Financial

Financial Statements MCP Server

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Income statements, balance sheets, cash flows, key metrics, ratios, and financial growth

Managed
21 tools
Agent guide included

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AI Skill
SKILL.md

Domain knowledge for Financial Statements — workflow patterns, data models, and gotchas for your AI agent.

Financial Modeling Prep Financial Statements

Income statement, balance sheet, cash flow, key metrics, ratios. Period: annual or quarter.

Data Model

  • Statements — income, balance sheet, cash flow. period=annual|quarter.
  • TTM — trailing twelve months.
  • Metrics — PE, ROE, revenue growth.
  • Ratios — financial ratios.
  • Growth — statement growth.
  • As-reported — GAAP vs non-GAAP.

Gotchas

  • period param: Always specify period=annual or period=quarter. Default may vary.
  • Limit: Statements return multiple periods; use limit to cap (e.g. last 5 years).
  • TTM vs quarterly: TTM is rolling; quarterly is single quarter. Use TTM for current-year metrics.
  • Segment data: Product and geographic segmentation for breakdowns.

Tools in this Server (21)

As Reported Income Statements

Retrieve income statements as they were reported by the company with the As Reported Income Statements API. Access raw financial data directly from of...

Balance Sheet Statement

Access detailed balance sheet statements for publicly traded companies with the Balance Sheet Data API. Analyze assets, liabilities, and shareholder e...

Balance Sheet Statements Ttm

Access Balance Sheet Statements TTM data from Financial Modeling Prep

Cash Flow Statement

Gain insights into a company's cash flow activities with the Cash Flow Statements API. Analyze cash generated and used from operations, investments, a...

Cashflow Statement Growth

Measure the growth rate of a company’s cash flow with the Financial Modeling Prep Cashflow Statement Growth API. Determine how quickly a company’s cas...

Cashflow Statements Ttm

Access Cashflow Statements TTM data from Financial Modeling Prep

Enterprise Values

Access a company's enterprise value using the Enterprise Values API. This metric offers a full view of a company's total market value by combining bot...

Financial Ratios

Analyze a company's financial performance using the Financial Ratios API. This API provides detailed profitability, liquidity, and efficiency ratios, ...

Financial Ratios Ttm

Gain access to trailing twelve-month (TTM) financial ratios with the TTM Ratios API. This API provides key performance metrics over the past year, inc...

Financial Reports Dates

Access Financial Reports Dates data from Financial Modeling Prep

Financial Scores

Assess a company's financial strength using the Financial Health Scores API. This API provides key metrics such as the Altman Z-Score and Piotroski Sc...

Financial Statement Growth

Analyze the growth of key financial statement items across income, balance sheet, and cash flow statements with the Financial Statement Growth API. Tr...

Income Statement

Access real-time income statement data for public companies, private companies, and ETFs with the Financial Modeling Prep Real-Time Income Statements ...

Income Statement Growth

Track key financial growth metrics with the Income Statement Growth API. Analyze how revenue, profits, and expenses have evolved over time, offering i...

Income Statements Ttm

Access Income Statements TTM data from Financial Modeling Prep

Key Metrics

Access essential financial metrics for a company with the Financial Modeling Prep Financial Key Metrics API. Evaluate revenue, net income, P/E ratio, ...

Key Metrics Ttm

Retrieve a full set of trailing twelve-month (TTM) key performance metrics with the TTM Key Metrics API. Access data related to a company's profitabil...

Latest Financial Statements

Access Latest Financial Statements data from Financial Modeling Prep

Owner Earnings

Retrieve a company's owner earnings with the Owner Earnings API, which provides a more accurate representation of cash available to shareholders by ad...

Revenue Geographic Segments

Access detailed revenue breakdowns by geographic region with the Revenue Geographic Segments API. Analyze how different regions contribute to a compan...

Revenue Product Segmentation

Access detailed revenue breakdowns by product line with the Revenue Product Segmentation API. Understand which products drive a company's earnings and...

Frequently Asked Questions

What is the Financial Statements MCP server?

Income statements, balance sheets, cash flows, key metrics, ratios, and financial growth It provides 21 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect Financial Statements to my AI agent?

Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/fmp-financials. Authentication is handled automatically.

How many tools does Financial Statements provide?

Financial Statements provides 21 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.

What authentication does Financial Statements require?

Financial Statements uses API Key. Financial Modeling Prep requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect Financial Statements to any MCP client in minutes

https://mcp.mcpbundles.com/bundle/fmp-financials

One-click install:

The link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.

Or add manually

  1. Open claude.ai → Settings → Connectors.
  2. Click the + button and choose Add custom connector.
  3. Set Name to Financial Statements and paste the MCP URL into Remote MCP server URL.
  4. Click Add. Financial Statements will appear under Not connected — select it and click Connect to complete OAuth.
Name: Financial Statements
Remote MCP server URL: https://mcp.mcpbundles.com/bundle/fmp-financials
Authentication: OAuth

Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).

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Financial Statements MCP Server & Skill — 21 Tools