Integration

FinImpulse integration

FinImpulse is a financial market data API for stocks, ETFs, mutual funds and indices. Search about 730,000 listings, read current prices, price history with dividends and splits, profiles and summaries, financial statements and valuation history, analyst ratings and estimates, earnings and IPO calendars, SEC filings, insider, institutional and fund holders, ETF holdings, option chains, news, country macroeconomic indicators and economic release calendars. Every call is billed against the account balance (per call, and on most list routes also per returned row or report); get_account and list_error_codes are free. Authentication is a FinImpulse API token (API Settings in the FinImpulse dashboard) sent as a Bearer token; a Sandbox token from the same page returns dummy data without touching the balance, and a token limited to whitelisted IPs is refused from other addresses. Rate limit: 60 requests per minute on the free tier, 2,000 after the first payment.

Connect FinImpulse How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in FinImpulse.Built from the 39 FinImpulse tools below, on the connection you add once.

What you can do with FinImpulse

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Each badge shows the default agent permission of an endpoint (allowed: an agent calls it without asking; ask first: you are asked before an agent calls it, when the agent or chat asks permission for sensitive actions; never: no agent may call it), which every user can change endpoint by endpoint in their credential settings.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Asset, 2 operations

search_assetsSearch assetsPOSTAgents: ask firstSearches stocks, ETFs, mutual funds and indices by text, ticker list or filters, returning about 70 price, liquidity, return, dividend and fundamental fields per listing. Set limit: each row is billed. Fewer fields: search_assets_lite.
search_assets_liteSearch assets litePOSTAgents: ask firstSearches stocks, ETFs, mutual funds and indices like search_assets but returns only core identity, price and performance fields; select_identifiers narrows them further. Cheaper per row than search_assets. Set limit: each row is billed.

Summary, 2 operations

get_summaryGet summaryPOSTAgents: ask firstReturns a full snapshot of a stock, ETF or fund (about 240 fields): identity, description, prices and ranges, dividends, valuation, shares and ownership, earnings, analyst coverage, fund data and performance.
get_summary_liteGet summary litePOSTAgents: ask firstReturns a light snapshot of a stock or fund: identity, location and website, sector, prices, 52-week range, dividends, volume, market cap, beta and P/E, P/B, P/S. Cheaper than get_summary; select_identifiers narrows it.

Account, 1 operation

get_accountGet accountGETAgents: ask firstReturns the FinImpulse account's email address, the name of the API token used and the current balance in USD. Free, it does not touch the balance: use it to check funds before paid calls.

Analyst rating, 1 operation

list_analyst_ratingsList analyst ratingsPOSTAgents: ask firstLists the analysts covering a stock with their current rating, sentiment (1, 0 or -1), price target, scores and latest announcement date. Set limit: each row is billed.

Analyst rating change, 1 operation

list_analyst_rating_changesList analyst rating changesPOSTAgents: ask firstLists analyst rating actions on a stock: upgrades, downgrades, reiterations and price-target changes, with firm, from and to grade and prior and current target. Set limit: each row is billed.

Analyst recommendation, 1 operation

list_analyst_recommendationsList analyst recommendationsPOSTAgents: ask firstReturns the breakdown of analyst recommendations for a stock over time: how many analysts rate it strong buy, buy, hold, sell and strong sell at each date. Set limit: each row is billed.

Annual return, 1 operation

list_annual_returnsList annual returnsPOSTAgents: ask firstReturns an ETF or mutual fund's total return per calendar year, with its category average and the four quarterly returns.

Balance sheet, 1 operation

get_balance_sheetsGet balance sheetsPOSTAgents: ask firstReturns a company's balance sheets (assets, liabilities, equity line by line) for the annual and/or quarterly periods asked in intervals, within an optional date range. Billed per call and per report returned.

