Normalized US-GAAP financial statements & fundamentals from SEC EDGAR, as MCP tools for LLM agents.
Normalized US-GAAP financial statements from SEC EDGAR — income statement, balance sheet, and cash flow — exposed as Model Context Protocol (MCP) tools for LLM agents (Claude Desktop, LangChain, and custom frameworks). Every value is traceable to its source SEC filing, and figures can be pulled as originally reported for any date (no look-ahead), for backtests.
This is the open-source, AI-native layer for the Datavidence Financials API — a standalone stdio server that forwards over HTTPS to the REST API (bring your own key). The connector is MIT-licensed; the underlying API is a commercial service.
Run it with uv — it installs into a throwaway environment:
FL_API_KEY=sandbox_demo_key uvx datavidence-financials
sandbox_demo_key returns sample data with no signup — good for a first run.
Swap in your real key for live SEC data. Or install it as a persistent tool with
pipx install datavidence-financials.
Add to claude_desktop_config.json, then fully quit (Cmd+Q) and reopen Claude
Desktop — the tools appear:
{
"mcpServers": {
"datavidence-financials": {
"command": "uvx",
"args": ["datavidence-financials"],
"env": { "FL_API_KEY": "sandbox_demo_key" }
}
}
}
Then ask, e.g., "get AAPL's FY2023 financials with ratios."
get_financials — normalized income statement + balance sheet + cash flow
for one company and fiscal year, from SEC EDGAR XBRL. Supports as_of
(point-in-time, as originally reported), include_provenance (per-value SEC
accession, filed date, and direct EDGAR source URL), and include_ratios
(margins, ROA/ROE, leverage).get_financials_batch — the same, for up to 25 companies in one call
(comma-separated tickers/CIKs). Per-symbol results; counts as a single quota
unit, so one bad symbol never fails the batch.list_filings — a company's recent SEC filings (newest first) from the
EDGAR submissions index; filter by form (e.g. 10-K). Use it to discover which
fiscal years are available before calling get_financials.get_usage — the key's monthly quota (tier, used, remaining, reset). Free
to call; consumes no quota.Errors surface the API's recovery_action hint, so agents self-correct.
| Variable | Default | Notes |
|---|---|---|
FL_API_KEY | (none) | Your API key. sandbox_demo_key = no-signup trial (sample data). |
FL_API_BASE_URL | https://api.financials.datavidence.ai | Point at a marketplace gateway for metered BYOK access. |
FL_API_KEY_HEADER | X-API-Key | Header to send the key in (e.g. X-RapidAPI-Key for the RapidAPI gateway). |
FL_API_TIMEOUT | 30 | Per-request timeout, in seconds. |
pip install -e .
FL_API_KEY=sandbox_demo_key python -m mcp_server.server # stdio transport
SECURITY.md to report a vulnerability privately.MIT © 2026 Datavidence LLC. The connector is open-source; the underlying Datavidence Financials API is a commercial service.
Source-derived launch command. Check the maintainer’s required arguments and credentials before running:
uvx datavidence-financialsMerge this template into ~/Library/Application Support/Claude/claude_desktop_config.json. Keep existing servers. Add any arguments, credentials, and permissions required by the maintainer; this template has not been install-tested.
{
"mcpServers": {
"ai-datavidence-datavidence-financials": {
"command": "uvx",
"args": [
"datavidence-financials"
]
}
}
}Restart Claude Desktop completely for changes to take effect. Confirm the server appears connected in the client’s tool list, then try a read-only example from its documentation.
Claude Desktop setup referenceDatavidence Financials works with any MCP-compatible client. Copy the config snippet from the Configuration section above and add it to the file shown for your client, then restart the application.
~/Library/Application Support/Claude/claude_desktop_config.jsonRestart Claude Desktop completely for changes to take effect.~/.cursor/mcp.jsonRestart Cursor for changes to take effect..vscode/mcp.jsonReload VS Code window for changes to take effect.~/.codeium/windsurf/mcp_config.jsonRestart Windsurf for changes to take effect..mcp.jsonSave at the project root, then start Claude Code in that project and review the MCP server approval prompt. Keep real credentials out of shared files.