Financial Datasets

official

Stock market API made for AI agents

What can you do with Financial Datasets MCP?

  • Fetch income statements — Retrieve a company's income statements using get_income_statements.
  • Fetch balance sheets — Retrieve a company's balance sheets using get_balance_sheets.
  • Fetch cash flow statements — Retrieve a company's cash flow statements using get_cash_flow_statements.
  • Get current stock or crypto prices — Look up the latest price for a ticker via get_current_stock_price or get_current_crypto_price.
  • Get historical stock or crypto prices — Pull historical price data for a date range using get_historical_stock_prices or get_historical_crypto_prices.
  • Get company news — Retrieve recent news articles for a company with get_company_news.

Documentation

Financial Datasets MCP Server

Introduction

This is a Model Context Protocol (MCP) server that provides access to stock market data from Financial Datasets.

It allows Claude and other AI assistants to retrieve income statements, balance sheets, cash flow statements, stock prices, and market news directly through the MCP interface.

Available Tools

This MCP server provides the following tools:

  • get_income_statements: Get income statements for a company.
  • get_balance_sheets: Get balance sheets for a company.
  • get_cash_flow_statements: Get cash flow statements for a company.
  • get_current_stock_price: Get the current / latest price of a company.
  • get_historical_stock_prices: Gets historical stock prices for a company.
  • get_company_news: Get news for a company.
  • get_available_crypto_tickers: Gets all available crypto tickers.
  • get_crypto_prices: Gets historical prices for a crypto currency.
  • get_historical_crypto_prices: Gets historical prices for a crypto currency.
  • get_current_crypto_price: Get the current / latest price of a crypto currency.

Setup

Prerequisites

  • Python 3.10 or higher
  • uv package manager

Installation

  1. Clone this repository:

    git clone https://github.com/financial-datasets/mcp-server
    cd mcp-server
    
  2. If you don't have uv installed, install it:

    # macOS/Linux
    curl -LsSf https://astral.sh/uv/install.sh | sh
    
    # Windows
    curl -LsSf https://astral.sh/uv/install.ps1 | powershell
    
  3. Install dependencies:

    # Create virtual env and activate it
    uv venv
    source .venv/bin/activate  # On Windows: .venv\Scripts\activate
    
    # Install dependencies
    uv add "mcp[cli]" httpx  # On Windows: uv add mcp[cli] httpx
    
    
  4. Set up environment variables:

    # Create .env file for your API keys
    cp .env.example .env
    
    # Set API key in .env
    FINANCIAL_DATASETS_API_KEY=your-financial-datasets-api-key
    
  5. Run the server:

    uv run server.py
    

Connecting to Claude Desktop

  1. Install Claude Desktop if you haven't already

  2. Create or edit the Claude Desktop configuration file:

    # macOS
    mkdir -p ~/Library/Application\ Support/Claude/
    nano ~/Library/Application\ Support/Claude/claude_desktop_config.json
    
  3. Add the following configuration:

    {
      "mcpServers": {
        "financial-datasets": {
          "command": "/path/to/uv",
          "args": [
            "--directory",
            "/absolute/path/to/financial-datasets-mcp",
            "run",
            "server.py"
          ]
        }
      }
    }
    

    Replace /path/to/uv with the result of which uv and /absolute/path/to/financial-datasets-mcp with the absolute path to this project.

  4. Restart Claude Desktop

  5. You should now see the financial tools available in Claude Desktop's tools menu (hammer icon)

  6. Try asking Claude questions like:

    • "What are Apple's recent income statements?"
    • "Show me the current price of Tesla stock"
    • "Get historical prices for MSFT from 2024-01-01 to 2024-12-31"