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Financial Datasets AI MCP for AI agents

Agents read Financial Datasets AI MCP at once. Changes and sends are held for a person's approval by default.

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About Financial Datasets AI MCP

Financial Datasets AI MCP lets authorized agents query company fundamentals, financial statements and metrics, stock prices, SEC filings and filing sections, insider and institutional ownership, KPIs, news, macroeconomic data, index holdings, and stock-screening results.

What an agent can do in Financial Datasets AI MCP

Every Financial Datasets AI MCP action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Financial Datasets AI MCP without asking first. 28 actions.

  • Get balance sheetRetrieves a company's balance sheet, which provides a snapshot of its assets, liabilities, and shareholders' equity at a specific point in time. Essential for assessing a company's financial position.
  • Get beneficial ownersLists beneficial owners (holders of more than 5% of a company's shares, from SEC Schedules 13D/13G) with their filer CIK and reporting-person name. Optionally filter by case-insensitive name prefix. T
  • Get beneficial ownershipRetrieves beneficial-ownership stakes (holders of more than 5% of a class of shares) from SEC Schedules 13D and 13G. Schedule 13D stakes are ACTIVIST (intent to influence control: proxy fights, board
  • Get cash flow statementProvides a company's cash flow statement, showing how cash is generated and used across operating, investing, and financing activities. Key for understanding a company's liquidity and solvency.
  • Get company factsGet comprehensive company facts data for a stock ticker or CIK from Financial Datasets. Returns real-time information including market cap, number of employees, sector/industry classification, exchang
  • Get earningsRetrieves earnings data from SEC filings. Returns a flat list of `EarningsRecord` entries — same shape in either mode. • COMPANY EARNINGS — pass a `ticker` to get the most recent SEC filings (8-K / 10
  • Get filing itemsRetrieves specific sections (items) from a company's SEC filings (10-K, 10-Q, or 8-K). Useful for extracting detailed information such as 'Business', 'Risk Factors', or 'Financial Statements and Suppl
  • Get filingsGet SEC filings data for a stock ticker or CIK. Returns a list of filings, including the accession number, filing type, report date, and URLs to the filing documents.
  • Get financial metricsRetrieves historical financial metrics for a company, such as P/E ratio, revenue per share, and enterprise value, over a specified period. Useful for trend analysis and historical performance evaluati
  • Get financial metrics snapshotFetches a snapshot of the most current financial metrics for a company, including key indicators like market capitalization, P/E ratio, and dividend yield. Useful for a quick overview of a company's f
  • Get income statementFetches a company's income statement, detailing its revenues, expenses, and net income over a reporting period. Useful for evaluating a company's profitability and operational efficiency.
  • Get index fundGet an ETF or index fund's holdings and each position's weight (percent of net assets) for a fund ticker (e.g. SPY), sourced from SEC fund-holdings filings. Returns the fund's latest filing by default
Show all 28
  • Get insider ownershipRetrieves insider ownership statements for a company: what officers, directors, and 10% owners actually HOLD (common shares, options, RSUs), sourced from SEC Form 3 (an insider's initial statement of
  • Get insider tradesRetrieves insider trading transactions for a company, including purchases, sales, and other transactions by company officers, directors, and major shareholders. Useful for tracking insider sentiment a
  • Get institutional holdingsRetrieves SEC 13F institutional holdings sourced directly from EDGAR. Query by filer_cik (what positions a filer holds) OR by ticker (which institutional filers hold this security) — exactly one is re
  • Get institutional investorsLists institutional investors (SEC 13F filers) with their CIK and most recent reported name. Optionally filter by case-insensitive name prefix. Use this to discover the filer_cik to pass to get_instit
  • Get interest ratesRetrieves 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. Prefer get_macro_data with data
  • Get kpi guidanceRetrieves forward-looking KPI guidance items issued by company management in earnings releases and SEC filings. Filter by ticker, period (quarterly/annual), metric name, and date range.
  • Get kpi metricsRetrieves historical KPI taxonomy metrics extracted from SEC filings for a company (e.g., subscriber counts, ARPU, units sold). Filter by ticker, period (quarterly/annual), metric name, and date range
  • Get kpi non gaapRetrieves non-GAAP KPIs reported by a company (e.g., Adjusted EBITDA, Free Cash Flow as defined by the company). Filter by ticker, period (quarterly/annual), metric name, and date range.
  • Get macro dataRetrieves macroeconomic datasets. dataset='yield_curve' returns the daily US Treasury par yield curve: one object per business day with the keys date, 1_month, 1_5_month, 2_month, 3_month, 4_month, 6_
  • Get newsFetches recent news articles for a specific company or the broad market. Pass a ticker for company-specific news. Call with no arguments for the latest market-moving news, covering AI, macro, rates, e
  • Get segmented financialsRetrieves 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/segm
  • Get stock priceFetches the most recent price snapshot for a specific stock, including the latest price, trading volume, and other open, high, low, and close price data.
  • Get stock pricesRetrieves historical price data for a stock over a specified date range, including open, high, low, close prices, and volume.
  • List filing item typesProvides a list of all available item names that can be extracted from 10-K, 10-Q, and 8-K reports, grouped by filing type.
  • List stock screener filtersRetrieves all available filter fields and operators for the stock screener, grouped by category (income statement, balance sheet, cash flow statement, financial metrics, and company attributes like se
  • Screen stocksScreens and filters stocks by financial metrics, valuation ratios, and company attributes. Combine multiple filter conditions to find stocks matching your investment criteria (e.g., revenue > $1B and

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 0 actions.

None in this connector.

Financial Datasets AI MCP questions

Can an agent change data in Financial Datasets AI MCP on its own?

Not by default. Changes and sends in Financial Datasets AI MCP are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Financial Datasets AI MCP?

This connector lists 28 read actions. Reads run at once, without waiting for approval.

How does Financial Datasets AI MCP connect?

It connects with dcr oauth. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

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