Wisesheets MCP

Access institutional-grade financial data directly from your AI assistant.

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What it can do

  • Whoami: Return the authenticated account, plan, capabilities, and current quota usage. Free to call — does not consume a quota unit.
  • List Metrics: List the metric catalog (metric keys, labels, statements, units) usable in get_financials. Filter by statement, unitType, a substring q, or a single metric key.
  • Get Financials: Fetch (company, metric, period) observations for one or more companies. Identify companies by tickers, ciks, or sic (at least one). Requires at least one metric (see list_metrics). Num

What data it sees

Do you need an account

An API key from the service settings is required

Access institutional-grade financial data directly from your AI assistant. Wisesheets MCP gives LLMs live access to fundamentals, financial statements, and market data for thousands of public companies, at a price affordable to individual investors.

What you can do

Pull income statements, balance sheets, and cash flow statements with up to decades of historical coverage. Query key metrics and ratios like EPS, free cash flow, enterprise value, margins, and dividend yields. Retrieve real-time and historical stock prices, company profiles, and analyst estimates. Screen and compare companies across sectors and industries using standardized, XBRL-traceable data.

Why Wisesheets

Built for retail investors, analysts, and builders who want reliable financial data without institutional pricing. Every data point traces back to source filings, so you get accuracy you can audit. The same data that powers the Wisesheets Excel and Google Sheets add-ins and REST API is now natively available to your AI workflows, no spreadsheets required.

Getting started

Connect the server, authenticate with your Wisesheets account, and start asking questions in plain language. Ask for a company's revenue growth, compare valuations across a sector, or build a full fundamental snapshot in seconds.

Learn more at wisesheets.io/api

How to connect

How to connect Wisesheets MCP to Claude

The server address to paste into Claude settings:

https://wisesheets--gvalles.run.tools

  1. Open Claude (claude.ai or the desktop app).
  2. Go to Settings → Connectors.
  3. Click Add custom connector.
  4. Paste the server address copied below into Remote MCP server URL and click Add.
  5. In a chat, click + → Connectors and switch the new connector on.

Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

Authorization

After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

How to connect Wisesheets MCP to ChatGPT

The server address to paste into ChatGPT settings:

https://wisesheets--gvalles.run.tools

  1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
  2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
  3. Open Settings → Connectors and click Create.
  4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
  5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
  6. In a new chat open + → Apps/Connectors and enable the connector.

OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

Authorization

On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

How to connect Wisesheets MCP to Cursor

The server address to paste into Cursor settings:

https://wisesheets--gvalles.run.tools

Fastest: click Open in Cursor below and confirm the prompt.

Manually:

  1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
  2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
  3. Save the file. The server appears in the MCP list; authorize it there if asked.

Authorization

If the service needs sign-in, an authorize button appears next to the server in the MCP list.

Server tool list (7)

Raw names from tools/list. Only developers need these.

whoamiReturn the authenticated account, plan, capabilities, and current quota usage. Free to call — does not consume a quota unit.
list_metricsList the metric catalog (metric keys, labels, statements, units) usable in get_financials. Filter by statement, unitType, a substring q, or a single metric key.
get_financialsFetch (company, metric, period) observations for one or more companies. Identify companies by tickers, ciks, or sic (at least one). Requires at least one metric (see list_metrics). Numeric values are decimal strings. Period grammar: latest | lastNy (e.g. last5y) | lastNq | FY{YYYY} | Q{1-4}-{YYYY} | {YYYY}..{YYYY} | {YYYY-MM-DD} | asof:{YYYY-MM-DD}. Calendar quarters like 2023Q1 are rejected.
get_statementsReturn income statement, balance sheet, and/or cash flow lines for one company across periods. Period grammar: latest | lastNy (e.g. last5y) | lastNq | FY{YYYY} | Q{1-4}-{YYYY} | {YYYY}..{YYYY} | {YYYY-MM-DD} | asof:{YYYY-MM-DD}. Calendar quarters like 2023Q1 are rejected.
get_prices_eodReturn persisted end-of-day price rows for one or more tickers. period: latest | lastNd (e.g. last252d) | YYYY-MM-DD | YYYY-MM-DD..YYYY-MM-DD. Values are decimal strings.
search_companiesSearch the company universe by name/ticker (q), exchange, or SIC codes. Returns a paginated list.
get_companyReturn the profile (name, exchange, SIC, fiscal year end) for one ticker or CIK.