Financial Datasets MCP Server

Instructions

Args:
    ticker: Ticker symbol of the company (e.g. AAPL, GOOGL)
    period: Period of the balance sheet (e.g. annual, quarterly, ttm)
    limit: Number of balance sheets to return (default: 4)

Implementation Reference

• server.py:75-104 (handler)

  The handler function for the 'get_balance_sheets' tool. It is decorated with @mcp.tool(), which also serves as registration. Fetches balance sheets data from the Financial Datasets API based on ticker, period, and limit, then returns JSON-formatted data.

  @mcp.tool()
  async def get_balance_sheets(
      ticker: str,
      period: str = "annual",
      limit: int = 4,
  ) -> str:
      """Get balance sheets for a company.
  
      Args:
          ticker: Ticker symbol of the company (e.g. AAPL, GOOGL)
          period: Period of the balance sheet (e.g. annual, quarterly, ttm)
          limit: Number of balance sheets to return (default: 4)
      """
      # Fetch data from the API
      url = f"{FINANCIAL_DATASETS_API_BASE}/financials/balance-sheets/?ticker={ticker}&period={period}&limit={limit}"
      data = await make_request(url)
  
      # Check if data is found
      if not data:
          return "Unable to fetch balance sheets or no balance sheets found."
  
      # Extract the balance sheets
      balance_sheets = data.get("balance_sheets", [])
  
      # Check if balance sheets are found
      if not balance_sheets:
          return "Unable to fetch balance sheets or no balance sheets found."
  
      # Stringify the balance sheets
      return json.dumps(balance_sheets, indent=2)

• server.py:25-41 (helper)

  Helper function used by get_balance_sheets to make authenticated HTTP requests to the Financial Datasets API.

  async def make_request(url: str) -> dict[str, any] | None:
      """Make a request to the Financial Datasets API with proper error handling."""
      # Load environment variables from .env file
      load_dotenv()
      
      headers = {}
      if api_key := os.environ.get("FINANCIAL_DATASETS_API_KEY"):
          headers["X-API-KEY"] = api_key
  
      async with httpx.AsyncClient() as client:
          try:
              response = await client.get(url, headers=headers, timeout=30.0)
              response.raise_for_status()
              return response.json()
          except Exception as e:
              return {"Error": str(e)}