# Financial Datasets MCP

Vendor: Financial Datasets  
Category: developer-tools  
Auth: API_KEY  
Composio slug: `financial_datasets_ai`

Access company fundamentals, financial statements, market data, SEC filings, ownership data, macroeconomic series, and financial analytics.

## 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

1. Create or open a Switchy Project.
2. Open Integrations and connect Financial Datasets.
3. Authorise through api_key.
4. Teammates can now @-mention Financial Datasets 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