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., "@financial-datasets Show me the latest SEC filings for Microsoft."
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.
Financial Datasets AI MCP — wraps financialdatasets.ai
Part of Pipeworx — an MCP gateway connecting AI agents to 1573+ live data sources.
Tool | Description |
| Who holds (institutional 13F holders) — the institutional investors (funds, asset managers) that report holding a stock in their latest SEC Form 13F. Returns investor name, shares held, market value, and report period. Example: fd_institutional_holders({ ticker: "AAPL", limit: 25, _apiKey: "your-key" }) |
| What does fund hold (institutional 13F portfolio) — every long position an institutional filer reported in its latest SEC Form 13F. Identified by the fund's 10-digit zero-padded SEC CIK (e.g. Berkshire Hathaway = 0001067983). Returns ticker, shares, market value, and report period per position. Example: fd_investor_portfolio({ filer_cik: "0001067983", limit: 50, _apiKey: "your-key" }) |
| Insider (Form 4) transactions for — recent buys/sells by officers, directors, and 10%+ owners as reported on SEC Form 3/4/5. Returns insider name, title, transaction type, shares, price, date, and board-director flag. Example: fd_insider_transactions({ ticker: "AAPL", limit: 25, _apiKey: "your-key" }) |
| Recent SEC filings for — the company's latest EDGAR filings (10-K, 10-Q, 8-K, 20-F, 6-K). Returns filing type, report period, filing date, and document URL. Optionally filter by filing_type. Example: fd_filings({ ticker: "AAPL", filing_type: "8-K", limit: 20, _apiKey: "your-key" }) |
Related MCP server: SEC EDGAR MCP Server
Add to your MCP client (Claude Desktop, Cursor, Windsurf, etc.):
{
"mcpServers": {
"financial-datasets": {
"url": "https://gateway.pipeworx.io/financial-datasets/mcp"
}
}
}tools/list at https://gateway.pipeworx.io/financial-datasets/mcp returns the tools in the table
above plus the shared Pipeworx meta-tools — ask_pipeworx,
discover_tools, search_within, remember/recall and the rest of the
gateway-wide set. So the tool count you see is larger than this table: a
single-pack endpoint currently lists roughly 30 shared tools alongside the
pack's own. The connection's initialize response states its exact scope, and
is the authoritative answer for a given day.
This is deliberate, not multiplexing by accident. The meta-tools are what let a
scoped connection answer a question this pack does not cover — via
ask_pipeworx, which routes across the whole catalog — without you adding a
second MCP server. There is currently no way to mount a pack endpoint without
them; if the extra schemas cost you more context than the routing is worth,
connect to the full gateway once rather than to several pack endpoints.
Or connect to the full Pipeworx gateway to get every pack's tools listed directly, instead of just this one's:
{
"mcpServers": {
"pipeworx": {
"url": "https://gateway.pipeworx.io/mcp"
}
}
}Both URLs reach the same gateway and the same 1573+ data sources. The
only difference is which pack's tools are listed directly; ask_pipeworx
reaches all of them from either one.
This package also runs as a local stdio MCP server — no Pipeworx account, no gateway round-trip:
{
"mcpServers": {
"financial-datasets": {
"command": "npx",
"args": ["-y", "@pipeworx/mcp-financial-datasets"]
}
}
}Or run it directly to confirm it starts:
npx -y @pipeworx/mcp-financial-datasetsIt speaks MCP over stdin/stdout and answers initialize/tools/list/tools/call
for only this pack's tools — none of the shared meta-tools the gateway
connection above adds. Same source, same tools, no ask_pipeworx routing.
Instead of calling tools directly, you can ask questions in plain English — this works on the pack endpoint above as well as on the full gateway:
ask_pipeworx({ question: "your question about Financial Datasets data" })The gateway picks the right tool and fills the arguments automatically.
MIT
This server cannot be deployed
Real SEC, 13F, insider, congress & macro data your AI agent can cite. Hosted MCP, 24 tools.
Financial data and research MCP for US/CN/JP equities: filings, statements, ownership, signals.
SEC & financial-data MCP: filings, financials, ownership, factors, fund letters, prompts.
US stock market data for AI agents: SEC filings, financials, insider trades, 13F, options, macro.
