Financial Datasets MCP Server for Windsurf: Setup & Config

What you can do with Financial Datasets in Windsurf

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

• Compare current and historical stock prices.
• Discover supported cryptocurrency tickers and retrieve price histories.

Before you start: Financial Datasets in Windsurf

• 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 Windsurf configuration

1. Choose Windsurf configuration scope

   For Financial Datasets MCP Server, open macOS/Linux: ~/.codeium/windsurf/mcp_config.json Windows: %USERPROFILE%\.codeium\windsurf\mcp_config.json. Merge into mcpServers; remote endpoints use serverUrl.

2. Add Financial Datasets MCP Server to Windsurf

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

3. Check Financial Datasets MCP Server in Windsurf

   Financial Datasets MCP Server: Refresh MCP in Windsurf settings and inspect Cascade’s tools.

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

Financial Datasets tools available to Windsurf

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

get_income_statements

After refreshing Financial Datasets in Windsurf settings, check Cascade's tool list for get_income_statements.

get_balance_sheets

After refreshing Financial Datasets in Windsurf settings, check Cascade's tool list for get_balance_sheets.

get_cash_flow_statements

After refreshing Financial Datasets in Windsurf settings, check Cascade's tool list for get_cash_flow_statements.

get_current_stock_price

After refreshing Financial Datasets in Windsurf settings, check Cascade's tool list for get_current_stock_price.

Read the latest available quote for a company.

get_historical_stock_prices

After refreshing Financial Datasets in Windsurf settings, check Cascade's tool list for get_historical_stock_prices.

Fetch stock price records over time.

get_company_news

After refreshing Financial Datasets in Windsurf settings, check Cascade's tool list for get_company_news.

get_available_crypto_tickers

After refreshing Financial Datasets in Windsurf settings, check Cascade's tool list for get_available_crypto_tickers.

get_crypto_prices

After refreshing Financial Datasets in Windsurf settings, check Cascade's tool list for get_crypto_prices.

Retrieve cryptocurrency historical price data as described in the README.

get_historical_crypto_prices

After refreshing Financial Datasets in Windsurf settings, check Cascade's tool list for get_historical_crypto_prices.

Fetch a cryptocurrency price history.

get_current_crypto_price

After refreshing Financial Datasets in Windsurf settings, check Cascade's tool list for get_current_crypto_price.

Read the latest available cryptocurrency price.

Financial Datasets: full stored tool descriptions

Troubleshooting Financial Datasets in Windsurf

• Check uv on the machine running Windsurf's MCP integration for Financial Datasets MCP Server; refresh MCP and inspect Cascade's tools.
• Check FINANCIAL_DATASETS_API_KEY for Financial Datasets MCP Server; do not bypass a Windsurf permission error with a broad administrator token.
• Financial Datasets MCP Server uses stdio here: Windsurf 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 Windsurf troubleshooting lives in the /clients/windsurf guide.

Frequently asked questions