### Quick Setup Command

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/mcp/claude_desktop.md

Run the setup command for a guided installation and configuration process. This command automates prerequisite checks, API key configuration, profile selection, and Claude Desktop updates.

```bash
fmp-mcp setup
```

--------------------------------

### Install Project Dependencies

Source: https://github.com/mehdizare/fmp-data/blob/main/CONTRIBUTING.md

Install project dependencies using either the Makefile for a quick setup or manually with UV.

```bash
# Quick setup with make
make install
```

```bash
# Or manually with UV
uv sync --group dev --group docs --group langchain --group mcp
pre-commit install
```

--------------------------------

### Install and Setup MCP

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/mcp/configurations.md

Installs the fmp-data package with MCP support and runs the setup wizard for Claude Desktop.

```bash
pip install "fmp-data[mcp]"
fmp-mcp setup
```

--------------------------------

### Install and Run MCP Setup Wizard

Source: https://github.com/mehdizare/fmp-data/blob/main/examples/mcp/configurations/README.md

Install the fmp-data package with MCP support and run the interactive setup wizard for Claude Desktop integration. The wizard configures prerequisites, API keys, profiles, and tests the MCP server connection.

```bash
# Install with MCP support
pip install fmp-data[mcp]

# Run interactive setup wizard
fmp-mcp setup
```

--------------------------------

### Install Package with All Features

Source: https://github.com/mehdizare/fmp-data/blob/main/CLAUDE.md

Install the package including all optional features using `make install`. This is the standard installation command for end-users.

```bash
# Install package with all features
make install
```

--------------------------------

### Install fmp-data Library

Source: https://github.com/mehdizare/fmp-data/blob/main/examples/README.md

Install the fmp-data library using pip. This is a prerequisite for running the examples.

```bash
pip install fmp-data
```

--------------------------------

### Install Project Dependencies

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/development.md

Install the project's development, documentation, and core dependencies using UV.

```bash
uv sync --group dev --group docs --group langchain --group mcp
```

--------------------------------

### Install Documentation Dependencies

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/development.md

Install the necessary dependencies for building and serving the project documentation.

```bash
uv sync --group docs
```

--------------------------------

### Set Up Development Environment

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Install project dependencies, including optional extras like 'langchain' and 'mcp', and set up pre-commit hooks. This command ensures all necessary tools and libraries are installed.

```bash
# Create and activate virtual environment
uv venv
source .venv/bin/activate  # On Windows: .venv\Scripts\activate

# Install dependencies with UV
uv pip install -e ".[langchain,mcp]" --all-extras

# Install pre-commit hooks
pre-commit install
```

--------------------------------

### Install UV (Recommended)

Source: https://github.com/mehdizare/fmp-data/blob/main/CONTRIBUTING.md

Install the UV package manager. Use the provided script for macOS/Linux or PowerShell for Windows.

```bash
# macOS/Linux
curl -LsSf https://astral.sh/uv/install.sh | sh
```

```powershell
# Windows
powershell -c "irm https://astral.sh/uv/install.ps1 | iex"
```

--------------------------------

### Install fmp-data MCP Package

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/mcp/claude_desktop.md

Install the fmp-data package with MCP support. This is the first step for both quick and manual setup.

```bash
pip install "fmp-data[mcp]"
```

--------------------------------

### Create Custom Manifest File

Source: https://github.com/mehdizare/fmp-data/blob/main/examples/mcp/setup_guide.md

Example of how to start creating a custom manifest file for the FMP Data MCP server. This allows for defining specific toolsets.

```python
import fmp_data.mcp

# Define your custom manifest here
# Example:
# class CustomManifest(fmp_data.mcp.Manifest):
#     def get_tools(self):
#         return [
#             fmp_data.mcp.Tool(
#                 "company.profile",
#                 "Get company profile",
#                 "/path/to/your/company_profile_tool.py"
#             )
#         ]

```

--------------------------------

### Install Development Dependencies

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/workflow.md

Installs all necessary development, documentation, and specific library dependencies using uv. Use `uv sync --upgrade` to update existing dependencies.

```bash
# Install all development dependencies
uv sync --group dev --group docs --group langchain --group mcp
```

```bash
# Update dependencies
uv sync --upgrade
```

```bash
# Add new dependency
uv add package-name
```

```bash
uv add --group dev package-name  # Development only
```

--------------------------------

### Install UV

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/development.md

Install the Universal Virtual Environment (UV) tool if it's not already installed. This is a prerequisite for managing project dependencies.

```bash
curl -LsSf https://astral.sh/uv/install.sh | sh
```

--------------------------------

### Install Dependencies with UV

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Use UV to create a virtual environment and install project dependencies. This includes installing the package in editable mode with extras and development dependencies.

```bash
# Create virtual environment and install all dependencies
uv venv
source .venv/bin/activate  # On Windows: .venv\Scripts\activate

# Install package in editable mode with all extras
uv pip install -e ".[langchain,mcp]" --all-extras

# Install development dependencies
uv pip install --group dev -e .
```

--------------------------------

### Test Python Installation

Source: https://github.com/mehdizare/fmp-data/blob/main/examples/mcp/claude_desktop/troubleshooting.md

Verify that Python is installed and accessible from the command line.

```bash
# 1. Test Python
python --version
```

--------------------------------

### Install Pre-commit Hooks

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/development.md

Install the pre-commit framework to automate checks before each commit. This ensures code quality and consistency.

```bash
uv run pre-commit install
```

--------------------------------

### Install fmp-data

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/index.md

Install the core library using pip. For Redis-backed caching, install with the cache-redis extra. For LangChain integration, install with the langchain extra.

```bash
pip install fmp-data
```

```bash
pip install "fmp-data[cache-redis]"
```

```bash
pip install "fmp-data[langchain]"
```

