Financial Datasets MCP server
Read income statements, balance sheets and cash flows to compare a company’s reported financial position across periods. Access is gated: request enablement for your organization before connecting.
Agent workflows for Financial Datasets.
Get income statements
Use when comparing revenue, earnings and margins across annual, quarterly or trailing periods. Returns one page; continue with next_cursor. Uses credits; a lost call may still be charged. Redistribution needs vendor rights and attribution.
Get balance sheets
Use when assessing assets, liabilities, liquidity and equity for one company. Returns one page; continue with next_cursor. Uses credits; a lost call may still be charged. Redistribution needs vendor rights and attribution.
Get cash flow statements
Use when evaluating cash generation, capital expenditure and financing for one company. Returns one page; continue with next_cursor. Uses credits; a lost call may still be charged. Redistribution needs vendor rights and attribution.
8 Financial Datasets actions, graded by risk.
These actions come from the Arc0 registry. Your identity, provider permissions and Arc0 policies determine which actions can run.
read
8Look things up, subject to your permissions.
- financial_datasets.income_statementsGet income statements
Use when comparing revenue, earnings and margins across annual, quarterly or trailing periods. Returns one page; continue with next_cursor. Uses credits; a lost call may still be charged. Redistribution needs vendor rights and attribution.
- financial_datasets.balance_sheetsGet balance sheets
Use when assessing assets, liabilities, liquidity and equity for one company. Returns one page; continue with next_cursor. Uses credits; a lost call may still be charged. Redistribution needs vendor rights and attribution.
- financial_datasets.cash_flow_statementsGet cash flow statements
Use when evaluating cash generation, capital expenditure and financing for one company. Returns one page; continue with next_cursor. Uses credits; a lost call may still be charged. Redistribution needs vendor rights and attribution.
- financial_datasets.company_factsGet company facts
Use when resolving a known ticker to its company, SEC CIK, industry and exchange before comparing financial data. Uses credits; a lost call may still be charged. Redistribution needs vendor rights and attribution.
- financial_datasets.pricesGet historical stock prices
Use when comparing OHLCV stock prices over a date range of at most 366 days. Returns up to 100 rows per page; continue with next_cursor. Uses credits; a lost call may still be charged. Redistribution needs vendor rights and attribution.
- financial_datasets.filingsList SEC filings
Use when finding SEC filings for a company before inspecting its reports. Filter by filing type; returns one page with next_cursor. Uses credits; a lost call may still be charged. Redistribution needs vendor rights and attribution.
- financial_datasets.insider_tradesList insider transaction structure
Use when examining reported insider transactions for one ticker and date range. Omits personal names and holdings; continue with next_cursor. Uses credits; a lost call may still be charged. Redistribution needs vendor rights and attribution.
- financial_datasets.metrics_snapshotGet financial metrics snapshot
Use when comparing current valuation, profitability, liquidity and leverage ratios for one ticker. Unavailable metrics remain null. Uses credits; a lost call may still be charged. Redistribution needs vendor rights and attribution.
write
0Create and change things. Allow, or ask the user first.
- No write actions.
destructive
0Delete, cancel or archive. Ask first, or deny outright.
- No destructive actions.
Control access to Financial Datasets.
After early access is enabled, connect the intended Financial Datasets account, authorize your AI client and set policies for its tools.
Provider permissions and Arc0 policy both apply. Allow reads, require approval for selected writes, or deny destructive actions. The audit log records execution decisions.
Configure policies and approvalsExample policy choices
- Read actions: allow where authorized
Arc0 MCP endpoint: https://api.arc0.ai/mcp
How Financial Datasets connects.
Connect Financial Datasets using API key. OAuth grants the provider scopes shown during consent; API keys and other credentials retain the permissions configured at the provider. Arc0 stores credentials in its encrypted vault and does not pass them to the model. Disconnect to remove access through Arc0; revoke a key at the provider to invalidate it there. Token refresh and provider-side revocation depend on the authentication lane and provider.
The connection serves authorized calls through Arc0 MCP and REST. How Arc0 handles credentials →
- AUTH
- API key
- CREDENTIALS
- Per-tenant encrypted vault
- MODEL SEES
- Results only, never credentials
- AUDIT LOG
- Every call, on every plan
Use Financial Datasets with your AI client.
Request access to Financial Datasets first. An Arc0 administrator must enable it for your organization before these actions appear. Then authorize your AI client separately. It only receives tools and accounts allowed for that identity.
Financial Datasets with Claude
Claude Desktop + Claude Code
- In Claude Desktop, add Arc0 through the remote MCP settings and use OAuth. Follow the generic remote-client steps if your account’s interface differs.
