Fiscal.ai (BYOK)

Fiscal.ai (BYOK) — connector documentation

• MCP endpoint: https://byok-fiscalai.connectorbay.com/mcp
• REST API: POST https://byok-fiscalai.connectorbay.com/v1/tools/{tool_name}, described by the OpenAPI 3.1 spec at https://byok-fiscalai.connectorbay.com/openapi.json
• Transport: Streamable HTTP, stateless, MCP specification 2025-06-18 or later
• Authentication: your own Fiscal.ai Fiscal.ai API key, sent in the X-Upstream-Key header of every request (never stored, logged or cached)
• Health: https://byok-fiscalai.connectorbay.com/health · Tool schemas: https://byok-fiscalai.connectorbay.com/tools.json
• Publisher: Unify Dynamics LLC · connectorbay.com/byok-fiscalai · agent@connectorbay.com

What Fiscal.ai (BYOK) is for

Fiscal.ai (BYOK) lets an AI assistant read your own Fiscal.ai data through the Fiscal.ai API with a key you supply (Fiscal.ai API key). Read-only: 10 tools (list_companies, get_company_profile, get_events_calendar, list_filings, get_dividends, list_insider_transactions, list_institutional_holders, get_analyst_price_target, get_stock_prices, list_company_news). The BYOK key travels with each request, is used for that one call only and is never stored, logged or cached; it is only ever sent to api.fiscal.ai. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Fiscal.ai. Fiscal.ai and its logos are trademarks of their owners and are used only to say which service the connector works with.

Ask your assistant things like:

• "Which companies can I query in Fiscal.ai?"
• "Give me the Fiscal.ai profile of Apple"
• "Which companies report earnings next week?"
• "List Apple's recent annual and quarterly reports"
• "What dividend does Microsoft pay and when is the next ex-date?"
• "What insider trades happened at Apple recently?"

What it does

• list_companies: List companies covered by the key with name, sector, industry, headquarters country, market cap and primary listing. Compact mode returns slimmer rows. Free-plan keys cover 100 companies and 250 calls per day.
• get_company_profile: Get one company's profile: names, sector and industry, headquarters, CEO, founding and IPO year, CIK, market cap, reporting currency and primary listing. Free-plan keys cover 100 companies and 250 calls per day.
• get_events_calendar: List past and upcoming company earnings events (results releases and calls) with date, status (confirmed, estimated, projected, reported), period and company. Omit the company for the global calendar. Free-plan keys cover 100 companies and 250 calls per day.
• list_filings: List a company's filings of the last 20 years: annual and interim reports, earnings press releases, current reports and registration statements, with form type, dates and PDF link. Free-plan keys cover 100 companies and 250 calls per day.
• get_dividends: Get a company's dividend summary (trailing and forward dividend per share, first and latest ex-date) and its dividend history with ex, record and pay dates. Free-plan keys cover 100 companies and 250 calls per day.
• list_insider_transactions: List insider transactions (open-market buys and sales, grants, option exercises) with holder, title, dates, shares, price range and value. Free-plan keys cover 100 companies and 250 calls per day.
• list_institutional_holders: List institutional holders of a company for the latest reported quarter (or a chosen year and quarter): shares, value, change and percent of shares outstanding. Free-plan keys cover 100 companies and 250 calls per day.
• get_analyst_price_target: Get the Wall Street analyst consensus for a company: price target (mean, median, high, low, count) and recommendation counts. Not available on personal plans; data is credited to Zacks Investment Research. Free-plan keys cover 100 companies and 250 calls per day.
• get_stock_prices: Get the daily split-adjusted price series (open, close, volume) of a company, most recent first, for a date range or just the latest day. Free-plan keys cover 100 companies and 250 calls per day.
• list_company_news: List classified company news (earnings, guidance, dividend, M&A and others) with title, summary, event type, importance 1 (major) to 5 (routine) and source link. Free-plan keys cover 100 companies and 250 calls per day.

BYOK key

You bring your own Fiscal.ai Fiscal.ai API key (https://fiscal.ai/onboarding/org/create/api). Your assistant sends it in the X-Upstream-Key header with each request. ConnectorBay uses it for that one call only: it is never stored, logged or cached, never shown in an answer, and it is only sent to api.fiscal.ai over https, with no redirects followed. Create a key with the fewest permissions the tools need (read-only if the provider offers it), and revoke it at the provider whenever you like.

Data sources

• https://docs.fiscal.ai/docs/api-reference (the API this connector calls, with a BYOK key)

Live from the Fiscal.ai API (api.fiscal.ai) with a BYOK key; documentation: https://docs.fiscal.ai/docs/api-reference. Endpoints checked against that documentation on 2026-10-16.

What it is not

Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Fiscal.ai. Fiscal.ai and its logos are trademarks of their owners and are used only to say which service the connector works with. It is read-only: it never creates, changes, sends or deletes anything in your Fiscal.ai account.

Built for: Worldwide. Languages: English.

