What kinds of financial data can Hubi retrieve?

Hubi can pull income statements, balance sheets, cash flow statements, stock prices, SEC filings and specific filing sections, insider and institutional ownership, KPIs, macroeconomic indicators, index holdings, and stock-screening results across 28 available tools.

Can Hubi screen stocks based on custom criteria?

Yes - describe the financial characteristics you want, such as revenue growth thresholds or valuation ranges, and Hubi runs the screen and returns matching results.

Is my financial data access secure through Hubi?

Hubi uses your authorized credentials to access Financial Datasets AI MCP and does not store or share your data outside the session, keeping your queries private and secure.

All Integrations

Financial Datasets AI MCP

Business Intelligence Sales & CRM Analytics Dashboards AI Agents Databases

Querying financial data across fundamentals, filings, and market metrics typically means juggling multiple sources and manual lookups. Hubi connects to Financial Datasets AI MCP and handles it all - pulling income statements, balance sheets, SEC filings, insider ownership, stock prices, macro data, and more on demand - so you get the answers you need without leaving your conversation.

28 tools available

USE CASES

How businesses use Financial Datasets AI MCP + Hubi AI

Real automation scenarios powered by this integration.

📊

Pull a company's full financial picture

Ask Hubi for a company's income statement, balance sheet, and cash flow statement and it retrieves the latest filings and presents the key figures in one place.

Income StatementBalance SheetCash FlowFundamentals

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Retrieve and read SEC filings

Tell Hubi which filing type and company you need and it fetches the relevant SEC document or specific section so you can review disclosures without searching EDGAR manually.

SEC FilingsFiling SectionsRegulatory Data

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Track insider and institutional ownership

Hubi queries insider transactions and institutional holdings for any ticker so you can monitor who is buying or selling and in what volume.

Insider OwnershipInstitutional HoldingsOwnership Tracking

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Screen stocks by financial criteria

Describe the financial profile you are looking for and Hubi runs a stock screen across the dataset, returning matching tickers with the relevant metrics.

Stock ScreeningKPIsMetricsEquity Research

HOW IT WORKS

Get started in 3 steps

No workflows to build. Just connect, chat, and automate.

Connect Financial Datasets AI MCP

Authorize your account with one click. Hubi AI gets secure access to 28 tools.

Talk to your agent

Describe what you need in plain language. Your AI agent understands context and picks the right tools.

Watch it work

The agent reads, sends, labels, and organizes on your behalf - no manual setup required.

Everything you need to know about Financial Datasets AI MCP + Hubi AI

The Hubi AI Financial Datasets AI MCP integration connects your tools and data to your AI marketing agents. Start automating workflows in minutes.

Hubi connects via the Financial Datasets AI MCP integration. Once authorized, Hubi can immediately query fundamentals, filings, prices, and more using your credentials.

Ready to connect Financial Datasets AI MCP to Hubi AI?

Start automating your workflows in minutes. No credit card required.