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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Api Key

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

Try Financial Datasets now

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 API key handling with secure storage
  • 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

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