Financial Datasets Access Point (MCP Interface)

Overview

This component utilizes the Model Context Protocol (MCP) framework to establish communication with the Financial Datasets service. It furnishes AI agents with programmatic access to critical financial records and market data.

Key data domains accessible via this endpoint include: * Corporate financial statements (Income, Balance Sheet, Cash Flow). * Stock market quoting data (current and historical prices). * Relevant economic and company-specific disclosures/news.

Available Functionality

This service exposes the following operational endpoints: * get_income_statements: Retrieve mandated income statements for specified entities. * get_balance_sheets: Fetch balance sheet summaries. * get_cash_flow_statements: Obtain records detailing cash inflows and outflows. * get_current_stock_price: Query the most recent quoted share price. * get_historical_stock_prices: Access time-series data for security pricing. * get_company_news: Gather recent news articles pertaining to an organization. * get_available_crypto_tickers: List all supported digital asset symbols. * get_crypto_prices: Retrieve historical price series for cryptocurrencies. * get_historical_crypto_prices: Fetch historical pricing data for digital assets (redundant but maintained). * get_current_crypto_price: Fetch the instantaneous valuation for a specified digital currency.

Implementation Guide

Prerequisites

Ensure your execution environment meets these baseline requirements:

• A contemporary Python runtime (version 3.10 or newer).
• The uv package manager utility.

Setup Procedure

1. Acquire Source Code: bash git clone https://github.com/financial-datasets/mcp-server cd mcp-server

2. Install uv (if missing): ```bash # For Unix-like systems curl -LsSf https://astral.sh/uv/install.sh | sh

   For Windows via PowerShell

   curl -LsSf https://astral.sh/uv/install.ps1 | powershell ```

3. Dependency Resolution: ```bash # Establish and activate a virtual environment uv venv source .venv/bin/activate # Use .venv\Scripts\activate on Windows

   Install necessary libraries

   uv add "mcp[cli]" httpx ```

4. Configuration of Credentials: ```bash # Duplicate the template configuration file cp .env.example .env

   Populate the required API access token within .env

   FINANCIAL_DATASETS_API_KEY=your-actual-api-key-here ```

5. Service Initiation: bash uv run server.py

Integration with Claude Desktop

To enable Claude Desktop to utilize these functions:

1. Confirm Claude Desktop application is installed.

2. Locate or establish the configuration manifest file: bash # Example path for macOS nano ~/Library/Application\ Support/Claude/claude_desktop_config.json

3. Inject the necessary endpoint mapping into the configuration structure: json { "mcpServers": { "financial-datasets": { "command": "/path/to/uv", "args": [ "--directory", "/absolute/path/to/financial-datasets-mcp", "run", "server.py" ] } } } Crucially: Substitute /path/to/uv with the output of which uv and /absolute/path/to/financial-datasets-mcp with the repository's root directory.

4. Restart the Claude Desktop client.

5. Verify tool availability via the integrated tools menu (often represented by a wrench or hammer icon).

6. Test invocation with natural language prompts, such as: "Query Apple's most recent financial disclosures," or "What is the live trading price for TSLA stock?"