Financial Datasets
Financial Datasets AI MCP — wraps financialdatasets.ai
Install
Add this to your client's MCP configuration (Claude Desktop: claude_desktop_config.json; Cursor: .cursor/mcp.json; VS Code and others use the same "mcpServers" shape).
claude mcp add --transport http financial-datasets 'https://gateway.pipeworx.io/financial-datasets/mcp'{
"mcpServers": {
"financial-datasets": {
"type": "http",
"url": "https://gateway.pipeworx.io/financial-datasets/mcp"
}
}
}Documentation
From the project's README on GitHub, refreshed weekly. Links open on GitHub.
Contents
mcp-financial-datasets
Financial Datasets AI MCP — wraps financialdatasets.ai
Part of Pipeworx — an MCP gateway connecting AI agents to 1866+ live data sources. This is an independent, unofficial integration — not affiliated with, endorsed by, or published by the upstream provider.
Tools
| Tool | Description |
|---|---|
fd_institutional_holders | Who holds <ticker> (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" }) |
fd_investor_portfolio | What does fund <investor> 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" }) |
fd_insider_transactions | Insider (Form 4) transactions for <ticker> — 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" }) |
fd_filings | Recent SEC filings for <ticker> — 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" }) |
Quick Start
Add to your MCP client (Claude Desktop, Cursor, Windsurf, etc.):
{
"mcpServers": {
"financial-datasets": {
"url": "https://gateway.pipeworx.io/financial-datasets/mcp"
}
}
}What this endpoint actually serves
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 1866+ data sources. The
only difference is which pack's tools are listed directly; ask_pipeworx
reaches all of them from either one.
No MCP client? Call it over HTTP
This pack takes your own API key (_apiKey) — we don't front one for it, so there's no curl here that would run without it. Inspect any tool: GET https://gateway.pipeworx.io/v1/tools/fd_institutional_holders. Find one: POST https://gateway.pipeworx.io/v1/tools/search_packs with {"query":"..."}.
Standalone (no gateway account)
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.
Using with ask_pipeworx
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.
More
License
MIT
Frequently asked questions
What is Financial Datasets?
Financial Datasets AI MCP — wraps financialdatasets.ai
How do I install Financial Datasets?
It runs as a remote server. In Claude Code: claude mcp add --transport http financial-datasets 'https://gateway.pipeworx.io/financial-datasets/mcp'. For other clients, paste the JSON configuration from this page into their MCP settings.
Does Financial Datasets need an API key?
Its registry entry lists no required key or secret. Some features may still need an account with the service it connects to.
Is Financial Datasets open source?
Yes. Its code is on GitHub under the MIT license.
Who maintains Financial Datasets?
It is published by pipeworx-io. AI.tn lists it but does not maintain or endorse it.
From the official MCP Registry. Listing is not an endorsement: review a server's code and permissions before giving it access to your data.