Wisesheets MCP

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

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Что умеет

  • 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

Какие данные видит

Нужен ли аккаунт

Нужен API-ключ из настроек сервиса

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

Список инструментов сервера (7)

Технические названия из tools/list. Нужны только разработчикам.

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.
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