Remote server: https://api.finzdata.com/mcp (Streamable HTTP, MCP 2026-07-28, accepts 2025-06-18 clients) Auth: OAuth 2.1 with PKCE (sign in with your FinzData API key), or the header Authorization: Bearer YOUR_API_KEY Free key: https://finzdata.com/signin · Pricing: https://finzdata.com/pricing · Agent docs: https://api.finzdata.com/agents.md

Why FinzData for agents

Survivorship-free. Universes include every company that traded on a date, delisted names included.
Point-in-time. Every data tool takes as_of, so answers contain only what was public that day: fundamentals as filed, and macro series as first published (ALFRED vintages).
Backtests run on the server. Describe a strategy and get back CAGR, volatility, Sharpe, drawdown, turnover, a benchmark, an equity curve, a reproducible run_id and a deflated Sharpe ratio that counts every variant you tried.

Tools (all read-only)

Tool	What it returns
`search_datasets` / `describe_dataset`	The catalog, fields and coverage
`get_universe`	Every US symbol trading on a date, or the 500/1000/3000 most-traded
`get_bars`	Daily OHLCV, split-adjusted (1-minute bars with the 25-year, 30-year and Institutional bundles)
`get_fundamentals_pit`	Valuation and fundamentals as known on a date (P/E, EV/EBITDA, revenue, debt…)
`get_macro_vintage`	FRED/ALFRED series exactly as published by a date
`get_cot`	CFTC Commitments of Traders positioning
`get_13f`	Institutional holdings from 13F filings
`get_events`	Earnings dates, splits and economic releases
`backtest_export`	Daily bars as ready-to-load files for backtrader, backtesting.py, vectorbt, zipline, QuantConnect LEAN, NautilusTrader, freqtrade or qlib
`run_backtest`	Momentum, MA cross, factor or formula strategies, long-only or long/short
`compare_runs`	Several backtests side by side

Connect

Claude: add FinzData from the Claude connector directory, or add a custom connector with https://api.finzdata.com/mcp.

ChatGPT: add the FinzData app from the ChatGPT directory, or add a connector in developer mode with the URL above.

Gemini CLI:

export FINZDATA_API_KEY=your-key
gemini extensions install https://github.com/FinzData/finzdata-mcp

Cursor (.cursor/mcp.json), Windsurf, Cline, Kimi CLI, GLM / Z.ai coding tools and any client that takes a remote server:

{
  "mcpServers": {
    "finzdata": {
      "url": "https://api.finzdata.com/mcp",
      "headers": { "Authorization": "Bearer YOUR_API_KEY" }
    }
  }
}

Clients that only run local (stdio) servers: pip install finzdata-mcp (or uvx finzdata-mcp) with FINZDATA_API_KEY set. See README.pypi.md.

Example prompts

"Backtest 12-1 momentum on the 500 most-traded US stocks since 2010, monthly, top 50, 10 bps costs."
"What was the US unemployment rate for March 2020 as first reported?"
"How are managed-money traders positioned in gold futures?"
"Which institutions hold the most NVIDIA shares in the latest 13F quarter?"

Plans

Free accounts cover the last 12 months, with 1,000 data calls and 5 backtests a day. Paid plans and prepaid credits ($0.001 per data call, $0.05 per backtest) unlock full history.

Data, not investment advice. Support: info@finzdata.com · https://finzdata.com/support · Privacy: https://finzdata.com/privacy