---
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---

# Financial Datasets AI MCP

Financial Datasets AI MCP lets authorized agents query company fundamentals, financial statements and metrics, stock prices, SEC filings and filing sections, insider and institutional ownership, KPIs, news, macroeconomic data, index holdings, and stock-screening results.

- **Category:** model context protocol
- **Auth:** DCR_OAUTH
- **Composio-managed OAuth available?** No
- **Tools:** 28
- **Triggers:** 0
- **Slug:** `FINANCIAL_DATASETS_AI_MCP`
- **Version:** 20261006_00

## Tools

### Get balance sheet

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_BALANCE_SHEET`

Retrieves a company's balance sheet, which provides a snapshot of its assets, liabilities, and shareholders' equity at a specific point in time. Essential for assessing a company's financial position.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Number of periods to retrieve (default: 4, max: 100) |
| `period` | string ("annual" | "quarterly" | "ttm") | No | The reporting period (default: 'ttm' for trailing twelve months) |
| `ticker` | string | Yes | The stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') |
| `as_reported` | boolean | No | When true, returns raw as-reported line items exactly as they appear in the company's filing, rather than the standardized fields. Only supports 'annual' or 'quarterly' periods (a 'ttm' period is treated as 'annual'). |
| `report_period` | string | No | Exact report period date in YYYY-MM-DD format |
| `report_period_gt` | string | No | Start date filter in YYYY-MM-DD format (exclusive) |
| `report_period_lt` | string | No | End date filter in YYYY-MM-DD format (exclusive) |
| `report_period_gte` | string | No | Start date filter in YYYY-MM-DD format (inclusive) |
| `report_period_lte` | string | No | End date filter in YYYY-MM-DD format (inclusive) |

### Get beneficial owners

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_BENEFICIAL_OWNERS`

Lists beneficial owners (holders of more than 5% of a company's shares, from SEC Schedules 13D/13G) with their filer CIK and reporting-person name. Optionally filter by case-insensitive name prefix. The response's `total` is the full match count; when it exceeds the returned page, narrow the search with `name`. Use this to discover the filer_cik to pass to get_beneficial_ownership.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | No | Optional case-insensitive name prefix to filter the beneficial-owner list (e.g. 'Saba'). Use this tool to discover the filer_cik to pass to get_beneficial_ownership. |
| `limit` | integer | No | Number of owners to return (default: 100, max: 1000). The response's `total` is the full match count; when it exceeds the page, narrow with `name`. |

### Get beneficial ownership

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_BENEFICIAL_OWNERSHIP`

Retrieves beneficial-ownership stakes (holders of more than 5% of a class of shares) from SEC Schedules 13D and 13G. Schedule 13D stakes are ACTIVIST (intent to influence control: proxy fights, board seats, pushing for a sale); Schedule 13G stakes are passive (large asset managers). Query by ticker (who owns this company) OR by filer_cik (what stakes does this owner hold) — exactly one is required. Use type=activist to isolate activist stakes. By default each stake's CURRENT state is returned; set history=true for the full amendment chain. Each row is one reporting person with voting/dispositive powers, percent_of_class, and (for 13D) the stated purpose_of_transaction. Coverage begins January 2025.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `type` | string ("activist" | "passive") | No | Filter by stake type: 'activist' (Schedule 13D, intent to influence control) or 'passive' (Schedule 13G). Omit for both. |
| `limit` | integer | No | Number of rows to return (default: 10, max: 1000). |
| `ticker` | string | No | The subject company's ticker (e.g. 'BB'). Returns its 5%+ beneficial owners. Provide exactly one of ticker or filer_cik. |
| `history` | boolean | No | When true, returns the full amendment history of each stake instead of only its current state (the default). |
| `filer_cik` | string | No | SEC CIK of the beneficial owner (e.g. '0001510281' for Saba Capital). Returns their stakes across companies. Will be zero-padded to 10 digits. Provide exactly one of ticker or filer_cik. Use get_beneficial_owners to look up CIKs by owner name. |
| `filing_date` | string | No | Exact filing date filter in YYYY-MM-DD format |
| `filing_date_gte` | string | No | Filing date greater than or equal to (YYYY-MM-DD) |
| `filing_date_lte` | string | No | Filing date less than or equal to (YYYY-MM-DD) |

