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financial-datasets

❖ Communityv1.0.0★ 2

Stock market data from Financial Datasets - financial statements, prices, SEC filings, insider and institutional ownership, KPIs, news, macro data, and a stock screener.

Open in Hermes Desktop
hermes plugins install financial-datasets

What it adds

Tools 28

fd_get_beneficial_ownersfd_get_beneficial_ownershipfd_get_company_factsfd_get_earningsfd_get_filing_itemsfd_list_filing_item_typesfd_get_filingsfd_get_financial_metricsfd_get_financial_metrics_snapshotfd_get_balance_sheetfd_get_income_statementfd_get_cash_flow_statementfd_get_index_fundfd_get_insider_ownershipfd_get_insider_tradesfd_get_institutional_investorsfd_get_institutional_holdingsfd_get_interest_ratesfd_get_kpi_guidancefd_get_kpi_metricsfd_get_kpi_non_gaapfd_get_macro_datafd_get_newsfd_get_segmented_financialsfd_get_stock_pricefd_get_stock_pricesfd_screen_stocksfd_list_stock_screener_filters

Environment variables it needs 1

FINANCIAL_DATASETS_API_KEY

README

From the reviewed commit 6745cb6 ↗; it updates when the author re-pins.

Financial Datasets plugin for Hermes Agent

Stock market data for Hermes Agent, from the Financial Datasets API. The plugin adds 28 read-only tools: financial statements, stock prices, SEC filings, insider and institutional ownership, KPIs, news, macro data, and a stock screener.

Install

hermes plugins install financial-datasets/hermes-plugin
hermes plugins enable financial-datasets

Hermes asks for FINANCIAL_DATASETS_API_KEY during the install and saves it to ~/.hermes/.env. Get a key at financialdatasets.ai. API usage is billed to that key, see pricing.

Try it

  • "What was Apple's revenue and net income over the last 4 quarters?"
  • "Show me insider trades at Nvidia this year."
  • "Which companies have revenue above $100B and a P/E ratio under 20?"
  • "What does the US Treasury yield curve look like today?"
  • "Pull the risk factors from Tesla's latest 10-K."

Tools

Every tool name starts with fd_, so it cannot collide with tools from other plugins.

Group Tools
Company fd_get_company_facts
Financial statements fd_get_income_statement, fd_get_balance_sheet, fd_get_cash_flow_statement, fd_get_segmented_financials
Metrics fd_get_financial_metrics, fd_get_financial_metrics_snapshot
Earnings fd_get_earnings
KPIs fd_get_kpi_metrics, fd_get_kpi_guidance, fd_get_kpi_non_gaap
Prices fd_get_stock_price, fd_get_stock_prices
SEC filings fd_get_filings, fd_get_filing_items, fd_list_filing_item_types
Insiders fd_get_insider_trades, fd_get_insider_ownership
Institutions (13F) fd_get_institutional_investors, fd_get_institutional_holdings
Beneficial owners (13D/13G) fd_get_beneficial_owners, fd_get_beneficial_ownership
Index funds fd_get_index_fund
Macro fd_get_macro_data, fd_get_interest_rates
News fd_get_news
Screener fd_screen_stocks, fd_list_stock_screener_filters

The tools mirror the Financial Datasets MCP server. Full API reference: docs.financialdatasets.ai.

Security

  • Every tool is read-only.
  • The plugin uses the Python standard library only. It has no dependencies.
  • It sends requests to api.financialdatasets.ai and to no other host. The API key goes in the X-API-KEY header of those requests only.
  • It writes no files and does not update itself.

Development

pip install pytest pyyaml
python -m pytest tests

The tests need no API key and send no requests.

License

MIT

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