You can retrieve read-only US market, macro, ownership, filing, and reference data through MCP tools; the provided schema does not expose the README’s server-side backtesting tools.
Get daily OHLCV price bars with configurable split/dividend adjustment.
Query CFTC Commitments of Traders positioning and look up available COT markets.
Search and fetch macroeconomic time series such as CPI or unemployment.
Retrieve short interest history and insider transaction filings.
Access SEC XBRL fundamentals and standardized income, balance-sheet, or cash-flow statements.
Look up company/ETF profiles, including sector, exchange, IPO date, and delisting status.
Get past earnings release dates from SEC 8-K filings.
Free-tier dated history and filings are generally limited to the last 12 months.
No write operations are exposed; all listed tools are read-only.
Provides access to FRED/ALFRED macro series exactly as published by a given date, enabling retrieval of historical economic data vintages.
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@FinzData Backtest 12-1 momentum on the 500 most-traded US stocks since 2015"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Research-grade US market data and server-side backtests for AI agents: Claude, ChatGPT, Gemini CLI, Cursor, Kimi, GLM and any MCP client.
Remote server: https://api.finzdata.com/mcp (Streamable HTTP, MCP 2026-07-28, accepts 2025-06-18 clients)
Auth: OAuth 2.1 with PKCE (sign in with your FinzData API key), or the header Authorization: Bearer YOUR_API_KEY
Free key: https://finzdata.com/signin · Pricing: https://finzdata.com/shop · Agent docs: https://api.finzdata.com/agents.md
US stocks and ETFs
16,000+ US stocks that have traded on NYSE and Nasdaq since January 2000, delisted names included (survivorship-free)
5,100+ ETFs, plus fund and ETF holdings (SEC N-PORT)
Bars from 1-minute to daily; tick trades (every trade print) for 1,100+ stocks and ETFs over 5 years
Futures
139 futures markets on CME, Eurex and ICE, every contract since 2007: equity index, rates, currencies, energy, metals, agriculture, volatility and crypto futures
1-minute to daily bars, back-adjusted continuous series and the roll calendar
Options and volatility
Point-in-time dealer gamma (GEX) for single stocks, ETFs and the major indexes (SPX, NDX, RUT, VIX, XSP, DJX) since 2010
End-of-day options chains; the VIX and Cboe volatility indexes with the VIX futures curve
Indexes, FX and crypto
123 indexes (SPX, NDX, DJI, RUT, VIX term structure, DXY, TNX and more), 1-minute to daily
79 FX pairs since 2010, 1-minute to daily
512 crypto pairs (Bitcoin since 2013, Ethereum since 2016), 1-minute, 5-minute, hourly and daily
Fundamentals, ownership and positioning
SEC fundamentals as filed, point-in-time; daily point-in-time valuation ratios; earnings dates
13F institutional holdings; insider transactions; FINRA short interest and margin debt
CFTC Commitments of Traders since 1986
Macro and alternative data
22,700+ macro series with every vintage kept: inflation, jobs, GDP, housing, consumer credit, rates, M1/M2/M3, Fed liquidity, trade and the dollar, Taiwan and Korea chip exports, energy (EIA oil inventories incl. Cushing, natural gas storage, power grid demand by ISO, electricity by state and country, energy futures curves and crack spreads), financial stress and government debt
Quantitative Model: macro regime labels, nowcast and market-stress probability
Global Macro Pulse: daily ship transits through 28 chokepoints (Suez, Panama, Hormuz, Malacca, Red Sea, Bosporus, Taiwan Strait, Cape of Good Hope) since 2019, port calls and trade estimates for 2,000+ ports, daily flights by airport, airline and country, US flight delays since 1987, and toll and congestion traffic
Congressional trades and election spending
Research tools
Server-side backtests with a deflated Sharpe ratio, trial count and reproducible snapshot id; survivorship_audit; blind mode
FinzData Hub: public strategies that re-run free on their full history, fork and publish via MCP; verified forward records
Every time-series tool takes as_of to pin what was knowable on a date
FinzData Workspace (https://workspace.finzdata.com/mcp)
A persistent workspace for AI agents with FinzData built in: keep files between sessions, run JavaScript next to the data, re-run strategies into your workspace; one-click sign-in or API key; MCP, REST and OpenAPI
Clients
Remote MCP (https://api.finzdata.com/mcp), REST API, Python (pip install finzdata), Excel, Google Sheets, LangChain, OpenBB, Claude Desktop extension, Cursor/VS Code one-click installs
Related MCP server: fd-paper-trading MCP Server
Survivorship-free. Universes include every company that traded on a date, delisted names included.
