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.
Author
Financial Datasets
Submitted by
oktofeesh1
Claim status
unclaimed
Last verified
2026-06-05
Decision playbook
Review trust signals before you adopt
Signals are present but mixed. Use the checklist below to confirm the source and operational safety for your environment.
Compare context
Selected
0
Current score
63
Baseline
—
Delta
No baseline selected
No major trust-signal divergence detected in the current selection.
Source and provenance checks
Needs review
Confirm ownership and provenance before trusting install instructions.
Source link availableRequired
Open the canonical repository and verify ownership.
Done
Source provenance statusRequired
Marked as source-backed.
Done
Metadata reviewed
No reviewed flag detected in metadata.
Pending
Safety and privacy checks
Complete
Validate risk disclosures before installation or API wiring.
Safety notes presentRequired
Review the listed safety guidance before running commands.
Done
Privacy notes presentRequired
Review data handling notes before connecting accounts or secrets.
Done
Trust level risk gateRequired
Trust level does not block evaluation.
Done
Package and install checks
Needs review
Check package metadata and artifact integrity signals.
Install payload available
Install or copy payload is available for review.
Done
Package verification flag
No package verification flag provided.
Pending
Checksum metadata
No checksum provided for downloaded artifact.
Pending
Compare-driven decision checks
Needs review
Use compare context to validate trade-offs before adoption.
Compare tray has multiple entries
Add at least one more entry to compare trust differences.
4 safety and 4 privacy notes across 4 risk areas. Review closely: credentials & tokens, network access.
4 areas
SafetyGeneralThis server retrieves financial market data; do not treat tool output or model summaries as investment, trading, tax, or legal advice.
SafetyGeneralCurrent prices, crypto prices, filings, and news can be delayed, incomplete, rate limited, or unavailable depending on API plan and market conditions.
SafetyGeneralReview generated analysis before using it in portfolio decisions, trading workflows, client reports, or compliance-sensitive research.
SafetyGeneralThe server sends ticker symbols, date ranges, filing filters, and research queries to the Financial Datasets API.
PrivacyCredentials & tokensAPI keys must be stored in environment variables or local secret managers and never committed to configuration files.
PrivacyNetwork accessQueried tickers, crypto symbols, time ranges, filings, and news requests can reveal research interests, watchlists, client assignments, or trading hypotheses.
PrivacyData retentionTool outputs may include financial statements, prices, filings, and news that become part of the model context and logs.
PrivacyGeneralAvoid sending private portfolio holdings, customer identifiers, or material non-public information through prompts or tool arguments.
Disclosure: Uses the Financial Datasets API, which may require an account, API key, and plan-specific usage limits.
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.
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.
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.
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.
Show that Financial Datasets MCP Server is listed on HeyClaude. Paste this Markdown into your README — it renders the badge and links back to this page.
[](https://heyclau.de/entry/mcp/financial-datasets-mcp-server)
How it compares
Financial Datasets MCP Server side by side with 3 alternatives on trust, install, platform support, and disclosed safety notes — all from reviewed registry metadata.
3 trust signals differ across this comparison (Package trust, Source provenance, Submitter).
Streamable HTTP MCP server for financial research workflows, including standardized financial data, SEC filing search, company discovery, market signals, ticker resolution, and alternative-data table exploration.
Inferventis hosted MCP server with 20 financial tools for FX rates, stocks, crypto, news, and URL reading over streamable HTTP, with many free tools and optional premium API keys.
✓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.
✓Treat financial data as informational research and verify figures before using them for investment, accounting, or reporting decisions.
✓Drillr's MCP endpoint is a remote Streamable HTTP server at `https://gateway.drillr.ai/mcp/data` and requires a bearer API key.
Tool calls can consume Drillr credits or billable API usage. Check plan limits and remaining credit balance before high-volume research loops.
run_sql is documented as read-only SELECT access, but broad queries across 90-plus tables can still be expensive, slow, or noisy.
Treat outputs as research inputs, not investment, legal, accounting, tax, or trading advice.
Drillr documents that it does not place trades, manage brokerage positions, expose options chains, or provide its own price forecasts.
Review cited SEC filing paragraphs, table schemas, ticker resolution, and source coverage before relying on results in reports or decisions.
✓Makes outbound network requests to Inferventis and third-party financial data providers.
URL reader tools fetch arbitrary web pages; treat returned content as untrusted.
Premium tools may incur API usage charges when keys are configured.
Do not rely on MCP output for automated trading without independent verification.
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.
✓Company queries, filing references, financial models, and research topics may be sent through the MCP client and model.
✓Prompts, ticker lists, research themes, SQL queries, and retrieved financial context are sent to Drillr's hosted gateway and the connected MCP client.
Drillr API keys are sensitive credentials. Keep them out of prompts, shared configs, issue comments, logs, screenshots, and repository files.
Research prompts may reveal portfolio interests, watchlists, investment theses, client names, diligence topics, or confidential strategy.
SEC filing excerpts, analyst consensus, alt-data, market signals, and generated summaries may be retained by MCP clients, AI providers, logs, or downstream tools.
Use synthetic prompts or public tickers for demos, screenshots, and examples when client, portfolio, or internal research strategy is sensitive.
✓Ticker symbols, URLs, and search queries you send are processed by Inferventis and upstream data vendors.
Premium API keys are credentials; store them in MCP headers or env vars, not in chat or source control.
Fetched page content may include tracking parameters from the original URL.
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`.
Daloopa account with active subscription
Daloopa API key (obtained from Daloopa sales team - contact sales@daloopa.com)
Internet connection for accessing Daloopa MCP server (https://mcp.daloopa.com/server/mcp)
Claude Desktop 0.7.0+ or Claude Code with MCP support
Drillr account at `https://drillr.ai`.
External-scope Drillr API key from `https://drillr.ai/developer/keys`.
MCP client that supports Streamable HTTP servers with bearer headers.
Secure secret storage for `DRILLR_API_KEY` outside prompts, repository files, screenshots, and shell history.
Claude Pro, Team, or Enterprise with Connectors support, or Claude Code with HTTP MCP transport.
Internet access to reach the Inferventis Cloud Run endpoint in europe-west1.
Optional Inferventis API key for premium market data tools that require authentication.
Awareness that financial data is informational and not investment advice.