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Overview

Your AI assistant can use our official MCP server to access real-time financial data — stock prices, financials, SEC filings, crypto, news, and more. There are two ways to connect:
  • Interactive (Claude, Claude Code, OpenClaw, Cursor, etc.) — authenticates via OAuth, no API key needed
  • Programmatic (scripts, automated workflows) — authenticates via API key

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Getting Started

Choose your client below and follow the steps to connect.
These steps work for both Claude.ai (web) and the Claude Desktop app.
  1. Go to Settings → Connectors
  2. Click Add and enter the server URL: https://mcp.financialdatasets.ai/
  3. Click Add custom connector and complete OAuth authentication
  4. In any new chat, click + and enable Financial Datasets under Connectors
On Team and Enterprise plans, a workspace owner must add the connector in Admin settings first.

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MCP Tools

Once connected, your AI assistant will have access to the following tools: Analyst Estimates
  • getAnalystEstimates: Get analyst consensus estimates for a company, including revenue and earnings forecasts for upcoming periods.
Stock Prices
  • getStockPrices: Get historical stock price data (open, high, low, close, volume) over a date range with configurable intervals.
  • getStockPriceSnapshot: Get the latest price snapshot for a stock, including current price, volume, and OHLC data.
Crypto Prices
  • getCryptoPrices: Get historical crypto price data over a date range.
  • getCryptoPriceSnapshot: Get a real-time price snapshot for any crypto ticker.
  • getAvailableCryptoTickers: Get a list of all supported crypto tickers.
Financial Statements
  • getIncomeStatement: Get historical income statement data (revenue, expenses, net income).
  • getBalanceSheet: Get historical balance sheet data (assets, liabilities, equity).
  • getCashFlowStatement: Get historical cash flow statement data (operating, investing, financing activities).
Financial Metrics
  • getFinancialMetrics: Get historical financial metrics such as P/E ratio, enterprise value, and revenue per share.
  • getFinancialMetricsSnapshot: Get a snapshot of the latest financial metrics, including market cap, P/E ratio, and dividend yield.
Segmented Revenues
  • getSegmentedRevenues: Get a breakdown of a company’s revenue by operating segment (products, services, geographic regions, etc.).
SEC Filings
  • getFilings: Get a list of historical SEC filings for a company (10-K, 10-Q, 8-K, and more).
  • getFilingItems: Extract specific sections from 10-K, 10-Q, and 8-K filings (e.g., Risk Factors, MD&A).
  • getAvailableFilingItems: Get a list of all extractable items for 10-K, 10-Q, and 8-K filings.
Company Information
  • getCompanyFacts: Get company details including market cap, employee count, sector, industry, exchange, and more.
News
  • getNews: Get recent news articles and press releases for a company.

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Authentication

The MCP server supports two authentication methods:
  • OAuth 2.1 — Used by interactive clients (Claude, Claude Code, OpenClaw, Cursor, etc.). When you first connect, you’ll be redirected to sign in with your Financial Datasets account. No API key is needed.
  • API Key — Used for programmatic access via the https://mcp.financialdatasets.ai/api endpoint. Include your key in the X-API-KEY header.
If you don’t have an account, sign up for free to get started. You can generate an API key from your account dashboard.

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Example Usage

After connecting, try asking your AI assistant questions like:
  • “What is Apple’s current P/E ratio and market cap?”
  • “Show me Tesla’s income statement for the last 4 quarters”
  • “How has Bitcoin’s price changed over the past year?”
  • “Break down Amazon’s revenue by business segment”
  • “Find the Risk Factors section from Microsoft’s latest 10-K”
  • “Compare Google and Meta’s revenue growth over the past 3 years”