# Financial Datasets [Health: Active]

**Category:** 💰 Finance & Fintech  
**Repository:** https://github.com/pipeworx-io/mcp-financial-datasets  
**GitHub Stars:** 0  
**npm Downloads (last month):** 1036  
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**Directory Page:** https://allmcps.com/mcp/financial-datasets

## Description
Financial Datasets AI MCP — wraps financialdatasets.ai

## Tools
Capabilities this server exposes over MCP:

- **fd_institutional_holders** — Who holds <ticker> (institutional 13F holders) — the institutional investors (funds, asset managers) that report holding a stock in their latest SEC Form 13F. Returns investor name, shares held, market value, and report period. Example: fd_institutional_holders({ ticker: "AAPL", limit: 25, _apiKey: "your-key" })
- **fd_investor_portfolio** — What does fund <investor> hold (institutional 13F portfolio) — every long position an institutional filer reported in its latest SEC Form 13F. Identified by the fund's 10-digit zero-padded SEC CIK (e.g. Berkshire Hathaway = 0001067983). Returns ticker, shares, market value, and report period per position. Example: fd_investor_portfolio({ filer_cik: "0001067983", limit: 50, _apiKey: "your-key" })
- **fd_insider_transactions** — Insider (Form 4) transactions for <ticker> — recent buys/sells by officers, directors, and 10%+ owners as reported on SEC Form 3/4/5. Returns insider name, title, transaction type, shares, price, date, and board-director flag. Example: fd_insider_transactions({ ticker: "AAPL", limit: 25, _apiKey: "your-key" })
- **fd_filings** — Recent SEC filings for <ticker> — the company's latest EDGAR filings (10-K, 10-Q, 8-K, 20-F, 6-K). Returns filing type, report period, filing date, and document URL. Optionally filter by filing_type. Example: fd_filings({ ticker: "AAPL", filing_type: "8-K", limit: 20, _apiKey: "your-key" })

## Claude Desktop Quick Installation
Install path detected from listing signals. Uses `npx` (confidence: high):

```json
"mcpServers": {
  "financial-datasets": {
    "command": "npx",
    "args": ["-y","@pipeworx/mcp-financial-datasets"]
  }
}
```

## Documentation

## What Financial Datasets does

Financial Datasets provides MCP access to financial data sourced through financialdatasets.ai and routed by the Pipeworx gateway. The integration focuses on SEC-related company and ownership records rather than broad market-data coverage.

Agents can investigate which institutions hold a stock, inspect the long positions reported by a particular institutional filer, review recent insider activity, or retrieve a company's latest SEC filings. Results include structured fields such as tickers, investor names, shares, market values, report periods, transaction details, filing dates, and document URLs.

The repository describes the integration as an independent, unofficial connection to the upstream provider.

## How it works

A hosted MCP client can connect to the pack endpoint:

```json
{
  "mcpServers": {
    "financial-datasets": {
      "url": "https://gateway.pipeworx.io/financial-datasets/mcp"
    }
  }
}
```

The endpoint lists the pack's tools along with shared Pipeworx gateway tools. Those shared tools include `ask_pipeworx`, which can route a natural-language question across the wider Pipeworx catalog. The full gateway is also available at `https://gateway.pipeworx.io/mcp` when an agent should access all connected packs directly.

For local stdio use, the npm package starts a bridge that forwards requests to the same hosted endpoint. The bridge requires network access and has no offline mode.

## Setup and configuration

Add the hosted URL to an MCP client, or run the local bridge with `npx`:

```json
{
  "mcpServers": {
    "financial-datasets": {
      "command": "npx",
      "args": ["-y", "@pipeworx/mcp-financial-datasets"]
    }
  }
}
```

The upstream data tools accept an `_apiKey` argument. The local bridge can also authenticate to Pipeworx with `PIPEWORX_API_KEY`:

```json
{
  "env": {
    "PIPEWORX_API_KEY": "<your key>"
  }
}
```

Anonymous bridge use is capped at 50 calls per day. A free Pipeworx account raises the allowance to 200 calls per day. The key is sent as a Bearer token, and calls are metered and billed in the same way as hosted connections.

Set `PIPEWORX_META_TOOLS=1` in the local bridge configuration if the connection should list the shared Pipeworx tools in addition to the Financial Datasets tools. Proxy users may need `NODE_USE_ENV_PROXY=1` because Node's built-in `fetch` does not automatically read `HTTPS_PROXY`.

## Tools and capabilities

- `fd_institutional_holders` finds institutional investors reporting holdings in a ticker's latest SEC Form 13F. It returns investor names, shares, market values, and report periods.
- `fd_investor_portfolio` returns the long positions reported in an institutional filer's latest Form 13F. The filer is identified with a 10-digit, zero-padded SEC CIK.
- `fd_insider_transactions` retrieves recent purchases and sales reported by officers, directors, and 10% or greater owners in SEC Forms 3, 4, and 5. Results include the insider, title, transaction type, shares, price, date, and board-director status.
- `fd_filings` retrieves recent company filings such as 10-K, 10-Q, 8-K, 20-F, and 6-K records, including filing type, report period, filing date, and document URL. An optional `filing_type` filter narrows the results.

The tools support a `limit` argument in the examples, allowing callers to control the number of returned records.

## Limitations and notes

This integration depends on the remote Pipeworx gateway and the upstream financial data service, so it cannot operate offline. A hosted pack endpoint also exposes shared gateway meta-tools, increasing the tool list beyond the four Financial Datasets-specific tools. The local bridge lists only the pack tools unless meta-tools are enabled.

Use a fund's SEC CIK, not just its common name, with `fd_investor_portfolio`. For example, Berkshire Hathaway is represented by `0001067983`. API-key usage and request allowances apply when calling the data tools through the gateway.

_Full upstream README: https://allmcps.com/mcp/financial-datasets/readme_