Cash flow statement, 1 operation

get_cash_flow_statementsGet cash flow statementsPOSTAgents: ask firstReturns a company's cash flow statements (operating, investing, financing cash flows, free cash flow) for the annual, quarterly and/or trailing periods asked in intervals. Billed per call and per report returned.

Corporate event, 1 operation

list_earnings_ipo_eventsList earnings ipo eventsPOSTAgents: ask firstLists past and upcoming earnings announcements and IPOs: event type, ticker, company, date and time, plus EPS estimate, actual and surprise for earnings, or deal status, exchange and currency for IPOs. Filter on symbol with filters.

Earnings estimate, 1 operation

list_earnings_estimatesList earnings estimatesPOSTAgents: ask firstReturns a stock's earnings records by type: EPS actuals and surprises, earnings versus revenue, EPS and revenue estimates, EPS trend and revisions, growth against benchmarks. Pick record types with types. Each row is billed.

Economic release, 1 operation

list_economic_releasesList economic releasesPOSTAgents: ask firstLists scheduled macroeconomic data releases (CPI, unemployment, retail sales, GDP...) for 71 countries and the euro area, recent and about 30 days ahead, with release time, period, actual, prior and originally reported values.

Error code, 1 operation

list_error_codesList error codesGETAgents: ask firstLists FinImpulse's internal status codes (the status_code of every answer) with their messages, such as 40200 insufficient balance or 42901 daily credit limit. Free.

Etf holding, 1 operation

get_etf_holdings_historyGet etf holdings historyPOSTAgents: ask firstReturns an ETF's full portfolio on one reporting date: each holding's ticker, name, shares, weight and market value. Take date from list_etf_holdings_dates first. ETFs only. Set limit: each row is billed.

Etf holding date, 1 operation

list_etf_holdings_datesList etf holdings datesPOSTAgents: ask firstLists the reporting dates on which an ETF's full holdings were recorded, to pass as date to get_etf_holdings_history. ETFs only; start_date keeps the dates from that day on.

Fund holder, 1 operation

list_fund_holdersList fund holdersPOSTAgents: ask firstLists the mutual funds and ETFs holding a stock, with each one's reported position, percent held, value and report date. Set limit: each row is billed.

Fund holdings, 1 operation

get_fund_holdings_overviewGet fund holdings overviewPOSTAgents: ask firstReturns an ETF or mutual fund's portfolio overview: cash, stock, bond and other allocation, sector weights, and holdings-weighted P/E, P/B, P/S, P/CF, median market cap and earnings growth. Stocks return nulls.

Income statement, 1 operation

get_income_statementsGet income statementsPOSTAgents: ask firstReturns a company's income statements (revenue, costs, operating income, EBITDA, net income, EPS) for the annual, quarterly and/or trailing periods asked in intervals. Billed per call and per report returned.

Insider, 1 operation

list_insidersList insidersPOSTAgents: ask firstLists a company's insiders: name, relation to the company, latest transaction and its date, and shares held directly (personal data on named insiders). Stocks only. Set limit: each row is billed.

Insider transaction, 1 operation

list_insider_transactionsList insider transactionsPOSTAgents: ask firstLists insider trades in a stock: insider name and relation, transaction text, shares, value, date and direct or indirect ownership (personal data on named insiders). Stocks only. Set limit: each row is billed.

Institutional holder, 1 operation

list_institutional_holdersList institutional holdersPOSTAgents: ask firstLists the institutions holding a stock, with each one's reported position, percent held, value and report date. Set limit: each row is billed.

Macro indicator, 1 operation

list_macro_indicatorsList macro indicatorsPOSTAgents: ask firstReturns annual macroeconomic indicators per country and year (38 of them: GDP, inflation, unemployment, interest rates, exchange rates, trade, government debt and finances). Filter on country_iso3 and year with filters.

Market index, 1 operation

search_market_indicesSearch market indicesPOSTAgents: ask firstSearches about 39,000 market indices (equity, volatility, currency, Treasury yield) by name or symbol, returning the latest close, daily change, 52-week range and one-year return. Pass symbols such as ^GSPC to fetch known ones.

