# Monid Finance MCP > Financial Datasets-compatible US finance API and MCP server, backed by pay-per-call Monid providers. - [Introduction](https://docs.financialdatasets.rip/overview/introduction.md): What Monid Finance MCP is and how it differs from a subscription-based finance API. - [Quickstart](https://docs.financialdatasets.rip/overview/quickstart.md): Authenticate, call the REST API, and connect the MCP server. - [Authentication](https://docs.financialdatasets.rip/overview/authentication.md): The X-API-KEY header, and why usage bills your own Monid wallet. - [Coverage](https://docs.financialdatasets.rip/overview/coverage.md): What is implemented, what deviates, and every known gap against the Financial Datasets contract. - [Measured against Financial Datasets](https://docs.financialdatasets.rip/overview/comparison.md): The same request sent to both gateways, with latency, cost and the provider route each one took. - [MCP Server](https://docs.financialdatasets.rip/integrations/mcp-server.md): Connect Claude, Cursor, or Claude Code to the MCP endpoint at /mcp. - [OpenAPI Spec](https://docs.financialdatasets.rip/integrations/openapi-spec.md): Where the machine-readable API contract lives, and how the request playground works. - [Facts (by ticker)](https://docs.financialdatasets.rip/datasets/company/facts.md): Basic company identity for a ticker: name and ticker, from the US company catalog. - [Income Statements](https://docs.financialdatasets.rip/datasets/financial-statements/income-statements.md): Revenue, expenses, and net income for each reporting period, from filed SEC data. - [Balance Sheets](https://docs.financialdatasets.rip/datasets/financial-statements/balance-sheets.md): Total assets, liabilities, and shareholders' equity for each reporting period, from filed SEC data. - [Cash Flow Statements](https://docs.financialdatasets.rip/datasets/financial-statements/cash-flow-statements.md): Operating, investing, and financing cash flows for each reporting period, from filed SEC data. - [Historical](https://docs.financialdatasets.rip/datasets/financial-metrics/historical.md): Margins, turnovers, and growth rates computed from the statement matrix, one row per reporting period. - [Snapshot](https://docs.financialdatasets.rip/datasets/financial-metrics/snapshot.md): A single current financial-metrics snapshot: market cap, P/E, and other live valuation multiples. - [Earnings](https://docs.financialdatasets.rip/datasets/earnings/earnings.md): Earnings records composed from SEC filing events, not a separate earnings-calendar feed. - [Historical](https://docs.financialdatasets.rip/datasets/prices/historical.md): Daily OHLCV bars for a ticker over a date range, ascending by time. - [Snapshot](https://docs.financialdatasets.rip/datasets/prices/snapshot.md): The most recent price and day change for a ticker. - [Filings](https://docs.financialdatasets.rip/datasets/filings/filings.md): The SEC filing index for a ticker: accession number, form type, dates, and a link to EDGAR. - [Filing Items](https://docs.financialdatasets.rip/datasets/filings/filing-items.md): One extracted section of a specific SEC filing, as text. - [News](https://docs.financialdatasets.rip/datasets/news/news.md): Recent news articles entity-matched to a ticker. - [Insider Trades](https://docs.financialdatasets.rip/datasets/insider-trades/insider-trades.md): SEC Form 4 insider trading transactions. - [Stock Screener](https://docs.financialdatasets.rip/datasets/screener/stock-screener.md): Filter stocks by exchange and market cap. - [Screener Filters](https://docs.financialdatasets.rip/datasets/screener/filters.md): The exact filter fields, operators, and allowed values the screener executes. - [How to Get Fundamentals](https://docs.financialdatasets.rip/guides/how-to-get-fundamentals.md): Go from a ticker to three statements plus a metrics snapshot in four calls. - [How to Search SEC Filings](https://docs.financialdatasets.rip/guides/how-to-search-sec-filings.md): List a company's filings, then extract one section from a specific filing. - [How to Get Stock Prices](https://docs.financialdatasets.rip/guides/how-to-get-stock-prices.md): Pull a historical price range, then check the live price on top of it. - [How to Use Pagination](https://docs.financialdatasets.rip/guides/how-to-use-pagination.md): Page through more filings than one response page holds, using limit and the cursor. - [Errors](https://docs.financialdatasets.rip/guides/errors.md): Every HTTP status and error code this API returns, and what triggers each one. - [Rate