Financial Datasets MCP Server for Claude Desktop: Setup

What you can do with Financial Datasets in Claude Desktop

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.
• Compare current and historical stock prices.

Before you start: Financial Datasets in Claude Desktop

• 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 Desktop configuration

1. Choose Claude Desktop configuration scope

   For Financial Datasets MCP Server, open macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json. Merge under mcpServers via Settings → Developer → Edit Config when available.

2. Add Financial Datasets MCP Server to Claude Desktop

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

3. Check Financial Datasets MCP Server in Claude Desktop

   Financial Datasets MCP Server: Fully quit and reopen Claude Desktop; check developer diagnostics.

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

Financial Datasets tools available to Claude Desktop

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

get_income_statements

When Claude Desktop requests get_income_statements from Financial Datasets, review the action before approving it.

Retrieve a company’s income statement data.

get_balance_sheets

When Claude Desktop requests get_balance_sheets from Financial Datasets, review the action before approving it.

Retrieve company balance sheet records.

get_cash_flow_statements

When Claude Desktop requests get_cash_flow_statements from Financial Datasets, review the action before approving it.

Fetch a company’s cash flow statement records.

get_current_stock_price

When Claude Desktop requests get_current_stock_price from Financial Datasets, review the action before approving it.

Read the latest available quote for a company.

get_historical_stock_prices

When Claude Desktop requests get_historical_stock_prices from Financial Datasets, review the action before approving it.

Fetch stock price records over time.

get_company_news

When Claude Desktop requests get_company_news from Financial Datasets, review the action before approving it.

get_available_crypto_tickers

When Claude Desktop requests get_available_crypto_tickers from Financial Datasets, review the action before approving it.

get_crypto_prices

When Claude Desktop requests get_crypto_prices from Financial Datasets, review the action before approving it.

get_historical_crypto_prices

When Claude Desktop requests get_historical_crypto_prices from Financial Datasets, review the action before approving it.

get_current_crypto_price

When Claude Desktop requests get_current_crypto_price from Financial Datasets, review the action before approving it.

Financial Datasets: full stored tool descriptions

Troubleshooting Financial Datasets in Claude Desktop

• Fully quit and reopen Claude Desktop for Financial Datasets MCP Server. If uv is missing, check the desktop process's PATH, which may differ from your terminal.
• In Claude Desktop's Financial Datasets MCP Server entry, check FINANCIAL_DATASETS_API_KEY. Keep secrets out of shared screenshots and repositories.
• Financial Datasets MCP Server uses stdio here: Claude Desktop 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 Desktop troubleshooting lives in the /clients/claude-desktop guide.

Frequently asked questions