# Financial Datasets (npm · @pipeworx/mcp-financial-datasets)

Financial Datasets AI MCP — wraps financialdatasets.ai

- Trust score: 82/100 (high trust)
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-11-05

## Components

- remote · `gateway.pipeworx.io`: 77/100, [markdown](https://verifymcp.io/servers/pipeworx-io-financial-datasets/financial-datasets-mcp.md), [page](https://verifymcp.io/servers/pipeworx-io-financial-datasets/financial-datasets-mcp)
- npm · `@pipeworx/mcp-financial-datasets`: 82/100 (this document), [markdown](https://verifymcp.io/servers/pipeworx-io-financial-datasets/pipeworx-mcp-financial-datasets.md), [page](https://verifymcp.io/servers/pipeworx-io-financial-datasets/pipeworx-mcp-financial-datasets)

## Channel facts

- Registry: `npm`
- Package: `@pipeworx/mcp-financial-datasets`
- Version: `0.2.2`
- Transport: `stdio`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically from public evidence about the published package, including repeated runs of it in an isolated sandbox, and we only credit what we can confirm. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-11-05.

- **Supply Chain Security**: 100/100
  - No malware found by supply-chain analysis.
  - No known CVEs affecting this package version or its production dependencies.
  - No install/post-install scripts declared.
  - No production dependencies, so there is no dependency health to assess.
- **Provenance & Transparency**: 97/100
  - Source repository is publicly reachable at the declared URL.
  - Cryptographically verified build provenance (signed, bound to pipeworx-io/mcp-financial-datasets).
  - Clear OSI-approved license (MIT).
  - Actively maintained (last published 3 days ago).
  - Disclosure check failed: no security disclosure policy was found in the source repository.
- **Schema Quality & AI Usability**: 66/100
  - AI-judged instruction clarity (good).
  - Context-footprint check failed: tool/resource definitions use about 753 tokens (~188/item across 4 items; 4 tools + 0 resources), over budget; trim descriptions and params.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 20/100
  - Stability observed for 6 of 30 days with no destabilising changes; credit accrues until the full window elapses.
- **Tool Coverage**: 100/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 100% of tool parameters carry a description.
- **Tool Safety**: 100/100
  - No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.
  - We read all 4 captured tool definition(s), and no name or description among them implies an irreversible operation.
  - An AI judge read all 5 captured unit(s) of tool text and found none that tries to manipulate the model reading it.
- **Capabilities**: 100/100
  - Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.

## Install

### How do I install the Financial Datasets MCP server?

Financial Datasets runs locally as an npm package, launched with npx -y @pipeworx/mcp-financial-datasets. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation.

### Claude

```bash
claude mcp add pipeworx-io-financial-datasets -- npx -y @pipeworx/mcp-financial-datasets
```

### Cursor

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

### VS Code

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

### Codex

```bash
codex mcp add pipeworx-io-financial-datasets -- npx -y @pipeworx/mcp-financial-datasets
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "pipeworx-io-financial-datasets": {
      "type": "local",
      "command": [
        "npx",
        "-y",
        "@pipeworx/mcp-financial-datasets"
      ],
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add pipeworx-io-financial-datasets --command npx --arg -y --arg @pipeworx/mcp-financial-datasets
```

### Hermes

```yaml
mcp_servers:
  pipeworx-io-financial-datasets:
    command: "npx"
    args: ["-y", "@pipeworx/mcp-financial-datasets"]
```

### Netclaw

```json
{
  "McpServers": {
    "pipeworx-io-financial-datasets": {
      "Transport": "stdio",
      "Command": "npx",
      "Arguments": [
        "-y",
        "@pipeworx/mcp-financial-datasets"
      ]
    }
  }
}
```

### Vellum

```bash
assistant mcp add pipeworx-io-financial-datasets -t stdio -c npx -a -y @pipeworx/mcp-financial-datasets
```

### Other

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

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-11-04 (score 82, +1)

No change was recorded against any check on this day. Stability & Change Management went from 13 to 17. That category is still filling its 30-day observation window: 4 days of observed history at the previous scan, 5 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-11-02 (score 81, +1)

No change was recorded against any check on this day. Stability & Change Management went from 7 to 10. That category is still filling its 30-day observation window: 2 days of observed history at the previous scan, 3 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-11-01 (score 80, +1)

- [security regression] Tool safety: pass → unverified
- [security] Stability: Stability not yet verified: we do not have a sandbox capture of the MCP schema this version of the package serves yet.
- [functional regression] Tool coverage: 100 → unverified
- [functional regression] Capabilities: pass → unverified
- [functional improvement] Stability: unverified → 0.07
- [functional] First check of Schema quality: unverified
- [functional] Package version: 0.2.1 → 0.2.2

### 2026-10-31 (score 79, +15)

- [security improvement] Malware scan: unverified → pass
- [functional regression] Security disclosure: unverified → fail

### 2026-10-30 (score 64)

First indexed and scored.