### Get cash flow statement

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_CASH_FLOW_STATEMENT`

Provides a company's cash flow statement, showing how cash is generated and used across operating, investing, and financing activities. Key for understanding a company's liquidity and solvency.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Number of periods to retrieve (default: 4, max: 100) |
| `period` | string ("annual" | "quarterly" | "ttm") | No | The reporting period (default: 'ttm' for trailing twelve months) |
| `ticker` | string | Yes | The stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') |
| `as_reported` | boolean | No | When true, returns raw as-reported line items exactly as they appear in the company's filing, rather than the standardized fields. Only supports 'annual' or 'quarterly' periods (a 'ttm' period is treated as 'annual'). |
| `report_period` | string | No | Exact report period date in YYYY-MM-DD format |
| `report_period_gt` | string | No | Start date filter in YYYY-MM-DD format (exclusive) |
| `report_period_lt` | string | No | End date filter in YYYY-MM-DD format (exclusive) |
| `report_period_gte` | string | No | Start date filter in YYYY-MM-DD format (inclusive) |
| `report_period_lte` | string | No | End date filter in YYYY-MM-DD format (inclusive) |

### Get company facts

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_COMPANY_FACTS`

Get comprehensive company facts data for a stock ticker or CIK from Financial Datasets. Returns real-time information including market cap, number of employees, sector/industry classification, exchange listing, company location, website URL, SIC codes, weighted average shares, and historical events like ticker changes.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `cik` | string | No | The CIK (Central Index Key) identifier. Either ticker or cik is required. |
| `ticker` | string | No | The stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA'). Either ticker or cik is required. |

### Get earnings

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_EARNINGS`

Retrieves earnings data from SEC filings. Returns a flat list of `EarningsRecord` entries — same shape in either mode.
  • COMPANY EARNINGS — pass a `ticker` to get the most recent SEC filings (8-K / 10-Q / 10-K / 20-F) for that company. The same `report_period` may appear in two consecutive entries when an 8-K announcement and the matching 10-Q have both been filed; the 8-K comes first because it filed earlier. Sorted `(report_period DESC, filing_date ASC)`.
  • EARNINGS FEED — omit `ticker` to get the real-time feed of the most recently filed earnings across all covered companies, sorted by `filing_date` descending and deduped by `(ticker, report_period)`.
Each entry exposes `ticker`, `report_period`, `fiscal_period`, `currency`, `source_type`, `filing_date`, `filing_url`, `accession_number`, plus `quarterly` and/or `annual` financial blocks (revenue, EPS, surprise vs estimates, etc.).

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `ticker` | string | No | Optional. The stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') to fetch a single company's most recent earnings. Omit this parameter to instead fetch the real-time Earnings Feed — the most recently filed earnings across ALL covered companies. |

### Get filing items

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_FILING_ITEMS`

Retrieves specific sections (items) from a company's SEC filings (10-K, 10-Q, or 8-K). Useful for extracting detailed information such as 'Business', 'Risk Factors', or 'Financial Statements and Supplementary Data'.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `item` | array | No | The item or items to get. |
| `year` | integer | No | The year of the filing. Required for 10-K and 10-Q filings. |
| `ticker` | string | Yes | The ticker symbol. |
| `quarter` | integer | No | The quarter of the filing if 10-Q. |
| `filing_type` | string ("10-K" | "10-Q" | "8-K") | Yes | The type of filing. |
| `accession_number` | string | No | The accession number for the filing. Required for 8-K filings. |

### Get filings

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_FILINGS`

Get SEC filings data for a stock ticker or CIK. Returns a list of filings, including the accession number, filing type, report date, and URLs to the filing documents.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `cik` | string | No | The CIK (Central Index Key) identifier. Either ticker or cik is required. |
| `limit` | integer | No | Number of filings to retrieve (default: 100, max: 1000) |
| `ticker` | string | No | The stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA'). Either ticker or cik is required. |
| `filing_type` | string | No | Filter by specific filing type (e.g., '10-K', '10-Q', '8-K', 'DEF 14A') |

