# 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.

Category: Developer. Connect from any Rakazo bot at https://rakazo.com/integrations/financial-datasets-ai-mcp/.

## Actions

- **Get balance sheet** (read-only): Retrieves a company's balance sheet, which provides a snapshot of its assets, liabilities, and shareholders' equity at a specific point in…
- **Get beneficial owners** (read-only): Lists beneficial owners (holders of more than 5% of a company's shares, from SEC Schedules 13D/13G) with their filer CIK and…
- **Get beneficial ownership** (read-only): Retrieves beneficial-ownership stakes (holders of more than 5% of a class of shares) from SEC Schedules 13D and 13G.
- **Get cash flow statement** (read-only): Provides a company's cash flow statement, showing how cash is generated and used across operating, investing, and financing activities.
- **Get company facts** (read-only): Get comprehensive company facts data for a stock ticker or CIK from Financial Datasets.
- **Get earnings** (read-only): Retrieves earnings data from SEC filings.
- **Get filing items** (read-only): Retrieves specific sections (items) from a company's SEC filings (10-K, 10-Q, or 8-K).
- **Get filings** (read-only): Get SEC filings data for a stock ticker or CIK.
- **Get financial metrics** (read-only): 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** (read-only): Fetches a snapshot of the most current financial metrics for a company, including key indicators like market capitalization, P/E ratio,…
- **Get income statement** (read-only): Fetches a company's income statement, detailing its revenues, expenses, and net income over a reporting period.
- **Get index fund** (read-only): 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** (read-only): Retrieves insider ownership statements for a company.
- **Get insider trades** (read-only): Retrieves insider trading transactions for a company, including purchases, sales, and other transactions by company officers, directors,…
- **Get institutional holdings** (read-only): Retrieves SEC 13F institutional holdings sourced directly from EDGAR.
- **Get institutional investors** (read-only): Lists institutional investors (SEC 13F filers) with their CIK and most recent reported name.
- **Get interest rates** (read-only): Retrieves the latest policy interest rates from major central banks (e.g., FED, ECB, BOE, BOJ).
- **Get kpi guidance** (read-only): Retrieves forward-looking KPI guidance items issued by company management in earnings releases and SEC filings.
- **Get kpi metrics** (read-only): Retrieves historical KPI taxonomy metrics extracted from SEC filings for a company (e.g., subscriber counts, ARPU, units sold).
- **Get kpi non gaap** (read-only): Retrieves non-GAAP KPIs reported by a company (e.g., Adjusted EBITDA, Free Cash Flow as defined by the company).
- **Get macro data** (read-only): Retrieves macroeconomic datasets.
- **Get news** (read-only): Fetches recent news articles for a specific company or the broad market.
- **Get segmented financials** (read-only): Retrieves segment breakdowns from all three financial statement types (income statement, balance sheet, cash flow) in a single call.
- **Get stock price** (read-only): Fetches the most recent price snapshot for a specific stock, including the latest price, trading volume, and other open, high, low, and…
- **Get stock prices** (read-only): Retrieves historical price data for a stock over a specified date range, including open, high, low, close prices, and volume.
- **List filing item types** (read-only): 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** (read-only): Retrieves all available filter fields and operators for the stock screener, grouped by category (income statement, balance sheet, cash…
- **Screen stocks** (read-only): Screens and filters stocks by financial metrics, valuation ratios, and company attributes.