Financial Datasets MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Financial Datasets MCP or direct API to fetch company fundamentals, retrieve SEC filings, query market time series, and compute financial ratios and analytics through natural language.

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Financial Datasets is a service providing company fundamentals, financial statements, SEC filings, ownership, macro series, and analytics. Use it to access normalized financial and market data for research, reporting, and automation.

30 Tools

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Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
Financial Datasets
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TOOLS

Supported Tools

Every Financial Datasets action and event your agent gets out of the box.

Get As-Reported Financials

Return one page of issuer-reported financial statement fields without normalization for one statement family or all statements.

Get Beneficial Ownership

Return one page of current or historical SEC Schedule 13D and 13G stakes by subject ticker or beneficial-owner CIK.

Get Company Facts

Return a company's identity, classification, exchange, and active-status facts by ticker or SEC CIK.

Get Company KPIs

Return one page of reported operating KPIs, forward guidance, or non-GAAP metrics for a company, including source provenance.

Get Earnings

Return one page of recent company earnings filings with quarterly and annual financial metrics, detected signals, and a continuation cursor.

Get Financial Metrics

Return a company's current metrics snapshot or one historical page of valuation, profitability, efficiency, liquidity, leverage, growth, and per-share metrics by ticker or SEC CIK.

Get Financial Statements

Return one provider page of normalized income statements, balance sheets, cash-flow statements, or all three for a company.

Get GPU Prices

Return today's GPU rental price index or one page of historical daily prices for a GPU model, including provider spread, changes, and source attribution.

Get Index Fund Holdings

Return one page of a fund's constituents by fund ticker, or one page of funds containing a security by holding ticker.

Get Inflation

Return the latest CPI values for all or one inflation series, or monthly history for one series.

Get Insider Ownership

Return one page of company insider holdings reported on SEC Forms 3 and 5, including common and derivative positions.

Get Institutional Holdings

Return one page of SEC 13F holdings by institution CIK or held-company ticker.

Get Interest Rates

Return a central bank's current policy rate or one newest-first page of historical daily rates for a date range.

Get Labor Market

Return the latest print for all or one US labor series, or one page of historical monthly or weekly observations for one series.

Get Price History

Return one page of historical OHLCV stock prices for an inclusive date range at a daily, weekly, monthly, or yearly interval.

Get Price Snapshot

Return a real-time price snapshot for one ticker or snapshots for the broad market.

Get SEC Filing Items

Extract selected sections from a 10-K, 10-Q, or 8-K, optionally including 8-K exhibits, and wait for asynchronous preparation when needed.

Get Segmented Financials

Return one page of company-reported business or product segments for one statement family or all statements.

Get Treasury Yield Curve

Return the latest US Treasury par yield curve or historical daily curves for a date range.

List Dataset Identifiers

List every ticker, CIK, or sector returned by one selected Financial Datasets data-family catalog.

List Filing Options

List supported SEC filing types or the documented section-selector catalog for filing extraction.

List Insider Trades

Return one page of reported insider purchases, sales, gifts, awards, and other transactions for a company.

List IPO Filings

Return one page of IPO, SPAC, shell-company, resale, or other SEC offering filings with optional company and filing-date filters.

List Macro Options

List valid central-bank codes or inflation, GPU price, and labor series IDs and metadata for macroeconomic queries.

List News

Return one page of recent company-specific or broad-market news articles.

List Screener Filters

List all financial fields, company classifications, and comparison operators currently accepted by the company screener.

List SEC Filings

Return one page of SEC filing metadata and source URLs with optional company and form filters.

Screen Companies

Find companies whose financial fields, ticker, CIK, sector, or industry satisfy structured comparison filters.

Search Financial Line Items

Return selected financial line items for one or more company tickers and a reporting period type.

Search Institutional Investors

Find institutional investor names and SEC CIKs by a case-insensitive name prefix, or omit name to return the provider's discovery list.

SETUP GUIDE

Connect Financial Datasets MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
Install the Composio SDK for Python or TypeScript
2

Initialize Client and Create Tool Router Session

typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });
const session = await composio.create('your-user-id');
console.log(`Tool Router session created: ${session.mcp.url}`);
Import and initialize the Composio client, then create a Tool Router session for Financial Datasets
3

Connect to AI Agent

typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: session.mcp.url,
    headers: {
      'x-api-key': 'your-composio-api-key',
    },
  },
});

const tools = await client.tools();
const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{
    role: 'user',
    content: 'YOUR_SPECIFIC_PROMPT_HERE'
  }],
  maxSteps: 5,
});

console.log(`Agent: ${text}`);
Use the MCP server with your AI agent (Anthropic Claude or Mastra)
SETUP GUIDE

Connect Financial Datasets API Tool with your Agent

1

Install Composio

typescript
npm install @composio/openai
Install the Composio SDK
2

Initialize Composio and Create Tool Router Session

typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
Import and initialize Composio client, then create a Tool Router session
3

Execute Financial Datasets Tools via Tool Router with Your Agent

typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'YOUR_SPECIFIC_PROMPT_HERE'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
Get tools from Tool Router session and execute Financial Datasets actions with your Agent

Why Use Composio?

AI Native Financial Datasets Integration

  • Supports both Financial Datasets MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Financial Datasets data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Financial Datasets access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Financial Datasets
  • Scoped, least privilege access to Financial Datasets resources
  • Full audit trail of agent actions to support review and compliance

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

EXPLORE MCP GATEWAY
FAQ

Frequently asked questions

Yes, Financial Datasets requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Financial Datasets connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Create the key in your Financial Datasets account settings, then paste it once on Composio's connection page. Composio stores it encrypted and uses it only for the Financial Datasets actions your agent runs. Nobody else in your workspace can read it, and you can revoke it inside Financial Datasets at any time.

When you connect a Financial Datasets account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Financial Datasets as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Whatever the credentials you connect allow inside Financial Datasets. If Financial Datasets lets you scope a key to specific permissions, create a scoped one so the agent can only do what you intend. You can revoke the key inside Financial Datasets at any time.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Financial Datasets connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

The connection stops working the moment Financial Datasets rejects the old key. Create a new key in Financial Datasets and reconnect the account from the Composio dashboard or by asking your agent to reconnect Financial Datasets. Nothing else changes.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Financial Datasets use. Paid plans add higher limits and team features. Your Financial Datasets plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Financial Datasets accounts).

With Composio, you connect Financial Datasets once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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