--------------------------------

### Test Python Installation

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/mcp/troubleshooting.md

Verify your Python installation by checking the installed version.

```bash
python --version
```

--------------------------------

### Check Python and FMP-Data Installation

Source: https://github.com/mehdizare/fmp-data/blob/main/examples/mcp/claude_desktop/troubleshooting.md

Verify your Python installation version and check if the 'fmp-data' package is installed. If not, install it with the necessary MCP extras.

```bash
# Check Python version
python --version

# Should be 3.10 or higher
# If not found, try:
python3 --version
```

```bash
# Check if installed
pip show fmp-data

# If not installed:
pip install "fmp-data[mcp]"

# Or with pip3:
pip3 install "fmp-data[mcp]"
```

--------------------------------

### Install fmp-data with UV

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Install the basic fmp-data package using UV. For optional features like Redis cache, Langchain, or MCP support, append the relevant extras in square brackets.

```bash
uv pip install fmp-data
```

```bash
uv pip install "fmp-data[cache-redis]"
```

```bash
uv pip install "fmp-data[langchain]"
```

```bash
uv pip install "fmp-data[mcp]"
```

```bash
uv pip install "fmp-data[langchain,mcp]"
```

--------------------------------

### Example Release Notes Markdown

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/releasing.md

An example of how release notes should be formatted using Markdown, including sections for overview, new features, bug fixes, breaking changes, documentation, internal changes, and contributors.

```markdown
# v1.2.0 - Enhanced Market Data Support

## Overview
This release adds comprehensive market intelligence features and improves error handling across all clients.

## ✨ New Features
- Market Intelligence client with sentiment analysis
- Enhanced company search with filtering options
- Async support for all fundamental data endpoints

## 🐛 Bug Fixes
- Fixed rate limiting calculation for concurrent requests
- Resolved memory leak in async client cleanup
- Improved error messages for invalid API responses

## 💥 Breaking Changes
- `MarketClient.get_quotes()` now returns `List[Quote]` instead of `Dict`
- Minimum Python version increased to 3.10

## 📖 Documentation
- Added comprehensive API reference
- Updated getting started guide
- New examples for market intelligence features

## 🏗️ Internal Changes
- Upgraded to Pydantic v2
- Improved test coverage to 95%
- Enhanced CI/CD pipeline

## Contributors
Thanks to @contributor1, @contributor2, and @contributor3 for their contributions!
```

--------------------------------

### Install Package with MCP Server Support

Source: https://github.com/mehdizare/fmp-data/blob/main/CLAUDE.md

Install the package with only MCP server support using `make install-mcp`. This is useful if you only need the MCP functionality.

```bash
# Install with MCP server support only
make install-mcp
```

--------------------------------

### Check and Install fmp-data

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/mcp/troubleshooting.md

Ensures the `fmp-data` package is installed with the MCP extra, or installs it if missing.

```bash
# Check if installed
pip show fmp-data

# If not installed:
pip install "fmp-data[mcp]"

# Or with pip3:
pip3 install "fmp-data[mcp]"
```

--------------------------------

### Test fmp-data Package Installation

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/mcp/troubleshooting.md

Check if the fmp-data package is installed and view its details.

```bash
pip show fmp-data
```

--------------------------------

### Install fmp-data with pip

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Install the basic fmp-data package using pip. For optional features like Redis cache, Langchain, or MCP support, append the relevant extras in square brackets.

```bash
pip install fmp-data
```

```bash
pip install "fmp-data[cache-redis]"
```

```bash
pip install fmp-data[langchain]
```

```bash
pip install fmp-data[mcp]
```

```bash
pip install fmp-data[langchain,mcp]
```

--------------------------------

### Async Support Example

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Demonstrates how to use the asynchronous client for concurrent data retrieval.

```APIDOC
## Async Support

### Description
Asynchronous support is available via `AsyncFMPDataClient` for non-blocking operations.

### Example Usage
```python
from fmp_data import AsyncFMPDataClient
import asyncio

async def main():
    async with AsyncFMPDataClient.from_env() as client:
        # Fetch a single company profile asynchronously
        profile = await client.company.get_profile("AAPL")
        print(f"Company: {profile.company_name}")

        # Fetch multiple company profiles concurrently
        profiles = await asyncio.gather(
            client.company.get_profile("AAPL"),
            client.company.get_profile("MSFT"),
            client.company.get_profile("GOOGL"),
        )
        for p in profiles:
            print(f"{p.symbol}: {p.company_name}")

asyncio.run(main())
```
```

--------------------------------

### Conventional Commit Examples

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/workflow.md

Examples of commit messages following the Conventional Commits format for different types of changes.

```bash
feat(client): add async support for all endpoints

fix(market): resolve rate limiting calculation bug

docs(api): update company client documentation

test(fundamental): add integration tests for financial statements

chore(deps): update httpx to latest version
```

--------------------------------

### Conventional Commits Example

Source: https://github.com/mehdizare/fmp-data/blob/main/CONTRIBUTING.md

Examples of commit messages following the Conventional Commits specification. This format helps in automatically generating changelogs and understanding the nature of changes.

```bash
feat(mcp): add tool discovery functionality
```

```bash
fix(client): handle rate limit errors properly
```

```bash
docs: update MCP server documentation
```

```bash
test(company): add tests for profile endpoint
```

--------------------------------

### Serve Documentation Locally

Source: https://github.com/mehdizare/fmp-data/blob/main/CLAUDE.md

Serve the project's documentation locally using `make -f Makefile.dev docs-serve`. This allows previewing the documentation before deployment.

```bash
# Serve documentation locally
make -f Makefile.dev docs-serve
```

