Financial Datasets AI MCP

Tools

• 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. Essential for assessing a company's financial position.

• 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. Optionally filter by case-insensitive name prefix. The response's `total` is the full match

• Get beneficial ownership

  Retrieves beneficial-ownership stakes (holders of more than 5% of a class of shares) from SEC Schedules 13D and 13G. Schedule 13D stakes are ACTIVIST (intent to influence control: proxy fights, board seats, pushing for a sale); Schedule 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. Key for understanding a company's liquidity and solvency.

• Get company facts

  Get comprehensive company facts data for a stock ticker or CIK from Financial Datasets. Returns real-time information including market cap, number of employees, sector/industry classification, exchange listing, company location, website URL

• Get earnings

  Retrieves earnings data from SEC filings. Returns a flat list of `EarningsRecord` entries — same shape in either mode. • COMPANY EARNINGS — pass a `ticker` to get the most recent SEC filings (8-K / 10-Q / 10-K / 20-F) for that company. Th

• Get filing items

  Retrieves specific sections (items) from a company's SEC filings (10-K, 10-Q, or 8-K). Useful for extracting detailed information such as 'Business', 'Risk Factors', or 'Financial Statements and Supplementary Data'.

• Get filings

  Get SEC filings data for a stock ticker or CIK. Returns a list of filings, including the accession number, filing type, report date, and URLs to the filing documents.

• 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. Useful for trend analysis and historical performance evaluation.

• 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. Useful for a quick overview of a company's financial health.

• Get income statement

  Fetches a company's income statement, detailing its revenues, expenses, and net income over a reporting period. Useful for evaluating a company's profitability and operational efficiency.

• 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. SPY), sourced from SEC fund-holdings filings. Returns the fund's latest filing by default, or the composition as of a past date.

• 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 ownership) and Form 5 (the annual statem

• Get insider trades

  Retrieves insider trading transactions for a company, including purchases, sales, and other transactions by company officers, directors, and major shareholders. Useful for tracking insider sentiment and ownership changes.

• Get institutional holdings

  Retrieves SEC 13F institutional holdings sourced directly from EDGAR. Query by filer_cik (what positions a filer holds) OR by ticker (which institutional filers hold this security) — exactly one is required. When no report_period filter is

• Get institutional investors

  Lists institutional investors (SEC 13F filers) with their CIK and most recent reported name. Optionally filter by case-insensitive name prefix. Use this to discover the filer_cik to pass to get_institutional_holdings.

• Get interest rates

  Retrieves the latest policy interest rates from major central banks (e.g., FED, ECB, BOE, BOJ). Returns a snapshot of each bank's current rate — no parameters required. Prefer get_macro_data with dataset='interest_rates', which also serves

• Get kpi guidance

  Retrieves forward-looking KPI guidance items issued by company management in earnings releases and SEC filings. Filter by ticker, period (quarterly/annual), metric name, and date range.

• Get kpi metrics

  Retrieves historical KPI taxonomy metrics extracted from SEC filings for a company (e.g., subscriber counts, ARPU, units sold). Filter by ticker, period (quarterly/annual), metric name, and date range.

• Get kpi non gaap

  Retrieves non-GAAP KPIs reported by a company (e.g., Adjusted EBITDA, Free Cash Flow as defined by the company). Filter by ticker, period (quarterly/annual), metric name, and date range.

• Get macro data

  Retrieves macroeconomic datasets. dataset='yield_curve' returns the daily US Treasury par yield curve: one object per business day with the keys date, 1_month, 1_5_month, 2_month, 3_month, 4_month, 6_month, 1_year, 2_year, 3_year, 5_year, 7

• Get news

  Fetches recent news articles for a specific company or the broad market. Pass a ticker for company-specific news. Call with no arguments for the latest market-moving news, covering AI, macro, rates, earnings, geopolitics, war, energy, crypt

• Get segmented financials

  Retrieves segment breakdowns from all three financial statement types (income statement, balance sheet, cash flow) in a single call. Returns revenue, operating income, and depreciation by product/segment; assets, goodwill, and long-lived as

• 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 sector and industry). Use this to discover

• Screen stocks

  Screens and filters stocks by financial metrics, valuation ratios, and company attributes. Combine multiple filter conditions to find stocks matching your investment criteria (e.g., revenue > $1B and P/E ratio < 20). Use list_stock_screener

Works well with

How Switchy teams use it

Starter prompts

@Financial Datasets AI MCP get the latest earnings data for TSLA and summarize the revenue, earnings per share, and any forward guidance mentioned.

@Financial Datasets AI MCP retrieve the balance sheet for MSFT and calculate the debt-to-equity ratio and current ratio from the latest filing.

@Financial Datasets AI MCP get the Risk Factors section from the latest 10-K filing for NVDA and list the top three risks mentioned.

@Financial Datasets AI MCP show me all beneficial owners for GME with stakes over 5% and highlight any Schedule 13D filings that signal activist positions.

@Financial Datasets AI MCP get the cash flow statements for the last four quarters for AMZN and show me the trend in operating cash flow versus free cash flow.

Example outputs

Illustrative - representative of the model's voice and quality, not literal recordings.

Use-case deep-dives

Frequently asked

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