Category Hub
Financial Research apps and integrations
Financial Research apps provide access to SEC and other regulatory filings, financial statements, earnings transcripts, market data, analyst research, company and private-market information, and economic indicators. They support workflows such as comparing companies, screening public markets, analyzing credit risk, tracking metrics and funding, and preparing investment or diligence memos.
177 apps
Top financial research apps
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Sugra API
By Sugra Systems, Inc.
Sugra API is intelligence infrastructure for AI agents and decision platforms: one key and one normalized format for cross-domain primary-source data, surfaced to agents through the Model Context Protocol. The connector exposes a small, stable tool surface over the full Sugra catalog of more than 1,300 endpoints aggregating 130+ primary sources across data domains including markets, macroeconomics and central banks, corporate filings, public finance, trade flows, agriculture, climate and natural events, maritime activity, prediction markets, global news, network intelligence, and entity screening. Main workflows: discover endpoints by natural-language search and inspect their schemas, run a one-step find-and-call to retrieve data, pull macroeconomic series and central-bank rates, fetch market prices, history and fundamentals through Sugra Finance, screen a person or organization name against sanctions corpora, resolve free text to a canonical entity, and compose a normalized current view or bounded timeseries for an entity with freshness and provenance. Works with Anthropic, OpenAI, Google, and xAI model families and any MCP-enabled client. A free Sugra account is the only connection requirement; the read-only surface never writes, deletes, sends, or publishes.
Tools: 149
Finance
Longbridge
By Longbridge
Research US and HK stocks with market data, fundamentals, analyst ratings, news, filings, screeners, movers, rankings, and short interest. Connect your Longbridge account to analyze balances, positions, profit and loss, cash flow, statements, watchlists, and order history.
Tools: 133 · Prompts: 3
Finance
Equibles
By Daniel Alexandre Pratas de Oliveira
Equibles gives Claude live stock market data for US, European, Chinese and Hong Kong stocks: stock prices and quotes, option chains, financial statements, company filings and earnings calls, so answers are grounded in primary sources instead of recall. Get live and historical stock prices, intraday quotes, option chains with greeks and implied volatility, option expirations, put/call ratios, technical indicators and a stock screener. Search the full text of SEC filings (10-K, 10-Q, 8-K, proxies and more) and European annual reports rather than just their metadata, and read the exact passages behind a number. Pull reported financials and company KPIs, valuation multiples, analyst estimates, earnings call transcripts and AI earnings briefs, 13F institutional holdings and fund portfolios, insider transactions, congressional trades, short interest and short volume, buybacks, debt profiles, ETF holdings, index membership, dividends and Federal Reserve economic series. Claude can also read and update the user's own Equibles portfolios and watchlists when asked. Listings outside the US use the exchange code and ticker, such as XPAR:AIR for Airbus or XHKG:00005 for HSBC: prices in the listing's currency, financial statements, filings and earnings calls, plus European short-position disclosures and Swedish director dealings and fund holdings. Options, 13F holdings, insider and congressional trades cover US stocks. 130 tools across those datasets. Results cite the source filing or dataset date wherever one exists, so figures can be checked. The free plan covers 100 requests a day with no credit card. Paid plans raise the daily limit and add option chains, delayed or real-time quotes, and forecasts.
Tools: 117 · Prompts: 3
Finance
Finmagine
By Finmagine
Indian & US stock screeners, financial ratios, AI-generated company research (quarterly summaries, concall tone/credibility decoding), market breadth, momentum ranking, and multi-agent Investment Committee analysis — the MCP server for Indian and US stock market intelligence.
Tools: 90 · Prompts: 3
Data-Analytics
EDINET DB — Japanese Listed Company Data
By Cabocia Inc.