--------------------------------

### Asynchronous Quickstart with AsyncFMPDataClient

Source: https://github.com/mehdizare/fmp-data/blob/main/LLM.md

Shows how to use the asynchronous AsyncFMPDataClient for fetching data, including company quotes and technical indicators like RSI. Requires an async context and environment variables for configuration.

```python
import asyncio
from fmp_data import AsyncFMPDataClient

async def main():
    async with AsyncFMPDataClient.from_env() as client:
        quote = await client.company.get_quote("AAPL")
        rsi = await client.technical.get_rsi("AAPL", period_length=14)
        return quote, rsi

asyncio.run(main())
```

--------------------------------

### MCP CLI Quick Setup Commands

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/mcp/configurations.md

Provides essential commands for setting up, checking status, testing connections, and listing tools for the MCP server.

```bash
# Setup wizard for Claude Desktop
fmp-mcp setup

# Check server status
fmp-mcp status

# Test server connection
fmp-mcp test

# List available tools
fmp-mcp list

# List tools for specific client
fmp-mcp list --client market
```

--------------------------------

### Serve Documentation Locally

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/development.md

Build and serve the project documentation locally using MkDocs. This allows you to preview changes as you make them.

```bash
uv run mkdocs serve
```

--------------------------------

### Run Basic Company Info Example

Source: https://github.com/mehdizare/fmp-data/blob/main/examples/README.md

Execute the company_info.py script to fetch company profiles, executives, and peer data.

```bash
python examples/basic/company_info.py
```

--------------------------------

### Async Client Initialization and Usage

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/reference.md

Illustrates initializing the asynchronous AsyncFMPDataClient from environment variables or manually. Includes an example of fetching company quote data and properly closing the client.

```python
import asyncio
from fmp_data import AsyncFMPDataClient

async def main():
    # Initialize from environment
    async with AsyncFMPDataClient.from_env() as client:
        profile = await client.company.get_profile("AAPL")
        print(f"Company: {profile.company_name}")

    # Manual initialization
    client = AsyncFMPDataClient(
        api_key="your_api_key", # pragma: allowlist secret
        timeout=30,
        max_retries=3,
        debug=True
    )
    try:
        quote = await client.company.get_quote("AAPL")
        print(f"Price: ${quote.price}")
    finally:
        await client.aclose()

asyncio.run(main())
```

--------------------------------

### Check fmp-data Package Installation

Source: https://github.com/mehdizare/fmp-data/blob/main/examples/mcp/claude_desktop/troubleshooting.md

Confirm that the fmp-data package is installed in your Python environment.

```bash
# 2. Test package
pip show fmp-data
```

--------------------------------

### Build Documentation

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/development.md

Generate the static documentation files for the project using MkDocs.

```bash
uv run mkdocs build
```

--------------------------------

### MCP Server Example

Source: https://github.com/mehdizare/fmp-data/blob/main/examples/README.md

Run the server.py script for MCP server implementation, used for Model Context Protocol integration with Claude Desktop.

```bash
python examples/mcp/server.py
```

--------------------------------

### Environment Configuration Example

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/index.md

Set API key, timeout, retry attempts, base URL, and cache settings via environment variables in a .env file.

```bash
FMP_API_KEY=your_api_key_here
FMP_TIMEOUT=30
FMP_MAX_RETRIES=3
# Note: Do NOT include /api in the base URL - it's added automatically
FMP_BASE_URL=https://financialmodelingprep.com
FMP_CACHE_ENABLED=true
FMP_CACHE_BACKEND=memory
FMP_CACHE_TTL=300
```

--------------------------------

### Build and Publish to PyPI

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/releasing.md

Build the project wheels and source distributions, then publish them to PyPI using a token.

```bash
# Build and publish to PyPI
uv build --wheel --sdist
uv publish --token "$PYPI_TOKEN"

# Install pre-release
pip install --pre fmp-data
```

--------------------------------

### Synchronous Quickstart with FMPDataClient

Source: https://github.com/mehdizare/fmp-data/blob/main/LLM.md

Demonstrates basic usage of the synchronous FMPDataClient for fetching company quotes, profiles, historical prices, market gainers, and financial ratios. Ensure FMP_API_KEY is set in your environment.

```python
from datetime import date

from fmp_data import FMPDataClient

with FMPDataClient.from_env() as client:
    quote = client.company.get_quote("AAPL")
    profile = client.company.get_profile("AAPL")
    prices = client.company.get_historical_prices(
        symbol="AAPL", from_date=date(2024, 1, 1), to_date=date(2024, 3, 1)
    )
    gainers = client.market.get_gainers()
    ratios = client.fundamental.get_financial_ratios("AAPL")
    print(quote.price, profile.company_name)
```

--------------------------------

### Manual Configuration with MCP CLI

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/mcp/configurations.md

Starts the MCP development server using the CLI, specifying the API key and a research manifest.

```bash
FMP_API_KEY=your_api_key mcp dev python -c "
from fmp_data.mcp.server import create_app
app = create_app("examples/mcp_configurations/research_manifest.py")
app.run()
"
```

--------------------------------

### Build Documentation

Source: https://github.com/mehdizare/fmp-data/blob/main/CLAUDE.md

Build the project's documentation using `make -f Makefile.dev docs`. This command requires `nox` and generates documentation files.

```bash
# Build documentation
make -f Makefile.dev docs
```

--------------------------------

### Write a Unit Test

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/testing.md

Create a unit test file with descriptive names. This example tests the retrieval of a company profile.

```python
from unittest.mock import Mock

from fmp_data.company.models import CompanyProfile

def test_get_company_profile(client):
    """Test retrieving company profile."""
    client.company.client.request = Mock(
        return_value=[CompanyProfile(symbol="AAPL")]
    )
    profile = client.company.get_profile("AAPL")
    assert profile.symbol == "AAPL"
```

--------------------------------

### Clone Repository

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Clone your forked repository and navigate into the project directory. This is the first step in setting up your development environment.

```bash
git clone https://github.com/yourusername/fmp-data.git
cd fmp-data
```

