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Connect AI agents to the Financial Datasets MCP server

Vendor MCP
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The Financial Datasets MCP connector routes your AI agent's tool calls to Financial Datasets's own MCP server through Scalekit. Each user signs in to Financial Datasets once, and Scalekit stores and refreshes their tokens, so your agent never handles credentials. It comes with 27 tools.

Tools
27
What they doRead · write · destructive
27 · 0 · 027 read0 write0 destructive
Users sign in with
OAuth app
Scalekit's or your own

Setup

  1. Install the SDK

    Terminal window
    npm install @scalekit-sdk/node dotenv

  2. Set your credentials

    Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.

    .env
    SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
    SCALEKIT_CLIENT_ID=<your-client-id>
    SCALEKIT_CLIENT_SECRET=<your-client-secret>

  3. Create the Financial Datasets MCP connection

    In AgentKit > Connections, create a Financial Datasets MCP connection. The name you give it is the connection_name your code passes. See Configure connections.

    Scalekit credentials are available for Financial Datasets MCP server, so you don't need to register an OAuth app.

  4. Authorize a user and make your first call

    quickstart.mts
    import { ScalekitClient } from '@scalekit-sdk/node'
    import 'dotenv/config'
    import { createInterface } from 'node:readline/promises'
    

    const scalekit = new ScalekitClient(
      process.env.SCALEKIT_ENVIRONMENT_URL,
      process.env.SCALEKIT_CLIENT_ID,
      process.env.SCALEKIT_CLIENT_SECRET,
    )
    const actions = scalekit.actions
    

    const connector = 'financialdatasetsmcp'
    const identifier = 'user_123'
    

    // Generate an authorization link for the user
    const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
    console.log('Authorize Financial Datasets MCP:', link)
    const rl = createInterface({ input: process.stdin, output: process.stdout })
    await rl.question('Press Enter after authorizing...')
    rl.close()
    

    // Make your first call
    const result = await actions.executeTool({
      connector,
      identifier,
      toolName: 'financialdatasetsmcp_get_beneficial_owners',
      toolInput: {},
    })
    console.log(result)
    Terminal window
    npx tsx quickstart.mts

    Each user signs in once. See Authorize a user for the full flow and statuses.

Tools

Pass the exact name to execute_tool
Try in PlaygroundRequest a tool
  • financialdatasetsmcp_get_balance_sheetRetrieves a company's balance sheet, providing a snapshot of its assets, liabilities, and shareholders' equity at a specific point in time.Read-only

    GetBalanceSheet

    Retrieves a company's balance sheet, providing a snapshot of its assets, liabilities, and shareholders' equity at a specific point in time.

    Inputs

    tickerstringrequired
    The stock ticker symbol.
    as_reportedboolean
    If true, returns the balance sheet as originally reported without standardization.
    limitinteger
    Maximum number of balance sheet records to return.
    periodstring
    The reporting period type (e.g. annual or quarterly).
    report_period_gtestring
    Filter records with report period greater than or equal to this date (YYYY-MM-DD).
    report_period_ltestring
    Filter records with report period less than or equal to this date (YYYY-MM-DD).
  • financialdatasetsmcp_get_beneficial_ownersLists beneficial owners (holders of more than 5% of a company's shares, from SEC Schedules 13D/13G) with their filer CIK and reporting-person name.Read-only

    GetBeneficialOwners

    Lists beneficial owners (holders of more than 5% of a company's shares, from SEC Schedules 13D/13G) with their filer CIK and reporting-person name. Optionally filter by case-insensitive name prefix. The response's `total` is the full match count; when it exceeds the returned page, narrow the search with `name`. Use this to discover the filer_cik to pass to get_beneficial_ownership.

    Inputs

    limitinteger
    Number of owners to return (default: 100, max: 1000). The response's `total` is the full match count; when it exceeds the page, narrow with `name`.default 100
    namestring
    Optional case-insensitive name prefix to filter the beneficial-owner list (e.g. 'Saba'). Use this tool to discover the filer_cik to pass to get_beneficial_ownership.
  • financialdatasetsmcp_get_beneficial_ownershipRetrieves beneficial-ownership stakes (holders of more than 5% of a class of shares) from SEC Schedules 13D and 13G.Read-only

    GetBeneficialOwnership

    Retrieves beneficial-ownership stakes (holders of more than 5% of a class of shares) from SEC Schedules 13D and 13G. Schedule 13D stakes are ACTIVIST (intent to influence control: proxy fights, board seats, pushing for a sale); Schedule 13G stakes are passive (large asset managers). Query by ticker (who owns this company) OR by filer_cik (what stakes does this owner hold) — exactly one is required. Use type=activist to isolate activist stakes. By default each stake's CURRENT state is returned; set history=true for the full amendment chain. Each row is one reporting person with voting/dispositive powers, percent_of_class, and (for 13D) the stated purpose_of_transaction. Coverage begins January 2025.

