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.
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Integrate Financial Datasets AI MCP
with your AI CRM
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.
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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.
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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.
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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.
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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.
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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.).
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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'.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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).
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Get stock prices
Retrieves historical price data for a stock over a specified date range, including open, high, low, close prices, and volume.
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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.
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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.
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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.
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How the Financial Datasets AI MCP integration works
The Financial Datasets AI MCP integration connects your Dench AI CRM directly to Financial Datasets AI MCP, so agents can read and act on your Financial Datasets AI MCP data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
28 actions are available for agents to invoke on your behalf. Every call runs through Financial Datasets AI MCP's own authorization, scoped to the account you connect.
Set up Financial Datasets AI MCP in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Financial Datasets AI MCP and click Connect — you'll authorize access through Financial Datasets AI MCP's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Financial Datasets AI MCP in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Financial Datasets AI MCP integration work with Dench?
The Dench Financial Datasets AI MCP integration connects your AI CRM to Financial Datasets AI MCP, so AI agents can work with your Financial Datasets AI MCP data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Financial Datasets AI MCP via Dench?
The Financial Datasets AI MCP integration currently exposes 28 actions, including Get balance sheet, Get beneficial owners, Get beneficial ownership, Get cash flow statement, Get company facts, and Get earnings. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Financial Datasets AI MCP to Dench?
No. You connect Financial Datasets AI MCP from your Dench workspace using Financial Datasets AI MCP's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Financial Datasets AI MCP integration secure?
Connections are authorized through Financial Datasets AI MCP's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Financial Datasets AI MCP connection from your workspace settings at any time.