limits](https://docs.financialdatasets.rip/guides/rate-limits.md): 60 requests per minute per API key, enforced with a token bucket. - [Caching](https://docs.financialdatasets.rip/guides/caching.md): What gets cached, for how long, and what a cache hit means for cost. - [MCP Tools](https://docs.financialdatasets.rip/mcp-tools/overview.md): All 27 MCP tools this server advertises, generated from the schema it embeds. - [Get income statements](https://docs.financialdatasets.rip/api-reference/financial-statements/get-income-statements.md): Fetches a company's income statement history: revenue, expenses, and net income over annual, quarterly, or trailing-twelve-month (ttm) reporting periods. Sourced from Monid's DefiLlama `/equities/v1/statements` endpoint, joined against `/equities/v1/filings` for SEC identity (accession number, form… - [Get income statement (as-reported)](https://docs.financialdatasets.rip/api-reference/financial-statements/get-income-statement-as-reported.md): Returns the statement exactly as the filing presents it, read from the rendered statement files SEC EDGAR generates from that filing's own XBRL presentation linkbase (go/service/asreported.go). The line_items tree is the filing's real hierarchy: a heading row carries value null and its rows as child… - [Get balance sheets](https://docs.financialdatasets.rip/api-reference/financial-statements/get-balance-sheets.md): Fetches a company's balance sheet history: assets, liabilities, and shareholders' equity at each period end. Sourced and joined the same way as /financials/income-statements. ttm balance rows are point-in-time (carried from the latest quarter, not summed) and omit fiscal_period, currency, and filing… - [Get balance sheet (as-reported)](https://docs.financialdatasets.rip/api-reference/financial-statements/get-balance-sheet-as-reported.md): Returns the statement exactly as the filing presents it, read from the rendered statement files SEC EDGAR generates from that filing's own XBRL presentation linkbase (go/service/asreported.go). The line_items tree is the filing's real hierarchy: a heading row carries value null and its rows as child… - [Get cash flow statements](https://docs.financialdatasets.rip/api-reference/financial-statements/get-cash-flow-statements.md): Fetches a company's cash flow statement history: operating, investing, and financing cash flows at each period end. Sourced and joined the same way as /financials/income-statements. ttm cash flow rows sum the four most recent quarters and omit fiscal_period, currency, and filing identity. - [Get cash flow statement (as-reported)](https://docs.financialdatasets.rip/api-reference/financial-statements/get-cash-flow-statement-as-reported.md): Returns the statement exactly as the filing presents it, read from the rendered statement files SEC EDGAR generates from that filing's own XBRL presentation linkbase (go/service/asreported.go). The line_items tree is the filing's real hierarchy: a heading row carries value null and its rows as child… - [Get all segmented financials](https://docs.financialdatasets.rip/api-reference/financial-statements/get-all-segmented-financials.md): Extracts segment-level breakdowns from a company's most recent annual 10-K via document extraction (Context.dev /web/extract against the filing's segment note), not a segments database - see go/service/segmentedfinancials.go. Today this server only extracts income-statement revenue by product line a… - [Get income statement segments](https://docs.financialdatasets.rip/api-reference/financial-statements/get-income-statement-segments.md): Extracts income-statement segment breakdowns (revenue by product line and by geographic reportable segment) from a company's most recent annual 10-K via document extraction - see go/service/segmentedfinancials.go. operating_income and depreciation are declared for Financial Datasets schema parity bu… - [Get balance sheet segments](https://docs.financialdatasets.rip/api-reference/financial-statements/get-balance-sheet-segments.md): Registered for Financial Datasets route parity and wired onto get_segmented_financials (go/service/segmentedfinancials.go), but this server's extraction schema only ever asks a filing for income-statement revenue by product/segment - never assets, goodwill, or long-lived assets by segment. Every cal… - [Get cash flow statement segments](https://docs.financialdatasets.rip/api-reference/financial-statements/get-cash-flow-statement-segments.md): Registered for Financial Datasets route parity and wired onto get_segmented_financials (go/service/segmentedfinancials.go), but this server's extraction schema only ever asks a filing for income-statement revenue by product/segment - never capital expenditure by segment. Every call still identifies… - [Get all financial statements](https://docs.financialdatasets.rip/api-reference/financial-statements/get-all-financial-statements.md): Fetches a company's income statement, balance sheet, and cash flow statement together in one call, composed into {"financials": {...