    Inputs

    filer_cikstring
    SEC CIK of the beneficial owner (e.g. '0001510281' for Saba Capital). Returns their stakes across companies. Will be zero-padded to 10 digits. Provide exactly one of ticker or filer_cik. Use get_beneficial_owners to look up CIKs by owner name.
    filing_datestring
    Exact filing date filter in YYYY-MM-DD format
    filing_date_gtestring
    Filing date greater than or equal to (YYYY-MM-DD)
    filing_date_ltestring
    Filing date less than or equal to (YYYY-MM-DD)
    historyboolean
    When true, returns the full amendment history of each stake instead of only its current state (the default).
    limitinteger
    Number of rows to return (default: 10, max: 1000).default 10
    tickerstring
    The subject company's ticker (e.g. 'BB'). Returns its 5%+ beneficial owners. Provide exactly one of ticker or filer_cik.
    typestring
    Filter by stake type: 'activist' (Schedule 13D, intent to influence control) or 'passive' (Schedule 13G). Omit for both.one of activistpassive
  • financialdatasetsmcp_get_cash_flow_statementRetrieves a company's cash flow statement, showing cash inflows and outflows from operating, investing, and financing activities.Read-only

    GetCashFlowStatement

    Retrieves a company's cash flow statement, showing cash inflows and outflows from operating, investing, and financing activities.

    Inputs

    tickerstringrequired
    The stock ticker symbol to fetch the cash flow statement for.
    limitinteger
    Maximum number of records to return.
    periodstring
    The reporting period for the cash flow statement.one of annualquarterlyttm
  • financialdatasetsmcp_get_company_factsGet comprehensive company facts data for a stock ticker or CIK from Financial Datasets.Read-only

    GetCompanyFacts

    Get comprehensive company facts data for a stock ticker or CIK from Financial Datasets. Returns real-time information including market cap, number of employees, sector/industry classification, exchange listing, company location, website URL, SIC codes, weighted average shares, and historical events like ticker changes.

    Inputs

    cikstring
    The SEC Central Index Key (CIK) for the company. Provide either ticker or cik (at least one is required).
    tickerstring
    The stock ticker symbol. Provide either ticker or cik (at least one is required).
  • financialdatasetsmcp_get_earningsRetrieves earnings data from SEC filings.Read-only

    GetEarnings

    Retrieves earnings data from SEC filings. Pass a ticker for company earnings or omit for a real-time feed of the most recently filed earnings across all covered companies.

    Inputs

    tickerstring
    The stock ticker symbol. Omit to receive a real-time feed of the most recently filed earnings across all covered companies.
  • financialdatasetsmcp_get_filing_itemsRetrieves specific sections (items) from a company's SEC filings (10-K, 10-Q, or 8-K).Read-only

    GetFilingItems

    Retrieves specific sections (items) from a company's SEC filings (10-K, 10-Q, or 8-K). Useful for extracting detailed information such as Business, Risk Factors, or Financial Statements.

    Inputs

    filing_typestringrequired
    The SEC filing type to retrieve items from.one of 10-K10-Q8-K
    tickerstringrequired
    The stock ticker symbol.
    accession_numberstring
    The SEC accession number for the specific filing.
    itemstring
    The specific item/section to retrieve from the filing (e.g. item1 for Business).
    quarterstring
    The fiscal quarter of the filing (applicable to 10-Q filings).
    yearstring
    The fiscal year of the filing.
  • financialdatasetsmcp_get_filingsGet SEC filings data for a stock ticker or CIK.Read-only

    GetFilings

    Get SEC filings data for a stock ticker or CIK. Returns a list of filings including accession number, filing type, report date, and URLs to the filing documents.

    Inputs

    cikstring
    The SEC Central Index Key. Provide either ticker or cik.
    filing_typestring
    Filter results to a specific SEC filing type.
    limitinteger
    Maximum number of filings to return.
    tickerstring
    The stock ticker symbol. Provide either ticker or cik.
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