### Get financial metrics

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_FINANCIAL_METRICS`

Retrieves historical financial metrics for a company, such as P/E ratio, revenue per share, and enterprise value, over a specified period. Useful for trend analysis and historical performance evaluation.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Number of periods to retrieve (default: 4, max: 100) |
| `period` | string ("annual" | "quarterly" | "ttm") | No | The reporting period (default: 'ttm' for trailing twelve months) |
| `ticker` | string | Yes | The stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') |
| `report_period` | string | No | Exact report period date in YYYY-MM-DD format |
| `report_period_gt` | string | No | Start date filter in YYYY-MM-DD format (exclusive) |
| `report_period_lt` | string | No | End date filter in YYYY-MM-DD format (exclusive) |
| `report_period_gte` | string | No | Start date filter in YYYY-MM-DD format (inclusive) |
| `report_period_lte` | string | No | End date filter in YYYY-MM-DD format (inclusive) |

### Get financial metrics snapshot

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_FINANCIAL_METRICS_SNAPSHOT`

Fetches a snapshot of the most current financial metrics for a company, including key indicators like market capitalization, P/E ratio, and dividend yield. Useful for a quick overview of a company's financial health.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `ticker` | string | Yes | The stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') |

### Get income statement

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_INCOME_STATEMENT`

Fetches a company's income statement, detailing its revenues, expenses, and net income over a reporting period. Useful for evaluating a company's profitability and operational efficiency.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Number of periods to retrieve (default: 4, max: 100) |
| `period` | string ("annual" | "quarterly" | "ttm") | No | The reporting period (default: 'ttm' for trailing twelve months) |
| `ticker` | string | Yes | The stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') |
| `as_reported` | boolean | No | When true, returns raw as-reported line items exactly as they appear in the company's filing, rather than the standardized fields. Only supports 'annual' or 'quarterly' periods (a 'ttm' period is treated as 'annual'). |
| `report_period` | string | No | Exact report period date in YYYY-MM-DD format |
| `report_period_gt` | string | No | Start date filter in YYYY-MM-DD format (exclusive) |
| `report_period_lt` | string | No | End date filter in YYYY-MM-DD format (exclusive) |
| `report_period_gte` | string | No | Start date filter in YYYY-MM-DD format (inclusive) |
| `report_period_lte` | string | No | End date filter in YYYY-MM-DD format (inclusive) |

### Get index fund

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_INDEX_FUND`

Get an ETF or index fund's holdings and each position's weight (percent of net assets) for a fund ticker (e.g. SPY), sourced from SEC fund-holdings filings. Returns the fund's latest filing by default, or the composition as of a past date. Response includes a fund header (as-of period, total net assets, coverage counts) and the holdings sorted by weight descending.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `as_of` | string | No | Return the fund composition in effect on or before this date (YYYY-MM-DD). Defaults to the latest filing. |
| `limit` | integer | No | Number of holdings to return (default: 50, max: 1000). |
| `offset` | integer | No | Number of holdings to skip, for pagination (default: 0). |
| `ticker` | string | Yes | The fund ticker symbol (e.g., 'SPY', 'QQQ', 'VTI'). Required. |
| `asset_class` | string ("equity" | "bond") | No | Filter holdings by instrument type. Omit for all holdings. |

### Get insider ownership

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_INSIDER_OWNERSHIP`

Retrieves insider ownership statements for a company: what officers, directors, and 10% owners actually HOLD (common shares, options, RSUs), sourced from SEC Form 3 (an insider's initial statement of ownership) and Form 5 (the annual statement). Complements get_insider_trades, which covers the buys and sells in between: trades are the events, ownership statements are the state. Positions are returned as reported per filing, newest first.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | No | Filter by insider name (case-insensitive contains, e.g. 'cook'). |
| `limit` | integer | No | Number of ownership rows to retrieve (default: 10, max: 1000) |
| `ticker` | string | Yes | The stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') |
| `form_type` | string ("3" | "3/A" | "5" | "5/A") | No | Filter by SEC form type: 3 for initial ownership statements (what a new insider owned on day one), 5 for annual statements, or their amendments. |
| `filing_date` | string | No | Exact filing date filter in YYYY-MM-DD format |
| `filing_date_gt` | string | No | Filing date strictly greater than (YYYY-MM-DD) |
| `filing_date_lt` | string | No | Filing date strictly less than (YYYY-MM-DD) |
| `filing_date_gte` | string | No | Filing date greater than or equal to (YYYY-MM-DD) |
| `filing_date_lte` | string | No | Filing date less than or equal to (YYYY-MM-DD) |

