Financial Datasets▌
by financial-datasets
Access stock price for NVDA, income statements, balance sheets, and market news via the Financial Datasets server and AP
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.
Both formats append explainx.ai attribution and the canonical URL for this MCP server listing.
best for
- / Financial analysts performing company research
- / Investment professionals tracking market data
- / AI assistants providing financial insights
- / Developers building financial applications
capabilities
- / Retrieve income statements, balance sheets, and cash flow statements
- / Get current and historical stock prices
- / Access company news and market updates
- / Query cryptocurrency prices and available tickers
- / Fetch historical crypto price data
what it does
Provides access to comprehensive stock market and cryptocurrency data including financial statements, historical prices, and market news through the Financial Datasets API.
about
Financial Datasets is an official MCP server published by financial-datasets that provides AI assistants with tools and capabilities via the Model Context Protocol. Access stock price for NVDA, income statements, balance sheets, and market news via the Financial Datasets server and AP It is categorized under finance, analytics data.
how to install
You can install Financial Datasets in your AI client of choice. Use the install panel on this page to get one-click setup for Cursor, Claude Desktop, VS Code, and other MCP-compatible clients. This server supports remote connections over HTTP, so no local installation is required.
license
MIT
Financial Datasets is released under the MIT license. This is a permissive open-source license, meaning you can freely use, modify, and distribute the software.
readme
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
-
Clone this repository:
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 -
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 -
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 -
Run the server:
uv run server.py
Connecting to Claude Desktop
-
Install Claude Desktop if 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 -
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/uvwith the result ofwhich uvand/absolute/path/to/financial-datasets-mcpwith the absolute path to this project. -
Restart Claude Desktop
-
You should now see the financial tools available in Claude Desktop's tools menu (hammer icon)
-
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"
FAQ
- What is the Financial Datasets MCP server?
- Financial Datasets is a Model Context Protocol (MCP) server profile on explainx.ai. MCP lets AI hosts (e.g. Claude Desktop, Cursor) call tools and resources through a standard interface; this page summarizes categories, install hints, and community ratings.
- How do MCP servers relate to agent skills?
- Skills are reusable instruction packages (often SKILL.md); MCP servers expose live capabilities. Teams frequently combine both—skills for workflows, MCP for APIs and data. See explainx.ai/skills and explainx.ai/mcp-servers for parallel directories.
- How are reviews shown for Financial Datasets?
- This profile displays 53 aggregated ratings (sample rows for discoverability plus signed-in user reviews). Average score is about 4.8 out of 5—verify behavior in your own environment before production use.
Use Cases▌
Extended AI Capabilities
Add new capabilities to Claude beyond text generation
Example
Access external data sources, execute code, interact with tools and services
Transform Claude from chatbot to action-taking agent
Context Enhancement
Provide Claude with access to relevant context and data
Example
Load project documentation, access knowledge bases, query databases
Get more accurate, context-aware responses
Workflow Automation
Automate multi-step workflows combining AI and external tools
Example
Research → Summarize → Create document → Send notification
Complete complex tasks end-to-end without manual steps
Implementation Guide▌
Prerequisites
- ›Claude Desktop 0.7.0+ or Cursor IDE with MCP support
- ›Basic understanding of MCP architecture and capabilities
- ›Access credentials for integrated services (if required)
- ›Willingness to experiment and iterate on configuration
Time Estimate
15-60 minutes depending on server complexity
Installation Steps
- 1.Install MCP server: npm install -g [package-name] or via GitHub
- 2.Add server configuration to ~/.claude/mcp.json
- 3.Provide required credentials and configuration
- 4.Restart Claude Desktop to load new server
- 5.Test basic functionality with simple prompts
- 6.Explore capabilities and experiment with use cases
- 7.Document successful patterns for reuse
Troubleshooting
- ⚠MCP server not loading: Check config syntax, verify installation
- ⚠Connection errors: Check network, firewall, credentials
- ⚠Feature not working: Read server docs, check required parameters
- ⚠Performance issues: Monitor resource usage, check for network latency
- ⚠Conflicts with other servers: Check port assignments, namespace collisions
Best Practices▌
✓ Do
- +Read server documentation thoroughly before setup
- +Start with simple use cases to validate functionality
- +Test in non-production environment first
- +Monitor resource usage and performance
- +Keep servers updated for bug fixes and new features
- +Document configuration for team members
- +Use environment variables for sensitive configuration
✗ Don't
- −Don't grant overly permissive access to MCP servers
- −Don't skip reading security considerations in docs
- −Don't expose sensitive data without proper controls
- −Don't run untrusted MCP servers without code review
- −Don't ignore error messages—investigate root cause
💡 Pro Tips
- ★Combine multiple MCP servers for powerful workflows
- ★Create custom MCP servers for your specific needs
- ★Share successful configurations with team
- ★Use MCP inspector for debugging
- ★Join MCP community for tips and troubleshooting
Technical Details▌
Architecture
Model Context Protocol standardizes how AI hosts (Claude, Cursor) communicate with external tools and data sources through server implementations.
Protocols
- Model Context Protocol (MCP)
- JSON-RPC 2.0
- stdio or HTTP transport
Compatibility
- Claude Desktop
- Cursor IDE
- Custom MCP clients
When to Use This▌
✓ Use When
Use when you need Claude to access external data, execute actions, or integrate with tools. Best for extending AI capabilities beyond conversation.
✗ Avoid When
Avoid when native integrations exist (use official APIs directly), for real-time critical systems, or when security/compliance requires zero external dependencies.
Integration▌
- →Tool composition: Chain multiple MCP tools in workflows
- →Context augmentation: Provide AI with relevant external data
- →Action delegation: Let AI execute tasks on external systems
- →Bidirectional sync: Keep AI context and external systems in sync
Discussion
Product Hunt–style comments (not star reviews)- No comments yet — start the thread.
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Ratings
4.8★★★★★53 reviews- ★★★★★Aditi Robinson· Dec 12, 2024
Useful MCP listing: Financial Datasets is the kind of server we cite when onboarding engineers to host + tool permissions.
- ★★★★★Pratham Ware· Dec 8, 2024
Financial Datasets is among the better-indexed MCP projects we tried; the explainx.ai summary tracks the official description.
- ★★★★★Jin Iyer· Dec 8, 2024
Financial Datasets reduced integration guesswork — categories and install configs on the listing matched the upstream repo.
- ★★★★★Naina Gill· Dec 8, 2024
Financial Datasets is a well-scoped MCP server in the explainx.ai directory — install snippets and categories matched our Claude Code setup.
- ★★★★★Dhruvi Jain· Dec 4, 2024
Financial Datasets has been reliable for tool-calling workflows; the MCP profile page is a good permalink for internal docs.
- ★★★★★Naina Singh· Nov 27, 2024
Useful MCP listing: Financial Datasets is the kind of server we cite when onboarding engineers to host + tool permissions.
- ★★★★★Oshnikdeep· Nov 23, 2024
According to our notes, Financial Datasets benefits from clear Model Context Protocol framing — fewer ambiguous “AI plugin” claims.
- ★★★★★William Lopez· Nov 23, 2024
Financial Datasets is a well-scoped MCP server in the explainx.ai directory — install snippets and categories matched our Claude Code setup.
- ★★★★★Aditi Verma· Nov 3, 2024
Financial Datasets reduced integration guesswork — categories and install configs on the listing matched the upstream repo.
- ★★★★★Aarav Brown· Oct 22, 2024
I recommend Financial Datasets for teams standardizing on MCP; the explainx.ai page compares cleanly with sibling servers.
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