MCP Server

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Overview

• Interactive (Claude, Claude Code, Cursor, etc.) — authenticates via OAuth, no API key needed
• Programmatic (scripts, automated workflows) — authenticates via API key

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Getting Started

claude mcp add --transport http financial-datasets https://mcp.financialdatasets.ai/

claude mcp list

{
  "mcpServers": {
    "financial-datasets": {
      "url": "https://mcp.financialdatasets.ai/"
    }
  }
}

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MCP Tools

• get_analyst_estimates: Get analyst consensus estimates for a company, including revenue and earnings forecasts for upcoming periods.

• get_earnings: Get earnings data from SEC filings. Pass a ticker for a single company’s most recent quarterly + annual earnings (revenue, net income, EPS, balance sheet & cash flow highlights, BEAT/MISS/MEET vs analyst estimates). Omit the ticker to get the real-time Earnings Feed — the most recently filed earnings across all covered companies, sorted by SEC filing date (newest first). Use limit (default 10, max 100) to control feed size.

• get_stock_prices: Get historical stock price data (open, high, low, close, volume) over a date range with configurable intervals.
• get_stock_price: Get the latest price snapshot for a stock, including current price and OHLCV data.

• get_income_statement: Get historical income statement data (revenue, expenses, net income).
• get_balance_sheet: Get historical balance sheet data (assets, liabilities, equity).
• get_cash_flow_statement: Get historical cash flow statement data (operating, investing, financing activities).

• get_financial_metrics: Get historical financial metrics such as P/E ratio, enterprise value, and revenue per share.
• get_financial_metrics_snapshot: Get a snapshot of the latest financial metrics, including market cap, P/E ratio, and dividend yield.

• get_segmented_financials: Get segment breakdowns from all three financial statement types (income statement, balance sheet, cash flow) in a single call. Returns revenue, operating income, and depreciation by product/segment; assets, goodwill, and long-lived assets by segment; and capital expenditure by segment.

• get_filings: Get a list of historical SEC filings for a company (10-K, 10-Q, 8-K, and more).
• get_filing_items: Extract specific sections from 10-K, 10-Q, and 8-K filings (e.g., Risk Factors, MD&A).
• list_filing_item_types: Get a list of all extractable items for 10-K, 10-Q, and 8-K filings.

• get_company_facts: Get company details including market cap, employee count, sector, industry, exchange, and more.

• get_insider_trades: Get insider trading transactions for a company, including purchases, sales, and other transactions by officers, directors, and major shareholders.

• get_news: Get recent news articles for a specific company or the broad market. Pass a ticker for company-specific news, or omit the ticker for general market news.

• get_interest_rates: Get the latest policy interest rates from major central banks (e.g., FED, ECB, BOE, BOJ). Returns a snapshot of each bank’s current rate — no parameters required.

• screen_stocks: Screen and filter stocks by financial metrics, valuation ratios, and company attributes. Combine multiple conditions to find stocks matching your criteria (e.g., revenue > $1B, P/E < 20, sector = “Technology”).
• list_stock_screener_filters: Get a list of all available filter fields and operators for the stock screener, grouped by category.

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Authentication

• OAuth 2.1 — Used by interactive clients (Claude, Claude Code, 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.

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Example Usage

• “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”
• “Screen for technology stocks with a P/E ratio under 20 and revenue over $1 billion”
• “What’s happening in the markets today?”
• “What companies just reported earnings?”
• “Show me the latest earnings for Netflix”
• “What are the current central bank interest rates?”