How to add Financial Datasets MCP Server to Windsurf

Stock fundamentals, prices, SEC filings, news, and crypto data from Financial Datasets. Paste the config into ~/.codeium/windsurf/mcp_config.json and restart Windsurf.

Last updated June 15, 2026 · 320★ · stdio · apikey · official

Windsurf config for Financial Datasets MCP Server

git clone https://github.com/financial-datasets/mcp-server && uv run server.py

{
  "mcpServers": {
    "financial-datasets-mcp-server": {
      "command": "uv",
      "args": [
        "--directory",
        "/absolute/path/to/financial-datasets-mcp-server",
        "run",
        "server.py"
      ],
      "env": {
        "FINANCIAL_DATASETS_API_KEY": "<your-financial-datasets-api-key>"
      }
    }
  }
}

Setup steps

1Open Windsurf → Cascade → the hammer/MCP icon → Configure (or edit ~/.codeium/windsurf/mcp_config.json).
2Paste the Financial Datasets MCP Server config below.
3Fill in placeholder secrets, then save.
4Click Refresh in the MCP panel.
5Financial Datasets MCP Server's tools become available to Cascade.

Before you start

A Financial Datasets API key from financialdatasets.ai — set as the FINANCIAL_DATASETS_API_KEY environment variable
Python 3.10 or higher
Astral uv to create the environment and run server.py

What Financial Datasets MCP Server can do in Windsurf

get_income_statements

Retrieve company income statements.

get_balance_sheets

Retrieve company balance sheets.

get_cash_flow_statements

Retrieve company cash flow statements.

get_current_stock_price

Get the latest stock price for a ticker.

get_historical_stock_prices

Get historical OHLCV price series for a ticker.

get_company_news

Fetch recent news articles for a company.

get_available_crypto_tickers

List supported crypto tickers.

get_current_crypto_price

Get the latest price for a crypto ticker.

Security

Read-only financial data; keep FINANCIAL_DATASETS_API_KEY in a local .env that is git-ignored. Do not commit the key or paste it into shared client config.

Financial Datasets MCP Server + Windsurf FAQ

Where is the Windsurf config file?

Windsurf reads MCP servers from ~/.codeium/windsurf/mcp_config.json. Paste the Financial Datasets MCP Server config there under the "mcpServers" key and restart the client.

Is Financial Datasets MCP Server safe to use with Windsurf?

Read-only financial data; keep FINANCIAL_DATASETS_API_KEY in a local .env that is git-ignored. Do not commit the key or paste it into shared client config.

Is this an official server?

Yes, it is maintained by Financial Datasets, the underlying data provider.

Does it expose SEC filings (10-K/10-Q) tools?

The Financial Datasets API supports filings and insider trades, but the open-source MCP server's documented tools cover financial statements, stock prices, company news, and crypto. Check the repo for any newly added tools.

How do I authenticate?

Set your key in the FINANCIAL_DATASETS_API_KEY environment variable (commonly via a .env file).

View repo Full Financial Datasets MCP Server page