Financial Datasets AI MCP
Financial Datasets AI MCP lets authorized agents query company fundamentals, financial statements and metrics, stock prices, SEC filings and filing sections, insider and institutional ownership, KPIs, news, macroeconomic data, index holdings, and stock-screening results.
What agents can do
Actions28
Get balance sheet
Retrieves a company's balance sheet, which provides a snapshot of its assets, liabilities, and shareholders' equity at a specific point in time.
Get beneficial owners
Lists beneficial owners (holders of more than 5% of a company's shares, from SEC Schedules 13D/13G) with their filer CIK and reporting-person name.
Get beneficial ownership
Retrieves beneficial-ownership stakes (holders of more than 5% of a class of shares) from SEC Schedules 13D and 13G.
Get cash flow statement
Provides a company's cash flow statement, showing how cash is generated and used across operating, investing, and financing activities.
Get company facts
Get comprehensive company facts data for a stock ticker or CIK from Financial Datasets.
Get earnings
Retrieves earnings data from SEC filings.
Get filing items
Retrieves specific sections (items) from a company's SEC filings (10-K, 10-Q, or 8-K).
Get filings
Get SEC filings data for a stock ticker or CIK.
20 moreFewer
Get financial metrics
Retrieves historical financial metrics for a company, such as P/E ratio, revenue per share, and enterprise value, over a specified period.
Get financial metrics snapshot
Fetches a snapshot of the most current financial metrics for a company, including key indicators like market capitalization, P/E ratio, and dividend yield.
Get income statement
Fetches a company's income statement, detailing its revenues, expenses, and net income over a reporting period.
Get index fund
Get an ETF or index fund's holdings and each position's weight (percent of net assets) for a fund ticker (e.g.
Get insider ownership
Retrieves insider ownership statements for a company: what officers, directors, and 10% owners actually HOLD (common shares, options, RSUs), sourced from SEC Form 3 (an insider's initial statement of…
Get insider trades
Retrieves insider trading transactions for a company, including purchases, sales, and other transactions by company officers, directors, and major shareholders.
Get institutional holdings
Retrieves SEC 13F institutional holdings sourced directly from EDGAR.
Get institutional investors
Lists institutional investors (SEC 13F filers) with their CIK and most recent reported name.
Get interest rates
Retrieves the latest policy interest rates from major central banks (e.g., FED, ECB, BOE, BOJ).
Get kpi guidance
Retrieves forward-looking KPI guidance items issued by company management in earnings releases and SEC filings.
Get kpi metrics
Retrieves historical KPI taxonomy metrics extracted from SEC filings for a company (e.g., subscriber counts, ARPU, units sold).
Get kpi non gaap
Retrieves non-GAAP KPIs reported by a company (e.g., Adjusted EBITDA, Free Cash Flow as defined by the company).
Get macro data
Retrieves macroeconomic datasets.
Get news
Fetches recent news articles for a specific company or the broad market.
Get segmented financials
Retrieves segment breakdowns from all three financial statement types (income statement, balance sheet, cash flow) in a single call.
Get stock price
Fetches the most recent price snapshot for a specific stock, including the latest price, trading volume, and other open, high, low, and close price data.
Get stock prices
Retrieves historical price data for a stock over a specified date range, including open, high, low, close prices, and volume.
List filing item types
Provides a list of all available item names that can be extracted from 10-K, 10-Q, and 8-K reports, grouped by filing type.
List stock screener filters
Retrieves all available filter fields and operators for the stock screener, grouped by category (income statement, balance sheet, cash flow statement, financial metrics, and company attributes like…
Screen stocks
Screens and filters stocks by financial metrics, valuation ratios, and company attributes.
How it connects
You paste an API key from Financial Datasets AI MCP on a page Composio hosts, so the key never passes through Definable.
Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.
More in Model Context Protocol
Ramp MCP
model context protocol
Ramp MCP lets authorized users analyze spend and manage cards, bills, reimbursements, approvals, transactions, and other permitted Ramp resources.
vidIQ MCP
model context protocol
vidIQ MCP lets authorized agents research YouTube and Instagram creators, videos, trends, comments, thumbnails, titles, and connected-channel analytics, with explicitly annotated media and account-management actions.
Amplitude MCP
model context protocol
Amplitude MCP lets authorized agents analyze product data, manage charts, dashboards, cohorts, experiments, taxonomy, and related Amplitude workspace resources.
MongoDB MCP
model context protocol
MongoDB MCP lets authorized agents explore and manage MongoDB Atlas resources, databases, collections, documents, indexes, performance data, and MongoDB knowledge sources.
HighLevel MCP
model context protocol
HighLevel MCP lets authorized agents work with contacts, conversations, calendars, opportunities, and other location-scoped HighLevel resources.
Coinbase Agents MCP
model context protocol
Coinbase Agents MCP lets authorized agents inspect portfolios, accounts, products, fees, orders, fills, and market data, and perform permitted conversions, trades, transfers, portfolio changes, and x402 payments.