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 1,422 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. Also seen: mentions CLAUDE.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 · 660 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

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for maverick-mcp AGENTS.md

README.md
[![agentmods](https://agentmods.dev/badge/instructions/wshobson/maverick-mcp/agents-md.svg)](https://agentmods.dev/instructions/wshobson/maverick-mcp/agents-md)
Your own site
<a href="https://agentmods.dev/instructions/wshobson/maverick-mcp/agents-md"><img src="https://agentmods.dev/badge/instructions/wshobson/maverick-mcp/agents-md.svg" alt="Measured on agentmods" height="20"></a>
Per session 1,422 This file is loaded in full into every session.
When invoked 1,422 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 $0.01422 $0.01422
Opus 5 $0.00711 $0.00711
Sonnet 5 $0.00284 $0.00284
Haiku 4.5 $0.00142 $0.00142

Measured 8d ago against content hash 34298927e19d, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-07, 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 8d 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 · 128 lines

How it starts

The opening of the file, as written. The whole thing — 128 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. CLAUDE.md is a symlink to this file; there is no separate Claude- or Gemini-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 (layering/naming checks) and tests/server.
  • scripts/: local utility scripts (currently just indicator fixtures).
  • docs/: canonical project documentation and catalog.

Documentation Map

Keep this file concise. Treat it as the table of contents for future agents. Durable detail belongs in docs/.

Read the full file on GitHub · 128 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. 8d 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 (660 stars, last pushed yesterday), licensed MIT. It adds 1,422 tokens to every session, about $0.0071 per session on Opus 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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