- For Claude Code, run the command below. Open /mcp, select Arc0, and authenticate in your browser. Select your workspace and review access.
- Check the connection with claude mcp get arc0.
claude mcp add --transport http --scope user arc0 https://api.arc0.ai/mcpFinancial Datasets with ChatGPT
ChatGPT on the web
- Open Plugins in ChatGPT, select the plus button, then Add custom MCP server.
- Name it Arc0, enter the server URL below, and choose OAuth. Use dynamic client registration if asked; no Arc0 API key is needed.
- Review the notice and select Create as a plugin. Complete Arc0 sign-in, workspace selection and consent, then install and select the plugin in your conversation. Labels and access vary by account; managed workspaces may require administrator approval.
https://api.arc0.ai/mcpFinancial Datasets with OpenAI Codex
Codex app + CLI
- Run the registration command below. The app and CLI share ~/.codex/config.toml.
- Complete browser OAuth, choose your Arc0 workspace, and review access. If authentication does not start, run codex mcp login arc0.
- Check codex mcp list, then open a new Codex chat. Inspect an existing arc0 entry before changing it.
codex mcp add arc0 --url https://api.arc0.ai/mcpFinancial Datasets with Cursor
Remote MCP setup
- Add Arc0 in your client’s remote MCP settings using the server URL below.
- Choose OAuth, sign in to Arc0, select the intended workspace and review access.
- Confirm the server is connected and start with an allowed read. These are generic remote-MCP steps; consult your client’s settings for its current interface.
https://api.arc0.ai/mcpFinancial Datasets with VS Code
Remote MCP setup
- Add a remote HTTP MCP server named Arc0 using the URL below.
- Use OAuth and finish Arc0 sign-in, workspace selection and consent.
- Confirm discovery succeeds before requesting a read. These are generic remote-MCP steps; client UI and availability may differ.
https://api.arc0.ai/mcpFinancial Datasets with Any MCP client
Streamable HTTP
- Use a client that supports remote MCP over Streamable HTTP. Add the server URL below and choose OAuth.
- For a client without OAuth, use a self-bound API key with execute permission in the X-API-Key header. Store it in secret storage or an environment variable, outside source control. Never send both an API key and an OAuth bearer token.
- Use the MCP clients guide for the SDK transport example and Embedded identity for business-managed end users.
https://api.arc0.ai/mcpAfter setup, ask your agent to find an allowed read action, load its schema, and execute it on the intended account. Check Activity for the receipt. A connected MCP client alone does not confirm a successful provider call.
Financial Datasets and Arc0, answered.
Does Financial Datasets work with Claude Desktop and Claude Code?
Yes, after early access is enabled for your organization and you connect the intended account. Use Arc0’s remote MCP endpoint with OAuth. Claude Code has a documented registration command; Desktop uses the generic remote-client setup.
Can I use Financial Datasets with OpenAI Codex, ChatGPT and Cursor?
Yes, after early access is enabled for your organization and you connect the intended account. Codex and ChatGPT have setup instructions in Arc0’s MCP clients guide. Cursor uses the generic remote-MCP steps. Tool access remains scoped to the authorized identity.
Is this the official Financial Datasets MCP server?
This is Arc0’s integration page, not a claim of an official Financial Datasets server. Arc0 adds a shared connection, policy and audit experience across apps. Consult Financial Datasets for its own current MCP offerings.
Which Financial Datasets actions are supported?
8 registry-defined actions: 8 read, 0 write and 0 destructive. Provider permissions, access enablement and Arc0 policy determine what can execute.
Which permissions does Financial Datasets need?
Connect Financial Datasets using API key. OAuth grants the provider scopes shown during consent; API keys and other credentials retain the permissions configured at the provider. Arc0 stores credentials in its encrypted vault and does not pass them to the model. Disconnect to remove access through Arc0; revoke a key at the provider to invalidate it there. Token refresh and provider-side revocation depend on the authentication lane and provider.
Can I restrict writes in Financial Datasets?
You can deny write and destructive actions or require approval. Provider scopes and Arc0 action policies are separate controls; a policy does not grant additional provider permissions.
What does Financial Datasets through Arc0 cost?
See Arc0 pricing for current connectivity plans. The provider may require its own subscription or charge per request. Arc0 plan allowances do not make third-party data or paid actions free.
Request Financial Datasets access.
Financial Datasets MCP server: 8 actions including get income statements, get balance sheets, get cash flow statements. Request early access through Arc0.
Free to build · MCP + REST · Audit log on every plan
Financial Datasets and its logo are trademarks of their respective owners. Arc0 is not affiliated with or endorsed by Financial Datasets.