Financial Datasets MCP Server

A financial data provider MCP server built with Smithery CLI

Features

This MCP server provides tools for accessing financial data including:

• Income statements

• Balance sheets

• Cash flow statements

• Current stock prices

• Historical stock prices

• Company news

• SEC filings

• Cryptocurrency prices and information

Related MCP server: Agentic-Investor

Prerequisites

• Smithery API key: Get yours at smithery.ai/account/api-keys

• Financial Datasets API key (optional): Can be provided through:

  • Environment variable: FINANCIAL_DATASETS_API_KEY

  • Session configuration when connecting to the server

Configuration

The server accepts the following configuration parameters:

• api_key: Your Financial Datasets API key (optional)

• pirate_mode: Speak like a pirate (for fun, default: false)

Getting Started

1. Set up your environment:

   # Optional: Create a .env file with your API key
   echo "FINANCIAL_DATASETS_API_KEY=your_api_key_here" > .env

2. Run the server:

   uv run dev

3. Test interactively:

   uv run playground

Available Tools

Financial Data Retrieval

• get_income_statements: Get income statements for a company

• get_balance_sheets: Get balance sheets for a company

• get_cash_flow_statements: Get cash flow statements for a company

• get_current_stock_price: Get the current/latest price of a company

• get_historical_stock_prices: Get historical stock prices for a company

• get_company_news: Get news for a company

• get_sec_filings: Get SEC filings for a company

Cryptocurrency Data

• get_available_crypto_tickers: Get all available crypto tickers

• get_historical_crypto_prices: Get historical prices for a cryptocurrency

• get_current_crypto_price: Get the current/latest price of a cryptocurrency

Financial Analysis

• analyze_financial_ratios: Comprehensive financial ratio analysis including:

  • Profitability ratios: ROE, ROA, profit margin, operating margin

  • Valuation ratios: P/E, P/B, P/S ratios

  • Liquidity ratios: Current ratio, quick ratio

  • Solvency ratios: Debt-to-equity, interest coverage

  • Analysis: Contextual interpretation of each ratio

  • Summary: Overall financial health assessment

Development

Your server code is in src/hello_server/server.py. Add or update your server capabilities there.

Deploy

Ready to deploy? Push your code to GitHub and deploy to Smithery:

1. Create a new repository at github.com/new

2. Initialize git and push to GitHub:

   git add .
   git commit -m "Financial Datasets MCP Server"
   git remote add origin https://github.com/YOUR_USERNAME/YOUR_REPO.git
   git push -u origin main

3. Deploy your server to Smithery at smithery.ai/new