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Exa · Prices, fundamentals, SEC filings, ownership for US tickers

Financial Datasets

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: Exa effort (minimal $0.012, low $0.025, medium $0.10, high $0.50 per run) plus $0.01 per Financial Datasets call; the cost Exa reports is billed, up to max_cost_usd (default $0.225). Usually answers inline within a minute; otherwise returns a run id to read with exa/agent-run-get.

Usage based ExaFinanceexa/financial-datasetsListed

Activation pending; your agent will see it as unavailable until then.

Use this tool with your agent

Give this to your agent
Use my connected Agentik MCP server. I want to use the tool exa/financial-datasets (Financial Datasets via Exa: prices, fundamentals, SEC filings, ownership for US tickers). Call inspect_tool with {"tool_id": "exa/financial-datasets"} first and tell me the price before anything runs. Ask me for the inputs it needs; never invent values, IDs or file URLs. When I confirm, call run_tool with tool_id "exa/financial-datasets" and my inputs, follow it with get_run if it is still running, and give me the result and the price Agentik reports. If the tool is unavailable, say so and use discover_tools to propose an alternative.
Show the prompt

Paste it into Claude, ChatGPT or Codex: your agent takes it from there, and shows the price before it runs.

Parameters

NameTypeRequiredDescription
querystringYesWhat 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_schemaobjectNoOptional 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"}}}.
effortstringNoExa Agent effort: minimal $0.012 (one quick lookup), low $0.025 (default), medium $0.10, high $0.50, plus partner calls. Options: minimal, low, medium, high.
max_cost_usdnumberNoCeiling reserved for this run, effort plus Financial Datasets calls (default $0.225, at most $5). The real cost Exa reports is billed, never more than this.

How your agent calls it

First inspect_tool for the current schema and price, then run_tool with the published example after confirming your inputs:

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

Price and billing

Price
Usage based
Model
Usage based
Detail
Billed at the cost the provider reports for the call, never above $5. Your agent sees the maximum before running.
  • The provider’s price, 0% markup.
  • One prepaid balance for every provider; your agent sees the price before it runs.
  • Pay for measured usage; unused reservations are released.