How to connect Financial Datasets AI MCP to Claude

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

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.

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

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

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

Retrieves earnings data from SEC filings.

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

Get SEC filings data for a stock ticker or CIK.

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

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

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

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

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).

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

Retrieves SEC 13F institutional holdings sourced directly from EDGAR.

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

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

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

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

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

Retrieves macroeconomic datasets.

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

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

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.

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

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.

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).

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