What is Financial Datasets MCP Server

The Financial Datasets MCP Server is a Model Context Protocol server that allows access to stock market data, including income statements, balance sheets, cash flow statements, stock prices, and market news from Financial Datasets.

Use cases

Users can utilize the server to retrieve financial information about publicly traded companies, analyze investment opportunities, track market performance, and stay updated on relevant company news, making it valuable for investors, analysts, and financial professionals.

How to use

To use the server, follow the setup instructions to clone the repository, install necessary dependencies, configure API keys, and run the server. After setting up, connect to Claude Desktop and query the server for financial data using natural language commands.

Key features

Key features of the MCP server include retrieving various financial statements, current and historical stock prices, and company news. It supports a wide range of financial data queries, offering a comprehensive toolset for financial analysis.

Where to use

The MCP server can be used by financial analysts, investors, and developers who require access to real-time and historical financial data for decision-making and analysis within investment firms, research institutions, or any financial services environment.

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”