### Get insider trades

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_INSIDER_TRADES`

Retrieves insider trading transactions for a company, including purchases, sales, and other transactions by company officers, directors, and major shareholders. Useful for tracking insider sentiment and ownership changes.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | No | Filter by insider name (e.g., 'Timothy D Cook'). |
| `limit` | integer | No | Number of insider trades to retrieve (default: 100, max: 5000) |
| `ticker` | string | Yes | The stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') |
| `filing_date` | string | No | Exact filing date filter in YYYY-MM-DD format |
| `filing_date_gte` | string | No | Filing date greater than or equal to (YYYY-MM-DD) |
| `filing_date_lte` | string | No | Filing date less than or equal to (YYYY-MM-DD) |

### Get institutional holdings

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_INSTITUTIONAL_HOLDINGS`

Retrieves SEC 13F institutional holdings sourced directly from EDGAR. Query by filer_cik (what positions a filer holds) OR by ticker (which institutional filers hold this security) — exactly one is required. When no report_period filter is supplied, returns the latest available quarter for the filer or ticker. Ticker-mode rows include filer_cik and filer_name per position; filer-mode rows omit those (the filer is already implied by the query).

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Number of holdings to return (default: 10, max: 200). |
| `ticker` | string | No | Stock ticker of the held security (e.g. 'AAPL'). Returns the list of institutional filers holding that security. Provide exactly one of filer_cik or ticker. |
| `filer_cik` | string | No | Zero-padded 10-digit SEC CIK of the institutional filer (e.g. '0001067983' for Berkshire Hathaway). Provide exactly one of filer_cik or ticker. Use get_institutional_investors to look up CIKs by name. |
| `report_period` | string | No | Exact 13F report period (quarter-end date) in YYYY-MM-DD format. |
| `report_period_gte` | string | No | Report period greater than or equal to (YYYY-MM-DD). |
| `report_period_lte` | string | No | Report period less than or equal to (YYYY-MM-DD). |

### Get institutional investors

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_INSTITUTIONAL_INVESTORS`

Lists institutional investors (SEC 13F filers) with their CIK and most recent reported name. Optionally filter by case-insensitive name prefix. Use this to discover the filer_cik to pass to get_institutional_holdings.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | No | Optional case-insensitive name prefix to filter the filer list (e.g. 'Berkshire'). Use this tool to discover the filer_cik to pass to get_institutional_holdings. |

### Get interest rates

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_INTEREST_RATES`

Retrieves the latest policy interest rates from major central banks (e.g., FED, ECB, BOE, BOJ). Returns a snapshot of each bank's current rate — no parameters required. Prefer get_macro_data with dataset='interest_rates', which also serves rate history.

### Get kpi guidance

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_KPI_GUIDANCE`

Retrieves forward-looking KPI guidance items issued by company management in earnings releases and SEC filings. Filter by ticker, period (quarterly/annual), metric name, and date range.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Number of records to retrieve (default: 4, max: 50) |
| `period` | string ("quarterly" | "annual") | No | The reporting period (default: 'quarterly') |
| `ticker` | string | Yes | The stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') |
| `metric_name` | string | No | Optional filter to a specific guidance metric name (snake_case, e.g., 'revenue', 'gross_margin', 'operating_expenses'; case-insensitive) |
| `report_period_gte` | string | No | Start date filter in YYYY-MM-DD format (inclusive) |
| `report_period_lte` | string | No | End date filter in YYYY-MM-DD format (inclusive) |

### Get kpi metrics

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_KPI_METRICS`

Retrieves historical KPI taxonomy metrics extracted from SEC filings for a company (e.g., subscriber counts, ARPU, units sold). Filter by ticker, period (quarterly/annual), metric name, and date range.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Number of records to retrieve (default: 4, max: 50) |
| `period` | string ("quarterly" | "annual") | No | The reporting period (default: 'quarterly') |
| `ticker` | string | Yes | The stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') |
| `metric_name` | string | No | Optional filter to a specific KPI metric name (e.g., 'iPhone units sold') |
| `report_period_gte` | string | No | Start date filter in YYYY-MM-DD format (inclusive) |
| `report_period_lte` | string | No | End date filter in YYYY-MM-DD format (inclusive) |