--------------------------------

### Manual Configuration with Python Module

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/mcp/configurations.md

Sets the API key and manifest path environment variables, then runs the MCP server using Python module execution.

```bash
export FMP_API_KEY=your_api_key_here  # pragma: allowlist secret
export FMP_MCP_MANIFEST=examples/mcp_configurations/trading_manifest.py
python -m fmp_data.mcp
```

--------------------------------

### Example Client Code Structure

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/index.md

Illustrates the structure of a client class, including imports, Pydantic models, and method definitions with docstrings.

```python
# fmp_data/example/client.py
from __future__ import annotations

from typing import Any
from pydantic import BaseModel

from fmp_data.base import EndpointGroup
from fmp_data.example.models import ExampleModel


class ExampleClient(EndpointGroup):
    """
    Example client for demonstration.

    Relative path: fmp_data/example/client.py
    """

    def get_example_data(self, symbol: str) -> list[ExampleModel]:
        """
        Get example data for a symbol.

        Args:
            symbol: The stock symbol to query

        Returns:
            List of example model instances

        Raises:
            ValidationError: If symbol is invalid
            RateLimitError: If rate limit is exceeded
        """
        endpoint = self._endpoints.example_data
        return self._client.request(endpoint, symbol=symbol)
```

--------------------------------

### Upgrades and Downgrades

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get upgrades and downgrades.

```APIDOC
## GET /stable/upgrades-downgrades

### Description
Fetches data on stock upgrades and downgrades.

### Endpoint
/stable/upgrades-downgrades
```

--------------------------------

### Sync Client Initialization and Usage

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/reference.md

Demonstrates how to initialize the synchronous FMPDataClient, either from environment variables or with manual API key and configuration. Shows a basic API call to fetch company profile data.

```python
from fmp_data import FMPDataClient

# Initialize from environment
with FMPDataClient.from_env() as client:
    profile = client.company.get_profile("AAPL")
    print(f"Company: {profile.company_name}")

# Manual initialization
client = FMPDataClient(
    api_key="your_api_key", # pragma: allowlist secret
    timeout=30,
    max_retries=3,
    debug=True
)
```

--------------------------------

### Serve MCP Server with Manifest

Source: https://github.com/mehdizare/fmp-data/blob/main/examples/mcp/setup_guide.md

Serve the MCP server using a manifest file. This command starts the server with the tools defined in the specified Python file.

```bash
fmp-mcp serve --manifest my_tools.py
```

--------------------------------

### Price Target

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get price targets.

```APIDOC
## GET /stable/price-target

### Description
Fetches the price targets for a stock.

### Endpoint
/stable/price-target
```

--------------------------------

### Set Up Pre-commit Hooks

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Install pre-commit hooks to automatically format and lint your code before committing. This ensures code quality and consistency.

```bash
pre-commit install
```

--------------------------------

### Analyst Recommendations

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get analyst recommendations.

```APIDOC
## GET /stable/analyst-stock-recommendations

### Description
Get analyst recommendations.

### Method
GET

### Endpoint
/stable/analyst-stock-recommendations
```

--------------------------------

### Build and Verify Package with Make

Source: https://github.com/mehdizare/fmp-data/blob/main/CONTRIBUTING.md

Run this make command to build the package and then verify its integrity.

```bash
make build-check
```

--------------------------------

### Analyst Estimates

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get analyst estimates.

```APIDOC
## GET /stable/analyst-estimates

### Description
Get analyst estimates.

### Method
GET

### Endpoint
/stable/analyst-estimates
```

--------------------------------

### Run Basic Tests

Source: https://github.com/mehdizare/fmp-data/blob/main/CLAUDE.md

Execute basic tests using the `make test` command. This is the simplest way to run tests.

```bash
# Run tests (basic)
make test
```

--------------------------------

### ETF Holdings

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get the holdings of a given ETF.

```APIDOC
## GET /stable/etf/holdings

### Description
Get ETF holdings.

### Method
GET

### Endpoint
/stable/etf/holdings
```

--------------------------------

### Build Package with Make

Source: https://github.com/mehdizare/fmp-data/blob/main/CONTRIBUTING.md

Use this make command to build the project package.

```bash
make build
```

--------------------------------

### Insider Roster

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get a list of insiders (roster).

```APIDOC
## GET /stable/insider-trading/search

### Description
Get insider roster.

### Method
GET

### Endpoint
/stable/insider-trading/search
```

--------------------------------

### Earnings Surprises

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get data on earnings surprises.

```APIDOC
## GET /stable/earnings-surprises

### Description
Get earnings surprises.

### Method
GET

### Endpoint
/stable/earnings-surprises
```

--------------------------------

### Stock Quote

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get real-time stock quote.

```APIDOC
## GET /stable/quote

### Description
Fetches the real-time stock quote for a given symbol.

### Endpoint
/stable/quote
```

--------------------------------

### Build Package with Make

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Use make commands to build the package and verify its build artifacts. 'make build' creates the package, and 'make build-check' builds and verifies it.

```bash
make build       # Build package
make build-check # Build and verify
```

--------------------------------

### Intraday Price

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get intraday price data.

```APIDOC
## GET /stable/historical-chart/{interval}

### Description
Get intraday price data.

### Method
GET

### Endpoint
/stable/historical-chart/{interval}
```

--------------------------------

### Delisted Companies

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get list of delisted companies.

```APIDOC
## GET /stable/delisted-companies

### Description
Get list of delisted companies.

### Method
GET

### Endpoint
/stable/delisted-companies
```

--------------------------------

### Peers Bulk

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get peer lists for all symbols in bulk.

```APIDOC
## GET /stable/peers-bulk

### Description
Get peer lists for all symbols in bulk.

### Method
GET

### Endpoint
/stable/peers-bulk
```

