🧪 Skills

Financial Data

Access company financial statements, current and historical stock prices, crypto data, news, and SEC filings in one place. Track prices over custom ranges and intervals to power analysis and monitorin

v1.0.0
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Description

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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Compatible Platforms

Pricing

Free

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