{"openapi":"3.1.0","info":{"title":"Financial Datasets (BYOK) API","version":"0.1.0","description":"Financial Datasets (BYOK) lets an AI assistant read your own Financial Datasets data through the Financial Datasets API with a key you supply (Financial Datasets API key). Read-only: 11 tools (get_company_facts, get_price_snapshot, get_historical_prices, get_income_statements, get_balance_sheets, get_cash_flow_statements, get_financial_metrics_snapshot, get_insider_trades, get_company_news,...\n\nEvery operation is read-only or compute-only. The same tools are available over MCP (streamable HTTP) at https://byok-financialdatasets.connectorbay.com/mcp.","contact":{"name":"Unify Dynamics LLC","email":"agent@connectorbay.com","url":"https://connectorbay.com/byok-financialdatasets/docs"},"termsOfService":"https://connectorbay.com/byok-financialdatasets/terms"},"servers":[{"url":"https://byok-financialdatasets.connectorbay.com"}],"externalDocs":{"url":"https://connectorbay.com/byok-financialdatasets/docs"},"security":[{"upstreamKey":[]}],"components":{"securitySchemes":{"bearer":{"type":"http","scheme":"bearer","description":"Optional. A Pro API key raises rate limits; no credentials are required."},"upstreamKey":{"type":"apiKey","in":"header","name":"X-Upstream-Key","description":"Your own key for the service this connector wraps (bring your own key). Used for that one call only; never stored, logged or cached."}},"schemas":{"Error":{"type":"object","properties":{"ok":{"const":false},"error":{"type":"object"}}}}},"paths":{"/v1/tools/get_company_facts":{"post":{"operationId":"get_company_facts","summary":"Get basic facts about a listed company by ticker or SEC CIK: name, sector, industry, exchange, location and SIC classifi","description":"Get basic facts about a listed company by ticker or SEC CIK: name, sector, industry, exchange, location and SIC classification. Use for \"What sector and exchange is NVDA in\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"ticker":{"anyOf":[{"maxLength":20,"type":"string"},{"type":"null"}],"default":null,"description":"Ticker symbol, for example NVDA.","title":"Ticker"},"cik":{"anyOf":[{"maxLength":20,"type":"string"},{"type":"null"}],"default":null,"description":"SEC Central Index Key, an alternative to ticker.","title":"Cik"}},"title":"get_company_factsArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}},"/v1/tools/get_price_snapshot":{"post":{"operationId":"get_price_snapshot","summary":"Get the latest price of one stock with the day change and day change percent. Use for \"What is Microsoft's stock price r","description":"Get the latest price of one stock with the day change and day change percent. Use for \"What is Microsoft's stock price right now\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"ticker":{"description":"Stock ticker symbol, for example AAPL.","maxLength":20,"title":"Ticker","type":"string"}},"required":["ticker"],"title":"get_price_snapshotArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}},"/v1/tools/get_historical_prices":{"post":{"operationId":"get_historical_prices","summary":"Get end-of-day price bars (open, high, low, close, volume) for a stock between two dates at day, week, month or year int","description":"Get end-of-day price bars (open, high, low, close, volume) for a stock between two dates at day, week, month or year intervals. Use for \"Show Apple's daily closing prices for October 2026\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"ticker":{"description":"Stock ticker symbol, for example AAPL.","maxLength":20,"title":"Ticker","type":"string"},"interval":{"description":"Bar size: day, week, month or year.","enum":["day","week","month","year"],"title":"Interval","type":"string"},"start_date":{"description":"First date, YYYY-MM-DD.","maxLength":10,"title":"Start Date","type":"string"},"end_date":{"description":"Last date, YYYY-MM-DD.","maxLength":10,"title":"End Date","type":"string"},"cursor":{"anyOf":[{"maxLength":2000,"type":"string"},{"type":"null"}],"default":null,"description":"Pagination cursor: pass the value of next_page_url from the previous answer to fetch the next page (other filters are then ignored).","title":"Cursor"}},"required":["ticker","interval","start_date","end_date"],"title":"get_historical_pricesArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}},"/v1/tools/get_income_statements":{"post":{"operationId":"get_income_statements","summary":"Get a company's income statements (revenue, gross profit, operating income, net income, EPS) per annual, quarterly or tr","description":"Get a company's income statements (revenue, gross profit, operating income, net income, EPS) per annual, quarterly or trailing period. Use for \"What was Tesla's revenue and net income for the last four quarters\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"ticker":{"description":"Stock ticker symbol, for example TSLA.","maxLength":20,"title":"Ticker","type":"string"},"period":{"description":"Reporting period: annual, quarterly or ttm (trailing twelve