📌Overview

Purpose: The MCP server aims to provide seamless access to stock market data for AI assistants, facilitating efficient retrieval and analysis of financial information.

Overview: This Model Context Protocol (MCP) server offers a comprehensive interface to access and retrieve various stock market data types from Financial Datasets, enhancing the capabilities of AI systems like Claude in financial data analysis.

Key Features:

• get_income_statements: Allows users to retrieve detailed income statements for specified stocks, enabling in-depth financial analysis.

• get_balance_sheets: Provides access to balance sheets for stocks, offering insights into a company's financial position at a specific time.

• get_cash_flow_statements: Facilitates the retrieval of cash flow statements, crucial for understanding the liquidity and cash management of a business.

• get_current_price: Offers the latest price information for stocks, ensuring users have up-to-date market insights.

• get_prices: Enables retrieval of historical stock prices with customizable date ranges and intervals for trend analysis.

• get_news: Delivers the latest news for stocks, aiding in timely decision-making based on market developments.

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Financial Datasets MCP Server

Introduction

This is a Model Context Protocol (MCP) server that provides access to stock market data from Financial Datasets.

It allows AI assistants, such as Claude, 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 a 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 package manager

Installation

1. Clone this repository:

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

2. If you don't have uv installed, install it:

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

3. Install dependencies:

   # 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:

   # 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:

   uv run server.py
   

Connecting to Claude Desktop

1. Install Claude Desktop if you haven't already.

2. Create or edit the Claude Desktop configuration file:

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

3. Add the following configuration:

   {
     "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"