}} (go/service/allfinancials.go). Shares get_income_statement/get_balance_sheet/get_cash_flow_statement's own period/limit/report_period* validation (parseStatementArgs… - [Get all as-reported financials](https://docs.financialdatasets.rip/api-reference/financial-statements/get-all-as-reported-financials.md): All three statements from one filing, each under its own key. Returns the statement exactly as the filing presents it, read from the rendered statement files SEC EDGAR generates from that filing's own XBRL presentation linkbase (go/service/asreported.go). The line_items tree is the filing's real hie… - [Search financial statement line items across tickers](https://docs.financialdatasets.rip/api-reference/financial-statements/search-financial-statement-line-items-across-tickers.md): Searches an arbitrary set of statement field names (from IncomeStatement/BalanceSheet/CashFlowStatement) across an arbitrary, capped set of tickers, merging one row per (ticker, report_period) (go/service/searchlineitems.go). Reuses the same statement-matrix parsing get_income_statement/get_balance_… - [Get historical financial metrics](https://docs.financialdatasets.rip/api-reference/financial-metrics/get-historical-financial-metrics.md): Fetches historical financial-metrics rows (margins, turnovers, growth rates, per-share figures) computed from the statement matrix, one row per reporting period. Valuation fields that need a historical market price (enterprise_value, price_to_* ratios, EV multiples, free_cash_flow_yield, peg_ratio,… - [Get a live financial-metrics snapshot](https://docs.financialdatasets.rip/api-reference/financial-metrics/get-a-live-financial-metrics-snapshot.md): Fetches a snapshot of current financial metrics (market cap, valuation ratios, margins, growth, and per-share figures) from Monid's DefiLlama `/equities/v1/summary` endpoint. Unlike /financial-metrics, this snapshot has a live market price, so valuation fields are populated. - [Tickers get_financial_metrics_snapshot accepts](https://docs.financialdatasets.rip/api-reference/financial-metrics/tickers-get_financial_metrics_snapshot-accepts.md): Returns the tickers this route ACCEPTS as an input `ticker` for get_financial_metrics_snapshot - not a claim that every one of them has data for that dataset. All eight list*Tickers routes in this API (see the CoverageTickersResponse schema) draw from the exact same ~3,227-ticker US equity catalog (… - [Get earnings records](https://docs.financialdatasets.rip/api-reference/earnings/get-earnings-records.md): Returns a flat list of EarningsRecord entries composed from SEC filing events (8-K/10-Q/10-K/20-F). - [Tickers get_earnings accepts](https://docs.financialdatasets.rip/api-reference/earnings/tickers-get_earnings-accepts.md): Returns the tickers this route ACCEPTS as an input `ticker` for get_earnings - not a claim that every one of them has data for that dataset. All eight list*Tickers routes in this API (see the CoverageTickersResponse schema) draw from the exact same ~3,227-ticker US equity catalog (DefiLlama's /equit… - [Get SEC filings](https://docs.financialdatasets.rip/api-reference/filings/get-sec-filings.md): Lists SEC filings for a ticker, sourced from Monid's DefiLlama `/equities/v1/filings` endpoint. `cik` is accepted for Financial Datasets parameter parity but always answers 400 bad_request ("cik lookup is not supported; pass ticker instead"); only ticker lookup is routed. - [Get extracted SEC filing sections](https://docs.financialdatasets.rip/api-reference/filings/get-extracted-sec-filing-sections.md): Retrieves specific sections (items) from one SEC filing: fetches the filing index, resolves the matching 10-K/10-Q/8-K, scrapes it (Monid Context.dev `/web/scrape/markdown`), and extracts the requested item section(s). - [Tickers get_filings accepts](https://docs.financialdatasets.rip/api-reference/filings/tickers-get_filings-accepts.md): Returns the tickers this route ACCEPTS as an input `ticker` for get_filings - not a claim that every one of them has data for that dataset. All eight list*Tickers routes in this API (see the CoverageTickersResponse schema) draw from the exact same ~3,227-ticker US equity catalog (DefiLlama's /equiti… - [Available CIKs for SEC filings](https://docs.financialdatasets.rip/api-reference/filings/available-ciks-for-sec-filings.md): Every CIK in SEC EDGAR's published company-ticker file, in SEC's own row order and unpadded. Verified byte-identical to Financial Datasets' live /filings/ciks response on 2026-09-04: same 10,412 entries, same order, same formatting. Duplicates are intentional - a company with several share classes a… - [Available filing types](https://docs.financialdatasets.rip/api-reference/filings/available-filing-types.md): Every SEC EDGAR form type this server accepts as a filing_type filter value, sorted. Generated from SEC EDGAR's own quarterly form.idx indexes across 53 quarters spanning 1995-2025 (regenerate with tools/genformtypes.sh), so no entry is invented: each one is a form type EDGAR has actually carried. 7… - [Available filing item types](https://docs.financialdatasets.rip/api-reference/filings/available-filing-item-types.md): Returns the static SEC form-instruction item catalog get_filing_items reads `item` values from (go/providers/filingitems.go's Catalogs; CatalogScope: "Static SEC form-instruction catalog; no Monid upstream call or claim."). Covers only the three forms get_filing_items extracts from (10-K, 10-Q, 8-K)… - [Get the result of an accepted filing items request](https://docs.financialdatasets.rip/api-reference/filings/get-the-result-of-an-accepted-filing-items-request.md): Always answers HTTP 404 not_found, for any request id. Financial Datasets can accept a filing-item extraction and hand back a request id to poll; this server has no such queue. /filings/items runs the extraction inline and returns the items on the same response, so no request id it could be given ev… - [Get IPO filings](https://docs.financialdatasets.rip/api-reference/filings/get-ipo-filings.md): Returns the S-1 and S-1/A registration statements one issuer has filed, newest first, from the same filings feed get_filings reads (go/service/ipos.go). ticker is REQUIRED: that feed is keyed on a single issuer and cannot list registrations across the whole market, so an omitted ticker answers a bad… - [Get historical OHLCV prices](https://docs.financialdatasets.rip/api-reference/prices/get-historical-ohlcv-prices.md): Fetches historical OHLCV price bars for a ticker over [start_date, end_date], sourced from Monid's DefiLlama `/equities/v1/ohlcv` endpoint (daily bars) and aggregated locally into week/month/year bars when requested. Prices are returned in ascending time order; `time` is each bar's end date in UTC. - [Get the latest price snapshot](https://docs.financialdatasets.rip/api-reference/prices/get-the-latest-price-snapshot.md): Fetches the most recent price snapshot for a ticker (latest price plus day change), sourced from Monid's DefiLlama `/equities/v1/summary` endpoint. - [Market Snapshot (Real-Time)](https://docs.financialdatasets.rip/api-reference/prices/market-snapshot-real-time.md): Returns nasdaq's current most-active-by-share-volume list in the same PriceSnapshot record shape /prices/snapshot answers with (go/service/marketsnapshot.go). Financial Datasets publishes no parameters for this route and neither does this server. What differs from Financial Datasets is coverage, not… - [Tickers get_stock_prices accepts](https://docs.financialdatasets.rip/api-reference/prices/tickers-get_stock_prices-accepts.md): Returns the tickers this route ACCEPTS as an input `ticker` for get_stock_prices - not a claim that every one of them has data for that dataset. All eight list*Tickers routes in this API (see the CoverageTickersResponse schema) draw from the exact same ~3,227-ticker US equity catalog (DefiLlama's /e… - [Tickers get_stock_price accepts](https://docs.financialdatasets.rip/api-reference/prices/tickers-get_stock_price-accepts.md): Returns the tickers this route ACCEPTS as an input `ticker` for get_stock_price - not a claim that every one of them has data for that dataset. All eight list*Tickers routes in this API (see the CoverageTickersResponse schema) draw from the exact same ~3,227-ticker US equity catalog (DefiLlama's /eq… - [Get recent news for a ticker](https://docs.financialdatasets.rip/api-reference/news/get-recent-news-for-a-ticker.md): Fetches recent news articles entity-matched to a ticker, sourced from Monid's Context.dev `/news/search` endpoint, sorted newest first. - [Get insider (Form 4) trades](https://docs.financialdatasets.rip/api-reference/insider-trades/get-insider-form-4-trades.md): Fetches insider trading transactions for a ticker