Financial Datasets MCP

1. Install the SDK

   Node.js

   npm install @scalekit-sdk/node

   Python

   pip install scalekit

   Full SDK reference: Node.js | Python

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. Authorize and make your first call

   Node.js

   quickstart.ts

   import { ScalekitClient } from '@scalekit-sdk/node'
   import 'dotenv/config'
   
   const scalekit = new ScalekitClient(
     process.env.SCALEKIT_ENV_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)
   process.stdout.write('Press Enter after authorizing...')
   await new Promise(r => process.stdin.once('data', r))
   
   // Make your first call
   const result = await actions.executeTool({
     connector,
     identifier,
     toolName: 'financialdatasetsmcp_get_beneficial_owners',
     toolInput: {},
   })
   console.log(result)

   Python

   quickstart.py

   import os
   from scalekit.client import ScalekitClient
   from dotenv import load_dotenv
   load_dotenv()
   
   scalekit_client = ScalekitClient(
       env_url=os.getenv("SCALEKIT_ENV_URL"),
       client_id=os.getenv("SCALEKIT_CLIENT_ID"),
       client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
   )
   actions = scalekit_client.actions
   
   connection_name = "financialdatasetsmcp"
   identifier = "user_123"
   
   # Generate an authorization link for the user
   link_response = actions.get_authorization_link(
       connection_name=connection_name,
       identifier=identifier,
   )
   print("Authorize Financial Datasets MCP:", link_response.link)
   input("Press Enter after authorizing...")
   
   # Make your first call
   result = actions.execute_tool(
       tool_input={},
       tool_name="financialdatasetsmcp_get_beneficial_owners",
       connection_name=connection_name,
       identifier=identifier,
   )
   print(result)

What you can do

Connect this agent connector to let your agent:

• Get insider ownership, beneficial ownership, beneficial owners — Retrieves insider ownership statements for a company: what officers, directors, and 10% owners actually HOLD (common shares, options, RSUs), sourced from SEC Form 3 (an insider’s initial statement of ownership) and Form 5 (the annual statement)
• Stocks screen — Screen stocks based on financial criteria and filters to find companies matching specific metrics
• List stock screener filters, filing item types — Lists all available filters that can be used with the stock screener tool

Tool list

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

financialdatasetsmcp_get_balance_sheet#Retrieves a company's balance sheet, providing a snapshot of its assets, liabilities, and shareholders' equity at a specific point in time.6 params▾

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

NameTypeRequiredDescription

tickerstringrequiredThe stock ticker symbol.

as_reportedbooleanoptionalIf true, returns the balance sheet as originally reported without standardization.

limitintegeroptionalMaximum number of balance sheet records to return.

periodstringoptionalThe reporting period type (e.g. annual or quarterly).

report_period_gtestringoptionalFilter records with report period greater than or equal to this date (YYYY-MM-DD).

report_period_ltestringoptionalFilter records with report period less than or equal to this date (YYYY-MM-DD).

financialdatasetsmcp_get_beneficial_owners#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.2 params▾

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.

NameTypeRequiredDescription

limitintegeroptionalNumber 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`.

namestringoptionalOptional 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_ownership#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 2025.8 params▾

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.

NameTypeRequiredDescription

filer_cikstringoptionalSEC 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_datestringoptionalExact filing date filter in YYYY-MM-DD format

filing_date_gtestringoptionalFiling date greater than or equal to (YYYY-MM-DD)

filing_date_ltestringoptionalFiling date less than or equal to (YYYY-MM-DD)

historybooleanoptionalWhen true, returns the full amendment history of each stake instead of only its current state (the default).

limitintegeroptionalNumber of rows to return (default: 10, max: 1000).

tickerstringoptionalThe subject company's ticker (e.g. 'BB'). Returns its 5%+ beneficial owners. Provide exactly one of ticker or filer_cik.

typestringoptionalFilter by stake type: 'activist' (Schedule 13D, intent to influence control) or 'passive' (Schedule 13G). Omit for both.

financialdatasetsmcp_get_cash_flow_statement#Retrieves a company's cash flow statement, showing cash inflows and outflows from operating, investing, and financing activities.3 params▾

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

NameTypeRequiredDescription

tickerstringrequiredThe stock ticker symbol to fetch the cash flow statement for.

limitintegeroptionalMaximum number of records to return.

periodstringoptionalThe reporting period for the cash flow statement.

financialdatasetsmcp_get_company_facts#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.2 params▾

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.