Point-in-time. Every data tool takes as_of, so answers contain only what was public that day: fundamentals as filed, and macro series as first published (ALFRED vintages).
Backtests run on the server. Describe a strategy and get back CAGR, volatility, Sharpe, drawdown, turnover, a benchmark, an equity curve, a reproducible run_id and a deflated Sharpe ratio that counts every variant you tried.
Data (20): search_datasets, describe_dataset, get_universe, get_bars, backtest_export, get_fundamentals_pit, get_macro_vintage, get_quant_model, get_cot, get_gex, get_political_spending, get_13f, get_events, get_futures, get_futures_rolls, get_crypto, get_fx, get_index, get_ticks, get_global_pulse
Backtests and compute (6): run_backtest, run_strategy, compare_runs, survivorship_audit, translate_stockcharts_scan, backtest_stockcharts_scan
Strategy Hub (6): publish_strategy, fork_strategy, list_strategies, get_strategy, star_strategy, comment_strategy
Verified records (5): register_strategy, get_verified_record, verified_board, verify_chain, retire_strategy
MCP directory (3): search_mcp_servers, get_mcp_server, claim_mcp_server
29 tools are read-only; 7 write to your own Hub/records and 4 run server-side compute.
Claude: add FinzData from the Claude connector directory, or add a custom connector with https://api.finzdata.com/mcp.
ChatGPT: add the FinzData app from the ChatGPT directory, or add a connector in developer mode with the URL above.
Gemini CLI:
export FINZDATA_API_KEY=your-key
gemini extensions install https://github.com/FinzData/finzdata-mcpCursor (.cursor/mcp.json), Windsurf, Cline, Kimi CLI, GLM / Z.ai coding tools and any client that takes a remote server:
{
"mcpServers": {
"finzdata": {
"url": "https://api.finzdata.com/mcp",
"headers": { "Authorization": "Bearer YOUR_API_KEY" }
}
}
}Clients that only run local (stdio) servers: pip install finzdata-mcp (or uvx finzdata-mcp) with FINZDATA_API_KEY set. See README.pypi.md.
FinzData Workspace (a persistent workspace for agents: files, code runs and strategies next to the data): add https://workspace.finzdata.com/mcp as a custom connector and sign in with FinzData, or send Authorization: Bearer YOUR_API_KEY. OpenAPI: https://workspace.finzdata.com/openapi.json
One-click installs (VS Code, Cursor, Claude Code, Claude Desktop extension): https://finzdata.com/agents
"Backtest 12-1 momentum on the 500 most-traded US stocks since 2010, monthly, top 50, 10 bps costs."
"What was the US unemployment rate for March 2020 as first reported?"
"How are managed-money traders positioned in gold futures?"
"Which institutions hold the most NVIDIA shares in the latest 13F quarter?"
No key needed to start: the AI preview covers recent history. A free account (email only) adds 1,000 data calls and 5 backtests a day. Paid plans and prepaid credits ($0.001 per data call, $0.05 per backtest) unlock the full history: https://finzdata.com/shop
Data, not investment advice. Support: info@finzdata.com · https://finzdata.com/support · Privacy: https://finzdata.com/privacy
Reference profile for a US stock or ETF: name, exchange, sector, industry, country, state, IPO date, first and last date of price history, and whether it is delisted. Dated data elsewhere on the free tier is limited to the last 12 months.
Inputs: symbol (required).
Commitments of Traders (CFTC) positioning, weekly: long, short and net contracts by trader group for a futures market. Easiest use: market="gold" (a word from the market name) with report="legacy_fo", where large speculators are the non-commercial columns and hedgers the commercial ones; other reports are disagg_fo (managed money) and tff_fo (financial futures). Use cot_markets(query=...) to look up an exact code. Rows come newest week first. Counts are in contracts. On the free tier, only the last 12 months are returned.
