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Financial Datasets MCP

Real-time financial data — stocks, earnings, fundamentals — for AI agents

FinancefreemiumClaudeClaude CodeCursorWindsurfeasy✓ Verified
4.3
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How to Install Financial Datasets MCP

$npx -y financial-datasets-mcp

Requires Claude Desktop, Cursor, Windsurf, or another MCP-compatible client.

About Financial Datasets MCP

The Financial Datasets MCP server gives AI agents access to real-time and historical financial data including stock prices, earnings reports, company fundamentals, and market indicators. It enables AI-powered financial analysis, portfolio research, and earnings monitoring directly within MCP-compatible tools.

Financial Datasets MCP is a Finance MCP server designed for founders, finance teams, analysts, and investors. It enables giving AI assistants structured access to financial data by wrapping accounting, payments, and market-data APIs as MCP tools. Key capabilities include read access to ledgers and accounts, market and quote data, payments and invoicing operations (with confirmation), and structured tool calls that work cleanly inside an LLM context. It integrates with QuickBooks, Xero, Stripe, PayPal, Plaid, and major brokerages, and is best suited for founders, finance teams, analysts, and investors who need cash and runway reporting.

Key Features

  • finance
  • stocks
  • data
  • analytics
  • apis

Pricing

Free
  • Core MCP server
  • Community support
  • Works with any MCP client
Pro
Free tier available; paid from $29/month
  • Everything in Free
  • Higher usage limits
  • Priority support
Business
Custom
  • Everything in Pro
  • SLA & SSO
  • Dedicated support

Tier details are indicative — visit the Financial Datasets MCP website for current pricing.

Pros & Cons

Pros

  • Answers runway and cash questions against live data
  • Avoids exporting CSVs into chats
  • Tight scoping keeps writes safe

Cons

  • Write paths are high-stakes by definition
  • Provider APIs change frequently
  • Compliance requirements may limit usage

Best For

  • Cash and runway reporting
  • Portfolio and market lookups
  • Reconciliation drafts
  • Lightweight finance automation with a human in the loop

Screenshots

Screenshots coming soon —

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Our Take on Financial Datasets MCP

Financial Datasets MCP is the quickest way to wire live market data into an AI agent — great for building stock screeners, earnings alerts, or any financial research workflow with Claude or Cursor.

4.3

Frequently Asked Questions

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