# Financial Datasets

```json
{
  "name": "Financial Datasets",
  "slug": "financial_datasets_ai",
  "url": "https://composio.dev/toolkits/financial_datasets_ai",
  "markdown_url": "https://composio.dev/toolkits/financial_datasets_ai.md",
  "logo_url": "https://logos.composio.dev/api/financial_datasets_ai",
  "categories": [
    "finance & accounting"
  ],
  "is_composio_managed": false,
  "updated_at": "2026-10-03T05:31:58.070Z"
}
```

![Financial Datasets logo](https://logos.composio.dev/api/financial_datasets_ai)

## Description

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.

## Summary

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.

## Categories

- finance & accounting

## Toolkit Details

- Tools: 30

## Images

- Logo: https://logos.composio.dev/api/financial_datasets_ai

## Authentication

- **Api Key**
  - Type: `api_key`
  - Description: Api Key authentication for Financial Datasets.
  - Setup:
    - Configure Api Key credentials for Financial Datasets.
    - Use the credentials when creating an auth config in Composio.

## Suggested Prompts

- Summarize Apple Q2 earnings highlights
- Get historical price series for TSLA
- List top institutional owners of MSFT

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `FINANCIAL_DATASETS_AI_GET_AS_REPORTED_FINANCIALS` | Get As-Reported Financials | Return one page of issuer-reported financial statement fields without normalization for one statement family or all statements. |
| `FINANCIAL_DATASETS_AI_GET_BENEFICIAL_OWNERSHIP` | Get Beneficial Ownership | Return one page of current or historical SEC Schedule 13D and 13G stakes by subject ticker or beneficial-owner CIK. |
| `FINANCIAL_DATASETS_AI_GET_COMPANY_FACTS` | Get Company Facts | Return a company's identity, classification, exchange, and active-status facts by ticker or SEC CIK. |
| `FINANCIAL_DATASETS_AI_GET_COMPANY_KPIS` | Get Company KPIs | Return one page of reported operating KPIs, forward guidance, or non-GAAP metrics for a company, including source provenance. |
| `FINANCIAL_DATASETS_AI_GET_EARNINGS` | Get Earnings | Return one page of recent company earnings filings with quarterly and annual financial metrics, detected signals, and a continuation cursor. |
| `FINANCIAL_DATASETS_AI_GET_FINANCIAL_METRICS` | 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. |
| `FINANCIAL_DATASETS_AI_GET_FINANCIAL_STATEMENTS` | Get Financial Statements | Return one provider page of normalized income statements, balance sheets, cash-flow statements, or all three for a company. |
| `FINANCIAL_DATASETS_AI_GET_GPU_PRICES` | 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. |
| `FINANCIAL_DATASETS_AI_GET_INDEX_FUND_HOLDINGS` | 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. |
| `FINANCIAL_DATASETS_AI_GET_INFLATION` | Get Inflation | Return the latest CPI values for all or one inflation series, or monthly history for one series. |
| `FINANCIAL_DATASETS_AI_GET_INSIDER_OWNERSHIP` | Get Insider Ownership | Return one page of company insider holdings reported on SEC Forms 3 and 5, including common and derivative positions. |
| `FINANCIAL_DATASETS_AI_GET_INSTITUTIONAL_HOLDINGS` | Get Institutional Holdings | Return one page of SEC 13F holdings by institution CIK or held-company ticker. |
| `FINANCIAL_DATASETS_AI_GET_INTEREST_RATES` | Get Interest Rates | Return a central bank's current policy rate or one newest-first page of historical daily rates for a date range. Historical pages contain up to 10 rows; use next_cursor to continue. |
| `FINANCIAL_DATASETS_AI_GET_LABOR_MARKET` | 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. |
| `FINANCIAL_DATASETS_AI_GET_PRICE_HISTORY` | Get Price History | Return one page of historical OHLCV stock prices for an inclusive date range at a daily, weekly, monthly, or yearly interval. |
| `FINANCIAL_DATASETS_AI_GET_PRICE_SNAPSHOT` | Get Price Snapshot | Return a real-time price snapshot for one ticker or snapshots for the broad market. |
| `FINANCIAL_DATASETS_AI_GET_SEC_FILING_ITEMS` | 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. |
| `FINANCIAL_DATASETS_AI_GET_SEGMENTED_FINANCIALS` | Get Segmented Financials | Return one page of company-reported business or product segments for one statement family or all statements. |
| `FINANCIAL_DATASETS_AI_GET_TREASURY_YIELD_CURVE` | Get Treasury Yield Curve | Return the latest US Treasury par yield curve or historical daily curves for a date range. Historical results are newest first and return one provider page. |
| `FINANCIAL_DATASETS_AI_LIST_DATASET_IDENTIFIERS` | List Dataset Identifiers | List every ticker, CIK, or sector returned by one selected Financial Datasets data-family catalog. |
| `FINANCIAL_DATASETS_AI_LIST_FILING_OPTIONS` | List Filing Options | List supported SEC filing types or the documented section-selector catalog for filing extraction. The item catalog is not exhaustive: live 10-Q extraction accepted Part-1,Item-1 even though discovery omitted it. |
| `FINANCIAL_DATASETS_AI_LIST_INSIDER_TRADES` | List Insider Trades | Return one page of reported insider purchases, sales, gifts, awards, and other transactions for a company. |
| `FINANCIAL_DATASETS_AI_LIST_IPOS` | List IPO Filings | Return one page of IPO, SPAC, shell-company, resale, or other SEC offering filings with optional company and filing-date filters. |
| `FINANCIAL_DATASETS_AI_LIST_MACRO_OPTIONS` | List Macro Options | List valid central-bank codes or inflation, GPU price, and labor series IDs and metadata for macroeconomic queries. |
| `FINANCIAL_DATASETS_AI_LIST_NEWS` | List News | Return one page of recent company-specific or broad-market news articles. |
| `FINANCIAL_DATASETS_AI_LIST_SCREENER_FILTERS` | List Screener Filters | List all financial fields, company classifications, and comparison operators currently accepted by the company screener. |
| `FINANCIAL_DATASETS_AI_LIST_SEC_FILINGS` | List SEC Filings | Return one page of SEC filing metadata and source URLs with optional company and form filters. |
| `FINANCIAL_DATASETS_AI_SCREEN_COMPANIES` | Screen Companies | Find companies whose financial fields, ticker, CIK, sector, or industry satisfy structured comparison filters. |
| `FINANCIAL_DATASETS_AI_SEARCH_FINANCIAL_LINE_ITEMS` | Search Financial Line Items | Return selected financial line items for one or more company tickers and a reporting period type. |
| `FINANCIAL_DATASETS_AI_SEARCH_INSTITUTIONAL_INVESTORS` | 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. |

