npx mcpbar@latest install leomercier/financialdatasets-sdk -c claude

npx mcpbar@latest edit -c claude

{
  "mcpServers": {
    "Financial Datasets SDK": {
      "command": "npx",
      "args": [
        "-y",
        "financialdatasets-sdk"
      ],
      "env": {
        "OPENAI_API_KEY": "${input:openai_api_key}",
        "FINANCIAL_DATASETS_API_KEY": "${input:financial_datasets_api_key}",
        "ANTHROPIC_API_KEY": "${input:anthropic_api_key}"
      }
    }
  }
}

Financial Datasets SDK / LLM Tool

A TypeScript SDK providing easy access to the Financial Datasets API, with built-in integrations for LLMs via the Vercel AI SDK.

Features

• Complete TypeScript definitions for all Financial Datasets API endpoints
• Built-in integration with the Vercel AI SDK for LLM function calling
• Comprehensive error handling and request validation
• Clean, declarative API with proper parameter typing and documentation

Installation

# Using npm
npm install financialdatasets-sdk

# Using Yarn
yarn add financialdatasets-sdk

# Using Bun
bun add financialdatasets-sdk

Basic Usage

import { createFinancialDataTools } from "financialdatasets-sdk";

// Initialize the tools with your API key
const financialTools = createFinancialDataTools("your-api-key-here");

// Use the tools directly
async function getAppleIncomeStatements() {
  const result = await financialTools.getIncomeStatements.execute({
    ticker: "AAPL",
    period: "annual",
    limit: 3
  });

  console.log(result);
}

Using with LLMs (Vercel AI SDK)

The SDK is designed to work seamlessly with Large Language Models through the Vercel AI SDK's function calling capabilities.

With Next.js App Router

// app/api/chat/route.ts
import { StreamingTextResponse, ChatCompletionCreateParams } from "ai";
import { createFinancialDataTools } from "financialdatasets-sdk";
import OpenAI from "openai";

const openai = new OpenAI({
  apiKey: process.env.OPENAI_API_KEY
});

// Initialize financial tools
const financialTools = createFinancialDataTools(
  process.env.FINANCIAL_DATASETS_API_KEY!
);

// Define the tools we want to expose to the model
const tools: ChatCompletionCreateParams.Function[] = [
  financialTools.getIncomeStatements,
  financialTools.getBalanceSheets,
  financialTools.getPriceSnapshot,
  financialTools.getCompanyFacts
];

export async function POST(req: Request) {
  const { messages } = await req.json();

  const response = await openai.chat.completions.create({
    model: "gpt-4-turbo-preview",
    messages,
    tools,
    stream: true
  });

  return new StreamingTextResponse(response.body);
}

With Anthropic's Claude

// app/api/chat/route.ts
import { StreamingTextResponse } from "ai";
import { createFinancialDataTools } from "financialdatasets-sdk";
import Anthropic from "@anthropic-ai/sdk";

const anthropic = new Anthropic({
  apiKey: process.env.ANTHROPIC_API_KEY
});

// Initialize financial tools
const financialTools = createFinancialDataTools(
  process.env.FINANCIAL_DATASETS_API_KEY!
);

export async function POST(req: Request) {
  const { messages } = await req.json();

  const response = await anthropic.messages.create({
    model: "claude-3-opus-20240229",
    messages,
    tools: [
      financialTools.getIncomeStatements,
      financialTools.getBalanceSheets,
      financialTools.getPriceSnapshot,
      financialTools.getCompanyFacts
    ],
    stream: true
  });

  return new StreamingTextResponse(response);
}

Tool Reference

The SDK provides access to the following tools:

Financial Statements

Tool	Description
getIncomeStatements	Get income statements for a company ticker
getBalanceSheets	Get balance sheets for a company ticker
getCashFlowStatements	Get cash flow statements for a company ticker
getAllFinancialStatements	Get all financial statements for a company ticker
getSegmentedRevenues	Get detailed, segmented revenue data for a company
searchFinancials	Search financial statements using filters
searchLineItems	Search for specific financial metrics across statements

Market Data

Tool	Description
getPriceSnapshot	Get the real-time price snapshot for a ticker
getPrices	Get historical price data for a ticker

Company Information

Tool	Description
getCompanyFacts	Get company facts and details for a ticker
getFilings	Get SEC filings for a company
getInsiderTransactions	Get insider trades like purchases, sales, and holdings for a ticker

Options

Tool	Description
getOptionsChain	Get real-time options chain data for actively traded equities

Financial Metrics

Tool	Description
getFinancialMetricsSnapshot	Get a real-time snapshot of key financial metrics and ratios for a ticker

Example LLM Prompts

When using the tools with LLMs, you can provide context about what the tools can do. Here are some example prompts:

For Analysis Using Multiple Tools

You have access to financial data tools for accessing market and company data.
Please analyze Apple (AAPL) using the available tools:
1. Get the company facts
2. Check the latest stock price
3. Analyze the annual income statements for the last 3 years
4. Identify key trends in revenue, profit margins, and growth

For Financial Comparisons

Please compare the financial performance of Tesla (TSLA) and Ford (F) over the last 2 years.
Use the financial tools to retrieve:
- Income statements (annual)
- Key financial metrics
- Current market valuation

Then provide an analysis of which company is performing better in terms of growth,
profitability, and financial health.

For Technical Data Analysis

I'm considering investing in Microsoft (MSFT). Can you:
1. Get the historical price data for the past 3 months (daily interval)
2. Analyze the price trend
3. Check the most recent income statement
4. Look at the financial metrics snapshot
5. Recommend whether this seems like a good investment based on fundamentals and recent price action

Advanced Configuration

Custom Base URL

If you need to use a different API endpoint:

const financialTools = createFinancialDataTools(
  "your-api-key-here",
  "https://custom-api-endpoint.com"
);

Error Handling

All tools include built-in error handling:

const result = await financialTools.getIncomeStatements.execute({
  ticker: "INVALID_TICKER",
  period: "annual"
});

if ("error" in result) {
  console.error(`Error: ${result.error} - ${result.message}`);
} else {
  // Process successful result
  console.log(result.income_statements);
}

Development

Building the SDK

# Install dependencies
bun install

# Build the SDK
bun run build

# Generate API client from OpenAPI spec
bun run generate

License

MIT