Financial Datasets

Financial Datasets

Official
financial-datasets

Provides access to comprehensive stock market and cryptocurrency data including financial statements, historical prices, and market news through the Financial Datasets API.

Provides direct access to stock market data including income statements, balance sheets, cash flow statements, historical prices, and market news through a locally-run server that integrates with the Financial Datasets API.

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What it does

  • Retrieve income statements, balance sheets, and cash flow statements
  • Get current and historical stock prices
  • Access company news and market updates
  • Query cryptocurrency prices and available tickers
  • Fetch historical crypto price data

Best for

Financial analysts performing company researchInvestment professionals tracking market dataAI assistants providing financial insightsDevelopers building financial applications
Comprehensive financial data coverageBoth stock and crypto market support

About Financial Datasets

Financial Datasets is an official MCP server published by financial-datasets that provides AI assistants with tools and capabilities via the Model Context Protocol. Access stock price for NVDA, income statements, balance sheets, and market news via the Financial Datasets server and AP It is categorized under finance, analytics data.

How to install

You can install Financial Datasets in your AI client of choice. Use the install panel on this page to get one-click setup for Cursor, Claude Desktop, VS Code, and other MCP-compatible clients. This server supports remote connections over HTTP, so no local installation is required.

License

Financial Datasets is released under the MIT license. This is a permissive open-source license, meaning you can freely use, modify, and distribute the software.

Financial Datasets MCP Server

Introduction

This is a Model Context Protocol (MCP) server that provides access to stock market data from Financial Datasets.

It allows Claude and other AI assistants to retrieve income statements, balance sheets, cash flow statements, stock prices, and market news directly through the MCP interface.

Available Tools

This MCP server provides the following tools:

  • get_income_statements: Get income statements for a company.
  • get_balance_sheets: Get balance sheets for a company.
  • get_cash_flow_statements: Get cash flow statements for a company.
  • get_current_stock_price: Get the current / latest price of a company.
  • get_historical_stock_prices: Gets historical stock prices for a company.
  • get_company_news: Get news for a company.
  • get_available_crypto_tickers: Gets all available crypto tickers.
  • get_crypto_prices: Gets historical prices for a crypto currency.
  • get_historical_crypto_prices: Gets historical prices for a crypto currency.
  • get_current_crypto_price: Get the current / latest price of a crypto currency.

Setup

Prerequisites

  • Python 3.10 or higher
  • uv package manager

Installation

  1. Clone this repository:

    git clone https://github.com/financial-datasets/mcp-server
    cd mcp-server
    
  2. If you don't have uv installed, install it:

    # macOS/Linux
    curl -LsSf https://astral.sh/uv/install.sh | sh
    
    # Windows
    curl -LsSf https://astral.sh/uv/install.ps1 | powershell
    
  3. Install dependencies:

    # Create virtual env and activate it
    uv venv
    source .venv/bin/activate  # On Windows: .venv\Scripts\activate
    
    # Install dependencies
    uv add "mcp[cli]" httpx  # On Windows: uv add mcp[cli] httpx
    
    
  4. Set up environment variables:

    # Create .env file for your API keys
    cp .env.example .env
    
    # Set API key in .env
    FINANCIAL_DATASETS_API_KEY=your-financial-datasets-api-key
    
  5. Run the server:

    uv run server.py
    

Connecting to Claude Desktop

  1. Install Claude Desktop if you haven't already

  2. Create or edit the Claude Desktop configuration file:

    # 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 result of which uv and /absolute/path/to/financial-datasets-mcp with the absolute path to this project.

  4. Restart Claude Desktop

  5. You should now see the financial tools available in Claude Desktop's tools menu (hammer icon)

  6. Try asking Claude questions like:

    • "What are Apple's recent income statements?"
    • "Show me the current price of Tesla stock"
    • "Get historical prices for MSFT from 2024-01-01 to 2024-12-31"

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