NameTypeRequiredDescription

cikstringoptionalThe SEC Central Index Key (CIK) for the company. Provide either ticker or cik (at least one is required).

tickerstringoptionalThe stock ticker symbol. Provide either ticker or cik (at least one is required).

financialdatasetsmcp_get_earnings#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.1 param▾

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.

NameTypeRequiredDescription

tickerstringoptionalThe stock ticker symbol. Omit to receive a real-time feed of the most recently filed earnings across all covered companies.

financialdatasetsmcp_get_filing_items#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.6 params▾

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.

NameTypeRequiredDescription

filing_typestringrequiredThe SEC filing type to retrieve items from.

tickerstringrequiredThe stock ticker symbol.

accession_numberstringoptionalThe SEC accession number for the specific filing.

itemstringoptionalThe specific item/section to retrieve from the filing (e.g. item1 for Business).

quarterstringoptionalThe fiscal quarter of the filing (applicable to 10-Q filings).

yearstringoptionalThe fiscal year of the filing.

financialdatasetsmcp_get_filings#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.4 params▾

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.

NameTypeRequiredDescription

cikstringoptionalThe SEC Central Index Key. Provide either ticker or cik.

filing_typestringoptionalFilter results to a specific SEC filing type.

limitintegeroptionalMaximum number of filings to return.

tickerstringoptionalThe stock ticker symbol. Provide either ticker or cik.

financialdatasetsmcp_get_financial_metrics#Retrieves historical financial metrics for a company such as P/E ratio, revenue per share, and enterprise value over a specified period.6 params▾

Retrieves historical financial metrics for a company such as P/E ratio, revenue per share, and enterprise value over a specified period.

NameTypeRequiredDescription

tickerstringrequiredThe stock ticker symbol.

limitintegeroptionalMaximum number of records to return.

periodstringoptionalThe reporting period type.

report_periodstringoptionalFilter metrics for an exact report period date (YYYY-MM-DD).

report_period_gtestringoptionalFilter metrics with report period greater than or equal to this date (YYYY-MM-DD).

report_period_ltestringoptionalFilter metrics with report period less than or equal to this date (YYYY-MM-DD).

financialdatasetsmcp_get_financial_metrics_snapshot#Fetches a snapshot of the most current financial metrics for a company, including key indicators like market capitalization, P/E ratio, and dividend yield.1 param▾

Fetches a snapshot of the most current financial metrics for a company, including key indicators like market capitalization, P/E ratio, and dividend yield.

NameTypeRequiredDescription

tickerstringrequiredThe stock ticker symbol.

financialdatasetsmcp_get_income_statement#Fetches a company's income statement, detailing its revenues, expenses, and net income over a reporting period.3 params▾

Fetches a company's income statement, detailing its revenues, expenses, and net income over a reporting period.

NameTypeRequiredDescription

tickerstringrequiredThe stock ticker symbol to fetch the income statement for.

limitintegeroptionalMaximum number of records to return.

periodstringoptionalThe reporting period for the income statement.

financialdatasetsmcp_get_index_fund#Get ETF and index fund holdings data.1 param▾

Get ETF and index fund holdings data.

NameTypeRequiredDescription

tickerstringrequiredThe ETF or index fund ticker symbol (e.g. SPY, QQQ, VTI).

financialdatasetsmcp_get_insider_ownership#Retrieves insider ownership statements for a company: what officers, directors, and 10% owners actually HOLD (common shares, options, RSUs), sourced from SEC Form 3 (an insider's initial statement of ownership) and Form 5 (the annual statement). Complements get_insider_trades, which covers the buys and sells in between: trades are the events, ownership statements are the state. Positions are returned as reported per filing, newest first. To find available insider names for a ticker, use: https://api.financialdatasets.ai/insider-ownership/names/?ticker={ticker}9 params▾

Retrieves insider ownership statements for a company: what officers, directors, and 10% owners actually HOLD (common shares, options, RSUs), sourced from SEC Form 3 (an insider's initial statement of ownership) and Form 5 (the annual statement). Complements get_insider_trades, which covers the buys and sells in between: trades are the events, ownership statements are the state. Positions are returned as reported per filing, newest first. To find available insider names for a ticker, use: https://api.financialdatasets.ai/insider-ownership/names/?ticker={ticker}

NameTypeRequiredDescription

tickerstringrequiredThe stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA')

filing_datestringoptionalExact filing date filter in YYYY-MM-DD format

filing_date_gtstringoptionalFiling date strictly greater than (YYYY-MM-DD)

filing_date_gtestringoptionalFiling date greater than or equal to (YYYY-MM-DD)

filing_date_ltstringoptionalFiling date strictly less than (YYYY-MM-DD)

filing_date_ltestringoptionalFiling date less than or equal to (YYYY-MM-DD)

form_typestringoptionalFilter by SEC form type: 3 for initial ownership statements (what a new insider owned on day one), 5 for annual statements, or their amendments.

limitintegeroptionalNumber of ownership rows to retrieve (default: 10, max: 1000)

namestringoptionalFilter by insider name (case-insensitive contains, e.g. 'cook'). Use the /insider-ownership/names/?ticker={ticker} endpoint to discover available names for a ticker.

financialdatasetsmcp_get_insider_trades#Retrieves insider trading data for a company, showing transactions by executives and directors.1 param▾

Retrieves insider trading data for a company, showing transactions by executives and directors.

