nvda-cpi-watch

MCP-Server + Repo-Agent fuer NVDA-Earnings + US-CPI Daten. Liefert historische Werte, Markt-Forecasts (Finnhub), Live-Nowcasts (Cleveland Fed), und einen aggregierten Trade-Brief fuer den naechsten CPI-Release.

Quickstart

cd ~/repos/nvda-cpi-watch
cp .env.example .env
# Edit .env: FINNHUB_API_KEY=... (free key from https://finnhub.io/register)

# Dependencies sind im venv installiert. Falls nicht:
python3 -m venv venv && venv/bin/pip install -r requirements.txt

# Agent spawnen (Repo-MCP wird automatisch geladen via .mcp.json):
tmux new-session -d -s nvda-cpi-watch "cd ~/repos/nvda-cpi-watch && claude --mcp-config .mcp.json"
tmux attach -t nvda-cpi-watch

Alternativ Standalone-Server testen:

venv/bin/python server.py < /dev/null   # startet stdio-loop, EOF beendet

Tools

| Tool | Zweck | Quelle | |---|---|---| | cpi_latest | Letzter Headline + Core CPI, MoM/YoY | BLS API v2 | | cpi_history(months=N) | Reihe der letzten N Monate | BLS API v2 | | cpi_next_release | Naechster Release-Termin | BLS Schedule (hardcoded) | | cpi_consensus | Markt-Konsens: Headline YoY/MoM, Core MoM (direkt) + Core YoY (derived) | TradingView (primary) + ForexFactory (fallback) + BLS | | cpi_forecast | DEPRECATED. Finnhub-Index, kein YoY. | Finnhub | | cpi_nowcast | Cleveland Fed Live-Modell | clevelandfed.org (HTML-scrape) | | cpi_trade_brief | Aggregat: Konsens (incl. derived Core YoY) + Nowcast + Previous + Spreads | alle | | nvda_earnings_history(quarters=N) | Letzte N Quartale | Finnhub | | nvda_earnings_next | Naechster Earnings-Termin | Finnhub |

Env

| Var | Notwendig | Quelle | |---|---|---| | FINNHUB_API_KEY | Ja, fuer Forecast + Earnings | https://finnhub.io/register | | BLS_API_KEY | Nein (optional, hoehere Limits) | https://data.bls.gov/registrationEngine/ |

Architektur

server.py            ← MCP stdio, Tool-Registry, Dispatch, derivations
├── bls.py           ← BLS API client + CPI Release Schedule
├── finnhub.py       ← Finnhub client (Earnings + Economic Calendar)
├── clevelandfed.py  ← HTML scraper fuer Inflation Nowcasting
├── tradingview.py   ← TradingView calendar (primary consensus source)
├── forexfactory.py  ← ForexFactory feed (fallback consensus source)
└── cache.py         ← File-Cache (TTL je Tool)

Core YoY Derivation: Free APIs publizieren keinen direkten Core-CPI-YoY-Konsens (nur Core MoM). Wir berechnen es deterministisch: core_yoy_forecast = (latest_core_idx × (1 + core_mom_forecast/100)) / year_ago_core_idx - 1 mit latest_core_idx und year_ago_core_idx aus BLS. Source-Transparenz im _derivation-Feld des Briefs.

Cache-Files unter cache/*.json (gitignored). TTLs: BLS 6h, Finnhub Earnings 1h, Forecast 30min, Nowcast 3h.

Phase 1 = passiv

Aktuelle Phase: on-demand Daten-Server. Keine Alerts, keine Cron-Jobs, keine HA-Integration. Roadmap → vision.md.

Disclaimer

Daten-Server, keine Anlage- oder Trade-Beratung. Werte direkt aus BLS / Finnhub / Cleveland Fed; bei Drift Source pruefen.