EDINET DBは、金融庁EDINETに提出された有価証券報告書及び各社の開示IR情報を一次ソースとする、日本の上場企業約3,800社の構造化財務・情報データベースです。数値はXBRLから直接抽出し、LLMによる数値生成は行いません。売上高・営業利益・純利益・キャッシュフロー・ROE・自己資本比率など90超の財務項目を6期分、株式分割調整済みで提供し、全ての値は提出書類まで遡って検証できます。 MCPツールで、企業検索、100超の指標での多条件スクリーニング、業種ベンチマーク、複数社比較、決算短信と決算カレンダー、大量保有報告書と政策保有株式、アクティビスト動向、役員報酬の区分別内訳、セグメント別業績、販管費内訳、主要販売先、関係会社（法人番号・GLEIF照合付き）、沿革、不動産開示、有報全文と構造化テキストをカバーします。大量保有報告書に由来する株主情報は、法人と確認できる保有者が対象で、個人が提出した報告書は含みません。役員一覧・役員報酬の記述・関連当事者取引の3ツールは、2026年9月17日からデータの代わりに提供停止のご案内を返します。 さらに、各社が個別に開示するIR資料 — 決算説明資料、統合報告書、中期経営計画、サステナビリティレポート、適時開示 — を継続的に収集し、セクション単位で構造化しています。中期経営計画のKPIターゲットの横断検索、決算説明会Q&Aの検索、戦略テーマタグでの企業横断検索、戦略・KPIコミットメントのナレッジグラフ、原本PDFの取得までをツールで提供します。企業イベントフィードと組み合わせれば、開示の発生から中身の分析までを一つの接続で追えます。 ウォッチリスト、ダッシュボード、保存分析、通知購読を書き込みツールで保存できます。これらは認証ユーザー自身のデータにだけ作用します。データ品質の報告と不足データのリクエストは、運営（Cabocia）に届きます。外部システムや金融取引には一切触れません。 EDINET DBはCabocia株式会社が運営する独立系サービスで、金融庁・EDINETとは無関係です。データは情報提供のみを目的とし、投資助言ではありません。日本語（edinetdb.jp）と英語（edinetdb.com）で利用でき、2026年3月の正式提供開始以来、毎日更新しています。 EDINET DB provides XBRL-sourced structured financial data for approximately 3,800 Japanese listed companies via MCP — company search, screening across 100+ metrics, ownership records, earnings, full-text filings, plus structured company IR materials (earnings decks, integrated reports, mid-term plans, timely disclosures) with KPI and Q&A search. Independent third-party service by Cabocia Inc.; informational only, not investment advice. Large-shareholding data covers corporate holders only; reports filed by individuals are excluded.
Tools: 75
Finance
TipRanks
By TipRanks Ltd.
TipRanks gives ChatGPT access to live financial data and analyst research, including stock quotes, analyst consensus, price targets, Smart Score, financial statements, earnings history and call summaries, news sentiment, insider transactions, hedge-fund and congressional activity, ETF data, options activity, commodities, forex, crypto, market movers, economic and FDA calendars, and authorized TipRanks portfolio holdings. All data is for informational purposes only and is not investment, financial, legal, or tax advice; quotes may be delayed.
Tools: 71
Data & Analytics
Perigon
By Perigon
Perigon helps analysts and researchers search, filter and analyze global news data. Search articles and stories by sentiment, journalist, publisher location, company, topic, language and date. Combine filters to find precise coverage, compare trends and produce briefings with source citations. Create monitors that track matching news and extract structured fields for analysis. Example requests: • Create a monitor for AI startups raising a Series A. Extract funding value, industry, funding type and status. • Create a monitor for mentions of my brand in Perigon news coverage, with a sentiment breakdown. • Create a monitor for cybersecurity incidents in the financial sector. Extract severity, incident type, data exposure and affected companies. Explore monitor events and newsletters, then analyze results with Signal Insights exports and charts. New monitors default to drafts unless you ask to activate them. Brand monitoring requires your brand name and any relevant aliases; coverage depends on available sources and your filters. Connect your Perigon account through OAuth. Available tools and data depend on your organization permissions.
Tools: 54 · Prompts: 3
Data & Analytics
Net Zero Insights
By Net Zero Insights
Research and assess emerging climate and energy markets directly within your AI tool. Discover and screen companies, compare competitors and vendors, conduct first-pass due diligence, build market maps, identify relevant investors, analyse funding activity, and explore commercial agreements, infrastructure projects and corporate activity using Net Zero Insights data.
Tools: 48 · Prompts: 1
Finance
Quartr
By Quartr
Access structured first-party IR data from over 14,500+ public companies across 65 markets. Quartr delivers live and recorded earnings calls, real-time and historical transcripts with speaker identification, slide presentations, filings, reports, and event summaries. Best-in-class reliability and timeliness. Ideal for financial research, investment analysis, and building data-driven workflows on top of institutional-grade public company data.
Tools: 47
Finance
Clarifo
By Clarifo
Clarifo brings source-backed financial research directly into Claude. Search annual reports, interim reports and SEC filings; retrieve financial statements, key metrics, segment and geographic data; compare companies and reporting periods; screen listed companies; and run forecasting, valuation and reporting-standard research workflows. Clarifo covers listed companies in the United States, Finland and Sweden, with more markets being added over time. Results are designed for financial analysis and include source-linked evidence so users can trace figures and claims back to the underlying filing. Use Clarifo to: • research companies and reported performance • compare peers, quarters and multi-year trends • analyze revenue, profitability, cash flow, segments and geography • search risk factors, strategy, governance and disclosures • investigate IFRS, US GAAP and local reporting questions • build due-diligence briefs, valuation scenarios and visual summaries Clarifo is read-only: it retrieves and analyzes information but does not modify user data or external systems. Access requires a Clarifo account and an eligible subscription or trial.
