Financial Datasets agent skills for Claude Code, Cursor and RevampKey

5 ready-made playbooks that teach an AI agent how to do real Financial Datasets work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Financial Datasets

Connect Financial Datasets once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 Financial Datasets skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only24 Financial Datasets tools

Use the Financial Datasets connector with AI

Confirms the company and ticker before pulling stock prices, financial statements, SEC filings and ownership data, then picks the right tool and reports data dates and gaps. Asks before any change to the active account or workspace.

Use it when

You have just connected Financial Datasets and want to know what it can answer
You gave a ticker or company name and need the right company before any analysis
A financial data tool returned nothing, an error or an access message

Tools it uses

get_company_facts
get_stock_price
get_income_statement
get_balance_sheet
get_cash_flow_statement
get_financial_metrics
get_financial_metrics_snapshot
get_segmented_financials
get_filings
get_filing_items
get_kpi_metrics
get_kpi_non_gaap
get_kpi_guidance
get_earnings
get_insider_trades
get_insider_ownership
get_institutional_holdings
get_institutional_investors
get_beneficial_owners
get_beneficial_ownership
get_news
get_macro_data
get_interest_rates
get_index_fund

Example

Connect to Financial Datasets and confirm which company is AAPL before pulling its last four quarters of revenue.

Connected to your account. AAPL resolves to Apple Inc., CIK 0000320193, ticker AAPL, which matches what you meant. I pulled the last four quarters from the income statement and noted each period end date. The most recent filing is dated the latest quarter-end, so the figures are as of that filing.

Use in RevampKeyRead the full skill →

Read-only7 Financial Datasets tools

Track earnings and guidance against delivery

Builds a multi-quarter record of what a company guided, what it delivered, and how the stock reacted, so you can see whether management keeps its promises. It asks before changing anything in your account.

Use it when

You want to know if a company has been meeting its guidance over the last two years.
You are checking how the market reacted to recent earnings against the forward outlook.
You need a track record of KPI and non-GAAP metrics before forming a view.

Tools it uses

get_company_facts
get_earnings
get_kpi_guidance
get_kpi_metrics
get_kpi_non_gaap
get_financial_metrics
get_stock_price

Example

Has Netflix been hitting its guidance over the last eight quarters, and how did the stock react each time?

Over eight quarters, Netflix met or beat guidance in six and raised it in three. Two cycles were narrowed rather than changed, and the stock fell after the release in three of the last eight. The paid membership KPI tracked the revenue guidance closely, while the non-GAAP operating margin gap to GAAP narrowed. Pattern is mixed, and two guidance cycles lack a clean comparison.

Use in RevampKeyRead the full skill →

Read-only4 Financial Datasets tools

Analyse a company's financial statements with AI

Pulls income statement, balance sheet and cash flow data across periods and gives a structured read of growth, margins, earnings quality and leverage, listing what the numbers cannot explain.

Use it when

A user asks whether a company's revenue and profit are growing sustainably
A user wants to know if reported earnings are backed by cash flow
A user asks for a debt and liquidity health check from a company's statements

Tools it uses

get_income_statement
get_balance_sheet
get_cash_flow_statement
get_segmented_financials

Example

Is Apple's profit growth backed by cash? Check the last five years of statements.

Revenue grew from 260 to 383 billion over five years, a compound rate of about 8%. Net income rose in step, and operating cash flow stayed above net income in each year, so reported profit is converting to cash. Free cash flow has been steady, but total debt has stayed high while cash has fallen, so net debt is worth watching. The statements do not show the segment split or the non-GAAP adjustments, so I have not checked either.

Use in RevampKeyRead the full skill →

Read-only6 Financial Datasets tools

Review insider and institutional ownership with AI

Maps who owns a stock and who is trading it, from insider trades, insider ownership, institutional holdings and beneficial owners, separating routine sales and rebalancing from the moves that carry information. It asks before changing any saved setting.

Use it when

You want to know whether insiders are buying or selling a stock
You need the largest holders and how institutional ownership has shifted
You are checking whether a sell-off is backed by insiders or by index flows

Tools it uses

get_beneficial_owners
get_insider_ownership
get_institutional_holdings
get_insider_trades
get_institutional_investors
get_index_fund

Example

Who owns AAPL and have insiders been buying or selling over the past year?

Insiders hold about 0.1% of AAPL in aggregate. Over the last 12 months, 9 insiders sold and 0 bought on the open market. Most sales are scheduled, tax-related or tied to option exercises, so I treat them as routine. Institutional holders such as Vanguard and BlackRock show index-driven changes, which I have excluded from the conclusion. Read: no meaningful insider signal; ownership looks stable on this evidence.

Use in RevampKeyRead the full skill →

Read-only5 Financial Datasets tools

Research SEC filings with Financial Datasets and AI

Finds a company's SEC filings and specific items, reads the relevant sections and summarises what changed, citing the form, period and item for each claim. It confirms the ticker or CIK first and does not change anything in your account.

Use it when

You want the risk factors in a company's latest 10-K compared with last year's.
You need to know what a company disclosed in its legal proceedings this quarter.
You have an 8-K about an executive departure and want a short, sourced summary.