## Supported Triggers

None listed.

## Installation and MCP Setup

### Path 1: SDK Installation

#### Path 1, Step 1: Install Composio

Install the Composio SDK
```python
pip install composio_openai
```

```typescript
npm install @composio/openai
```

#### Path 1, Step 2: Initialize Composio and Create Tool Router Session

Import and initialize Composio client, then create a Tool Router session
```python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
```

```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');
```

#### Path 1, Step 3: Execute Financial Datasets Tools via Tool Router with Your Agent

Get tools from Tool Router session and execute Financial Datasets actions with your Agent
```python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'YOUR_SPECIFIC_PROMPT_HERE'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
```

```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);
```

### Path 2: MCP Server Setup

#### Path 2, Step 1: Install Composio

Install the Composio SDK for Python or TypeScript
```python
pip install composio claude-agent-sdk
```

```typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
```

#### Path 2, Step 2: Initialize Client and Create Tool Router Session

Import and initialize the Composio client, then create a Tool Router session for Financial Datasets
```python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
```

```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}`);
```

#### Path 2, Step 3: Connect to AI Agent

Use the MCP server with your AI agent (Anthropic Claude or Mastra)
```python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Financial Datasets tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('YOUR_SPECIFIC_PROMPT_HERE')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
```

```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}`);
```

## Why Use Composio?

### 1. 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

### 2. 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

### 3. 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

### 4. 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

## Use Financial Datasets with any AI Agent Framework

Choose a framework you want to connect Financial Datasets with:

- [ChatGPT](https://composio.dev/toolkits/financial_datasets_ai/framework/chatgpt)
- [Claude Cowork](https://composio.dev/toolkits/financial_datasets_ai/framework/claude-cowork)
- [Hermes](https://composio.dev/toolkits/financial_datasets_ai/framework/hermes-agent)
- [Atomic Agent](https://composio.dev/toolkits/financial_datasets_ai/framework/atomic-agent)

