# Financial Datasets AI MCP MCP

Vendor: Financial Datasets AI MCP  
Category: other  
Auth: OAUTH2  
Composio slug: `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.

## Verdict

Financial Datasets AI MCP gives your team direct access to SEC filings, balance sheets, cash flow statements, and beneficial ownership data for any publicly traded US company. @mention it to pull quarterly earnings, extract risk factors from 10-Ks, or track activist investors without leaving your Project. Analysts, researchers, and anyone building investment memos get structured financial data in seconds instead of hunting through EDGAR. Auth requires OAuth2 with read scopes for company financials and filings. Note that data freshness depends on SEC filing schedules — expect a lag of hours to days after a company reports.

## 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

## Setup

1. Create or open a Switchy Project.
2. Open Integrations and connect Financial Datasets AI MCP.
3. Authorise through oauth2.
4. Teammates can now @-mention Financial Datasets AI MCP tools in chat.

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Last verified: 2026-10-17T02:00:10.360Z  
Canonical URL: https://switchy.build/directory/mcps/financial-datasets-ai-mcp