Financial Datasets MCP server

This MCP server provides access to financial data from Financial Datasets, enabling AI assistants to retrieve stock market information including financial statements, stock prices, and market news through the Model Context Protocol interface.

Available Tools

The Financial Datasets MCP server offers several tools for accessing financial data:

• get_income_statements: Retrieve income statements for a specific company
• get_balance_sheets: Obtain balance sheets for a company
• get_cash_flow_statements: Access cash flow statements for a company
• get_current_stock_price: Check the latest price of a company's stock
• get_historical_stock_prices: View historical stock prices for a company
• get_company_news: Retrieve news related to a specific company
• get_available_crypto_tickers: See all available cryptocurrency tickers
• get_crypto_prices: Access cryptocurrency price data
• get_historical_crypto_prices: View historical cryptocurrency prices
• get_current_crypto_price: Check the latest price of a cryptocurrency

Installation

Prerequisites

• Python 3.10 or higher
• uv package manager

Setup Instructions

1. Clone the repository:

   git clone https://github.com/financial-datasets/mcp-server
   cd mcp-server
   

2. Install uv if you don't have it already:

   # macOS/Linux
   curl -LsSf https://astral.sh/uv/install.sh | sh
   
   # Windows
   curl -LsSf https://astral.sh/uv/install.ps1 | powershell
   

3. Set up the environment and install dependencies:

   # Create and activate virtual environment
   uv venv
   source .venv/bin/activate  # On Windows: .venv\Scripts\activate
   
   # Install dependencies
   uv add "mcp[cli]" httpx  # On Windows: uv add mcp[cli] httpx
   

4. Configure your API key:

   # Create .env file from example
   cp .env.example .env
   

   Then edit the .env file to include your API key:

   FINANCIAL_DATASETS_API_KEY=your-financial-datasets-api-key
   

5. Run the server:

   uv run server.py
   

Connecting to Claude Desktop

Configuration

1. Create or edit the Claude Desktop configuration file:

   # macOS
   mkdir -p ~/Library/Application\ Support/Claude/
   nano ~/Library/Application\ Support/Claude/claude_desktop_config.json
   

2. Add the following configuration to the file:

   {
     "mcpServers": {
       "financial-datasets": {
         "command": "/path/to/uv",
         "args": [
           "--directory",
           "/absolute/path/to/financial-datasets-mcp",
           "run",
           "server.py"
         ]
       }
     }
   }
   

   Be sure to replace:

   • /path/to/uv with the actual path to uv (find with which uv)
   • /absolute/path/to/financial-datasets-mcp with the absolute path to the cloned repository

3. Restart Claude Desktop

Using the Financial Tools

Once connected, you'll see the financial tools available in Claude Desktop's tools menu (hammer icon). Here are some example queries you can try:

• "What are Apple's recent income statements?"
• "Show me the current price of Tesla stock"
• "Get historical prices for MSFT from 2024-01-01 to 2024-12-31"
• "What's the current price of Bitcoin?"
• "Show me recent news about Amazon"

The MCP server will fetch the requested financial data and provide it to Claude for analysis and presentation.

How to add this MCP server to Cursor

There are two ways to add an MCP server to Cursor. The most common way is to add the server globally in the ~/.cursor/mcp.json file so that it is available in all of your projects.

If you only need the server in a single project, you can add it to the project instead by creating or adding it to the .cursor/mcp.json file.

Adding an MCP server to Cursor globally

To add a global MCP server go to Cursor Settings > MCP and click "Add new global MCP server".

When you click that button the ~/.cursor/mcp.json file will be opened and you can add your server like this:

{
    "mcpServers": {
        "cursor-rules-mcp": {
            "command": "npx",
            "args": [
                "-y",
                "cursor-rules-mcp"
            ]
        }
    }
}

Adding an MCP server to a project

To add an MCP server to a project you can create a new .cursor/mcp.json file or add it to the existing one. This will look exactly the same as the global MCP server example above.

How to use the MCP server

Once the server is installed, you might need to head back to Settings > MCP and click the refresh button.

The Cursor agent will then be able to see the available tools the added MCP server has available and will call them when it needs to.

You can also explictly ask the agent to use the tool by mentioning the tool name and describing what the function does.