Financial Datasets MCP Server

What is Financial Datasets MCP Server about?

A Model Context Protocol (MCP) server that exposes Financial Datasets' stock market and cryptocurrency APIs, allowing AI assistants to retrieve company financials, price data, and news directly via defined tools.

How to use Financial Datasets MCP Server?

1. Clone the repository.
2. Install uv, create a virtual environment and activate it.
3. Install dependencies with uv add "mcp[cli]" httpx.
4. Create a .env file from .env.example and set FINANCIAL_DATASETS_API_KEY.
5. Start the server with uv run server.py.
6. Configure Claude Desktop (or any MCP‑compatible client) to point to the running server.

Key Features

• Retrieve income statements, balance sheets, and cash flow statements for any public company.
• Get current stock price and historical price series.
• Fetch recent company news.
• Access cryptocurrency tickers and both current and historical crypto prices.
• Exposed as MCP tools, ready for integration with Claude Desktop or other AI agents.

Use Cases

• Financial analysts asking an AI assistant for the latest earnings report of a company.
• Developers building chat‑based trading assistants that need real‑time price data.
• Researchers analyzing historical stock trends through natural‑language queries.
• Crypto portfolio trackers that want AI‑driven insights on price movements.

FAQ

Q: Which Python version is required? A: Python 3.10 or newer.

Q: Do I need an API key? A: Yes, obtain one from Financial Datasets and set FINANCIAL_DATASETS_API_KEY in the .env file.

Q: Can I run the server on Windows? A: Absolutely – the same uv run server.py command works after activating the virtual environment.

Q: How does Claude Desktop connect? A: Add an entry under mcpServers in claude_desktop_config.json that points to the uv command and the project directory (see the README for exact JSON).

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"