### Get kpi non gaap

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_KPI_NON_GAAP`

Retrieves non-GAAP KPIs reported by a company (e.g., Adjusted EBITDA, Free Cash Flow as defined by the company). Filter by ticker, period (quarterly/annual), metric name, and date range.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Number of records to retrieve (default: 4, max: 50) |
| `period` | string ("quarterly" | "annual") | No | The reporting period (default: 'quarterly') |
| `ticker` | string | Yes | The stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') |
| `metric_name` | string | No | Optional filter to a specific non-GAAP metric name (e.g., 'Adjusted EBITDA', 'Free Cash Flow') |
| `report_period_gte` | string | No | Start date filter in YYYY-MM-DD format (inclusive) |
| `report_period_lte` | string | No | End date filter in YYYY-MM-DD format (inclusive) |

### Get macro data

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_MACRO_DATA`

Retrieves macroeconomic datasets. dataset='yield_curve' returns the daily US Treasury par yield curve: one object per business day with the keys date, 1_month, 1_5_month, 2_month, 3_month, 4_month, 6_month, 1_year, 2_year, 3_year, 5_year, 7_year, 10_year, 20_year, 30_year, values in percent. A tenor is null when it was not published that day (for example the 30-year from 2002 to 2006); null is not zero. Omit both dates to get the latest curve as a single object. Give start_date and/or end_date to get history as an array, newest first (default window: the trailing year). dataset='interest_rates' returns central bank policy rates: omit both dates for every major bank's current rate as an array, or give dates plus a bank code (e.g. bank='FED') for that bank's rate history. dataset='inflation' returns US CPI: omit both dates for the latest month of all twelve series, or give dates plus series (e.g. series='cpi_all_sa') for that series' history. Each row has date (the reference month, first day), value (index, 1982-84=100), change_1m_pct and change_12m_pct (percent, 1 decimal; null when the comparison month was not published, e.g. October 2025). The headline inflation rate is change_12m_pct of cpi_all_nsa. dataset='labor' returns the US labor market, i.e. the jobs report (nonfarm payrolls, unemployment rate, participation, hourly earnings), JOLTS job openings, hires, and quits, and weekly jobless claims: omit both dates for the latest print of all 24 series (monthly series on their latest month, weekly jobless claims on their latest week), or give dates plus series (e.g. series='payrolls_sa') for that series' history. Each row has date (the reference period: the first day of the month for monthly series, the week-ending Saturday for weekly), value (in the series' units: thousands of persons, percent, dollars per hour, persons), change_prior and change_year (value minus the prior period and minus the period one year back, same units), and change_year_pct (percent, 1 decimal; null for rates such as unemployment_rate_sa, whose change is in points; null when the comparison period was not published). Useful for the 10-year yield, the 2s10s spread, policy rates, discount rates, real returns, payrolls, the unemployment rate, wage growth, and weekly jobless claims.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bank` | string | No | Central bank code, e.g. 'FED', 'ECB', 'BOE', 'BOJ'. Required for interest_rates history (with dates); not used by other datasets or by the latest-values call. |
| `series` | string | No | Series id. For dataset='inflation': cpi_all_sa (headline), cpi_core_sa (core), cpi_food_sa, cpi_energy_sa, cpi_shelter_sa, cpi_services_less_energy_sa, each also as _nsa (not seasonally adjusted). For dataset='labor', monthly: payrolls_sa, unemployment_rate_sa, unemployment_rate_u6_sa, participation_rate_sa, hourly_earnings_sa, job_openings_sa, hires_sa, quits_sa, each also as _nsa; weekly: initial_claims_sa, initial_claims_nsa, initial_claims_4_week_sa, continued_claims_sa, continued_claims_nsa, continued_claims_4_week_sa, insured_unemployment_rate_sa, insured_unemployment_rate_nsa. Required for inflation and labor history (with dates); optional filter for the latest values; not used by other datasets. |
| `dataset` | string ("yield_curve" | "interest_rates" | "inflation" | "labor") | Yes | Which macro dataset to return. 'yield_curve': the daily US Treasury par yield curve, one object per business day with one key per tenor. 'interest_rates': central bank policy rates. 'inflation': monthly US CPI, twelve series. 'labor': the US labor market (the jobs report: nonfarm payrolls, unemployment rate, participation, hourly earnings; JOLTS job openings, hires, quits; weekly jobless claims), 24 monthly and weekly series. |
| `end_date` | string | No | Last date in YYYY-MM-DD format (inclusive, default: today). |
| `start_date` | string | No | First date in YYYY-MM-DD format (inclusive). Give a start_date or end_date to get history; omit both dates to get the latest values. |

