Financial Datasets

by financial-datasets

200 stars

6.4k downloads

Not rated

GitHub Website

About

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.

Details

Author: financial-datasets
Repository: financial-datasets/mcp-server
GitHub stars: 200
Downloads: 6,427
License: MIT License
Categories: Developer Tools, Database, Productivity, Design, AI, Search, API, Frontend, Infrastructure

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below
Plugin Name Financial Datasets

Command (node, npx, python, etc.) /path/to/uv
Arguments
- Argument 1 --directory
- Argument 2 /absolute/path/to/financial-datasets-mcp
- Argument 3 run
- Argument 4 server.py
Environment
- FINANCIAL_DATASETS_API_KEY your-financial-datasets-api-key
Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "financial datasets": {
            "env": {
                "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
            },
            "args": [
                "--directory",
                "/absolute/path/to/financial-datasets-mcp",
                "run",
                "server.py"
            ],
            "command": "/path/to/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "financial datasets": {
            "env": {
                "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
            },
            "args": [
                "--directory",
                "/absolute/path/to/financial-datasets-mcp",
                "run",
                "server.py"
            ],
            "command": "/path/to/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "financial datasets": {
            "env": {
                "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
            },
            "args": [
                "--directory",
                "/absolute/path/to/financial-datasets-mcp",
                "run",
                "server.py"
            ],
            "command": "/path/to/uv"
        }
    }
}

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

{
    "mcpServers": {
        "financial datasets": {
            "env": {
                "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
            },
            "args": [
                "--directory",
                "/absolute/path/to/financial-datasets-mcp",
                "run",
                "server.py"
            ],
            "command": "/path/to/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "financial datasets": {
            "env": {
                "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
            },
            "args": [
                "--directory",
                "/absolute/path/to/financial-datasets-mcp",
                "run",
                "server.py"
            ],
            "command": "/path/to/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "financial datasets": {
            "env": {
                "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
            },
            "args": [
                "--directory",
                "/absolute/path/to/financial-datasets-mcp",
                "run",
                "server.py"
            ],
            "command": "/path/to/uv"
        }
    }
}

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "financial datasets": {
            "env": {
                "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
            },
            "args": [
                "--directory",
                "/absolute/path/to/financial-datasets-mcp",
                "run",
                "server.py"
            ],
            "command": "/path/to/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "financial datasets": {
            "env": {
                "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
            },
            "args": [
                "--directory",
                "/absolute/path/to/financial-datasets-mcp",
                "run",
                "server.py"
            ],
            "command": "/path/to/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "financial datasets": {
            "env": {
                "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
            },
            "args": [
                "--directory",
                "/absolute/path/to/financial-datasets-mcp",
                "run",
                "server.py"
            ],
            "command": "/path/to/uv"
        }
    }
}

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

{
    "mcpServers": {
        "financial datasets": {
            "env": {
                "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
            },
            "args": [
                "--directory",
                "/absolute/path/to/financial-datasets-mcp",
                "run",
                "server.py"
            ],
            "command": "/path/to/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "financial datasets": {
            "env": {
                "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
            },
            "args": [
                "--directory",
                "/absolute/path/to/financial-datasets-mcp",
                "run",
                "server.py"
            ],
            "command": "/path/to/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "financial datasets": {
            "env": {
                "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
            },
            "args": [
                "--directory",
                "/absolute/path/to/financial-datasets-mcp",
                "run",
                "server.py"
            ],
            "command": "/path/to/uv"
        }
    }
}

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "financial datasets": {
            "env": {
                "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
            },
            "args": [
                "--directory",
                "/absolute/path/to/financial-datasets-mcp",
                "run",
                "server.py"
            ],
            "command": "/path/to/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "financial datasets": {
            "env": {
                "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
            },
            "args": [
                "--directory",
                "/absolute/path/to/financial-datasets-mcp",
                "run",
                "server.py"
            ],
            "command": "/path/to/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "financial datasets": {
            "env": {
                "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
            },
            "args": [
                "--directory",
                "/absolute/path/to/financial-datasets-mcp",
                "run",
                "server.py"
            ],
            "command": "/path/to/uv"
        }
    }
}

From the repository

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:



uv add "mcp[cli]" httpx  # On Windows: uv add mcp[cli] httpx

4. Set up environment variables:
```bash

`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.

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.

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

{
    "mcpServers": {
        "financial datasets": {
            "env": {
                "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
            },
            "args": [
                "--directory",
                "/absolute/path/to/financial-datasets-mcp",
                "run",
                "server.py"
            ],
            "command": "/path/to/uv"
        }
    }
}

Linux

{
    "env": {
        "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
    },
    "args": [
        "--directory",
        "/absolute/path/to/financial-datasets-mcp",
        "run",
        "server.py"
    ],
    "command": "/path/to/uv"
}

Macos

{
    "env": {
        "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
    },
    "args": [
        "--directory",
        "/absolute/path/to/financial-datasets-mcp",
        "run",
        "server.py"
    ],
    "command": "/path/to/uv"
}

Windows

{
    "env": {
        "FINANCIAL_DATASETS_API_KEY": "your-financial-datasets-api-key"
    },
    "args": [
        "--directory",
        "/absolute/path/to/financial-datasets-mcp",
        "run",
        "server.py"
    ],
    "command": "/path/to/uv"
}

- Fetch income statements— Retrieve a company's income statements usingget_income_statements.
- Fetch balance sheets— Retrieve a company's balance sheets usingget_balance_sheets.
- Fetch cash flow statements— Retrieve a company's cash flow statements usingget_cash_flow_statements.
- Get current stock or crypto prices— Look up the latest price for a ticker viaget_current_stock_priceorget_current_crypto_price.
- Get historical stock or crypto prices— Pull historical price data for a date range usingget_historical_stock_pricesorget_historical_crypto_prices.
- Get company news— Retrieve recent news articles for a company withget_company_news.

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

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.

- Python 3.10 or higher
- uvpackage manager

git clone https://github.com/financial-datasets/mcp-server cd mcp-server

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

# 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

# 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

InstallClaude Desktopif you haven't already

Create or edit the Claude Desktop configuration file:

# macOS mkdir -p ~/Library/Application\ Support/Claude/ nano ~/Library/Application\ Support/Claude/claude_desktop_config.json

{ "mcpServers": { "financial-datasets": { "command": "/path/to/uv", "args": [ "--directory", "/absolute/path/to/financial-datasets-mcp", "run", "server.py" ] } } }

Replace/path/to/uvwith the result ofwhich uvand/absolute/path/to/financial-datasets-mcpwith the absolute path to this project.

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

- "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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About

Details

Jump to

Setting up with Highlight

From the repository

get_income_statements

get_balance_sheets

get_cash_flow_statements

get_current_stock_price

get_historical_stock_prices

get_company_news

get_available_crypto_tickers

get_crypto_prices

get_historical_crypto_prices

get_current_crypto_price

Claude Desktop / Cursor

Linux

Macos

Windows

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`get_income_statements`

`get_balance_sheets`

`get_cash_flow_statements`

`get_current_stock_price`

`get_historical_stock_prices`

`get_company_news`

`get_available_crypto_tickers`

`get_crypto_prices`

`get_historical_crypto_prices`

`get_current_crypto_price`