--------------------------------

### API Client Structure Overview

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/index.md

Demonstrates initializing both synchronous and asynchronous clients from environment variables. Both clients share the same organized interface for accessing data categories.

```python
# Sync client
client = FMPDataClient.from_env()

# Async client (same structure, async methods)
async_client = AsyncFMPDataClient.from_env()
```

--------------------------------

### ETF Holder Bulk

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get ETF holdings in bulk.

```APIDOC
## GET /stable/etf-holder-bulk

### Description
Get ETF holdings in bulk.

### Method
GET

### Endpoint
/stable/etf-holder-bulk
```

--------------------------------

### Create FMP-MCP Server with Default Tools

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Create an MCP server instance using default tools provided by the fmp_data library.

```python
from fmp_data.mcp.server import create_app

# Create MCP server with default tools
app = create_app()
```

--------------------------------

### Batch ETF Quotes

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get batch quotes for all ETFs.

```APIDOC
## GET /stable/batch-etf-quotes

### Description
Get batch quotes for all ETFs.

### Method
GET

### Endpoint
/stable/batch-etf-quotes
```

--------------------------------

### Batch Crypto Quotes

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get batch quotes for all cryptocurrencies.

```APIDOC
## GET /stable/batch-crypto-quotes

### Description
Get batch quotes for all cryptocurrencies.

### Method
GET

### Endpoint
/stable/batch-crypto-quotes
```

--------------------------------

### Build and Publish Package

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/releasing.md

Builds the package distributions (wheel and sdist) and publishes them to a package registry using a provided token.

```bash
uv build --wheel --sdist
uv publish --token "$PYPI_TOKEN"

```

--------------------------------

### Batch Commodity Quotes

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get batch quotes for all commodities.

```APIDOC
## GET /stable/batch-commodity-quotes

### Description
Get batch quotes for all commodities.

### Method
GET

### Endpoint
/stable/batch-commodity-quotes
```

--------------------------------

### Create FMP-MCP Server with Manifest File

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Create an MCP server instance by providing a path to a custom manifest file that defines the available tools.

```python
# Create with manifest file
app = create_app(tools="/path/to/manifest.py")
```

--------------------------------

### ETF Info

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get general information about a given ETF.

```APIDOC
## GET /stable/etf/info

### Description
Get ETF information.

### Method
GET

### Endpoint
/stable/etf/info
```

--------------------------------

### ETF Holder

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get holder information for a given ETF.

```APIDOC
## GET /stable/etf/holder

### Description
Get ETF holder information.

### Method
GET

### Endpoint
/stable/etf/holder
```

--------------------------------

### Discover Available Tools with CLI

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/mcp/configurations.md

Lists all available MCP tools in various formats (table, tree, JSON) and allows filtering by client module.

```bash
# List all tools in table format
fmp-mcp list

# List as tree structure
fmp-mcp list --format tree

# Filter by client module
fmp-mcp list --client technical

# Export as JSON
fmp-mcp list --format json > tools.json
```

--------------------------------

### ETF Exposure

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get the stock exposure of a given ETF.

```APIDOC
## GET /stable/etf/asset-exposure

### Description
Get ETF stock exposure.

### Method
GET

### Endpoint
/stable/etf/asset-exposure
```

--------------------------------

### Institutional Holdings

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get a summary of institutional holdings by symbol.

```APIDOC
## GET /stable/institutional-ownership/symbol-positions-summary

### Description
Get institutional holdings by symbol.

### Method
GET

### Endpoint
/stable/institutional-ownership/symbol-positions-summary
```

--------------------------------

### Initialize FMPDataClient and Get Company Profile

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Demonstrates how to initialize the FMPDataClient using environment variables and retrieve a company's profile. Ensure your FMP API key is set in the environment.

```python
from fmp_data import FMPDataClient

with FMPDataClient.from_env() as client:
    # Get company profile
    profile = client.company.get_profile("AAPL")
    print(f"Company: {profile.company_name}")
```

--------------------------------

### Run SEC Filings Example

Source: https://github.com/mehdizare/fmp-data/blob/main/examples/README.md

Execute the filings_search.py script to search and retrieve SEC filings like 8-K, 10-K, and 10-Q.

```bash
python examples/sec_filings/filings_search.py
```

--------------------------------

### Institutional Holders

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get a list of the latest institutional holders.

```APIDOC
## GET /stable/institutional-ownership/latest

### Description
Get list of institutional holders.

### Method
GET

### Endpoint
/stable/institutional-ownership/latest
```

--------------------------------

### Create Beta Pre-release Tag

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/releasing.md

Creates and pushes a git tag for a beta pre-release version.

```bash
# Beta release
git tag v1.0.0b1
git push origin v1.0.0b1

```

--------------------------------

### Insider Statistics

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get general insider trading statistics.

```APIDOC
## GET /stable/insider-trading/statistics

### Description
Get insider trading statistics.

### Method
GET

### Endpoint
/stable/insider-trading/statistics
```

--------------------------------

### Transaction Types

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get a list of insider transaction types.

```APIDOC
## GET /stable/insider-trading-transaction-type

### Description
Get insider transaction types.

### Method
GET

### Endpoint
/stable/insider-trading-transaction-type
```

--------------------------------

### Dividends Calendar

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get a calendar of upcoming dividend payments.

```APIDOC
## GET /stable/dividends-calendar

### Description
Get dividends calendar.

### Method
GET

### Endpoint
/stable/dividends-calendar
```

--------------------------------

### Initialize FMPDataClient from Environment Variable

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Initialize the FMPDataClient by loading the FMP API key from the FMP_API_KEY environment variable. This is a convenient method for deployment.

```python
from fmp_data import FMPDataClient

client = FMPDataClient.from_env()
```

