Financial Datasets MCP Server for Claude

Safety notes

This server retrieves financial market data; do not treat tool output or model summaries as investment, trading, tax, or legal advice.
Current prices, crypto prices, filings, and news can be delayed, incomplete, rate limited, or unavailable depending on API plan and market conditions.
Review generated analysis before using it in portfolio decisions, trading workflows, client reports, or compliance-sensitive research.
The server sends ticker symbols, date ranges, filing filters, and research queries to the Financial Datasets API.

Privacy notes

API keys must be stored in environment variables or local secret managers and never committed to configuration files.
Queried tickers, crypto symbols, time ranges, filings, and news requests can reveal research interests, watchlists, client assignments, or trading hypotheses.
Tool outputs may include financial statements, prices, filings, and news that become part of the model context and logs.
Avoid sending private portfolio holdings, customer identifiers, or material non-public information through prompts or tool arguments.

Prerequisites

Python 3.11 or newer, matching the upstream project metadata.
uv installed on the machine running the MCP server.
A cloned checkout of `financial-datasets/mcp-server`.
Financial Datasets API key stored as `FINANCIAL_DATASETS_API_KEY`.
Understanding of the Financial Datasets API plan, rate limits, market-data coverage, and terms.

Schema details

Install type: cli
Troubleshooting: No

Source repository stats

Scope: Source repo

Collection metadata

Estimated setup: 12 minutes
Difficulty: intermediate

Tool listing metadata

Disclosure: Uses the Financial Datasets API, which may require an account, API key, and plan-specific usage limits.

Full copyable content

{
  "mcpServers": {
    "financial-datasets": {
      "command": "uv",
      "args": ["--directory", "PATH_TO_FINANCIAL_DATASETS_MCP", "run", "server.py"],
      "env": {
        "FINANCIAL_DATASETS_API_KEY": "YOUR_API_KEY"
      }
    }
  }
}

About this resource

Content

Financial Datasets MCP Server is a Python FastMCP server that connects Claude and other MCP clients to the Financial Datasets stock market API. The upstream README describes tools for retrieving company financial statements, stock prices, market news, crypto prices, and SEC filings through a stdio MCP server.

The server loads FINANCIAL_DATASETS_API_KEY from the environment, sends API requests to the Financial Datasets API, and returns JSON-formatted tool results to the MCP client.

Source Review

These sources were reviewed on 2026-06-05. Prefer the live repository, README, source file, project metadata, environment example, and API pages for current tool names, setup requirements, API endpoints, and usage limits.

Features

Retrieve income statements for a ticker.
Retrieve balance sheets for a ticker.
Retrieve cash flow statements for a ticker.
Retrieve the current or latest stock price for a ticker.
Retrieve historical stock prices by ticker, date range, interval, and interval multiplier.
Retrieve company news by ticker.
List available crypto tickers.
Retrieve current and historical crypto prices.
Retrieve SEC filings by ticker, limit, and optional filing type.
Run as a stdio MCP server through uv run server.py.

Installation

Clone the repository and install dependencies with uv following the upstream README. Create a local environment file or configure the MCP client environment with FINANCIAL_DATASETS_API_KEY.

For MCP clients that launch stdio servers:

{
  "mcpServers": {
    "financial-datasets": {
      "command": "uv",
      "args": ["--directory", "PATH_TO_FINANCIAL_DATASETS_MCP", "run", "server.py"],
      "env": {
        "FINANCIAL_DATASETS_API_KEY": "YOUR_API_KEY"
      }
    }
  }
}

Restart the MCP client after adding the server, then test with a low-risk ticker lookup before using it for a larger research workflow.

Use Cases

Ask Claude to summarize recent income statements for a public company.
Compare balance sheet and cash flow trends over several periods.
Retrieve current and historical prices for a ticker before building a research note.
Pull recent company news alongside financial statement context.
Gather SEC filing metadata for a ticker and filing type.
Retrieve crypto price history for supported symbols.

Safety and Privacy

Financial Datasets MCP Server is useful for research, but market-data tooling is not a substitute for professional financial advice, official filings, broker records, or compliance-reviewed analysis. Treat model-generated conclusions as draft research, verify source data independently, and avoid using automated outputs directly in trading, client recommendations, or regulatory reporting.

Keep the Financial Datasets API key out of repositories and shared logs. Ticker queries, filing filters, date ranges, and news searches can reveal research targets or trading intent, so avoid including private portfolio details, customer identifiers, or material non-public information in prompts.

Duplicate Check

Existing entries cover other financial-data and finance-adjacent MCP servers, but no financial-datasets/mcp-server, Financial Datasets API MCP entry, or matching source URL was found in content/mcp.

#finance#market-data#stocks#sec-filings#crypto