Financial Datasets MCP Server

What does “Financial Datasets” MCP Server do?

The Financial Datasets MCP Server is a Model Context Protocol (MCP) server designed to provide seamless access to comprehensive stock market data from the Financial Datasets API. By acting as a bridge between AI assistants (such as Claude) and external financial data sources, this server enables AI-powered workflows to retrieve up-to-date financial information effortlessly. Developers and AI agents can use it to query income statements, balance sheets, cash flow statements, current and historical stock prices, as well as market news for publicly traded companies. The server also supports cryptocurrency price lookups and news retrieval. This integration streamlines the process of financial data collection and analysis within AI-driven development environments, empowering users to build sophisticated financial tools and insights with minimal manual effort.

List of Prompts

No explicit prompt templates are mentioned in the repository or documentation.

List of Resources

No explicit MCP resources are listed in the repository or documentation.

List of Tools

• get_income_statements: Retrieve income statements for a specified company.
• get_balance_sheets: Access balance sheets for a company.
• get_cash_flow_statements: Obtain cash flow statements for a company.
• get_current_stock_price: Fetch the latest stock price for a company.
• get_historical_stock_prices: Retrieve historical stock prices for a company.
• get_company_news: Get recent news articles related to a company.
• get_available_crypto_tickers: List all available cryptocurrency tickers.
• get_crypto_prices: Obtain historical prices for a specific cryptocurrency.
• get_historical_crypto_prices: Retrieve historical price data for a cryptocurrency.
• get_current_crypto_price: Fetch the latest price for a cryptocurrency.

Use Cases of this MCP Server

• Financial Statement Analysis: Developers and AI assistants can automatically query and analyze companies’ income statements, balance sheets, and cash flow statements for investment research or reporting.
• Stock Price Monitoring: Automate the retrieval of current and historical stock prices for market analysis, dashboarding, or trading strategies.
• Market News Integration: Seamlessly pull in the latest company news to augment investment analysis or provide context in financial chatbots.
• Cryptocurrency Analytics: Track and analyze cryptocurrency prices and trends by accessing both real-time and historical data.
• Multi-Asset Portfolio Insights: Build tools that combine stock and crypto data for holistic portfolio monitoring and reporting.

How to set it up

Windsurf

No Windsurf-specific instructions are provided in the repository.

Claude

1. Install Claude Desktop if not already installed.
2. Create or edit the Claude Desktop configuration file:
   • On 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 output of which uv and /absolute/path/to/financial-datasets-mcp with the full path to the cloned repository.
4. Restart Claude Desktop.
5. The financial tools should now be available in Claude Desktop’s tools menu.

Securing API Keys (Claude Example)

Set up your .env file as follows:

FINANCIAL_DATASETS_API_KEY=your-financial-datasets-api-key

No explicit JSON env example is given, but use environment variables as shown.

Cursor

No Cursor-specific instructions are provided in the repository.

Cline

No Cline-specific instructions are provided in the repository.

How to use this MCP inside flows

Using MCP in FlowHunt

To integrate MCP servers into your FlowHunt workflow, start by adding the MCP component to your flow and connecting it to your AI agent:

Click on the MCP component to open the configuration panel. In the system MCP configuration section, insert your MCP server details using this JSON format:

{
  "financial-datasets": {
    "transport": "streamable_http",
    "url": "https://yourmcpserver.example/pathtothemcp/url"
  }
}

Once configured, the AI agent is now able to use this MCP as a tool with access to all its functions and capabilities. Remember to change “financial-datasets” to whatever the actual name of your MCP server is and replace the URL with your own MCP server URL.

Overview

Between these two tables, the Financial Datasets MCP Server is a focused, well-documented, and highly practical integration for financial data retrieval, but lacks explicit prompt, resource, and advanced MCP feature documentation. Rating: 7/10.

MCP Score