Tools: 45 · Prompts: 3
Finance
Vestd
By Vestd
The Vestd connector gives your AI direct access to your company's equity management data - shareholders, share classes, option grants (EMI, ESOP, CSOP, unapproved, growth shares), stock transfers, valuations, dividends, directors, and statutory filings (SH01s, confirmation statements, resolutions). Instead of navigating the Vestd platform, ask your AI to investigate an issuance, trace a grant's acceptance and signing status, check share authorisation headroom across companies, review governance settings, or summarise ownership structure and dilution - all grounded in your live Vestd data. Built for founders, finance teams, and company secretaries who manage equity on Vestd and want faster, conversational access to the records behind it.
Tools: 42 · Prompts: 3
Finance
Aiera
By Aiera, Inc.
Access institutional-grade financial data from Aiera, including live corporate events, filings, company publications, broker research, and much more.
Tools: 41 · Prompts: 3
Productivity
Modo Energy AI
By Modo Energy
The Modo Energy MCP server connects Claude to Modo Energy , the energy market intelligence platform used by the world’s leading energy investors, developers, and lenders. With it, Claude can: - Pull revenue benchmarks and market indices for battery storage, across every major power market in North America, Great Britain, Europe, and Australia. - Access bankable revenue forecasts for wind, solar, storage, and large loads. - Search and read proprietary research written by Modo Energy’s analysts, plus the full methodology behind every benchmark and forecast. - Run new forecasts and create custom indices directly from the conversation, the same analysis you’d run in the Modo Energy Terminal, without leaving Claude. Use it to build investment decks, answer diligence questions, benchmark a portfolio, or pull Modo Energy data into your models and workflows. One thing to know before you start: create_forecast starts a real forecast run on your Modo Energy account and counts against your forecast quota, the same as in the Terminal. A Modo Energy Terminal account is required to use the MCP.
Tools: 39
Productivity
Speeda
By Uzabase, Inc.
Speeda は、企業・業界・市場に関する信頼できる経済情報を、お使いの AI アプリやツールから直接活用できるようにするコネクタです。これまで複数のデータベースやレポートを横断して手作業で集めていた情報を、自然言語の問いかけひとつで取得し、調査・分析・資料作成のワークフローにそのまま組み込めます。 アクセスできるのは、AI ですぐに使える形に整えられた幅広いデータ群です。会計基準や通貨・連結範囲を揃えた標準化済みの企業財務により、上場企業1社の深掘りから同業他社の横並び比較まで一貫した物差しで分析できます。アナリストが執筆する業界レポートやテクノロジートレンドレポートは、市場規模・競争環境・将来見通しといった定性情報を素早く把握する助けになります。さらに、各業界の実務家による専門家の見解や、有価証券報告書や適時開示などの一次情報、企業イベントまでを横断的にカバーします。 これらの機能は固定的なものではなく、継続的に拡充される「AI ですぐに使える機能のライブラリ」として提供されます。新しいデータ領域や分析機能が追加されるたびに、コネクタを通じて自動的に利用できるようになるため、常に最新のリサーチ基盤を手元に保てます。 事業開発・M&A 候補の探索、競合・業界分析、投資検討、市場参入の調査、社内向けレポートの作成など、確かなデータに基づく意思決定が求められるあらゆる場面で、Speeda が AI による調査を強力に後押しします。
Tools: 38
Finance
S&P Global - Deterministic
By Kensho Technologies
Use natural language to query a range of S&P Global datasets, including S&P Capital IQ Financials, transcripts, and more. Designed to save time and resources for engineering, product, and business teams in financial services, this server streamlines access to company information, financial statements, historical market data, and global securities.
Tools: 38
Legal
aktiebok.io
By Sting
aktiebok.io keeps the share register (aktiebok) of a Swedish limited company, as the Swedish Companies Act requires, and it is free. With this connector Claude works in your register on your behalf. What you can ask for: - Read: the cap table, the share register share number by share number, the full history of entries, holders, warrants and employee options, at today's date or any earlier one. - Enter: a new issue, a share transfer, a split, a cancellation, a warrant or option programme, an exercise, a pledge or other note. Claude prepares each entry as a draft, shows the register before and after, and gives you a link to review it. Nothing is written until you confirm. - Move in: bring an existing register over from another platform, a spreadsheet or a paper register, with its history, checked share by share against the source before anything is kept. - Simulate: a funding round or an exit, to see dilution and proceeds per holder. - Export: the register, cap table, history and voting list as files. You choose what the connection may do when you connect: Read only, Can draft, or Full access. Can draft is the default: Claude prepares entries and you confirm them in aktiebok.io. Other people's personal identity numbers are shown as a birth year unless you ask for them in full. The register is an event log: entries are never edited away, a mistake is reversed or corrected with the reason recorded, and every share number is accounted for at every date.