Tools it uses

get_filings
get_filing_items
get_income_statement
get_balance_sheet
get_financial_metrics

Example

What changed in Apple's risk factors between its last two 10-Ks? Cite the item for each change.

Apple's FY2024 10-K (period ended 28 September 2024) compared with the FY2023 10-K. Two risk factors were added under Item 1A: one on tariffs affecting component sourcing, and one on regulatory actions in the EU app marketplace. One generic risk on supply chain concentration was reworded, with 'may' changed to 'has' in the description of China-based manufacturing. Figures were not cross-checked against the income statement for this summary.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

RevampKey adds the skills when you connect Financial Datasets, updates them for you and removes them when you disconnect.

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How Financial Datasets skills work

Connect Financial Datasets
The Financial Datasets MCP server gives the agent its tools.
Ask in plain words
“Has Netflix been hitting its guidance over the last eight quarters, and how did the stock react each time?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Financial Datasets skills

In RevampKey the skills install themselves when you connect Financial Datasets. In other tools each skill is one folder with a SKILL.md file, and you also need the Financial Datasets MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Financial Datasets. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Has Netflix been hitting its guidance over the last eight quarters, and how did the stock react each time?”
Download RevampKeyConnect Financial Datasets · 1 click
Get RevampKey to connect Financial Datasets
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Financial Datasets is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials earnings-and-guidance-tracker financial-statement-analysis insider-and-institutional-ownership-review sec-filing-research; do curl -fsSL --create-dirs -o .claude/skills/financial-datasets-$s/SKILL.md https://revampkey.com/marketplace/financial-datasets/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Financial Datasets MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials earnings-and-guidance-tracker financial-statement-analysis insider-and-institutional-ownership-review sec-filing-research; do
  curl -fsSL --create-dirs -o .claude/skills/financial-datasets-$s/SKILL.md https://revampkey.com/marketplace/financial-datasets/skills/$s/SKILL.md
done

Ask in plain language, for example “Has Netflix been hitting its guidance over the last eight quarters, and how did the stock react each time?”

Into the shared .agents/skills folder

Connect the Financial Datasets MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials earnings-and-guidance-tracker financial-statement-analysis insider-and-institutional-ownership-review sec-filing-research; do
  curl -fsSL --create-dirs -o .agents/skills/financial-datasets-$s/SKILL.md https://revampkey.com/marketplace/financial-datasets/skills/$s/SKILL.md
done

Ask in plain language, for example “Has Netflix been hitting its guidance over the last eight quarters, and how did the stock react each time?”

Into the shared .agents/skills folder

Connect the Financial Datasets MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials earnings-and-guidance-tracker financial-statement-analysis insider-and-institutional-ownership-review sec-filing-research; do
  curl -fsSL --create-dirs -o .agents/skills/financial-datasets-$s/SKILL.md https://revampkey.com/marketplace/financial-datasets/skills/$s/SKILL.md
done

Ask in plain language, for example “Has Netflix been hitting its guidance over the last eight quarters, and how did the stock react each time?”

Into the shared .agents/skills folder

Connect the Financial Datasets MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials earnings-and-guidance-tracker financial-statement-analysis insider-and-institutional-ownership-review sec-filing-research; do
  curl -fsSL --create-dirs -o .agents/skills/financial-datasets-$s/SKILL.md https://revampkey.com/marketplace/financial-datasets/skills/$s/SKILL.md
done

Ask in plain language, for example “Has Netflix been hitting its guidance over the last eight quarters, and how did the stock react each time?”

RevampKey or copy the files?

In RevampKey

One click when you connect Financial Datasets
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Financial Datasets MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Financial Datasets skills FAQ

What is a Financial Datasets agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Financial Datasets skill describes one job, which Financial Datasets tools to use in which order, what to check first and when to stop and ask you.

Do the Financial Datasets skills change anything on their own?

5 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Financial Datasets.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Financial Datasets; elsewhere you copy the folders into your project or skills directory.

Do I need the Financial Datasets MCP server too?

Yes. The skills tell the agent how to do the work; the Financial Datasets MCP server gives it the tools to do it. The Financial Datasets MCP setup guide covers every client.

Financial Datasets MCP server setup · This page as Markdown

Put Financial Datasets’s best workflows in your agent

Download RevampKey, connect Financial Datasets and ask your first question in about a minute.

Download RevampKey Connect Financial Datasets · 1 click

All 5 Financial Datasets skills

Use the Financial Datasets connector with AI

Use it when

Tools it uses

Track earnings and guidance against delivery

Use it when

Tools it uses

Analyse a company's financial statements with AI

Use it when

Tools it uses

Review insider and institutional ownership with AI

Use it when

Tools it uses

Research SEC filings with Financial Datasets and AI

Use it when

Tools it uses

Get all 5 without copying a file

How Financial Datasets skills work

How to install Financial Datasets skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Financial Datasets skills FAQ

Put Financial Datasets’s best workflows in your agent

Skills for related tools