Market price, 1 operation

get_market_priceGet market priceGETAgents: ask firstReturns the current price snapshot of one stock, ETF or mutual fund: current, regular, pre-market and post-market prices and changes, volume, market cap and market state. Delayed up to one hour.

Metrics, 1 operation

get_metricsGet metricsPOSTAgents: ask firstReturns 20 metrics of a stock, ETF, fund or index: dividend rate and yield, 1- and 3-year returns, moving-average and 52-week changes, margins, return on equity and capital, beta, leverage and growth.

News, 1 operation

list_newsList newsPOSTAgents: ask firstLists news articles and press releases about a stock, ETF or fund: headline, brief description, publication time, related tickers, provider and link. Set limit: each row is billed.

Option chain, 1 operation

get_option_chainGet option chainPOSTAgents: ask firstReturns the option contracts of a stock or ETF for one expiration date (from list_option_expirations): calls and puts with strike, prices, bid, ask, volume, open interest and implied volatility. Set limit: each row is billed.

Option contract, 1 operation

get_option_contractGet option contractPOSTAgents: ask firstReturns one option contract by its full contract name (as listed by get_option_chain): last price, change, bid, ask, volume, open interest, implied volatility, moneyness and Greeks.

Option expiration, 1 operation

list_option_expirationsList option expirationsGETAgents: ask firstLists the option expiration dates available for a stock or ETF ticker, to pass as expiration_date to get_option_chain. A ticker without options returns an empty list.

Ownership, 1 operation

get_ownership_overviewGet ownership overviewPOSTAgents: ask firstReturns a stock's ownership snapshot: percent held by insiders and institutions, institutional float share, number of institutions, and insider buying, selling and net share flow.

Price history, 1 operation

get_price_historyGet price historyPOSTAgents: ask firstReturns an asset's price history (open, high, low, close, adjusted close, volume) with its dividends, splits and capital gains, daily to yearly, from 1970. Page with search_after_token. Set limit: each row is billed.

Profile, 1 operation

get_profileGet profilePOSTAgents: ask firstReturns the profile of a stock, ETF or fund: description, sector and industry, address and contacts, employees, officers (named people with age and pay: personal data), governance risk scores, or fund style and fees.

Risk metric, 1 operation

list_risk_metricsList risk metricsPOSTAgents: ask firstReturns risk and risk-adjusted performance metrics over standard horizons (alpha, beta, mean annual return, R-squared, standard deviation, Sharpe and Treynor ratios), mainly for mutual funds and ETFs.

Sec filing, 1 operation

list_sec_filingsList sec filingsPOSTAgents: ask firstLists the SEC filings of a stock, ETF or fund by symbol or CIK: form type, filing and report dates, accession number, primary document and its URL, newest filing first. Set limit: each row is billed.

Statistics, 1 operation

get_statisticsGet statisticsPOSTAgents: ask firstReturns a statistics snapshot of a stock, ETF or fund (about 140 fields): price and volume, dividends, valuation ratios, balance sheet and liquidity, trailing and category returns, risk, classification and analyst data.

Top holding, 1 operation

list_top_holdingsList top holdingsPOSTAgents: ask firstReturns the ten largest holdings of an ETF or mutual fund with each one's ticker, name and share of net assets. A stock returns an empty list.

Valuation measure, 1 operation

get_valuation_measuresGet valuation measuresPOSTAgents: ask firstReturns a company's valuation multiples per period (market cap, enterprise value, P/E, forward P/E, PEG, P/B, P/S, EV/EBITDA, EV/revenue) for the annual, quarterly and/or trailing intervals asked. Billed per call and per report.

Use FinImpulse from Claude Code, Cursor or Codex

Connect FinImpulse in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its FinImpulse operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect FinImpulse

Create your workspace
Sign up free. Nothing to install.
Connect FinImpulse once
Add your FinImpulse connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.