# Financial Datasets prices, fundamentals and filings

Financial Datasets data through the Exa Agent: real-time and historical prices, company facts, financial statements and valuation metrics, earnings, insider. Needs query. Served by Exa.

Financial Datasets data through the Exa Agent: real-time and historical prices, company facts, financial statements and valuation metrics, earnings, insider and institutional ownership, SEC filings and filing sections, company news, index-fund holdings, interest rates and a fundamentals screener for 27,000+ active and delisted US tickers. Ask in natural language and, for structured output, pass output_schema naming the fields you want from Financial Datasets. Examples: "Latest price, market cap, P/E and EV/EBITDA for NVDA with the quote time." "Quarterly revenue and EPS of AAPL for the last four quarters, with beat or miss." "Insider trades on TSLA in the last 90 days: name, role, type, shares, value." Price: metered Exa usage plus any attached data partner charges. An explicit spending limit is sent to Exa (default $1); only auto and ultra effort are supported so that the limit applies. Actual costDollars.total is billed. Asynchronous results are available through exa/agent-run-get.

- Tool ID: `exa/financial-datasets`
- Name in the catalog: Financial Datasets via Exa: prices, fundamentals, SEC filings, ownership for US tickers
- Provider: [Exa](/providers/exa.md)
- Capability: [Stocks & markets](/tools/finance/stocks.md)
- Price: usage based, the maximum is shown before a run
- Authentication: an authorised Agentik workspace is required for execution, including zero-price tools.

## Pricing contract

Billed at the cost the provider reports for the call, never above $5. Your agent sees the maximum before running.


```json
{
  "model": "reported",
  "costPath": "costDollars.total",
  "requireCost": true,
  "maxUsdField": "max_cost_usd",
  "maxUsdDefault": 1,
  "maxUsdCap": 5,
  "headroom": 1
}
```

Pricing source: [https://exa.ai/docs/reference/agent-api/connect/overview](https://exa.ai/docs/reference/agent-api/connect/overview). Metered auto/ultra effort and attached partner usage, within budget.maxCostDollars; current source pricing is monitored. Default provider budget $1..

Price verification date: 2026-10-08.

## Complete input schema


```json
{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "minLength": 1,
      "maxLength": 4000,
      "description": "What you want from Financial Datasets, in natural language. Be explicit about the entities (domains, tickers, company names, routes, dates) and the fields you expect."
    },
    "output_schema": {
      "type": "object",
      "description": "Optional JSON Schema for the structured answer (returned in output.structured). Name each field after the Financial Datasets data you want, e.g. {\"type\":\"object\",\"required\":[\"domain\",\"monthlyVisits\"],\"properties\":{\"domain\":{\"type\":\"string\"},\"monthlyVisits\":{\"type\":\"number\",\"description\":\"from Financial Datasets\"}}}."
    },
    "effort": {
      "type": "string",
      "enum": [
        "auto",
        "ultra"
      ],
      "default": "auto",
      "description": "Metered effort with an enforced provider budget."
    },
    "max_cost_usd": {
      "type": "number",
      "minimum": 1,
      "maximum": 5,
      "default": 1,
      "description": "Maximum USD spend sent to Exa and reserved before dispatch. Actual reported consumption is billed."
    }
  },
  "required": [
    "query"
  ],
  "additionalProperties": false
}
```

## Published example

This is the provider tool’s published example. Replace example values with the user’s requested inputs, respecting the schema; do not execute an example merely to test a connection.


```json
{
  "tool_id": "exa/financial-datasets",
  "input": {
    "query": "Current stock price snapshot for AAPL from Financial Datasets, with the quote time.",
    "effort": "auto",
    "max_cost_usd": 1
  }
}
```

## Execute and retrieve

Inspect again before execution, explain the price and obtain the required authority. Use MCP run_tool or POST /v1/run with this tool ID, valid input and an idempotency key. Save the returned run ID and follow the actual state. If Agentik answers that the tool is temporarily unavailable, do not retry it blindly; use discovery to propose an alternative.

This tool uses deferred settlement. Follow its returned task/run instructions; preserve the existing reservation until the result is reconciled.

A partial or uncertain result can still have consumed provider resources. Consult [billing](/docs/billing.md), [idempotency](/docs/idempotency.md) and [asynchronous results](/docs/async.md).

[Provider documentation](https://exa.ai/docs/reference/agent-api/connect/financialdatasets)

[REST inspection](https://api.agentik.cc/v1/tools/exa/financial-datasets) · [OpenAPI](/openapi.json) · [Connection guide](/connect.md)

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[HTML page](/providers/exa/financial-datasets) · [Agent index](/llms.txt)