How to integrate Financial Datasets MCP with Atomic Agent

Connect Atomic Agent to Financial Datasets MCP. Summarize apple q2 earnings highlights, get historical price series for tsla, and more using natural language, with authentication handled for you.

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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

Introduction

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,500+ apps through Composio, including Financial Datasets.

This guide uses Atomic Agent's built-in Composio integration. You need Atomic Agent v0.5.6 or later, your own Composio API key, and a Financial Datasets account. See the Atomic Agent documentation for installation instructions.

Also integrate Financial Datasets with

How Atomic Agent connects to Financial Datasets

Atomic Agent connects to Composio's Tool Router over Streamable HTTP MCP. It discovers the tools needed for your request, and Composio handles account authentication.

Execution and account-connection tools follow Atomic Agent's configured approval policy. Review any approval prompt before allowing an action on your connected account.

Connect Financial Datasets to Atomic Agent

  1. Sign up or sign in to the Composio dashboard. Copy your API key.
  2. In Atomic Agent, open the Integrations tab and select Composio. Select API key, press e, paste the key, and press Enter. The tools become available immediately, without a restart.
  3. Ask Atomic Agent to do something in Financial Datasets. It searches Composio for the right tool.
  4. On first use, open the sign-in link returned in the chat. Connect your Financial Datasets account, then return to Atomic Agent to continue.

Headless setup

Add the following line to ~/.atomic-agent/.env, replacing YOUR_COMPOSIO_API_KEY with your key. Start Atomic Agent after saving the file.

bash
COMPOSIO_API_KEY=YOUR_COMPOSIO_API_KEY

What is the Financial Datasets MCP server, and what's possible with it?

The Financial Datasets MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Financial Datasets account. It provides structured and secure access so your agent can perform Financial Datasets operations on your behalf.

Use Financial Datasets from Atomic Agent

With your account connected, ask Atomic Agent to work with Financial Datasets in natural language. You can connect more apps through the same Composio integration as you need them.

Visit the Atomic Agent website or inspect the Atomic Agent source code.

Troubleshooting

Why is my API key rejected?

Copy the key directly from the Composio dashboard. Atomic Agent requires ASCII characters because it sends the key in an HTTP header. Remove any extra characters introduced when copying.

Why are Composio tools unavailable after saving a key?

Check that you use Atomic Agent v0.5.6 or later and that Composio is enabled in your configuration. A "composio": { "enabled": false } setting disables the integration while keeping the saved key on disk.

Does Composio have a free plan?

The Hobby plan includes 100,000 tool calls per month. Composio-managed OAuth apps have a lower included allowance. See Composio pricing for the current limits that apply to your connection.

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.

FAQ

Frequently asked questions

With a standalone Financial Datasets MCP server, the agents and LLMs can only access a fixed set of Financial Datasets tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Financial Datasets and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Atomic Agent fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Financial Datasets tools.

Yes, absolutely. You can configure which Financial Datasets scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Financial Datasets data and credentials are handled as safely as possible.

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