.py -> service.py -> tools.py. Import contracts and structural tests enforce that layering.
  • maverick/backtesting/, research/: optional-extra domains ([backtesting], [research]); each degrades to zero registered tools with one warning when its extra is absent.
  • maverick/server/: FastMCP assembly (assembly.py), the CLI entry point (app.py), and prompts (prompts.py). Nothing imports maverick.server.
  • tests/: primary pytest suite, mirroring the domain tree plus tests/structure (file-size, env-access, naming, and dependency rules), tests/server, and tests/evals.
  • scripts/: local utility scripts (the .mcpb bundle builder and the indicator golden-fixture recorder).
  • tools/: check_docs_catalog.py, the checker behind make docs-check.
  • evals/: tool-surface trace harness and local review UI for error analysis. Read evals/tool_surface/README.md before any make eval-* target.
  • docs/: canonical project documentation and catalog.

Read the full file on GitHub · 135 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 24d ago Changed · +1 lines · -11 tokens per session f857df25dc3e
  2. 1mo ago Changed · +6 lines · +85 tokens per session 023665fb0e14
  3. 2mo ago First seen · 128 lines · 1,422 tokens per session scan A 34298927e19d

Subscribe to this mod's changes

maverick-mcp AGENTS.md is an instructions file published in the GitHub repository wshobson/maverick-mcp (713 stars, last pushed 3d ago), licensed MIT. It adds 1,496 tokens to every session, about $0.0060 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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