# How to integrate Financial Datasets MCP with Atomic Agent

```json
{
  "title": "How to integrate Financial Datasets MCP with Atomic Agent",
  "toolkit": "Financial Datasets",
  "toolkit_slug": "financial_datasets_ai",
  "framework": "Atomic Agent",
  "framework_slug": "atomic-agent",
  "url": "https://composio.dev/toolkits/financial_datasets_ai/framework/atomic-agent",
  "markdown_url": "https://composio.dev/toolkits/financial_datasets_ai/framework/atomic-agent.md",
  "updated_at": "2026-10-03T05:31:58.070Z"
}
```

## 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](https://atomicagent.io/docs/?cta_placement=atomic-agent-docs) for installation instructions.

## Also integrate 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)

## TL;DR

### 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

### Connect Financial Datasets to Atomic Agent
- Sign up or sign in to the [Composio dashboard](https://dashboard.composio.dev/?cta_placement=atomic-agent-api-key). Copy your API key.
- 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.
- Ask Atomic Agent to do something in Financial Datasets. It searches Composio for the right tool.
- 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.

## 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.

## 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](/pricing) for the current limits that apply to your connection.

## Complete Code

None listed.

## Conclusion

### 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](https://atomicagent.io/?cta_placement=atomic-agent-site) or inspect the [Atomic Agent source code](https://github.com/AtomicBot-ai/atomic-agent?cta_placement=atomic-agent-repo).

## How to build Financial Datasets MCP Agent with another framework

- [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)

## 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.
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- [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.
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- [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.
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- [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

### What are the differences in Tool Router MCP and Financial Datasets MCP?

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.

### Can I use Tool Router MCP with Atomic Agent?

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.

### Can I manage the permissions and scopes for Financial Datasets while using Tool Router?

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.

### How safe is my data with Composio Tool Router?

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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