Financial Datasets is the stock-market API designed specifically for AI agents — clean access to income statements, balance sheets, cash flows, price history, and SEC filings. Connecting Financial Datasets to clariBI brings public-market data into AI analyses without writing API calls by hand.
Why connect Financial Datasets
Equity research questions ("how did revenue change across all 10-K filings for company X?") usually require either an expensive Bloomberg terminal or scripted scrapers.
With Financial Datasets connected, you can ask "Show me the income statement trend for MSFT over 5 years", "Compare price/earnings ratio for AAPL vs GOOGL", or "Latest news mentions for tickers in our watchlist" and the AI engine routes through Financial Datasets.
How the connection works
clariBI talks to Financial Datasets through its hosted MCP server at https://mcp.financialdatasets.ai/. Authentication uses an OAuth flow that clariBI registers itself for (no developer console setup on your side). Tokens stay encrypted server-side and never leave clariBI in clear form.
sequenceDiagram
actor U as You
participant C as clariBI
participant V as Financial Datasets
U->>C: Click Authorize with Financial Datasets
C->>V: Open OAuth authorization
V-->>U: Grant read access?
U->>V: Approve
V-->>C: Authorization code
C->>V: Exchange code for tokens
V-->>C: Access + refresh tokens
C->>C: Encrypt and store credentials
C-->>U: Connection ready
Available tools
clariBI exposes the read-only Financial Datasets tools that the vendor's MCP server publishes at connection time. Write operations (create, update, delete, send, refund) are filtered out by a name-pattern blocklist before any tool reaches the analysis engine, so connecting Financial Datasets cannot modify data on the vendor side.
The exact tool inventory depends on the Financial Datasets features your account has access to. After connecting, try a few natural-language questions to see what Financial Datasets data clariBI can pull.
Data flow during analysis
When you ask a question that maps to Financial Datasets, the AI engine routes to the right tool, reads the result, and pairs the answer with a chart you can pin to a dashboard.
sequenceDiagram
actor U as You
participant C as clariBI
participant AI as AI engine
participant V as Financial Datasets
U->>C: Ask a question about public-market financial data and filings
C->>AI: Plan the analysis
AI->>V: Call the right tool
V-->>AI: Tool result
AI->>AI: Summarize and chart
C-->>U: Answer plus visual
Setting up the connection
- Open Data Sources in the clariBI sidebar.
- Click Add data source.
- Open the MCP Servers tab.
- Click the Financial Datasets card.
- Click Authorize with Financial Datasets.
- Sign in to Financial Datasets in the popup window and grant the requested read scopes.
- Back in clariBI, give your data source a name.
- Click Finish.
Permissions and data access
OAuth scoping is granted at authorize time on the Financial Datasets consent screen. clariBI requests read-only access. No portfolio or order actions are exposed.
Troubleshooting
| Error | Cause | Fix |
|---|---|---|
| "401 Unauthorized after long idle" | OAuth tokens rotate and the refresh failed silently. | Reconnect Financial Datasets from Settings → Integrations. |