SimFin (BYOK)

SimFin (BYOK) — connector documentation

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

What SimFin (BYOK) is for

SimFin (BYOK) lets an AI assistant read your own SimFin data through the SimFin API with a key you supply (SimFin API key). Read-only: 9 tools (list_companies, get_company_info, get_financial_statements, get_share_prices, get_common_shares_outstanding, get_weighted_shares_outstanding, list_company_filings, list_filings, list_changed_companies). 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 backend.simfin.com. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by SimFin. SimFin 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 does SimFin cover?"
• "Give me general company information for AAPL"
• "Show Apple's annual income statement and balance sheet"
• "Show Apple's share price in January 2025"
• "How many shares of Apple are outstanding?"
• "What were Apple's weighted shares outstanding by fiscal year?"

What it does

• list_companies: List the companies in the SimFin database (SimFin ID and ticker). The list is long; only the first entries are returned.
• get_company_info: Get general company information for companies chosen by ticker or SimFin ID. The response shape is not documented by the provider and is returned as sent (first entries only).
• get_financial_statements: Get income statement, balance sheet, cash flow or derived ratios for companies by period and fiscal year, as a list of records.
• get_share_prices: Get daily share price history for companies, optionally with valuation ratios and derived metrics.
• get_common_shares_outstanding: Get point-in-time common shares outstanding for companies, optionally within a date range.
• get_weighted_shares_outstanding: Get weighted average shares outstanding per reporting period (quarter, half year, year or trailing twelve months).
• list_company_filings: List the SEC filings SimFin holds for one company, by ticker or SimFin ID (filing documents are not downloaded). Free accounts have a small daily filings quota.
• list_filings: List recent filings across all companies in the SimFin database, with paging and an optional filing-date window.
• list_changed_companies: List companies whose data changed since a start date, useful for knowing what to refresh.

BYOK key

You bring your own SimFin SimFin API key (https://app.simfin.com/data-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 backend.simfin.com 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://simfin.readme.io/reference/getting-started-1 (the API this connector calls, with a BYOK key)

Live from the SimFin API (backend.simfin.com) with a BYOK key; documentation: https://simfin.readme.io/reference/getting-started-1. 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 SimFin. SimFin 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 SimFin account.

Built for: Worldwide. Languages: English.

SimFin (BYOK) — Privacy Policy

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

What SimFin (BYOK) is. SimFin (BYOK) is a connector (an MCP server and REST API) that an AI assistant calls on your behalf to read your own SimFin data: Read company fundamentals, financial statements, share prices, share counts and SEC filing lists from SimFin with your own API key. You bring your own SimFin SimFin API key; the assistant sends it to us with each request.

BYOK key. The key you supply is used to make the one SimFin 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 backend.simfin.com, over https, and is removed from any text we return to you or your assistant. We do not follow redirects with your key. If SimFin 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 SimFin receives. The request we make on your behalf, including the key and the arguments, under SimFin's own terms and privacy policy. SimFin acts at your direction and is the only recipient of the data of your request besides our hosting provider.

What we return. The answer SimFin 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 SimFin 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. SimFin (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 SimFin at any time to end all access.

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

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

SimFin (BYOK) — Terms of Service

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

1. The Service. SimFin (BYOK) provides: Read company fundamentals, financial statements, share prices, share counts and SEC filing lists from SimFin with your own 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 SimFin credentials and only access data you are allowed to access. SimFin's terms apply to your use of SimFin; 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 SimFin. SimFin 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 SimFin returns, lightly trimmed; it may be incomplete, delayed or changed by SimFin. Check important facts at the source.
5. Read-only. The Service does not create, change, send or delete anything in your SimFin 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 SimFin'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; SimFin 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 SimFin 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 SimFin 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-simfin

SimFin (BYOK) support

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

• MCP endpoint: https://byok-simfin.connectorbay.com/mcp
• REST API: https://byok-simfin.connectorbay.com/openapi.json
• Live status: https://byok-simfin.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. SimFin (BYOK) never asks for them.