Connect Codex to Financial Datasets AI
Set up in minutes
Choose where it runs
On your computer through your own Codex, or hosted in the cloud. The rest of setup adapts to your choice:
Pick what it can do in Financial Datasets AI
A preset of real Financial Datasets AI operations. Each one becomes a tool the agent can call, and it can't touch anything outside the list.
Connect Financial Datasets AI
One sign-in. The agent acts through your account, scoped to the operations you picked.
Add your personal MCP link
The last step mints a private MCP URL for this agent and walks you through exactly this, with your real link filled in. The page flips to Connected the moment your Codex first calls in. Codex connects when a session starts — run codex, or restart a running one (in the Codex app, Restart).
Run this in your terminal. The Codex app shares its config, so it gets the server too
<your-link> is your personal server URL — setup mints it for you.
Tools Codex gets
Financial Datasets AI
25 toolsGet company facts.
Get income statements.
Get balance sheets.
Get cash flow statements.
Get all financial statements.
Get financial metrics.
Financial Metrics Snapshot (Real-Time).
Get historical stock price data.
Price Snapshot (Real-Time).
Get earnings snapshot.
Get SEC filings.
Get news articles.
Get insider trades.
Get insider ownership.
Get 13F institutional holdings.
Get beneficial ownership.
Get activist stakes.
Get ETF / index-fund holdings.
Get IPO filings.
Interest Rates (Snapshot).
Treasury Yields (Snapshot).
Inflation (Snapshot).
Labor Market (Snapshot).
Search financial statements.
Search specific financial metrics.
About Codex
Frequently asked questions
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NoClick runs Codex for you with Financial Datasets AI wired in as tools. Connect your account and run.