Financial Datasets MCP Server Setup Guide

Prerequisites

• Python 3.10 or higher
• uv package manager

Installation

1. Clone the Repository:

   git clone https://github.com/financial-datasets/mcp-server
    cd mcp-server
    

2. Install uv:

   • macOS/Linux:

     curl -LsSf https://astral.sh/uv/install.sh | sh
      

   • Windows:

     curl -LsSf https://astral.sh/uv/install.ps1 | powershell
      

3. Install Dependencies:

   • Create and activate a virtual environment:

     uv venv
      source .venv/bin/activate # On Windows: .venvScriptsactivate
      

   • Install required packages:

     uv add "mcp[cli]" httpx # On Windows: uv add mcp[cli] httpx
      

4. Set Up Environment Variables:

   • Create a .env file:

     cp .env.example .env
      

   • Set your API key in the .env file:

     FINANCIAL_DATASETS_API_KEY=your-financial-datasets-api-key
      

5. Run the Server:

   uv run server.py
    

Connecting to Claude Desktop

1. Install Claude Desktop if you haven’t already.

2. Configure Claude Desktop:

   • Create or edit the configuration file:
     • macOS:

       mkdir -p ~/Library/Application Support/Claude/
        nano ~/Library/Application Support/Claude/claude_desktop_config.json
        

   • Add the following configuration:

     {
       "mcpServers": {
       "financial-datasets": {
       "command": "/path/to/uv",
       "args": [
       "--directory",
       "/absolute/path/to/financial-datasets-mcp",
       "run",
       "server.py"
       ]
       }
       }
      }
      

   • Replace /path/to/uv with the result of which uv and /absolute/path/to/financial-datasets-mcp with the absolute path to this project.

3. Restart Claude Desktop.

4. Access Financial Tools:

   • You should now see the financial tools available in Claude Desktop’s tools menu (hammer icon).

Example Queries

• “What are Apple’s recent income statements?”
• “Show me the current price of Tesla stock”
• “Get historical prices for MSFT from 2024-01-01 to 2024-12-31”