months).","enum":["annual","quarterly","ttm"],"title":"Period","type":"string"},"limit":{"anyOf":[{"maximum":100,"minimum":1,"type":"integer"},{"type":"null"}],"default":4,"description":"Maximum number of statements in total across pages (each page holds up to 10).","title":"Limit"},"report_period_gte":{"anyOf":[{"maxLength":10,"type":"string"},{"type":"null"}],"default":null,"description":"Only periods ending on or after this date, YYYY-MM-DD.","title":"Report Period Gte"},"report_period_lte":{"anyOf":[{"maxLength":10,"type":"string"},{"type":"null"}],"default":null,"description":"Only periods ending on or before this date, YYYY-MM-DD.","title":"Report Period Lte"},"cursor":{"anyOf":[{"maxLength":2000,"type":"string"},{"type":"null"}],"default":null,"description":"Pagination cursor: pass the value of next_page_url from the previous answer to fetch the next page (other filters are then ignored).","title":"Cursor"}},"required":["ticker","period"],"title":"get_income_statementsArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}},"/v1/tools/get_balance_sheets":{"post":{"operationId":"get_balance_sheets","summary":"Get a company's balance sheets (assets, liabilities, cash, debt, equity) per annual, quarterly or trailing period. Use f","description":"Get a company's balance sheets (assets, liabilities, cash, debt, equity) per annual, quarterly or trailing period. Use for \"How much cash and debt does Amazon have\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"ticker":{"description":"Stock ticker symbol, for example AMZN.","maxLength":20,"title":"Ticker","type":"string"},"period":{"description":"Reporting period: annual, quarterly or ttm (trailing twelve months).","enum":["annual","quarterly","ttm"],"title":"Period","type":"string"},"limit":{"anyOf":[{"maximum":100,"minimum":1,"type":"integer"},{"type":"null"}],"default":4,"description":"Maximum number of statements in total across pages (each page holds up to 10).","title":"Limit"},"report_period_gte":{"anyOf":[{"maxLength":10,"type":"string"},{"type":"null"}],"default":null,"description":"Only periods ending on or after this date, YYYY-MM-DD.","title":"Report Period Gte"},"report_period_lte":{"anyOf":[{"maxLength":10,"type":"string"},{"type":"null"}],"default":null,"description":"Only periods ending on or before this date, YYYY-MM-DD.","title":"Report Period Lte"},"cursor":{"anyOf":[{"maxLength":2000,"type":"string"},{"type":"null"}],"default":null,"description":"Pagination cursor: pass the value of next_page_url from the previous answer to fetch the next page (other filters are then ignored).","title":"Cursor"}},"required":["ticker","period"],"title":"get_balance_sheetsArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}},"/v1/tools/get_cash_flow_statements":{"post":{"operationId":"get_cash_flow_statements","summary":"Get a company's cash flow statements (operating, investing, financing flows, capex, free cash flow) per annual, quarterl","description":"Get a company's cash flow statements (operating, investing, financing flows, capex, free cash flow) per annual, quarterly or trailing period. Use for \"What is Meta's free cash flow for the last two years\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"ticker":{"description":"Stock ticker symbol, for example META.","maxLength":20,"title":"Ticker","type":"string"},"period":{"description":"Reporting period: annual, quarterly or ttm (trailing twelve months).","enum":["annual","quarterly","ttm"],"title":"Period","type":"string"},"limit":{"anyOf":[{"maximum":100,"minimum":1,"type":"integer"},{"type":"null"}],"default":4,"description":"Maximum number of statements in total across pages (each page holds up to 10).","title":"Limit"},"report_period_gte":{"anyOf":[{"maxLength":10,"type":"string"},{"type":"null"}],"default":null,"description":"Only periods ending on or after this date, YYYY-MM-DD.","title":"Report Period Gte"},"report_period_lte":{"anyOf":[{"maxLength":10,"type":"string"},{"type":"null"}],"default":null,"description":"Only periods ending on or before this date, YYYY-MM-DD.","title":"Report Period Lte"},"cursor":{"anyOf":[{"maxLength":2000,"type":"string"},{"type":"null"}],"default":null,"description":"Pagination cursor: pass the value of next_page_url from the previous answer to fetch the next page (other filters are then ignored).","title":"Cursor"}},"required":["ticker","period"],"title":"get_cash_flow_statementsArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}},"/v1/tools/get_financial_metrics_snapshot":{"post":{"operationId":"get_financial_metrics_snapshot","summary":"Get current valuation, profitability, liquidity, leverage and growth ratios for a company (P/E, margins, ROE, debt-to-eq","description":"Get current valuation, profitability, liquidity, leverage and growth ratios for a company (P/E, margins, ROE, debt-to-equity and more). Use for \"What are Nvidia's P/E ratio and operating margin\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"ticker":{"description":"Stock ticker symbol, for example NVDA.","maxLength":20,"title":"Ticker","type":"string"}},"required":["ticker"],"title":"get_financial_metrics_snapshotArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}},"/v1/tools/get_insider_trades":{"post":{"operationId":"get_insider_trades","summary":"Get