Financial Datasets AI MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Financial Datasets AI MCP or direct API to query company fundamentals and metrics, fetch SEC filings and filing sections, retrieve historical and real-time stock prices and ownership, and run stock screens and KPI analyses through natural language.

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Financial Datasets AI MCP is a financial data platform providing company fundamentals, SEC filings, stock prices, ownership, KPIs, news, and macro data. Use it to let AI agents query, screen, and analyze market and company metrics with reliable, structured data.

28 Tools

Try Financial Datasets AI MCP now

Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
Financial Datasets AI MCP
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TOOLS

Supported Tools

Every Financial Datasets AI MCP action and event your agent gets out of the box.

Get balance sheet

Retrieves a company's balance sheet, which provides a snapshot of its assets, liabilities, and shareholders' equity at a specific point in time.

Get beneficial owners

Lists beneficial owners (holders of more than 5% of a company's shares, from SEC Schedules 13D/13G) with their filer CIK and reporting-person name.

Get beneficial ownership

Retrieves beneficial-ownership stakes (holders of more than 5% of a class of shares) from SEC Schedules 13D and 13G.

Get cash flow statement

Provides a company's cash flow statement, showing how cash is generated and used across operating, investing, and financing activities.

Get company facts

Get comprehensive company facts data for a stock ticker or CIK from Financial Datasets.

Get earnings

Retrieves earnings data from SEC filings.

Get filing items

Retrieves specific sections (items) from a company's SEC filings (10-K, 10-Q, or 8-K).

Get filings

Get SEC filings data for a stock ticker or CIK.

Get financial metrics

Retrieves historical financial metrics for a company, such as P/E ratio, revenue per share, and enterprise value, over a specified period.

Get financial metrics snapshot

Fetches a snapshot of the most current financial metrics for a company, including key indicators like market capitalization, P/E ratio, and dividend yield.

Get income statement

Fetches a company's income statement, detailing its revenues, expenses, and net income over a reporting period.

Get index fund

Get an ETF or index fund's holdings and each position's weight (percent of net assets) for a fund ticker (e.

Get insider ownership

Retrieves insider ownership statements for a company: what officers, directors, and 10% owners actually HOLD (common shares, options, RSUs), sourced from SEC Form 3 (an insider's initial statement of ownership) and Form 5 (the annual statement).

Get insider trades

Retrieves insider trading transactions for a company, including purchases, sales, and other transactions by company officers, directors, and major shareholders.

Get institutional holdings

Retrieves SEC 13F institutional holdings sourced directly from EDGAR.

Get institutional investors

Lists institutional investors (SEC 13F filers) with their CIK and most recent reported name.

Get interest rates

Retrieves the latest policy interest rates from major central banks (e.

Get kpi guidance

Retrieves forward-looking KPI guidance items issued by company management in earnings releases and SEC filings.

Get kpi metrics

Retrieves historical KPI taxonomy metrics extracted from SEC filings for a company (e.

Get kpi non gaap

Retrieves non-GAAP KPIs reported by a company (e.

Get macro data

Retrieves macroeconomic datasets.

Get news

Fetches recent news articles for a specific company or the broad market.

Get segmented financials

Retrieves segment breakdowns from all three financial statement types (income statement, balance sheet, cash flow) in a single call.

Get stock price

Fetches the most recent price snapshot for a specific stock, including the latest price, trading volume, and other open, high, low, and close price data.

Get stock prices

Retrieves historical price data for a stock over a specified date range, including open, high, low, close prices, and volume.

List filing item types

Provides a list of all available item names that can be extracted from 10-K, 10-Q, and 8-K reports, grouped by filing type.

List stock screener filters

Retrieves all available filter fields and operators for the stock screener, grouped by category (income statement, balance sheet, cash flow statement, financial metrics, and company attributes like sector and industry).

Screen stocks

Screens and filters stocks by financial metrics, valuation ratios, and company attributes.

SETUP GUIDE

Connect Financial Datasets AI 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 AI MCP
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 AI MCP 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 AI MCP 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 AI MCP actions with your Agent

Why Use Composio?

AI Native Financial Datasets AI MCP Integration

  • Supports both Financial Datasets AI MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Financial Datasets AI MCP data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Financial Datasets AI MCP 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 AI MCP
  • Scoped, least privilege access to Financial Datasets AI MCP resources
  • Full audit trail of agent actions to support review and compliance

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

EXPLORE MCP GATEWAY
FAQ

Frequently asked questions

Yes, Financial Datasets AI MCP requires you to configure your own Dcr Oauth credentials. Once set up, Composio handles secure credential storage and management for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Financial Datasets AI connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

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

When you connect a Financial Datasets AI account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Financial Datasets AI as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Whatever the credentials you connect allow inside Financial Datasets AI. If Financial Datasets AI lets you scope a key to specific permissions, create a scoped one so the agent can only do what you intend. You can revoke the key inside Financial Datasets AI at any time.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Financial Datasets AI connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Financial Datasets AI use. Paid plans add higher limits and team features. Your Financial Datasets AI plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Financial Datasets AI accounts).

With Composio, you connect Financial Datasets AI once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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