## Related Toolkits

- [Stripe](https://composio.dev/toolkits/stripe) - Stripe is a global online payments platform offering APIs for managing payments, customers, and subscriptions. Trusted by businesses for secure, efficient, and scalable payment processing worldwide.
- [44API](https://composio.dev/toolkits/44api) - 44API is an API service for validating VAT and tax identifiers and returning company details. Use it to verify business tax data and manage account IP whitelists quickly.
- [Airwallex](https://composio.dev/toolkits/airwallex) - Airwallex is a global financial platform providing business accounts, payments, payouts, FX, and cards. Built to simplify cross-border payments and streamline financial operations for businesses.
- [Aiwyn Tax MCP](https://composio.dev/toolkits/aiwyn_tax_mcp) - Aiwyn Tax MCP is a tax estimation service powered by Aiwyn's federal and state tax engine. It helps teams estimate tax outcomes without building tax calculation logic from scratch.
- [Alpaca](https://composio.dev/toolkits/alpaca) - Alpaca is a stock and crypto trading platform for commission-free trading, real-time market data, and algorithmic strategies. Use it to build brokerage apps, trading bots, and portfolio workflows with market connectivity.
- [Alpha vantage](https://composio.dev/toolkits/alpha_vantage) - Alpha Vantage is a financial data platform offering real-time and historical stock market APIs. Get instant, reliable access to equities, forex, and technical analysis data for smarter trading decisions.
- [Altoviz](https://composio.dev/toolkits/altoviz) - Altoviz is a cloud-based billing and invoicing platform for businesses. It streamlines online payments, expense tracking, and customizable invoice management.
- [Benzinga](https://composio.dev/toolkits/benzinga) - Benzinga provides real-time financial news and data APIs for market coverage. It helps you track breaking news and actionable market insights instantly.
- [Bigdata.com MCP](https://composio.dev/toolkits/bigdata_com_mcp) - Bigdata.com MCP provides grounded access to financial news, transcripts, filings, and entity intelligence. Ideal for building research workflows and generating timely market insights.
- [Billsby](https://composio.dev/toolkits/billsby) - Billsby is a subscription billing platform for managing customers, subscriptions, invoices, products, plans, usage counters, add-ons, and allowances. It helps SaaS and subscription teams automate billing operations without building complex billing logic from scratch.
- [Brex](https://composio.dev/toolkits/brex) - Brex provides corporate credit cards and spend management tailored for startups and tech businesses. It helps optimize company cash flow, streamline accounting, and accelerate business growth.
- [Cashfree Payments MCP](https://composio.dev/toolkits/cashfree_payments_mcp) - Cashfree Payments MCP is a merchant payments platform that handles collection, payouts, subscriptions, settlements, refunds, and identity verification. Simplifies merchant money lifecycle management with unified, API-driven workflows.
- [Chaser](https://composio.dev/toolkits/chaser) - Chaser is accounts receivable automation software that sends invoice reminders and helps businesses get paid faster. It streamlines the collections process to save time and improve cash flow.
- [Clarity AI MCP](https://composio.dev/toolkits/clarity_ai_mcp) - Clarity AI MCP is an MCP toolkit for simulating SFDR 2.0 fund classifications from a fund name, ISIN, or CUSIP. Use it to tap Clarity AI disclosure data and modeling without building custom sustainability-data workflows.
- [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.
- [Coinbase](https://composio.dev/toolkits/coinbase) - Coinbase is a platform for buying, selling, and storing cryptocurrency. It makes exchanging and managing crypto simple and secure for everyone.
- [Coinbase Agents MCP](https://composio.dev/toolkits/coinbase_agents_mcp) - Coinbase Agents MCP is Coinbase's managed toolkit exposing accounts, portfolios, orders, fills, and market data. Use it to let authorized agents inspect holdings, execute trades, perform transfers, and handle payments.
- [Coinbase Wallet MCP](https://composio.dev/toolkits/coinbase_wallet_mcp) - Coinbase Wallet MCP is Coinbase's wallet service for interacting with onchain accounts. Use it to give agents secure, structured access to inspect wallets and request onchain actions.
- [Coinranking](https://composio.dev/toolkits/coinranking) - Coinranking is a comprehensive cryptocurrency market data platform offering access to real-time coin prices, market caps, and historical data. Get accurate, up-to-date stats for thousands of digital assets in one place.
- [Coupa](https://composio.dev/toolkits/coupa) - Coupa is a business spend management platform for procurement, invoicing, and expenses. It helps organizations streamline purchasing, control costs, and gain complete visibility over financial operations.

## Frequently Asked Questions

### Do I need my own developer credentials to use Financial Datasets with Composio?

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.

### Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. [Learn more](https://docs.composio.dev/tool-router/overview).

### Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev).

### What if the API changes?

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

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)