Financial Datasets for your voice agent

Financial Datasets is a service providing company fundamentals, financial statements, SEC filings, ownership, macro series, and analytics. Use it to access normalized financial and market data for research, reporting, and automation.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Financial Datasets and paste it on a secure page in Connected apps.
What it reads
29 actions, such as get As-Reported Financials, get Beneficial Ownership and get Company Facts.
What it changes
1 actions, such as screen Companies.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 30. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Financial Datasets actions

Reads 29

  • Get As-Reported Financials
  • Get Beneficial Ownership
  • Get Company Facts
  • Get Company KPIs
  • Get Earnings
  • Get Financial Metrics
  • Get Financial Statements
  • Get GPU Prices
  • Get Index Fund Holdings
  • Get Inflation
  • Get Insider Ownership
  • Get Institutional Holdings
  • Get Interest Rates
  • Get Labor Market
  • Get Price History
  • Get Price Snapshot
  • Get SEC Filing Items
  • Get Segmented Financials
  • Get Treasury Yield Curve
  • List Dataset Identifiers
  • List Filing Options
  • List Insider Trades
  • List IPO Filings
  • List Macro Options
5 more
  • List News
  • List Screener Filters
  • List SEC Filings
  • Search Financial Line Items
  • Search Institutional Investors

Changes 1

  • Screen Companies

Financial Datasets setup

  1. Pasting a Financial Datasets API key

    Create an API key in Financial Datasets, choose Financial Datasets in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 30 actions the agent may use. Start with lookups and add the ones that change Financial Datasets when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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