Financial Datasets
Access company fundamentals, financial statements, market data, SEC filings, ownership data, macroeconomic series, and financial analytics.
Integration
- Vendor
- Financial Datasets
- Category
- developer-tools
- Auth
- API_KEY
- Tools
- 30
- Composio slug
financial_datasets_ai
Tools
- Get As-Reported Financials
Return one page of issuer-reported financial statement fields without normalization for one statement family or all statements.
- Get Beneficial Ownership
Return one page of current or historical SEC Schedule 13D and 13G stakes by subject ticker or beneficial-owner CIK.
- Get Company Facts
Return a company's identity, classification, exchange, and active-status facts by ticker or SEC CIK.
- Get Company KPIs
Return one page of reported operating KPIs, forward guidance, or non-GAAP metrics for a company, including source provenance.
- Get Earnings
Return one page of recent company earnings filings with quarterly and annual financial metrics, detected signals, and a continuation cursor.
- Get Financial Metrics
Return a company's current metrics snapshot or one historical page of valuation, profitability, efficiency, liquidity, leverage, growth, and per-share metrics by ticker or SEC CIK.
- Get Financial Statements
Return one provider page of normalized income statements, balance sheets, cash-flow statements, or all three for a company.
- Get GPU Prices
Return today's GPU rental price index or one page of historical daily prices for a GPU model, including provider spread, changes, and source attribution.
- Get Index Fund Holdings
Return one page of a fund's constituents by fund ticker, or one page of funds containing a security by holding ticker.
- Get Inflation
Return the latest CPI values for all or one inflation series, or monthly history for one series.
- Get Insider Ownership
Return one page of company insider holdings reported on SEC Forms 3 and 5, including common and derivative positions.
- Get Institutional Holdings
Return one page of SEC 13F holdings by institution CIK or held-company ticker.
- Get Interest Rates
Return a central bank's current policy rate or one newest-first page of historical daily rates for a date range. Historical pages contain up to 10 rows; use next_cursor to continue.
- Get Labor Market
Return the latest print for all or one US labor series, or one page of historical monthly or weekly observations for one series.
- Get Price History
Return one page of historical OHLCV stock prices for an inclusive date range at a daily, weekly, monthly, or yearly interval.
- Get Price Snapshot
Return a real-time price snapshot for one ticker or snapshots for the broad market.
- Get SEC Filing Items
Extract selected sections from a 10-K, 10-Q, or 8-K, optionally including 8-K exhibits, and wait for asynchronous preparation when needed.
- Get Segmented Financials
Return one page of company-reported business or product segments for one statement family or all statements.
- Get Treasury Yield Curve
Return the latest US Treasury par yield curve or historical daily curves for a date range. Historical results are newest first and return one provider page.
- List Dataset Identifiers
List every ticker, CIK, or sector returned by one selected Financial Datasets data-family catalog.
- List Filing Options
List supported SEC filing types or the documented section-selector catalog for filing extraction. The item catalog is not exhaustive: live 10-Q extraction accepted Part-1,Item-1 even though discovery omitted it.
- List Insider Trades
Return one page of reported insider purchases, sales, gifts, awards, and other transactions for a company.
- List IPO Filings
Return one page of IPO, SPAC, shell-company, resale, or other SEC offering filings with optional company and filing-date filters.
- List Macro Options
List valid central-bank codes or inflation, GPU price, and labor series IDs and metadata for macroeconomic queries.
- List News
Return one page of recent company-specific or broad-market news articles.
- List Screener Filters
List all financial fields, company classifications, and comparison operators currently accepted by the company screener.
- List SEC Filings
Return one page of SEC filing metadata and source URLs with optional company and form filters.
- Screen Companies
Find companies whose financial fields, ticker, CIK, sector, or industry satisfy structured comparison filters.
- Search Financial Line Items
Return selected financial line items for one or more company tickers and a reporting period type.
- Search Institutional Investors
Find institutional investor names and SEC CIKs by a case-insensitive name prefix, or omit name to return the provider's discovery list.
Setup
- Create or open a Switchy Project.
- Open Integrations and connect Financial Datasets.
- Authorise through api_key. Switchy stores the connection against your org.
- Everyone in the Project can now @-mention the Financial Datasets tools in chat.
What teammates see: by default, memories from Financial Datasets are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Projects have used this MCP together with a given model.