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How to connect Financial Datasets MCP with ChatGPT

Connect ChatGPT 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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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

How to connect Financial Datasets MCP with ChatGPT

ChatGPT can take action across your apps and files, stay with a project for hours, and turn a goal into finished materials like sheets, slides, and docs, not just answers.

In this guide, I will explain the easiest and most secure way to connect your Financial Datasets account to ChatGPT via Composio Connect, so it can fetch company fundamentals, retrieve SEC filings, query market time series, compute financial ratios, and list major shareholders through natural language commands without ever putting your account credentials at risk.

Also integrate Financial Datasets with

Claude CoworkHermesAtomic Agent

Why use Composio over default connectors?

  • Apps with read and write access. Default connectors mostly can read your data. Composio's Financial Datasets integration lets ChatGPT take actions like creating drafts, sending updates, labeling records, and more.
  • 1,500+ SaaS toolkits out of the box. Composio gives you instant access to a vast catalog of pre-built connectors, from Gmail and Slack to Notion, Linear, and Salesforce.
  • One MCP server for every app. Connect any of your applications on demand through a single endpoint, rather than juggling a separate server for each app.
  • Smart, context-aware tool loading. Unlike traditional MCP servers that dump every available tool into the LLM context window, Composio searches for and loads only the tools relevant to the task at hand.
  • Cross-app automation. Chain actions across multiple apps in a single run - fetch a thread, summarize it in Notion, and post highlights to Slack without leaving the conversation.

Prerequisites

  • A ChatGPT account. We will use the ChatGPT desktop app, and the steps are the same on the web.
  • Access to the Financial Datasets workspace you want to connect.
  • Composio plugin.

Note: Composio connects through OAuth. You will be asked to sign in and approve specific permissions. Review the permission screen carefully if you are using a work account.

Step-by-step: Connect Financial Datasets to ChatGPT

1. Install the Composio plugin

Click the button. ChatGPT opens the Composio plugin page. Click Install plugin.

Install in ChatGPT

Composio plugin page in ChatGPT with the Install plugin button

You can also find it inside ChatGPT: go to Settings, open Plugins, search the marketplace for Composio, and click Install plugin.

2. Authenticate

After you install, ChatGPT asks you to authenticate with Composio. Log in and click Allow access to authorize ChatGPT to use your Composio account.

Composio login and Allow access screen for ChatGPT

3. Start using Composio

That is it. Composio tools are now available in ChatGPT. Type @Composio followed by your request, for example @Composio find unread Financial Datasets messages and summarize them, and it will run the actions you authorize. On first use it asks you to authorize Financial Datasets.

Option 2: Add Composio as an MCP server

If you cannot use the plugin marketplace, add Composio as a custom MCP server instead.

1. Open the MCP settings

In ChatGPT, go to Settings and open the Plugins section. Inside the Plugins page, click the MCP tab.

ChatGPT settings showing the Plugins page with the MCP tab selected

2. Add the server

Click Add server. In the Name field enter Composio, for Type select Streamable HTTP, and in the URL field paste the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
ChatGPT Add server dialog with the name Composio, type Streamable HTTP, and the Composio MCP URL

Then click Save. The Composio server now appears in your MCP plugins list.

ChatGPT Plugins page showing the Composio MCP server added to the list

3. Authenticate

Click Authenticate on the Composio entry, log in via Composio, and click Allow access. Composio tools are then available in ChatGPT the same way as with the plugin.

What you can do after connecting Financial Datasets

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

Security + privacy notes (important)

  • Use least-privilege access: Only grant permissions you actually need.
  • Review OAuth permissions before approving: Make sure requested scopes match what you expect Composio and ChatGPT to do.
  • Keep write actions human-reviewed: For actions like sending messages, creating labels, or editing drafts, keep manual confirmation enabled.
  • Be careful with sensitive data: Avoid using this setup with highly sensitive information unless allowed by your personal, company, or client policies.
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.

FRAMEWORKS

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Atomic Agent

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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. ChatGPT 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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