MCP App Store
by KeenEthics

Overview

Wisesheets gives your AI instant access to institutional grade financial data without the terminal price. Pull income statements, balance sheets, cash flow statements, and hundreds of financial metrics sourced directly from SEC EDGAR (XBRL), plus historical and real time stock prices, dividends, and key ratios like P/E, ROIC, and margins for public companies. Ask for any company's fundamentals, screen an industry by revenue growth, build a DCF, or generate a tearsheet without leaving the chat. An affordable alternative to Bloomberg Terminal, Alpha Vantage, and Financial Modeling Prep, trusted by 70,000+ investors and analysts worldwide.

Tools

get_company

ChatGPT
Return the profile (name, exchange, SIC, fiscal year end, listing status, hasFinancials) for one ticker or CIK. A ticker resolves to its current holder; a delisted company is reachable by CIK or by name via search_companies.

get_dividends

ChatGPT
Return per-ex-date historical dividend rows for one or more tickers. Dividend amounts are decimal strings. from/to filter on the ex-dividend date; announced future dividends are included unless excluded via to. Resolves SEC filers plus ETFs listed on a US exchange; anything else is reported in meta.unknownSymbols.

get_financials

ChatGPT
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. A sic screen returns currently listed companies only unless status is widened. Check meta.noData: those identifiers resolved to a real company that has nothing to report for this request — do not read an absent row as a zero. latest is each company's own most recent reported period; for a delisted company that can be years old, so compare periodEnd before comparing companies. 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

ChatGPT
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. Resolves SEC filers plus ETFs listed on a US exchange; anything else is reported in meta.unknownSymbols.

get_prices_live

ChatGPT
Return the latest available quote for one or more tickers, one row per ticker. Fields default to price, changesPercentage, change, previousClose, and volume; numeric values are decimal strings (timestamp is epoch seconds). Quotes may be delayed and outside market hours reflect the last close — read timestamp to judge freshness. Resolves SEC filers plus ETFs listed on a US exchange; anything else is reported in meta.unknownSymbols. For historical rows use get_prices_eod.

get_statements

ChatGPT
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.

list_metrics

ChatGPT
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.

search_companies

ChatGPT
Search the company universe by name/ticker (q), exchange, or SIC codes. Returns a paginated list. Every row carries status (listed | delisted | unknown) and hasFinancials. Exchange/SIC screens and unfiltered listings default to status=listed; lookups with q default to any. Delisted and never-listed filers are in the universe — pass status to include or target them.

whoami

ChatGPT
Return the authenticated account, plan, capabilities, and current quota usage. Free to call — does not consume a quota unit.

get_company

Claude

get_dividends

Claude

get_financials

Claude

get_prices_eod

Claude

get_prices_live

Claude

get_statements

Claude

list_metrics

Claude

search_companies

Claude

whoami

Claude

Example Prompts

Click any prompt to copy it.

App Stats

18

Tools

3

Prompts

ChatGPT, Claude

Platforms

Works with

ChatGPT
Claude

Data refreshed daily