@oragnes: The Codex App / CLI can now directly access stock prices, earnings reports, SEC filings, and financial news data. It utilizes the official Financial Datasets MCP Server. It's not just a plugin for "looking up stock prices," but rather connects financial data sources into AI Agents, allowing …

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Summary

OpenAI's Codex App and CLI can now access financial data such as stock quotes, financial reports, and SEC filings directly through the Financial Datasets official MCP Server, supporting real-time market queries, financial report analysis, and company comparisons.

The Codex App / CLI can now directly access stock data, financial reports, SEC filings, and financial news. This is achieved using the official Financial Datasets MCP Server. It’s not just a "check stock prices" plugin; it integrates financial data sources into AI Agents, allowing Codex to retrieve real-time data while performing analysis. **What can it do?** 1. **Check Latest Stock Prices** Retrieve the latest prices, gains/losses, and trading volumes for tickers like AAPL, NVDA, and TSLA. 2. **View Historical Market Data** Access OHLCV data (Open, High, Low, Close, Volume) for a specific stock over a given period. 3. **Analyze Financial Reports** Read revenue, profit, balance sheet, and cash flow data to perform year-over-year (YoY), quarter-over-quarter (QoQ), profit margin, and cash flow quality analyses. 4. **Review Valuation Metrics** Check indicators such as P/E ratio, market cap, EV/Revenue, and dividend yield. 5. **Access SEC Filings** Enable Codex to summarize risk factors, Management’s Discussion and Analysis (MD&A), and significant events from 10-K, 10-Q, and 8-K filings. 6. **Monitor Company News** Combine recent news with analysis to identify short-term catalysts, risks, and market sentiment. 7. **Compare Companies Side-by-Side** For example, have Codex compare growth, profit margins, valuation, and risk across companies like NVDA, AMD, and AVGO. 8. **Screen Stocks** Filter for companies meeting specific criteria based on industry, valuation, revenue scale, profit margins, etc. **Codex CLI Installation** ```bash codex mcp add financial-datasets --url https://mcp.financialdatasets.ai codex mcp login financial-datasets codex mcp list ``` Running the `login` command initiates OAuth authentication with Financial Datasets. If you are using the Codex App, the configuration is shared provided it runs under the same macOS user. After installation, restart the Codex App, and the new tools will be available in fresh sessions. **Usage Examples** * Use `financial-datasets` to check NVDA's latest stock price, returning only the price, timestamp, and source. * Analyze AAPL: Retrieve the latest stock price, recent financials, valuation, news catalysts, and key risks, concluding with short-term and mid-term observations. * Compare revenue growth, gross margins, cash flow, and valuation for TSLA, BYD, and RIVN to determine which company has the healthier fundamentals.
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