Financial Datasets

# Financial Datasets MCP Server ## Introduction This is a Model Context Protocol (MCP) server that provides access to stock market data from [Financial Datasets](https://www.financialdatasets.ai/). It allows Claude and other AI assistants to retrieve income statements, balance sheets, cash flow statements, stock prices, and market news directly through the MCP interface. ## Available Tools This MCP server provides the following tools: - **get_income_statements**: Retrieve income statements for a stock - **get_balance_sheets**: Retrieve balance sheets for stock - **get_cash_flow_statements**: Retrieve cash flow statements for a stock - **get_current_price**: Get the latest price information for a stock - **get_prices**: Get historical stock prices with customizable date ranges and intervals - **get_news**: Get the latest news for a stock ## Setup ### Prerequisites - Python 3.10 or higher - [uv](https://github.com/astral-sh/uv) package manager ### Installation 1. Clone this repository: ```bash git clone https://github.com/financial-datasets/mcp-server cd mcp-server ``` 2. If you don't have uv installed, install it: ```bash # macOS/Linux curl -LsSf https://astral.sh/uv/install.sh | sh # Windows curl -LsSf https://astral.sh/uv/install.ps1 | powershell ``` 3. Install dependencies: ```bash # Create virtual env and activate it 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. Set up environment variables: ```bash # Create .env file for your API keys cp .env.example .env # Set API key in .env FINANCIAL_DATASETS_API_KEY=your-financial-datasets-api-key ``` 5. Run the server: ```bash uv run server.py ``` ## Connecting to Claude Desktop 1. Install [Claude Desktop](https://claude.ai/desktop) if you haven't already 2. Create or edit the Claude Desktop configuration file: ```bash # macOS mkdir -p ~/Library/Application\ Support/Claude/ nano ~/Library/Application\ Support/Claude/claude_desktop_config.json ``` 3. Add the following configuration: ```json { "mcpServers": { "financial-datasets": { "command": "/path/to/uv", "args": [ "--directory", "/absolute/path/to/financial-datasets-mcp", "run", "server.py" ] } } } ``` Replace `/path/to/uv` with the result of `which uv` and `/absolute/path/to/financial-datasets-mcp` with the absolute path to this project. 4. Restart Claude Desktop 5. You should now see the financial tools available in Claude Desktop's tools menu (hammer icon) 6. Try asking Claude questions like: - "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"