--------------------------------

### Get Available Industries

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Retrieves a comprehensive list of industries.

```APIDOC
## GET /stable/available-industries

### Description
Get a comprehensive list of available industries

### Method
GET

### Endpoint
/stable/available-industries
```

--------------------------------

### Upgrades and Downgrades Consensus

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get upgrades and downgrades consensus.

```APIDOC
## GET /stable/upgrades-downgrades-consensus

### Description
Retrieves the consensus view on stock upgrades and downgrades.

### Endpoint
/stable/upgrades-downgrades-consensus
```

--------------------------------

### Initialize FMPDataClient with Direct API Key

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Initialize the FMPDataClient by providing your FMP API key directly during instantiation. This is a straightforward method for quick setup.

```python
from fmp_data import FMPDataClient

client = FMPDataClient(api_key="your_api_key_here")
```

--------------------------------

### Create FMP-MCP Server with Custom Tools

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Create an MCP server instance specifying a list of custom tools to be exposed.

```python
# Create with custom tools
app = create_app(tools=["company.profile", "company.quote"])
```

--------------------------------

### Simple Stock Quote

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get simple stock quote.

```APIDOC
## GET /stable/quote-short

### Description
Retrieves a simplified stock quote, providing essential real-time information.

### Endpoint
/stable/quote-short
```

--------------------------------

### Create and Push Release Candidate Tag

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/releasing.md

Tag a release candidate version and push it to the origin.

```bash
git tag v1.0.0rc1
git push origin v1.0.0rc1
```

--------------------------------

### Price Target Summary

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get price target summary.

```APIDOC
## GET /stable/price-target-summary

### Description
Provides a summary of price targets for a stock.

### Endpoint
/stable/price-target-summary
```

--------------------------------

### Price Target Consensus

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get price target consensus.

```APIDOC
## GET /stable/price-target-consensus

### Description
Retrieves the consensus price target for a stock.

### Endpoint
/stable/price-target-consensus
```

--------------------------------

### Configure FMP Data Client via Environment Variables

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Sets up the FMP Data client by defining necessary and optional environment variables for API key, base URL, timeouts, retries, rate limiting, and logging.

```bash
# Required
FMP_API_KEY=your_api_key_here

# Optional
FMP_BASE_URL=https://financialmodelingprep.com
FMP_TIMEOUT=30
FMP_MAX_RETRIES=3

# Rate Limiting
FMP_DAILY_LIMIT=250
FMP_REQUESTS_PER_SECOND=10
FMP_REQUESTS_PER_MINUTE=300

# Logging
FMP_LOG_LEVEL=INFO
FMP_LOG_PATH=/path/to/logs
FMP_LOG_MAX_BYTES=10485760
FMP_LOG_BACKUP_COUNT=5

# MCP Server
FMP_MCP_MANIFEST=/path/to/custom/manifest.py
```

--------------------------------

### Prepare Release Branch

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/releasing.md

Commands to create and switch to a new release branch from the main branch.

```bash
git checkout main
git pull origin main
git checkout -b release/v1.2.3

```

--------------------------------

### Market Capitalization Data

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get market capitalization data.

```APIDOC
## GET /stable/market-capitalization

### Description
Fetches the market capitalization data for a company.

### Endpoint
/stable/market-capitalization
```

--------------------------------

### Historical Price

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get historical daily price data.

```APIDOC
## GET /stable/historical-price-eod

### Description
Get historical daily price data.

### Method
GET

### Endpoint
/stable/historical-price-eod
```

--------------------------------

### Run Earnings Transcripts Example

Source: https://github.com/mehdizare/fmp-data/blob/main/examples/README.md

Execute the earnings_calls.py script to fetch and analyze earnings call transcripts.

```bash
python examples/transcripts/earnings_calls.py
```

--------------------------------

### Company Outlook

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get comprehensive company outlook data.

```APIDOC
## GET /stable/company-outlook

### Description
Get comprehensive company outlook data.

### Method
GET

### Endpoint
/stable/company-outlook
```

--------------------------------

### Configure Environment Variables

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Create a .env file to store your FMP API key. This is essential for the client to authenticate with the FMP API.

```bash
# Create .env file
echo "FMP_API_KEY=your_api_key_here" > .env
```

--------------------------------

### Transcript Symbols

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get list of all symbols with available earnings transcripts.

```APIDOC
## GET /stable/earnings-transcript-list

### Description
Get list of all symbols with available earnings transcripts.

### Method
GET

### Endpoint
/stable/earnings-transcript-list
```

--------------------------------

### Basic Usage of FMPDataClient

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/index.md

Initialize the client from environment variables and fetch company profile, financial statements, and market data.

```python
from fmp_data import FMPDataClient

# Initialize from environment variables
with FMPDataClient.from_env() as client:
    # Get company profile
    profile = client.company.get_profile("AAPL")
    print(f"Company: {profile.company_name}")

    # Get financial statements
    income = client.fundamental.get_income_statement("AAPL", period="annual")
    print(f"Revenue: ${income[0].revenue:,.0f}")

    # Get market data
    quote = client.company.get_quote("AAPL")
    print(f"Current Price: ${quote.price}")
```

--------------------------------

### Transcript Dates

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get available transcript dates for a specific company.

```APIDOC
## GET /stable/earning-call-transcript-dates

### Description
Get available transcript dates for a specific company.

### Method
GET

### Endpoint
/stable/earning-call-transcript-dates
```

--------------------------------

### Scores Bulk

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get financial scores in bulk for multiple companies.

```APIDOC
## GET /stable/scores-bulk

### Description
Get financial scores in bulk.

### Method
GET

### Endpoint
/stable/scores-bulk
```

--------------------------------

### FMP-MCP Available Commands

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

List of available commands for the FMP-MCP tool, including setup, status check, testing, and listing tools.

```bash
fmp-mcp setup    # Interactive setup wizard
fmp-mcp status   # Check server status
fmp-mcp test     # Test connection
fmp-mcp list     # List available tools
```

