What is the Financial Datasets MCP Server?

The Financial Datasets MCP Server is a Model Context Protocol (MCP) server that provides access to comprehensive stock market and crypto data through an API designed for AI agents like Claude. It allows AI assistants to retrieve financial data including income statements, balance sheets, cash flow statements, stock prices, market news, and crypto prices directly through the MCP interface.

How to use the Financial Datasets MCP Server?

1. Clone the repository and set up the environment
2. Install dependencies using uv package manager
3. Configure API keys in the .env file
4. Run the server locally
5. Connect to Claude Desktop by configuring the MCP server in the claude_desktop_config.json file
6. Use the financial tools available in Claude Desktop's tools menu to retrieve data

Key features of the Financial Datasets MCP Server

• Provides API endpoints for stock market and crypto data
• Works with AI agents like Claude
• Supports historical and current data retrieval
• Includes tools for company financials, stock prices, and news
• Crypto price data availability
• MCP interface for easy integration with AI tools

Use cases of the Financial Datasets MCP Server

1. Retrieving real-time stock prices for companies
2. Accessing historical financial statements for analysis
3. Getting market news for companies
4. Fetching crypto price data for analysis
5. Integrating financial data into AI workflows
6. Enabling AI agents to perform financial analysis

FAQ from the Financial Datasets MCP Server

• What data does the server provide?

The server provides income statements, balance sheets, cash flow statements, stock prices, market news, and crypto price data.

• What are the system requirements?

Python 3.10 or higher and the uv package manager are required.

• How do I connect to Claude Desktop?

Configure the server in the claude_desktop_config.json file with the path to the server and run script.

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"