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Financial Datasets

Financial Datasets · Market & Financial Data

MCP ServerOfficial

Financial Datasets' official hosted MCP connector, listed in Claude's connector directory, gives agents 20+ tools for standardized and as-reported financial statements, segment financials, KPIs and guidance, section-level 10-K, 10-Q and 8-K extraction, 13F institutional holdings, 13D/13G beneficial ownership, insider trades and holdings, ETF holdings, prices, screening, news and US macro series.

market datafinancial statementssec filingsownership datafund holdingsstock screeningmacroeconomics
Status
Official
Auth
OAuth
Hosting
Remote
Community rating
Not rated yet
Role
Source

Provides data. A read-only feed from one provider; it answers questions, doesn't act, and doesn't expect other servers alongside it. More on Source servers → All seven roles →

Open documentation →

Caveats

  • The tool coverage, real-time data claims and connector-directory availability are vendor-reported and have not been independently verified.
  • The vendor-documented tools retrieve or screen data. No tools for placing orders, modifying portfolios or writing to firm systems are listed.
  • This is a vendor-hosted service, not a documented local deployment. The source page does not specify query retention, data residency or client-data handling terms.
  • Interactive connections use OAuth sign-in; vendor-documented programmatic access requires an API key and a separate /api endpoint.
  • Vendor-reported as-reported statements support annual and quarterly periods only; a trailing-twelve-month request is treated as annual. Section extraction is documented for 10-K, 10-Q and 8-K filings.
  • The source page does not specify data redistribution rights, commercial licensing terms, usage quotas or service-level guarantees.
  • Start with read-only scopes and keep client-side approval prompts on until the connection is proven.
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How to connect Financial Datasets

Step 1

Remote server: paste a URL

Financial Datasets publishes a remote (Streamable HTTP) endpoint, so nothing is installed locally. Add it as a custom connector in Claude, ChatGPT or your IDE and paste the endpoint below.

Endpoint

https://mcp.financialdatasets.ai/

Client config snippet

{
  "mcpServers": {
    "993325e5-240e-407d-a5da-cb1ecc42affc": {
      "url": "https://mcp.financialdatasets.ai/"
    }
  }
}

Step 2

Authenticate with OAuth

Your client opens a browser sign-in with the vendor. Approve only the scopes you need, and use a read-only account first when the platform offers one.

Step 3

Verify, then widen access

Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.

Prompts that use this server

Starter prompts from the Practice Stacks that rely on Market & Financial Data.

Tax-lot and wash-sale check

A flag list before trades are placed.

Trade & RebalanceCustody & ClearingMarket & Financial Data

Read-only: for the proposed sells in <account>, review tax lots at the custodian and flag short-term gains, large realised gains, and any purchase in the last 30 days that could create a wash sale. Then use market-data tools to value each lot at the latest available price and to check for splits, mergers or other corporate actions that would change basis or share count. Output Symbol / Lot / Acquired / Basis / Market value / Gain-loss / Flag / Source. Do not place or modify trades. Tell me where the data may be delayed or incomplete.

Guardrail · Read-only. Confirm lot data with the custodian before acting on it.

Scenario comparison brief

A side-by-side read on two planning scenarios.

Financial PlanningFinancial PlanningMarket & Financial Data

Read-only: compare the existing plan for <client name> against the scenario <describe change, e.g. retire two years earlier>. Pull the plan's stored return, inflation and yield assumptions, then use market-data tools to show current comparable figures for the same inputs. Present outcome differences, an assumptions table of Plan assumption / Current market reading / Source / Date, and which assumption the result is most sensitive to. State every assumption explicitly. Do not save, overwrite or publish any scenario in the planning system.

Guardrail · Read-only. Plan illustrations are not advice, review before sharing.

Market context talking points

Three to five neutral talking points on recent market moves.

Client Review Meeting PrepWealth PlatformsMarket & Financial Data

Read-only: pull <client name>'s current holdings and sector or asset-class weights from the wealth platform, then use market-data tools to explain what moved those specific exposures over the last quarter. Return three to five neutral talking points, each tied to a holding or weight and to the market data behind it. No forecasts, no recommendations to buy or sell, no performance promises. Cite the source and date for both the holdings figure and the market figure so I can verify before I use it with a client.

Guardrail · Educational framing only. Avoid forward-looking or promissory language.

Read the full connection guide →