### Get news

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_NEWS`

Fetches recent news articles for a specific company or the broad market. Pass a ticker for company-specific news. Call with no arguments for the latest market-moving news, covering AI, macro, rates, earnings, geopolitics, war, energy, crypto, IPOs, housing, and other market-wide topics. Also useful when trying to explain broad price moves — omit the ticker to check for market-wide catalysts.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Number of news articles to retrieve (default: 5, max: 10) |
| `ticker` | string | No | The stock ticker symbol (e.g., 'AAPL', 'MSFT'). Omit for broad market news. |

### Get segmented financials

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_SEGMENTED_FINANCIALS`

Retrieves segment breakdowns from all three financial statement types (income statement, balance sheet, cash flow) in a single call. Returns revenue, operating income, and depreciation by product/segment; assets, goodwill, and long-lived assets by segment; and capital expenditure by segment. Essential for sum-of-the-parts valuation and segment-level analysis.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Number of periods to retrieve (default: 4, max: 100) |
| `period` | string ("annual" | "quarterly") | No | The reporting period (default: 'annual') |
| `ticker` | string | Yes | The stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') |
| `report_period` | string | No | Exact report period date in YYYY-MM-DD format |
| `report_period_gt` | string | No | Start date filter in YYYY-MM-DD format (exclusive) |
| `report_period_lt` | string | No | End date filter in YYYY-MM-DD format (exclusive) |
| `report_period_gte` | string | No | Start date filter in YYYY-MM-DD format (inclusive) |
| `report_period_lte` | string | No | End date filter in YYYY-MM-DD format (inclusive) |

### Get stock price

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_STOCK_PRICE`

Fetches the most recent price snapshot for a specific stock, including the latest price, trading volume, and other open, high, low, and close price data.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `ticker` | string | Yes | The stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') |

### Get stock prices

**Slug:** `FINANCIAL_DATASETS_AI_MCP_GET_STOCK_PRICES`

Retrieves historical price data for a stock over a specified date range, including open, high, low, close prices, and volume.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `ticker` | string | Yes | The stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') |
| `end_date` | string | No | End date in YYYY-MM-DD format (default: today in Eastern time) |
| `interval` | string ("second" | "minute" | "day" | "week" | "month" | "year") | No | The time interval for price data (default: 'day') |
| `start_date` | string | No | Start date in YYYY-MM-DD format (default: 1 year before end_date) |
| `interval_multiplier` | integer | No | Multiplier for the interval (default: 1) |

### List filing item types

**Slug:** `FINANCIAL_DATASETS_AI_MCP_LIST_FILING_ITEM_TYPES`

Provides a list of all available item names that can be extracted from 10-K, 10-Q, and 8-K reports, grouped by filing type.

### List stock screener filters

**Slug:** `FINANCIAL_DATASETS_AI_MCP_LIST_STOCK_SCREENER_FILTERS`

Retrieves all available filter fields and operators for the stock screener, grouped by category (income statement, balance sheet, cash flow statement, financial metrics, and company attributes like sector and industry). Use this to discover which fields and operators you can use with the screen_stocks tool.

### Screen stocks

**Slug:** `FINANCIAL_DATASETS_AI_MCP_SCREEN_STOCKS`

Screens and filters stocks by financial metrics, valuation ratios, and company attributes. Combine multiple filter conditions to find stocks matching your investment criteria (e.g., revenue > $1B and P/E ratio < 20). Use list_stock_screener_filters first to see all available fields and operators.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Maximum number of results to return (default: 10, max: 100) |
| `filters` | array | Yes | Array of filter conditions. At least one filter is required. Use list_stock_screener_filters to see all available fields and operators. |
| `currency` | string | No | The currency for financial data (default: 'USD') |