--------------------------------

### Rating Bulk

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get stock ratings in bulk for multiple companies.

```APIDOC
## GET /stable/rating-bulk

### Description
Get stock ratings in bulk.

### Method
GET

### Endpoint
/stable/rating-bulk
```

--------------------------------

### Batch Market Cap

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get market capitalization for multiple symbols.

```APIDOC
## GET /stable/market-capitalization-batch

### Description
Get market capitalization for multiple symbols.

### Method
GET

### Endpoint
/stable/market-capitalization-batch
```

--------------------------------

### Run Batch Operations Example

Source: https://github.com/mehdizare/fmp-data/blob/main/examples/README.md

Execute the multi_symbol_quotes.py script for batch retrieval of quotes, ETF data, and market caps.

```bash
python examples/batch_operations/multi_symbol_quotes.py
```

--------------------------------

### EOD Bulk

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get end-of-day prices in bulk for multiple symbols.

```APIDOC
## GET /stable/eod-bulk

### Description
Get end-of-day prices in bulk.

### Method
GET

### Endpoint
/stable/eod-bulk
```

--------------------------------

### Branch Naming Conventions

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/workflow.md

Examples of recommended branch naming conventions for features, bug fixes, documentation, and maintenance tasks.

```bash
# Features
feature/add-market-indicators
feature/improve-error-handling

# Bug fixes
fix/rate-limit-calculation
fix/async-client-memory-leak

# Documentation
docs/api-reference-update
docs/getting-started-guide

# Maintenance
chore/update-dependencies
chore/refactor-logging
```

--------------------------------

### Batch Index Quotes

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get batch quotes for all market indexes.

```APIDOC
## GET /stable/batch-index-quotes

### Description
Get batch quotes for all market indexes.

### Method
GET

### Endpoint
/stable/batch-index-quotes
```

--------------------------------

### Run All Quality Checks with Pre-commit

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Execute all pre-commit hooks to ensure code quality, formatting, and linting standards are met before committing.

```bash
pre-commit run --all-files
```

--------------------------------

### Batch Forex Quotes

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get batch quotes for all forex pairs.

```APIDOC
## GET /stable/batch-forex-quotes

### Description
Get batch quotes for all forex pairs.

### Method
GET

### Endpoint
/stable/batch-forex-quotes
```

--------------------------------

### Export Requirements.txt with UV

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Generate a 'requirements.txt' file from the current environment's installed packages using 'uv pip freeze'.

```bash
uv pip freeze > requirements.txt
```

--------------------------------

### Batch Exchange Quote

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get quotes for all stocks on a specific exchange.

```APIDOC
## GET /stable/batch-exchange-quote

### Description
Get quotes for all stocks on a specific exchange.

### Method
GET

### Endpoint
/stable/batch-exchange-quote
```

--------------------------------

### Using Context Managers with FMPDataClient

Source: https://github.com/mehdizare/fmp-data/blob/main/examples/README.md

Demonstrates the recommended pattern for initializing and automatically closing the FMPDataClient using a context manager. This ensures resources are properly managed.

```python
from fmp_data import FMPDataClient

with FMPDataClient.from_env() as client:
    profile = client.company.get_profile("AAPL")
# Client automatically closed
```

--------------------------------

### Mutual Fund Holdings

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get the holdings of a given mutual fund.

```APIDOC
## GET /stable/mutual-fund-holdings

### Description
Get mutual fund holdings.

### Method
GET

### Endpoint
/stable/mutual-fund-holdings
```

--------------------------------

### Run All Tests with Makefile

Source: https://github.com/mehdizare/fmp-data/blob/main/CONTRIBUTING.md

Execute all project tests using the `make test` command. For coverage, use `make test-cov`.

```bash
# Run all tests
make test
```

```bash
# Run with coverage (coverage is collected in the dedicated CI job)
make test-cov
```

--------------------------------

### Funds Disclosure

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get disclosure holdings for mutual funds and ETFs.

```APIDOC
## GET /stable/funds/disclosure

### Description
Get mutual fund/ETF disclosure holdings.

### Method
GET

### Endpoint
/stable/funds/disclosure
```

--------------------------------

### ETF Sector Weightings

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get the sector weightings for a given ETF.

```APIDOC
## GET /stable/etf/sector-weightings

### Description
Get ETF sector weightings.

### Method
GET

### Endpoint
/stable/etf/sector-weightings
```

--------------------------------

### Troubleshoot PyPI Publishing with uv

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/releasing.md

Use `uv publish --dry-run` to check credentials and token validity before publishing. Verify the built package artifacts using `uv build` and `twine check`.

```bash
# Check credentials
uv publish --dry-run --token "$PYPI_TOKEN"

# Verify package
uv build --wheel --sdist
uv run twine check dist/*
```

--------------------------------

### ETF Country Weightings

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get the country weightings for a given ETF.

```APIDOC
## GET /stable/etf/country-weightings

### Description
Get ETF country weightings.

### Method
GET

### Endpoint
/stable/etf/country-weightings
```

--------------------------------

### Example Test Case Structure

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/contributing/index.md

Demonstrates the structure for writing unit tests for a client class using Pytest and unittest.mock.

```python
# tests/test_example.py
import pytest
from unittest.mock import Mock

from fmp_data import FMPDataClient
from fmp_data.exceptions import ValidationError


class TestExampleClient:
    """Test suite for ExampleClient."""

    def test_get_example_data_success(self, mock_client):
        """Test successful data retrieval."""
        # Test implementation
        pass

    def test_get_example_data_invalid_symbol(self, mock_client):
        """Test error handling for invalid symbols."""
        with pytest.raises(ValidationError):
            mock_client.example.get_example_data("INVALID")
```