from the SECForm4 provider's search route. - [Screen stocks by exchange and market cap](https://docs.financialdatasets.rip/api-reference/screener/screen-stocks-by-exchange-and-market-cap.md): Screens stocks via Monid's Nasdaq `/get_stock_screener` endpoint. Only two filter fields are executable today: exchange (NASDAQ/NYSE/AMEX) and market_cap (mega/large/mid/small/micro/nano), both with operator=eq — a small subset of the full Financial Datasets screener catalog. Use GET /financials/sea… - [List executable screener filters](https://docs.financialdatasets.rip/api-reference/screener/list-executable-screener-filters.md): Returns the executable screen_stocks filter catalog: field names, supported operators, and allowed values. Lists only the filters this server can actually execute (exchange, market_cap; eq only), not the full Financial Datasets catalog. - [Get company facts](https://docs.financialdatasets.rip/api-reference/company/get-company-facts.md): Fetches company facts for a ticker from the US company catalog. This route currently sources only ticker and name; every other CompanyFacts field (cik, industry, sector, exchange, is_active, location, sec_filings_url, sic_code, sic_industry, sic_sector) is schema-legal but always omitted today. `cik… - [Tickers get_company_facts accepts](https://docs.financialdatasets.rip/api-reference/company/tickers-get_company_facts-accepts.md): Returns the tickers this route ACCEPTS as an input `ticker` for get_company_facts - not a claim that every one of them has data for that dataset. All eight list*Tickers routes in this API (see the CoverageTickersResponse schema) draw from the exact same ~3,227-ticker US equity catalog (DefiLlama's /… - [Available CIKs for company facts](https://docs.financialdatasets.rip/api-reference/company/available-ciks-for-company-facts.md): The CIK universe this server can resolve company facts for: SEC's company-ticker file, deduplicated, zero-padded to 10 digits, sorted ascending. This is deliberately NOT full parity. Financial Datasets returns 21,005 distinct CIKs here (measured 2026-09-04) because it also covers filers with no list… - [Get KPI metrics](https://docs.financialdatasets.rip/api-reference/kpis/get-kpi-metrics.md): Extracts operational KPI-taxonomy metrics (subscriber counts, ARPU, units sold, and similar) from a company's single most recent matching SEC filing: the latest 10-K for period=annual, or latest 10-Q for period=quarterly (the default). Data comes from document extraction (Context.dev /web/extract),… - [Tickers the KPI extraction routes accept](https://docs.financialdatasets.rip/api-reference/kpis/tickers-the-kpi-extraction-routes-accept.md): Returns the tickers this route ACCEPTS as an input `ticker` for get_kpi_metrics/get_kpi_guidance/get_kpi_non_gaap - not a claim that every one of them has data for that dataset. All eight list*Tickers routes in this API (see the CoverageTickersResponse schema) draw from the exact same ~3,227-ticker… - [Get forward guidance](https://docs.financialdatasets.rip/api-reference/kpis/get-forward-guidance.md): Extracts forward-looking KPI guidance issued by company management from a company's single most recent matching SEC filing: the latest 10-K for period=annual, or latest 10-Q for period=quarterly (the default). Data comes from document extraction (Context.dev /web/extract), not an internal guidance d… - [Get non-GAAP metrics](https://docs.financialdatasets.rip/api-reference/kpis/get-non-gaap-metrics.md): Extracts non-GAAP metrics a company reports about itself (adjusted EBITDA, company-defined free cash flow, and similar) from a company's single most recent matching SEC filing: the latest 10-K for period=annual, or latest 10-Q for period=quarterly (the default). Data comes from document extraction (… - [/kpi/metrics/sectors (not implemented)](https://docs.financialdatasets.rip/api-reference/not-implemented/kpimetricssectors-not-implemented.md): Registered as a Financial Datasets-compatible route for parity, but not implemented by this deployment yet. Always answers HTTP 200 with a not_implemented ErrorResponse body, at zero cost and with no Monid call made — this is authenticated (X-API-KEY required) but otherwise free. See docs/compatibil… - [/index-funds/tickers (not implemented)](https://docs.financialdatasets.rip/api-reference/not-implemented/index-fundstickers-not-implemented.md): Registered as a Financial Datasets-compatible route for parity, but not implemented by this deployment yet. Always answers HTTP 200 with a not_implemented ErrorResponse body, at zero cost and with no Monid call