SEC Form 4/5 insider transactions for a company: who traded, their title, date, shares, price and value. Use for \"Wh","description":"Get SEC Form 4/5 insider transactions for a company: who traded, their title, date, shares, price and value. Use for \"Which insiders sold Apple shares recently\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"ticker":{"description":"Stock ticker symbol, for example AAPL.","maxLength":20,"title":"Ticker","type":"string"},"limit":{"anyOf":[{"maximum":100,"minimum":1,"type":"integer"},{"type":"null"}],"default":10,"description":"Maximum number of transactions in total across pages (each page holds up to 10).","title":"Limit"},"filing_date_gte":{"anyOf":[{"maxLength":10,"type":"string"},{"type":"null"}],"default":null,"description":"Only filings on or after this date, YYYY-MM-DD.","title":"Filing Date Gte"},"cursor":{"anyOf":[{"maxLength":2000,"type":"string"},{"type":"null"}],"default":null,"description":"Pagination cursor: pass the value of next_page_url from the previous answer to fetch the next page (other filters are then ignored).","title":"Cursor"}},"required":["ticker"],"title":"get_insider_tradesArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}},"/v1/tools/get_company_news":{"post":{"operationId":"get_company_news","summary":"Get recent news headlines with source, date and link, for one company or for the broad market when no ticker is given (m","description":"Get recent news headlines with source, date and link, for one company or for the broad market when no ticker is given (max 10). Use for \"What is the latest news about Tesla\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"ticker":{"anyOf":[{"maxLength":20,"type":"string"},{"type":"null"}],"default":null,"description":"Ticker symbol; leave empty for broad market news.","title":"Ticker"},"limit":{"anyOf":[{"maximum":10,"minimum":1,"type":"integer"},{"type":"null"}],"default":5,"description":"Maximum number of articles (1 to 10).","title":"Limit"}},"title":"get_company_newsArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}},"/v1/tools/get_treasury_yield_curve":{"post":{"operationId":"get_treasury_yield_curve","summary":"Get the daily US Treasury par yield curve in percent for tenors from 1 month to 30 years, newest first. Use for \"What is","description":"Get the daily US Treasury par yield curve in percent for tenors from 1 month to 30 years, newest first. Use for \"What is the 10-year Treasury yield today\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"start_date":{"anyOf":[{"maxLength":10,"type":"string"},{"type":"null"}],"default":null,"description":"First date, YYYY-MM-DD (default one year before end_date).","title":"Start Date"},"end_date":{"anyOf":[{"maxLength":10,"type":"string"},{"type":"null"}],"default":null,"description":"Last date, YYYY-MM-DD (default today).","title":"End Date"},"cursor":{"anyOf":[{"maxLength":2000,"type":"string"},{"type":"null"}],"default":null,"description":"Pagination cursor: pass the value of next_page_url from the previous answer to fetch the next page (other filters are then ignored).","title":"Cursor"}},"title":"get_treasury_yield_curveArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}},"/v1/tools/get_central_bank_rate":{"post":{"operationId":"get_central_bank_rate","summary":"Get the daily policy interest rate of one central bank (for example FED, ECB or BOJ), newest first, 10 rows per page. Us","description":"Get the daily policy interest rate of one central bank (for example FED, ECB or BOJ), newest first, 10 rows per page. Use for \"What is the ECB policy rate and when did it last change\".","tags":["tools"],"requestBody":{"required":true,"content":{"application/json":{"schema":{"properties":{"bank":{"description":"Central bank code such as FED, ECB or BOJ.","maxLength":10,"title":"Bank","type":"string"},"start_date":{"anyOf":[{"maxLength":10,"type":"string"},{"type":"null"}],"default":null,"description":"First date, YYYY-MM-DD.","title":"Start Date"},"end_date":{"anyOf":[{"maxLength":10,"type":"string"},{"type":"null"}],"default":null,"description":"Last date, YYYY-MM-DD.","title":"End Date"},"cursor":{"anyOf":[{"maxLength":2000,"type":"string"},{"type":"null"}],"default":null,"description":"Pagination cursor: pass the value of next_page_url from the previous answer to fetch the next page (other filters are then ignored).","title":"Cursor"}},"required":["bank"],"title":"get_central_bank_rateArguments","type":"object"}}}},"responses":{"200":{"description":"Tool result. `ok: true` on success; `ok: false` with a structured `error` (provider_unavailable, upstream_error, bad_input) when the tool could not answer.","content":{"application/json":{"schema":{"type":"object","additionalProperties":true}}}},"422":{"description":"Arguments failed validation","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"429":{"description":"Rate limit exceeded (see Retry-After)","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}},"x-read-only":true}}}}