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How to integrate Financial Datasets AI MCP with Hermes

Connect Hermes to Financial Datasets AI MCP. Retrieve latest sec filings for aapl, list company fundamentals for s&p500 firms, and more using natural language, with authentication handled for you.

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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

Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Financial Datasets AI account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Financial Datasets AI MCP with

ChatGPTClaude CoworkAtomic Agent

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,500+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Financial Datasets AI with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Financial Datasets AI

Ask your agent to connect to Financial Datasets AI, or simply request any Financial Datasets AI-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Financial Datasets AI connection.

Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Financial Datasets AI or request any Financial Datasets AI-related task. It will prompt you to authenticate and authorize access.

5. Done!

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

The Financial Datasets AI 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 AI account. It provides structured and secure access so your agent can perform Financial Datasets AI operations on your behalf.

Way Forward

With Financial Datasets AI connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

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.

FRAMEWORKS

How to build Financial Datasets AI MCP Agent with another framework

ChatGPT logo

ChatGPT

Use Financial Datasets AI MCP with ChatGPT

Claude Cowork logo

Claude Cowork

Use Financial Datasets AI MCP with Claude Cowork

Atomic Agent logo

Atomic Agent

Use Financial Datasets AI MCP with Atomic Agent

FAQ

Frequently asked questions

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

Yes, you can. Hermes 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 AI tools.

Yes, absolutely. You can configure which Financial Datasets AI 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 AI data and credentials are handled as safely as possible.

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