Wisesheets MCP
Access institutional-grade financial data directly from your AI assistant.
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
Server tool list (7)
Raw names from tools/list. Only developers need these.
| 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). 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_statements | Return 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_eod | Return 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_companies | Search the company universe by name/ticker (q), exchange, or SIC codes. Returns a paginated list. |
| get_company | Return the profile (name, exchange, SIC, fiscal year end) for one ticker or CIK. |