Financial Datasets MCP Server for Claude Code: Setup

What you can do with Financial Datasets in Claude Code

Choose it for company statements, market news, and equity or crypto prices through a focused MCP server.

• Retrieve a company’s financial statements for an assistant-led review.
• Discover supported cryptocurrency tickers and retrieve price histories.

Before you start: Financial Datasets in Claude Code

• Python 3.10 or newer
• uv package manager
• A local clone of the repository
• The documented mcp[cli] and httpx dependencies
• A Financial Datasets API key

Run from the cloned project after dependency and environment setup. For Claude Desktop, the README shows an absolute uv path and an explicit project directory.

Financial Datasets Claude Code configuration

1. Choose Claude Code configuration scope

   For Financial Datasets MCP Server, open Project scope: .mcp.json at the repository root. Project JSON: merge into mcpServers; user scope: use the CLI.

2. Add Financial Datasets MCP Server to Claude Code

   Use the mcp-server entry below in mcpServers. Keep Financial Datasets MCP Server's documented stdio connection fields and your other Claude Code entries.

3. Check Financial Datasets MCP Server in Claude Code

   Financial Datasets MCP Server: Inspect claude mcp list and /mcp status.

{
  "mcpServers": {
    "mcp-server": {
      "type": "stdio",
      "command": "uv",
      "args": [
        "run",
        "server.py"
      ],
      "env": {
        "FINANCIAL_DATASETS_API_KEY": "<Financial Datasets API key>"
      }
    }
  }
}

claude mcp add-json --scope project 'mcp-server' '{"type":"stdio","command":"uv","args":["run","server.py"],"env":{"FINANCIAL_DATASETS_API_KEY":"<Financial Datasets API key>"}}'

Financial Datasets tools available to Claude Code

Financial Datasets's stored tool list documents 10 tools; compare it with Claude Code's connected tool list, because the stored list is not a live check.

get_income_statements

For Financial Datasets's get_income_statements, review the permission request and arguments in Claude Code before approval.

Retrieve a company’s income statement data.

get_balance_sheets

For Financial Datasets's get_balance_sheets, review the permission request and arguments in Claude Code before approval.

Retrieve company balance sheet records.

get_cash_flow_statements

For Financial Datasets's get_cash_flow_statements, review the permission request and arguments in Claude Code before approval.

Fetch a company’s cash flow statement records.

get_current_stock_price

For Financial Datasets's get_current_stock_price, review the permission request and arguments in Claude Code before approval.

get_historical_stock_prices

For Financial Datasets's get_historical_stock_prices, review the permission request and arguments in Claude Code before approval.

get_company_news

For Financial Datasets's get_company_news, review the permission request and arguments in Claude Code before approval.

get_available_crypto_tickers

For Financial Datasets's get_available_crypto_tickers, review the permission request and arguments in Claude Code before approval.

get_crypto_prices

For Financial Datasets's get_crypto_prices, review the permission request and arguments in Claude Code before approval.

Retrieve cryptocurrency historical price data as described in the README.

get_historical_crypto_prices

For Financial Datasets's get_historical_crypto_prices, review the permission request and arguments in Claude Code before approval.

Fetch a cryptocurrency price history.

get_current_crypto_price

For Financial Datasets's get_current_crypto_price, review the permission request and arguments in Claude Code before approval.

Financial Datasets: full stored tool descriptions

Troubleshooting Financial Datasets in Claude Code

• If Financial Datasets MCP Server fails to start, check uv, the working directory, and Claude Code's selected scope; inspect claude mcp list and /mcp.
• Financial Datasets MCP Server: check FINANCIAL_DATASETS_API_KEY; keep credentials out of shared .mcp.json.
• Financial Datasets MCP Server uses stdio here: Claude Code must keep the configured process running; protocol output belongs on stdout and diagnostics on stderr.
• Known limitation: Requires a Financial Datasets API key and local Python setup.
• Known limitation: Coverage, pricing, and request quotas are Not stated in the README.
• General Claude Code troubleshooting lives in the /clients/claude-code guide.

Frequently asked questions