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.
28 actionsAPI key
What your bot can do in Financial Datasets AI MCP
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- Get balance sheetRetrieves a company's balance sheet, which provides a snapshot of its assets, liabilities, and shareholders' equity at a specific point in…
- Get beneficial ownersLists beneficial owners (holders of more than 5% of a company's shares, from SEC Schedules 13D/13G) with their filer CIK and…
- Get beneficial ownershipRetrieves beneficial-ownership stakes (holders of more than 5% of a class of shares) from SEC Schedules 13D and 13G.
- Get cash flow statementProvides a company's cash flow statement, showing how cash is generated and used across operating, investing, and financing activities.
- Get company factsGet comprehensive company facts data for a stock ticker or CIK from Financial Datasets.
- Get earningsRetrieves earnings data from SEC filings.
- Get filing itemsRetrieves specific sections (items) from a company's SEC filings (10-K, 10-Q, or 8-K).
- Get filingsGet SEC filings data for a stock ticker or CIK.
- Get financial metricsRetrieves historical financial metrics for a company, such as P/E ratio, revenue per share, and enterprise value, over a specified period.
- Get financial metrics snapshotFetches a snapshot of the most current financial metrics for a company, including key indicators like market capitalization, P/E ratio,…
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- Get income statementFetches a company's income statement, detailing its revenues, expenses, and net income over a reporting period.
- Get index fundGet an ETF or index fund's holdings and each position's weight (percent of net assets) for a fund ticker (e.g.
- Get insider ownershipRetrieves insider ownership statements for a company.
- Get insider tradesRetrieves insider trading transactions for a company, including purchases, sales, and other transactions by company officers, directors,…
- Get institutional holdingsRetrieves SEC 13F institutional holdings sourced directly from EDGAR.
- Get institutional investorsLists institutional investors (SEC 13F filers) with their CIK and most recent reported name.
- Get interest ratesRetrieves the latest policy interest rates from major central banks (e.g., FED, ECB, BOE, BOJ).
- Get kpi guidanceRetrieves forward-looking KPI guidance items issued by company management in earnings releases and SEC filings.
- Get kpi metricsRetrieves historical KPI taxonomy metrics extracted from SEC filings for a company (e.g., subscriber counts, ARPU, units sold).
- Get kpi non gaapRetrieves non-GAAP KPIs reported by a company (e.g., Adjusted EBITDA, Free Cash Flow as defined by the company).
- Get macro dataRetrieves macroeconomic datasets.
- Get newsFetches recent news articles for a specific company or the broad market.
- Get segmented financialsRetrieves segment breakdowns from all three financial statement types (income statement, balance sheet, cash flow) in a single call.
- Get stock priceFetches the most recent price snapshot for a specific stock, including the latest price, trading volume, and other open, high, low, and…
- Get stock pricesRetrieves historical price data for a stock over a specified date range, including open, high, low, close prices, and volume.
- List filing item typesProvides 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 filtersRetrieves all available filter fields and operators for the stock screener, grouped by category (income statement, balance sheet, cash…
- Screen stocksScreens and filters stocks by financial metrics, valuation ratios, and company attributes.
