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Table of Contents

  1. Overview
  2. Installation
  3. MCP Tools
  4. Authentication
  5. Example Usage

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Overview

Your AI models and agents can use our official remote MCP server to access real-time financial data in a simple and secure way.
  • Programmatic server: https://mcp.financialdatasets.ai/api
  • Streamable HTTP server: https://mcp.financialdatasets.ai/mcp
  • SSE server: https://mcp.financialdatasets.ai/sse

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Installation

You can connect to our MCP server natively as a new Claude Integration, or by using the mcp-remote module in Cursor, Windsurf, and other clients.
  • API
  • Claude
  • Cursor
  • VS Code
  • Windsurf
  • Zed
  • CLI
To access the MCP server programmatically, you can use the API endpoint with an API key. This is ideal for use in scripts, automated workflows, or custom integrations.You will need to configure your MCP client to send your API key in the X-API-KEY header. You can get your API key from your Financial Datasets account dashboard.Here is an example configuration for an MCP client that supports custom headers:
{
  "mcpServers": {
    "financial-datasets-api": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://mcp.financialdatasets.ai/api"],
      "headers": {
        "X-API-KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}
Replace YOUR_API_KEY_HERE with your actual API key.

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MCP Tools

Once connected, your AI assistant will have access to these tools:
  • getCompanyFacts: Get comprehensive company facts for a stock ticker or CIK, including market cap, employee count, sector, and more.
  • getAvailableCryptoTickers: Get a list of all available crypto tickers.
  • getCryptoPriceSnapshot: Get a real-time price snapshot for any crypto ticker.
  • getCryptoPrices: Get historical crypto price data for a specified date range.
  • getFilingItems: Extract specific items from SEC filings (e.g., “Item 1A. Risk Factors” from a 10-K).
  • getAvailableFilingItems: Get a list of all available items that can be extracted from 10-K and 10-Q filings.
  • getFilings: Retrieve a list of all historical SEC filings for a company.
  • getFinancialMetrics: Get historical financial metrics for a company over a specified period.
  • getFinancialMetricsSnapshot: Get a snapshot of the most recent financial metrics for a company.
  • getBalanceSheet: Access historical balance sheet data.
  • getIncomeStatement: Access historical income statement data.
  • getCashFlowStatement: Access historical cash flow statement data.
  • getNews: Retrieve recent news articles for a stock ticker.
  • getStockPriceSnapshot: Get a real-time price snapshot for any stock ticker.
  • getStockPrices: Get historical stock price data for a specified date range.

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Authentication

Our MCP server supports two methods of authentication:
  • OAuth 2.1 (Interactive): For clients like Claude, Cursor, and direct CLI usage, we use OAuth 2.1. When you first connect, you’ll be redirected to authenticate with your Financial Datasets account.
  • API Key (Programmatic): For programmatic access via the https://mcp.financialdatasets.ai/api endpoint, you can use an API key. You must include your key in the X-API-KEY header of your requests.
If you don’t have an account, you can sign up for free to get started and generate an API key from your account dashboard.

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Example Usage

After connecting, you can ask your AI assistant questions like:
  • “What’s the current stock price of Apple?”
  • “Show me Tesla’s latest income statement”
  • “Find recent SEC filings for Microsoft”
  • “Compare the revenue growth of Google vs Amazon over the past 5 years”
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