Financial Datasets MCP Server

Instructions

Implementation Reference

• server.py:75-104 (handler)

  The handler function for the 'get_balance_sheets' tool. It is decorated with @mcp.tool() for registration, defines input parameters with type hints serving as schema, and implements the logic to fetch balance sheet data from the Financial Datasets API using the make_request helper, then returns JSON.
  @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 'make_request' used by get_balance_sheets (and other tools) to make authenticated HTTP GET 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)}
• server.py:75-75 (registration)

  The @mcp.tool() decorator registers the get_balance_sheets function as an MCP tool.
  @mcp.tool()