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Parichay-Pothepalli

Financial Datasets MCP Server

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

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

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security - not tested
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license - not found
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quality - not tested

Resources

Looking for Admin?

Admins can modify the Dockerfile, update the server description, and track usage metrics. If you are the server author, to authenticate as an admin.

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