made — this is authenticated (X-API-KEY required) but otherwise free. See docs/compatibil… - [Interest Rates (Historical)](https://docs.financialdatasets.rip/api-reference/macroeconomics/interest-rates-historical.md): Returns each major central bank's current policy interest rate (Federal Reserve, European Central Bank, Bank of England, Bank of Japan), scraped live from each bank's own site and parsed on the fly by go/service/interestrates.go - not a historical time series database. This server has no historical… - [Interest Rates (Real-Time)](https://docs.financialdatasets.rip/api-reference/macroeconomics/interest-rates-real-time.md): Returns each major central bank's current policy interest rate (Federal Reserve, European Central Bank, Bank of England, Bank of Japan), scraped live from each bank's own site and parsed on the fly by go/service/interestrates.go - not a historical time series database. This server has no historical… - [Available central banks](https://docs.financialdatasets.rip/api-reference/macroeconomics/available-central-banks.md): Returns the central banks get_interest_rates can currently scrape a policy rate for, derived directly from go/service/interestrates.go's bankSpecs (Service.ListInterestRateBanks) rather than a second, hand-typed copy of the bank list, so this route can never drift from what get_interest_rates actual… - [Get ETF / index-fund holdings](https://docs.financialdatasets.rip/api-reference/index-funds/get-etf-index-fund-holdings.md): Returns an ETF or index fund's current holdings and each position's weight, resolved via a live web search plus a scrape of the fund's public holdings fact sheet (Context.dev /web/search and /web/scrape/markdown) - not an SEC filing feed - see go/service/indexfund.go. Only ticker mode is supported:… - [Get 13F institutional holdings](https://docs.financialdatasets.rip/api-reference/institutional-holdings/get-13f-institutional-holdings.md): Returns SEC Form 13F institutional-holdings rows for a security, sourced from the SECForm4 provider's institutional-holdings route (go/service/institutionalholdings.go). Only the ticker path is routed: filer_cik is accepted for Financial Datasets parameter parity, but every call that sets it answers… - [Find an investor's CIK by name (discovery)](https://docs.financialdatasets.rip/api-reference/institutional-holdings/find-an-investors-cik-by-name-discovery.md): Returns the distinct SEC 13F filers appearing in an unscoped SECForm4 institution-holders call, deduplicated by name and sorted case-insensitively (go/service/institutionalinvestors.go). Use it to discover the filer_cik that /institutional-holdings accepts. This is a directory of whichever filers cu… - [Tickers get_institutional_holdings accepts](https://docs.financialdatasets.rip/api-reference/institutional-holdings/tickers-get_institutional_holdings-accepts.md): Returns the tickers this route ACCEPTS as an input `ticker` for get_institutional_holdings - not a claim that every one of them has data for that dataset. All eight list*Tickers routes in this API (see the CoverageTickersResponse schema) draw from the exact same ~3,227-ticker US equity catalog (Defi… - [Get insider ownership](https://docs.financialdatasets.rip/api-reference/ownership/get-insider-ownership.md): Returns each insider's current holding in one company: the most recent post-transaction share count SECForm4's per-company insider-trading history reports for that person (go/service/insiderownership.go). ticker is required; the issuer's SEC CIK is resolved first via the same filings lookup get_fili… - [Get beneficial ownership](https://docs.financialdatasets.rip/api-reference/ownership/get-beneficial-ownership.md): Returns Schedule 13D and 13G beneficial-ownership stakes (holdings above 5%) from SECForm4's 13D and 13G feeds (go/service/beneficialownership.go). Without type, both feeds are scanned and merged, newest filing first; type narrows to one. Exactly one of ticker or filer_cik is required; passing both,… - [Get activist stakes](https://docs.financialdatasets.rip/api-reference/ownership/get-activist-stakes.md): Returns only the activist (Schedule 13D) subset of beneficial ownership, which is how Financial Datasets defines this route: it publishes no type parameter of its own, and this server pins type=activist regardless of any type a caller sends, so the route can never be inverted into its passive opposi… ## OpenAPI Specs - [openapi](/api-reference/openapi.json) ## Optional - [GitHub](https://github.com/BeLazy167/monid-us-finance-mcp-2026) - [Live API](https://financialdatasets.rip)