Financial Datasets
Provides access to comprehensive financial data including income statements, balance sheets, cash flow statements, stock prices, company news, SEC filings, and cryptocurrency information with built-in financial ratio analysis.
What is Financial Datasets?
Financial Datasets is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to provides access to comprehensive financial data including income statements, balance sheets, cash flow statements, stock prices, company news, sec filings, and cryptocurrency information with built-in...
Provides access to comprehensive financial data including income statements, balance sheets, cash flow statements, stock prices, company news, SEC filings, and cryptocurrency information with built-in financial ratio analysis.
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- Provides access to comprehensive financial data including in
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx financial-datasets-mcp-serverConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use Financial Datasets
The Financial Datasets MCP Server gives AI assistants direct access to structured financial data including income statements, balance sheets, cash flow statements, stock prices, company news, SEC filings, and cryptocurrency prices. It uses the Financial Datasets API to retrieve real institutional-grade data on demand, so you can ask your AI assistant to analyze a company's financials without copying spreadsheets or writing custom API calls. Investors, analysts, and developers use it to automate financial research workflows inside Claude, Cursor, or any MCP-compatible client.
Prerequisites
- Python 3.10 or later with uv package manager installed
- A Financial Datasets API key (sign up at financialdatasets.ai)
- An MCP client such as Claude Desktop or Cursor
- The mcp[cli] and httpx Python packages
Install Python dependencies
Use uv to install the MCP CLI package and httpx, which the server uses for HTTP requests to the Financial Datasets API.
uv add "mcp[cli]" httpxClone the server repository
Clone the Financial Datasets MCP server repository from GitHub to get the server source code.
git clone https://github.com/financial-datasets/mcp-server.git
cd mcp-serverSet your API key
Export your Financial Datasets API key as an environment variable. The server reads this as FINANCIAL_DATASETS_API_KEY at startup.
export FINANCIAL_DATASETS_API_KEY="your_api_key_here"Configure your MCP client
Add the server to your claude_desktop_config.json or equivalent MCP client config file. Point it to the server script and pass your API key via the env block.
{
"mcpServers": {
"financial-datasets": {
"command": "python",
"args": ["server.py"],
"env": {
"FINANCIAL_DATASETS_API_KEY": "your_api_key_here"
}
}
}
}Restart your MCP client and verify tools
Restart Claude Desktop or reload your editor. The financial data tools for income statements, balance sheets, cash flow, stock prices, company news, and cryptocurrency data should now appear.
Financial Datasets Examples
Client configuration
Complete claude_desktop_config.json block for the Financial Datasets MCP server.
{
"mcpServers": {
"financial-datasets": {
"command": "python",
"args": ["/path/to/mcp-server/server.py"],
"env": {
"FINANCIAL_DATASETS_API_KEY": "your_api_key_here"
}
}
}
}Prompts to try
Example prompts that use the financial data tools exposed by this server.
- "What are Apple's income statements for the last 3 years? Summarize revenue trends."
- "Show me the current stock price for Tesla and compare it to its 52-week range."
- "Get Microsoft's balance sheet and calculate its debt-to-equity ratio."
- "What is the current price of Bitcoin and Ethereum?"
- "Fetch MSFT historical prices from 2024-01-01 to 2024-12-31 and identify the peak price."Troubleshooting Financial Datasets
API returns 401 or authentication errors
Verify that FINANCIAL_DATASETS_API_KEY is correctly set in the env block and matches your key from financialdatasets.ai. The variable name must be exact — no extra spaces.
Server fails to start with ModuleNotFoundError
Ensure you ran 'uv add mcp[cli] httpx' in the same Python environment the server runs in. If using a virtual environment, activate it before starting the MCP client.
Stock data returns empty results for a ticker
Double-check that the ticker symbol is correct and that your Financial Datasets plan covers the data type you requested (e.g., some crypto tickers require a specific endpoint).
Frequently Asked Questions about Financial Datasets
What is Financial Datasets?
Financial Datasets is a Model Context Protocol (MCP) server that provides access to comprehensive financial data including income statements, balance sheets, cash flow statements, stock prices, company news, sec filings, and cryptocurrency information with built-in financial ratio analysis. It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Financial Datasets?
Follow the installation instructions on the Financial Datasets GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.
Which AI clients work with Financial Datasets?
Financial Datasets works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is Financial Datasets free to use?
Yes, Financial Datasets is open source and available under the MIT License license. You can use it freely in both personal and commercial projects.
Financial Datasets Alternatives — Similar Finance & Fintech Servers
Looking for alternatives to Financial Datasets? Here are other popular finance & fintech servers you can use with Claude, Cursor, and VS Code.
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Stripe
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Open Trading API
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Browse More Finance & Fintech MCP Servers
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Set Up Financial Datasets in Your Editor
Choose your AI client for step-by-step setup instructions.
Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
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