## MCP tools (4)

### `fd_institutional_holders` (~156 tokens)

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" })

Input parameters:

- `_apiKey` (string, required): Financial Datasets API key (from financialdatasets.ai)
- `limit` (integer): Max holders to return (default 25, max 200)
- `ticker` (string, required): Stock ticker symbol, e.g. "AAPL", "NVDA", "TSLA"

### `fd_investor_portfolio` (~208 tokens)

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" })

Input parameters:

- `_apiKey` (string, required): Financial Datasets API key (from financialdatasets.ai)
- `filer_cik` (string, required): The fund's SEC filer CIK, 10-digit zero-padded, e.g. "0001067983" (Berkshire Hathaway). This endpoint requires a CIK, not a fund name.
- `limit` (integer): Max positions to return (default 50, max 200)

### `fd_insider_transactions` (~153 tokens)

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" })

Input parameters:

- `_apiKey` (string, required): Financial Datasets API key (from financialdatasets.ai)
- `limit` (integer): Max transactions to return (default 25, max 1000)
- `ticker` (string, required): Stock ticker symbol, e.g. "AAPL"

### `fd_filings` (~181 tokens)

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" })

Input parameters:

- `_apiKey` (string, required): Financial Datasets API key (from financialdatasets.ai)
- `filing_type` (string): Optional filter, e.g. "10-K", "10-Q", "8-K", "20-F", "6-K"
- `limit` (integer): Max filings to return (default 20)
- `ticker` (string, required): Stock ticker symbol, e.g. "AAPL"

## Diagnostics

Captured diagnostic sections: Provenance, Dependencies. The full working is on the page: https://verifymcp.io/servers/pipeworx-io-financial-datasets/pipeworx-mcp-financial-datasets#diagnostics

## Score history

- 2026-11-05: 82
- 2026-11-04: 82
- 2026-11-03: 81
- 2026-11-02: 81
- 2026-11-01: 80
- 2026-10-31: 79
- 2026-10-30: 64

## Common questions

### What is the Financial Datasets MCP server?

Financial Datasets is an MCP server listed in the public MCP registry as io.github.pipeworx-io/financial-datasets. Financial Datasets AI MCP, wraps financialdatasets.ai. This page covers its npm package (@pipeworx/mcp-financial-datasets).

### Is the Financial Datasets MCP server safe to use?

Financial Datasets scores 82 out of 100 on VerifyMCP. We found no known CVEs affecting it as of 5 November 2026. It declares no install or post-install scripts. Its build provenance is signed and verified. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm.

### What tools does the Financial Datasets MCP server expose?

Financial Datasets exposes 4 tools: fd_institutional_holders, fd_investor_portfolio, fd_insider_transactions, fd_filings. Their descriptions and schemas cost roughly 698 tokens of context every time the server is loaded.

### Is the Financial Datasets MCP server still maintained?

Financial Datasets is still listed as active in the MCP registry. We last reached this channel on 5 November 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced.

### What licence is the Financial Datasets MCP server under?

Financial Datasets declares the MIT licence, which is OSI-approved. That covers the source only, and says nothing about the cost of any service it calls.

### What did VerifyMCP test on the Financial Datasets MCP server?

VerifyMCP ran 16 checks on Financial Datasets, covering Malware scan, Known CVEs, Install scripts, Dependency health and 12 more. Endpoint Security and Transport & Reachability do not apply to an npm package, so they were not tested. The score does not measure everything, and the scoring documentation lists what it leaves out.

## Links

- npm package: https://www.npmjs.com/package/@pipeworx/mcp-financial-datasets
- Socket report: https://socket.dev/npm/package/@pipeworx/mcp-financial-datasets
- Repository: https://github.com/pipeworx-io/mcp-financial-datasets
- Website: https://pipeworx.io/packs/financial-datasets
- Changelog RSS feed: https://verifymcp.io/servers/pipeworx-io-financial-datasets/pipeworx-mcp-financial-datasets.xml
- Changelog JSON feed: https://verifymcp.io/servers/pipeworx-io-financial-datasets/pipeworx-mcp-financial-datasets/changelog.json
- Trust report (JSON): https://verifymcp.io/servers/pipeworx-io-financial-datasets/pipeworx-mcp-financial-datasets.json
- HTML version of this page: https://verifymcp.io/servers/pipeworx-io-financial-datasets/pipeworx-mcp-financial-datasets