Inputs: end, code, start, market, +1 more.
The list of futures markets available in the Commitments of Traders data, with each market's name and code, for a given report (default legacy_fo). Pass query (e.g. "gold", "s&p 500", "crude") to filter by market name; use the result's code or market with the cot tool. Note that dated COT history on the free tier is limited to the last 12 months.
Inputs: query, report.
Past earnings release dates for a ticker from SEC 8-K Item 2.02 filings: report date, filing time (US Eastern) and whether it came before the open or after the close. No EPS or forecasts. On the free tier, only the last 12 months are returned.
Inputs: ticker (required).
Standardised financial statements for a US company from its SEC filings: statement is "income" (revenue, gross profit, operating income, net income, EPS, shares), "balance" (cash, assets, liabilities, equity) or "cashflow"; freq is "quarterly" or "annual". Values in US dollars, one row per period. On the free tier, only periods filed in the last 12 months are returned.
Inputs: ticker (required), freq, statement.
Raw SEC XBRL facts a company reported in its 10-K/10-Q filings (columns: concept, unit, value, start, end, fy, fp, form, filed), optionally narrowed to one us-gaap concept such as NetIncomeLoss, Assets or RevenueFromContractWithCustomerExcludingAssessedTax. For ready-made income statements, balance sheets and cash flows use financial_statements instead. On the free tier, only filings from the last 12 months are returned.
Inputs: ticker (required), concept.
Insider transaction filings (buys, sells, option exercises) for a company ticker and/or an owner name. Returns one row per transaction with shares, price and value in the listing currency. On the free tier, history is limited to the last 12 months.
Inputs: end, owner, start, ticker.
Time series for a macroeconomic indicator (e.g. CPIAUCSL for US CPI, UNRATE for unemployment). Returns one row per observation date with the value in the series' own units (index points, percent, millions, etc.). On the free tier, history is limited to the last 12 months; older dates are clipped.
Inputs: series (required), end, start.
Search the catalogue of macroeconomic series by keyword (matched against the series id and title) and/or category. Returns matching series with their id, title, units and frequency, so you can pick a series id for the macro tool. Note that fetching a series' history on the free tier is limited to the last 12 months.
Inputs: limit, query, category.
Daily OHLCV bars for a stock symbol (e.g. AAPL). Returns one row per trading day with open, high, low, close and volume; prices are in the listing currency and adjust controls split/dividend adjustment ("splits" by default). On the free tier, history is limited to the last 12 months; older dates are clipped and the result carries a free_tier_note.
Inputs: symbol (required), end, start, adjust.
Short interest history for a stock ticker: one row per settlement date with shares sold short and related figures (share counts, not dollars). On the free tier, history is limited to the last 12 months; older dates are clipped.
Inputs: ticker (required), end, start.
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
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Scored across 11 tools
Most tools have clearly distinct purposes (e.g., prices_daily vs earnings_dates vs insiders). However, fundamentals and financial_statements both cover financial statement data and could be confused; cot/cot_markets and macro/macro_search are differentiated as lookup vs fetch, but the pairing might still cause slight hesitation.
All tool names use consistent snake_case, mostly noun or noun_phrase patterns (company_profile, earnings_dates, prices_daily, cot_markets, macro_search, etc.). No mixing of conventions or verb styles.
11 tools is well within the ideal 3-15 range. Each tool serves a distinct data retrieval need across equities, futures, macro, and SEC filings, with no redundant or filler tools.
The surface covers core financial data domains: company profiles, prices, earnings, short interest, insiders, fundamentals, financial statements, COT, and macro. A notable gap is the absence of a ticker/symbol search or list tool to discover valid symbols, which could hinder agents when using ticker-based tools.
Unified financial infrastructure connecting AI agents directly to trade live/demo brokerage accounts, Web3 non-custodial wallets, real-time market data across equities, ETFs, crypto, forex, options, DeFi swaps, and prediction markets, institutional research feeds, and algorithmic strategy backtesters.
The data and trading platform for AI: decades of US market data, backtests in seconds.
Aligned market data for AI agents: crypto, stocks, FX and macro on one clock. Local or hosted.
Build, backtest, and deploy quantitative trading strategies from your AI agent.