--------------------------------

### Create Virtual Environment with UV

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Create a new virtual environment using the 'uv' tool. This isolates project dependencies.

```bash
uv venv
```

--------------------------------

### Symbol Positions Summary

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get a summary of positions by stock symbol.

```APIDOC
## GET /stable/institutional-ownership/symbol-positions-summary

### Description
Get positions summary by symbol.

### Method
GET

### Endpoint
/stable/institutional-ownership/symbol-positions-summary
```

--------------------------------

### Asynchronous Data Fetching with AsyncFMPDataClient

Source: https://github.com/mehdizare/fmp-data/blob/main/README.md

Demonstrates how to use the `AsyncFMPDataClient` for asynchronous data retrieval, including fetching a single company profile and making concurrent requests for multiple profiles. Requires the FMP API key to be configured.

```python
from fmp_data import AsyncFMPDataClient
import asyncio

async def main():
    async with AsyncFMPDataClient.from_env() as client:
        # All endpoint methods are async
        profile = await client.company.get_profile("AAPL")
        print(f"Company: {profile.company_name}")

        # Concurrent requests
        profiles = await asyncio.gather(
            client.company.get_profile("AAPL"),
            client.company.get_profile("MSFT"),
            client.company.get_profile("GOOGL"),
        )
        for p in profiles:
            print(f"{p.symbol}: {p.company_name}")

asyncio.run(main())
```

--------------------------------

### Institutional Ownership Latest

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get the latest institutional ownership filings.

```APIDOC
## GET /stable/institutional-ownership/latest

### Description
Get latest institutional ownership filings.

### Method
GET

### Endpoint
/stable/institutional-ownership/latest
```

--------------------------------

### Industry Performance Summary

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get a performance summary for different industries.

```APIDOC
## GET /stable/institutional-ownership/industry-summary

### Description
Get industry performance summary.

### Method
GET

### Endpoint
/stable/institutional-ownership/industry-summary
```

--------------------------------

### Run Fundamental Analysis Example

Source: https://github.com/mehdizare/fmp-data/blob/main/examples/README.md

Execute the financial_statements.py script for income statements, balance sheets, and cash flow analysis.

```bash
python examples/fundamental_analysis/financial_statements.py
```

--------------------------------

### Holder Performance Summary

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get a performance summary for institutional holders.

```APIDOC
## GET /stable/institutional-ownership/holder-performance-summary

### Description
Get holder performance summary.

### Method
GET

### Endpoint
/stable/institutional-ownership/holder-performance-summary
```

--------------------------------

### Test MCP Server Execution

Source: https://github.com/mehdizare/fmp-data/blob/main/examples/mcp/claude_desktop/troubleshooting.md

Run the MCP server directly to check its basic functionality and startup.

```bash
# 5. Test MCP server
export FMP_API_KEY="your_key"  # or SET on Windows
python -m fmp_data.mcp
```

--------------------------------

### Insider Statistics Enhanced

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get enhanced insider trading statistics.

```APIDOC
## GET /stable/insider-trading/statistics

### Description
Get enhanced insider trading statistics.

### Method
GET

### Endpoint
/stable/insider-trading/statistics
```

--------------------------------

### Custom Client Configuration

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/reference.md

Demonstrates how to create a custom configuration for the FMPDataClient, including setting a custom base URL, timeout, retry count, and detailed logging settings.

```python
from fmp_data import FMPDataClient, ClientConfig, LoggingConfig, LogHandlerConfig

# Custom configuration
config = ClientConfig(
    api_key="your_api_key", # pragma: allowlist secret
    base_url="https://financialmodelingprep.com",
    timeout=60,
    max_retries=5,
    logging=LoggingConfig(
        level="INFO",
        handlers={
            "console": LogHandlerConfig(
                class_name="StreamHandler",
                level="INFO",
                format="%(asctime)s - %(name)s - %(levelname)s - %(message)s"
            )
        }
    )
)

client = FMPDataClient(config=config)
```

--------------------------------

### Configure MCP Server Command Path

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/mcp/troubleshooting.md

Example JSON configuration for the MCP server, specifying the command to run the Python executable and its arguments. Ensure the `command` path is accurate for your system.

```json
{
  "mcpServers": {
    "fmp-data": {
      "command": "/usr/bin/python3",  // Use your actual path
      "args": ["-m", "fmp_data.mcp"],
      "env": {
        "FMP_API_KEY": "your_key"
      }
    }
  }
}
```

--------------------------------

### Insider Trading Latest

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get the latest insider trading activity.

```APIDOC
## GET /stable/insider-trading/latest

### Description
Get latest insider trading activity.

### Method
GET

### Endpoint
/stable/insider-trading/latest
```

--------------------------------

### Manual MCP Configuration via MCP CLI

Source: https://github.com/mehdizare/fmp-data/blob/main/examples/mcp/configurations/README.md

Configure and run the MCP server manually using the MCP CLI, specifying the manifest file and executing a Python command to create and run the application. This allows for more granular control over the server setup.

```bash
FMP_API_KEY=your_api_key mcp dev python -c "
from fmp_data.mcp.server import create_app
app = create_app('examples/mcp_configurations/research_manifest.py')
app.run()
"
```

--------------------------------

### Stock Splits Calendar

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get a calendar of upcoming stock splits.

```APIDOC
## GET /stable/splits-calendar

### Description
Get stock splits calendar.

### Method
GET

### Endpoint
/stable/splits-calendar
```

--------------------------------

### Full Financial Statement

Source: https://github.com/mehdizare/fmp-data/blob/main/docs/api/endpoints.md

Get full financial statements as reported.

```APIDOC
## GET /stable/financial-statement-full-as-reported

### Description
Get full financial statements as reported.

### Method
GET

### Endpoint
/stable/financial-statement-full-as-reported
```