Fiscal.ai (BYOK) — Privacy Policy

Effective 24 October 2026. Unify Dynamics LLC ("we", "us"), Menlo Park, California.

What Fiscal.ai (BYOK) is. Fiscal.ai (BYOK) is a connector (an MCP server and REST API) that an AI assistant calls on your behalf to read your own Fiscal.ai data: Read company profiles, earnings event calendar, filings, dividends, insider and institutional holdings, analyst price targets, prices and news with your own Fiscal.ai API key. You bring your own Fiscal.ai Fiscal.ai API key; the assistant sends it to us with each request.

BYOK key. The key you supply is used to make the one Fiscal.ai call you asked for. Our application does not store it, write it to a log, put it in a cache, or share it. It is sent only to api.fiscal.ai, over https, and is removed from any text we return to you or your assistant. We do not follow redirects with your key. If Fiscal.ai rejects it, we say so without repeating it.

What we receive. The arguments of each tool call, the BYOK key (for that call only), the technical headers needed to serve the request (an IP address or a client identifier supplied by the assistant) and standard server logs. What Fiscal.ai receives. The request we make on your behalf, including the key and the arguments, under Fiscal.ai's own terms and privacy policy. Fiscal.ai acts at your direction and is the only recipient of the data of your request besides our hosting provider.

What we return. The answer Fiscal.ai gives for your request, trimmed to the fields the tool documents. We do not keep it: it is returned to your assistant and not stored, cached or used to train anything.

What we do not do. We do not build a profile, sell or share personal information, or keep your Fiscal.ai data. Rate-limit counters (a client identifier and timestamps) are held in memory for at most 24 hours. Hosting access logs (IP addresses, request paths and status codes) are kept for up to 30 days for security and abuse prevention; our application adds no request headers or bodies to them.

Sub-processors. Fiscal.ai (the API you call with a BYOK key, at your direction). Hosting: Vercel (United States regions).

Your rights. Because we store no personal data beyond short-lived logs, requests to access, correct or delete data are usually satisfied automatically; you can still contact agent@connectorbay.com and we will respond within 30 days. Revoke your key at Fiscal.ai at any time to end all access.

Children. Fiscal.ai (BYOK) is a general-audience service operated by the adult using the assistant, under Fiscal.ai's own age rules.

Changes. We will post changes here with a new effective date.

Fiscal.ai (BYOK) — Terms of Service

Effective 24 October 2026. These terms govern use of the Fiscal.ai (BYOK) connector ("the Service") operated by Unify Dynamics LLC ("we", "us").

1. The Service. Fiscal.ai (BYOK) provides: Read company profiles, earnings event calendar, filings, dividends, insider and institutional holdings, analyst price targets, prices and news with your own Fiscal.ai API key. It is accessed through an AI assistant or directly over MCP or HTTP, and is read-only.
2. Your own key, your own account. You must use your own Fiscal.ai credentials and only access data you are allowed to access. Fiscal.ai's terms apply to your use of Fiscal.ai; you are responsible for complying with them, including any rate limits and permitted uses. Do not share a key you do not own.
3. Independent. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Fiscal.ai. Fiscal.ai and its logos are trademarks of their owners and are used only to say which service the connector works with.
4. No advice, no guarantees. Output is the data Fiscal.ai returns, lightly trimmed; it may be incomplete, delayed or changed by Fiscal.ai. Check important facts at the source.
5. Read-only. The Service does not create, change, send or delete anything in your Fiscal.ai account.
6. Acceptable use. Automated use within the published rate limits is welcome. Do not use the Service to access data you are not entitled to, to circumvent Fiscal.ai's controls, or to attack any system.
7. Availability. The Service is provided "as is" without warranty. We may change, limit or discontinue it at any time; Fiscal.ai may change or end its API at any time.
8. Data. Our Privacy Policy describes what we process. In short: the BYOK key is used for the one call and not stored or logged.
9. Pro keys. Optional ConnectorBay Pro API keys are issued at our discretion and are separate from your Fiscal.ai key.
10. Liability. To the fullest extent permitted by law, Unify Dynamics LLC is not liable for any loss arising from use of or reliance on the Service, including any action Fiscal.ai takes on your account. Our total liability is limited to US $100.
11. Governing law. California law; venue in San Mateo County, California.
12. Contact. Unify Dynamics LLC · agent@connectorbay.com · https://connectorbay.com/byok-fiscalai

Fiscal.ai (BYOK) support

Email agent@connectorbay.com. We answer within two business days.

• MCP endpoint: https://byok-fiscalai.connectorbay.com/mcp
• REST API: https://byok-fiscalai.connectorbay.com/openapi.json
• Live status: https://byok-fiscalai.connectorbay.com/health

When you report a problem, include the question you asked your agent, roughly when, and which agent you used (for example Claude, ChatGPT or Gemini). Never send us passwords, account numbers or ID numbers. Fiscal.ai (BYOK) never asks for them.