NameTypeRequiredDescription

tickerstringoptionalThe stock ticker symbol to fetch insider trades for.

financialdatasetsmcp_get_institutional_holdings#Retrieves institutional holdings data showing the size and value of institutional positions in a company.1 param▾

Retrieves institutional holdings data showing the size and value of institutional positions in a company.

NameTypeRequiredDescription

tickerstringoptionalThe stock ticker symbol to fetch institutional holdings data for.

financialdatasetsmcp_get_institutional_investors#Retrieves institutional investor data showing which institutions hold positions in a company.1 param▾

Retrieves institutional investor data showing which institutions hold positions in a company.

NameTypeRequiredDescription

tickerstringoptionalThe stock ticker symbol to fetch institutional investor data for.

financialdatasetsmcp_get_interest_rates#Retrieves current and historical interest rate data from central banks and financial markets.0 params▾

Retrieves current and historical interest rate data from central banks and financial markets.

financialdatasetsmcp_get_kpi_guidance#Retrieves KPI guidance data for a company, showing forward-looking estimates provided by management.1 param▾

Retrieves KPI guidance data for a company, showing forward-looking estimates provided by management.

NameTypeRequiredDescription

tickerstringoptionalThe stock ticker symbol to fetch KPI guidance data for.

financialdatasetsmcp_get_kpi_metrics#Retrieves KPI metrics for a company, including key performance indicators reported in financial statements.1 param▾

Retrieves KPI metrics for a company, including key performance indicators reported in financial statements.

NameTypeRequiredDescription

tickerstringoptionalThe stock ticker symbol of the company.

financialdatasetsmcp_get_kpi_non_gaap#Retrieves non-GAAP KPI data for a company, including adjusted metrics like non-GAAP EPS and operating income.1 param▾

Retrieves non-GAAP KPI data for a company, including adjusted metrics like non-GAAP EPS and operating income.

NameTypeRequiredDescription

tickerstringoptionalThe stock ticker symbol of the company.

financialdatasetsmcp_get_news#Retrieves financial news articles related to a company or the broader market.1 param▾

Retrieves financial news articles related to a company or the broader market.

NameTypeRequiredDescription

tickerstringoptionalThe stock ticker symbol of the company. Omit for general market news.

financialdatasetsmcp_get_segmented_financials#Retrieves segmented financial data for a company, showing revenue and profit broken down by business segment or geography.1 param▾

Retrieves segmented financial data for a company, showing revenue and profit broken down by business segment or geography.

NameTypeRequiredDescription

tickerstringoptionalThe stock ticker symbol of the company.

financialdatasetsmcp_get_stock_price#Retrieves current or historical stock price data for a single ticker.1 param▾

Retrieves current or historical stock price data for a single ticker.

NameTypeRequiredDescription

tickerstringrequiredThe stock ticker symbol to retrieve price data for.

financialdatasetsmcp_get_stock_prices#Retrieves stock price data for multiple tickers simultaneously.1 param▾

Retrieves stock price data for multiple tickers simultaneously.

NameTypeRequiredDescription

tickerstringrequiredThe stock ticker symbol (e.g. AAPL, MSFT, TSLA).

financialdatasetsmcp_list_filing_item_types#Provides a list of all available item names that can be extracted from 10-K, 10-Q, and 8-K SEC reports, grouped by filing type.0 params▾

Provides a list of all available item names that can be extracted from 10-K, 10-Q, and 8-K SEC reports, grouped by filing type.

financialdatasetsmcp_list_stock_screener_filters#Lists all available filters that can be used with the stock screener tool.0 params▾

Lists all available filters that can be used with the stock screener tool.

financialdatasetsmcp_screen_stocks#Screen stocks based on financial criteria and filters to find companies matching specific metrics.1 param▾

Screen stocks based on financial criteria and filters to find companies matching specific metrics.

NameTypeRequiredDescription

filtersarrayrequiredList of filter criteria to screen stocks. Each filter has field, operator, and value.