Financial Datasets AI MCP

Give your agent live company financials, filings and market data during every call.

Connect Financial Datasets AI MCP to AgentCalls and your agent can look up company fundamentals, balance sheets, cash flow statements, stock prices, SEC filings and ownership details while it is on the phone. Callers ask about a company, a stock or a filing, and the agent answers from the same source you use. Results come from the tool you already pay for, so your agent quotes the numbers you trust. Connect your account from the tool's settings and turn it on from your AgentCalls dashboard.

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What your agent can do with Financial Datasets AI MCP

Answer caller questions about balance sheets, cash flow statements and key financial metrics
Look up stock prices and company facts such as sector, market cap and headquarters
Find recent SEC filings and read specific sections like Risk Factors or the 10-K business overview
Check insider and institutional ownership, and 5%+ stakes from Schedule 13D and 13G filings
Pull recent earnings data and macroeconomic indicators on request

Financial Datasets AI MCP exposes 28 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks for a quick company snapshot

Caller
Hi, I'm meeting a supplier later and want to know a bit about Northwind Logistics. Can you help?
Agent
Of course. Northwind Logistics is listed on NASDAQ, based in Dallas, with about 4,200 employees. Their most recent quarterly report came out last month. Would you like the headline numbers?
Caller
Yes, revenue and whether they're profitable.
Agent
Revenue for the latest quarter was $612 million, up 9 percent on last year, with positive net income of $38 million. I can email you the filing link if you need the full statements.

Investor books a call about a recent filing

Caller
I saw an 8-K from Bluepeak Health this week. What was it about?
Agent
Bluepeak Health filed an 8-K on Tuesday under the earnings item. It reports results for the quarter ended March 31 and a revised full-year outlook. Do you want me to read the summary section?
Caller
Yes, and book me a follow-up call Thursday afternoon.
Agent
The summary says guidance was raised for operating cash flow. I've booked a call with Daniel Reyes for Thursday at 3:30 pm Eastern. You'll get a confirmation by text.

Outbound check on a 5% holder

Agent
Hello, this is Sarah calling from Harbor Capital. We noticed a new Schedule 13G filing on Cedar Mill Foods. Is this a good time to talk about it?
Caller
Sure, go ahead.
Agent
The filing shows a passive stake of 6.2 percent held by Redline Partners, filed this month. Would you like a copy of the filing or a summary of their other holdings?
Caller
Send me the filing, thanks.
Agent
Done. I'll send the link to your email now.

How to connect Financial Datasets AI MCP

1
Create your agent
Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.
2
Connect Financial Datasets AI MCP
From Integrations in the dashboard, choose Financial Datasets AI MCP and enter the connection details from your Financial Datasets AI MCP account settings.
3
Choose the actions
In the agent editor, enable the Financial Datasets AI MCP actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All Finance & invoicing integrations

Questions, answered.

Does the agent use this tool during the call or only afterwards?

During the call. Your agent can look up figures, read filing sections and check ownership while the caller is on the line. It can also send links or summaries after the call.

What do I need to connect Financial Datasets AI MCP?

An account with Financial Datasets AI MCP and your credentials from its settings. Add them in the AgentCalls dashboard, then sign in to confirm the connection.

Is this included in my plan?

Tool integrations, including Financial Datasets AI MCP, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Financial Datasets AI MCP.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.