Fiscal.ai MCP Server

Official Fiscal.ai MCP server exposing institutional-grade public equity fundamentals, ratios, KPIs, prices, and filings to AI assistants over OAuth.

Finance by Fiscal.ai OAuth2 active

Connect (Remote Server) Docs

Overview

Fiscal.ai is a financial data platform that provides clean, audit-linked fundamentals, ratios, KPIs, segments, prices, and filings for public companies. Its MCP server is hosted by Fiscal.ai at https://api.fiscal.ai/mcp/sse and exposes the same data API used by their REST customers, so any MCP-compatible assistant (Claude, ChatGPT, Cursor, etc.) can query company financials with natural language.

Coverage includes 20+ years and 40+ quarters of income statements, balance sheets, and cash flow statements in both as-reported and standardized formats, daily ratios, segment and KPI data for the largest 2,300 global companies, 30+ years of end-of-day prices, 15-minute delayed intraday quotes, and 20 years of filings (annual reports, interim reports, earnings press releases, current reports, registration statements) with image and PDF source links back to the original disclosure.

The server is an official Claude Connector and authenticates via OAuth, mapping each MCP session back to the user's existing Fiscal.ai account. Every tool call is checked against the plan limits attached to that account, so an active Fiscal.ai API subscription is required (individual API access is listed at $990/year).

Tools

Tool	Description
`company_profile`	Return basic profile information for a company by ticker (e.g. NASDAQ_MSFT).
`financials`	Retrieve income statement, balance sheet, and cash flow data in standardized or as-reported format with up to 20+ annual and 40+ quarterly periods.
`ratios`	Retrieve financial ratios (valuation, profitability, liquidity, leverage) for a company across historical periods.
`daily_ratios`	Return daily-frequency ratios such as P/E, P/S, and other price-derived multiples.
`segments_and_kpis`	Return revenue segments and operating KPIs for the largest 2,300 global companies by market cap.
`adjusted_metrics`	Return non-GAAP/adjusted metrics reported by the company.
`shares_outstanding`	Return historical shares outstanding for a company.
`stock_prices`	Return end-of-day historical prices (30+ years) and 15-minute delayed intraday quotes.
`stock_splits`	Return historical stock split events for a company.
`company_filings`	Return a list of filings (10-K, 10-Q, earnings press releases, current reports, registration statements) from the last 20 years.
`filing_image`	Return an image of a specific page from a filing for source citation.
`filing_pdf`	Return the PDF of a filing document.

Setup Guide

Prerequisites

A Fiscal.ai account with an active API plan (individual API access is listed at $990/year). All MCP tool calls are checked against your API plan's limits.
An MCP-capable client (Claude Desktop, Claude.ai web, Cursor, ChatGPT, etc.).

Server URL

https://api.fiscal.ai/mcp/sse

Authentication is via OAuth: the first time you invoke a tool, you will be redirected to sign in with your Fiscal.ai account.

Claude Desktop (native remote MCP)

If you are on a recent Claude Desktop build that supports remote SSE servers, add to claude_desktop_config.json:

{
  "mcpServers": {
    "fiscal": {
      "url": "https://api.fiscal.ai/mcp/sse"
    }
  }
}

Claude Desktop (stdio bridge via mcp-remote)

For older clients that only support stdio transport, use the mcp-remote bridge:

{
  "mcpServers": {
    "fiscal": {
      "command": "npx",
      "args": ["-y", "mcp-remote@latest", "https://api.fiscal.ai/mcp/sse"]
    }
  }
}

After saving, fully quit and relaunch the client. On first tool use you will be prompted to authenticate via OAuth.

Claude.ai Connectors

Fiscal.ai is listed as an official Claude Connector. In Claude.ai settings, add a new connector, name it "Fiscal.ai", and paste the server URL above. Complete the OAuth flow when prompted.

Use Cases

Pull standardized and as-reported income statements, balance sheets, and cash flow statements for a ticker across 20+ years to power equity research notes.
Compute and compare valuation, profitability, and leverage ratios across a peer set without leaving the chat.
Inspect revenue segments and operating KPIs for large-cap global companies to model business mix shifts.
Retrieve historical prices, splits, and shares outstanding for backtests or DCF inputs.
Cite a number directly to the underlying 10-K or interim filing by fetching the filing PDF or page image.

Example Prompts

"Get the company profile for NASDAQ_MSFT."
"Show me NVIDIA's last 10 quarters of standardized income statement data."
"Compare Apple, Microsoft, and Google on gross margin, operating margin, and ROIC for the last 5 fiscal years."
"Pull Amazon's reported revenue by segment for FY2024 and link to the source filing page."
"Give me Tesla's daily P/E ratio over the past 12 months."

Pros

Officially built and hosted by Fiscal.ai, so data quality and uptime match the paid REST API.
Deep historical coverage: 20+ years of fundamentals, 30+ years of prices, 20 years of filings with image/PDF source links.
OAuth flow inherits your existing Fiscal.ai plan, no separate API key to paste into the client config.
Listed as an official Claude Connector, so setup in Claude.ai is just a URL plus sign-in.

Limitations

Requires a paid Fiscal.ai API plan (around $990/year for individuals); no free tier for MCP usage.
Segment and KPI coverage is limited to roughly the 2,300 largest companies globally, so small caps may be sparse.
Intraday price data is 15-minute delayed, not real-time, which limits use for live trading workflows.

Alternatives

Financial Datasets MCP: open-source MCP server over the Financial Datasets stock market API.
Financial Modeling Prep (FMP) MCP: provider-hosted MCP for FMP's fundamentals and market data.
Aiera MCP: MCP server focused on earnings call transcripts and event-driven equity research.