Analytics

SimFin MCP Server

Connect your account, then chat with AI to run tools.

SimFin provides access to financial statement data and analysis tools for investors, enabling them to evaluate and compare the financial performance of companies. Use it to gain insights into financial trends and make informed investment decisions.

8 tools
Agent guide included
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AI Skill
SKILL.md

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

SimFin

SimFin provides company financials: statements, price data, filings. Companies are identified by SimFin ID or ticker.

Data Model

  • Companies — public companies; have SimFin ID, ticker, name.
  • Financial Statements — income, balance sheet, cash flow by company and period.
  • Price Data — historical stock prices.
  • Shares Outstanding — common and weighted shares for market cap.
  • Filings — SEC and other regulatory filings.

Gotchas

  • SimFin ID vs ticker: Some endpoints require SimFin ID; use company search to resolve ticker to ID.
  • Data freshness: Lower vendor tiers may serve delayed filings; higher tiers track nearer real-time.

Tools in this Server (8)

Simfin List Common Shares Outstanding

Get the number of common shares outstanding for a specific company, which is essential for calculating metrics like EPS. Use this to assess company si...

Simfin List Companies

List all available companies within the SimFin database. Use this when you need a full overview of all accessible companies for comparison or selectio...

Simfin List Company Info

Collection endpoint, path_params=[]

Simfin List Filings By Company

Access a company's financial filings to review compliance and regulatory disclosures. Use this to understand how a company adheres to financial regula...

Simfin List Filings List

List all financial filings available in the SimFin database, helping you identify trends in corporate disclosures. Use this when mapping or tracking o...

Simfin List Financial Statements

Access detailed financial statements for companies, allowing you to examine their financial health over specific periods. Use this when comparing fina...

Simfin List Price Data

Retrieve historical price data for companies to analyze stock performance trends. Ideal for understanding market movements and making investment decis...

Simfin List Weighted Shares Outstanding

Retrieve the weighted average number of shares outstanding for a company, useful for accurate earnings calculations over periods. Ideal for financial ...

Frequently Asked Questions

What is the SimFin MCP server?

SimFin provides access to financial statement data and analysis tools for investors, enabling them to evaluate and compare the financial performance of companies. Use it to gain insights into financial trends and make informed investment decisions. It provides 8 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect SimFin 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/simfin. Authentication is handled automatically.

How many tools does SimFin provide?

SimFin provides 8 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 SimFin require?

SimFin uses API Key or One-click sign in. SimFin requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect SimFin to any MCP client in minutes

https://mcp.mcpbundles.com/bundle/simfin

What is MCP?

Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.

Use this bundle in 3 steps

  1. Copy the MCP URL above
  2. Open your AI tool and add a new MCP/connector
  3. Paste the URL and follow any auth prompts

Claude Desktop Users

Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.

Pick your tool tab for exact steps

Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.

Ready to use SimFin?

Sign in to connect your credentials and start running tools from the chat.

SimFin MCP Server & Skill — 8 Tools