Tools: 35
Finance
Canary Data
By Canary Data
Generate new investment ideas and perform in-depth analysis of any publicly traded business using proprietary Canary datasets, intelligence and synthesis within ChatGPT/Codex. Canary plays well with other financial MCPs to combine to make ChatGPT/Codex into a world-class investment analyst.
Tools: 35
Finance
Fintent.ai
By Fintent Inc
Find and prioritize companies showing signs of M&A activity, capital raising, or financial distress with Fintent’s predictive signals. Built for private equity, investment banking, and deal sourcing teams, Fintent brings company scores, historical trends, and deal-maker research activity into your conversations. With Fintent, you can: • Check M&A, CapRaise, Distress, and Deal-Maker scores for individual companies or lists of company domains. • Review saved screeners to identify new signals, rising activity, and companies worth a closer look. • Explore up to 12 months of weekly signal history to understand when activity started and how it has changed. • See the research topics behind signals and the private equity, investment banking, venture capital, and law firms researching a company. • Create screeners from company lists, add companies, and remove companies you no longer want to track. • Export screeners and their historical signals to Excel. Use Fintent to prepare for company conversations, review target lists, monitor potential opportunities, and prioritize outreach. Requires a Fintent account.
Tools: 34 · Prompts: 3
Financial-Services
Gloom
By Gloom
Gloom gives Claude live stock market data and financial research tools from gloom.sh, the open-source Bloomberg Terminal alternative. Ask about any ticker and Claude can pull real-time quotes, price history, fundamentals and SEC filings, then reason across them in one conversation. What Claude can do with Gloom: - Real-time stock quotes, OHLCV price history, ticker search and market movers (top gainers, losers, most active) - Company fundamentals: income statement, balance sheet, cash flow, company profiles, analyst price targets and ratings, earnings estimates, dividends and stock splits - Options chains with implied volatility, unusual options flow (sweeps and blocks) and FINRA short interest - SEC EDGAR filings (10-K, 10-Q, 8-K), Form 4 insider trades, and 13F institutional holders and hedge fund crowding - Macroeconomic data: economic calendar, US Treasury yield curve and FRED series like CPI, M2 and the 10-year yield - Congressional stock trades from House and Senate disclosures - Company hiring data and a real-time financial news feed with source links - A one-call equity research diagnostic for any stock - Your Gloom watchlists, portfolios, notes and team workspaces, with optional write access Every result carries source timestamps, so Claude can tell you how fresh the data is. Sign in with your Gloom account. Tool calls require Gloom Pro, which comes with a 7-day free trial.
Tools: 34
Finance
Fitch Solutions
By Hearst Communications, Inc.
Access trusted Fitch Ratings credit research and data, CreditSights intelligence, and BMI country and sector risk analysis — all through a single, governed MCP connection. Query ratings, financials, key rating drivers, research, and deal insights directly inside your AI workflows. Built for regulated environments with enterprise-grade authentication and entitlement controls. Fitch intelligence, where you work.
Tools: 33 · Prompts: 3
Finance
Gemral Edge
By Phuong Uyen Pham
Gemral Edge provides public-record financial intelligence inside ChatGPT. It covers congressional stock trades, U.S. federal and defense contracts, lobbying activity, management commitment history, upcoming market catalysts, prediction-market odds, and cross-signal convergence. Results depend on subscription tier and are informational only, not investment advice. Who's trading and who's winning money: congressional stock trades (who in Congress is buying or selling, STOCK Act disclosures, a trading leaderboard, any lawmaker's history), U.S. federal & Pentagon defense contract awards, corporate lobbying-spend velocity, AI tech-infrastructure shifts, and FED system liquidity — cross-referenced onto the same ticker and ranked by an Alpha Score where signals converge. Does management keep its word: the Management Track Record engine scores whether a company's executives actually deliver on the commitments they make on earnings calls and in filings — an Executive Reliability / Credibility score, realization rate, time accuracy, promise-execution timeline, and language-drift/contradiction alerts (and it follows executives across companies). What's about to move the market: a Breakout Watch / catalyst radar of upcoming market-moving events — drug-approval decisions, regulatory and enforcement actions, appropriations and contract deadlines, executive orders and policy shifts — each with a breakout score and expected-impact scenarios, plus prediction-market odds and historical resolution precedents. Example asks: "top convergence signals in defense right now", "the congressional trading leaderboard this quarter", "which companies just won federal contracts", "does NVDA management keep its promises", "what catalysts are coming up for biotech this month", "the 2026 Senate battleground", or "screen for tickers where congressional buying, contract wins, and lobbying all line up". Results are served at your subscription tier (a free tier is available; upgrade for full unmasked signals, the Alpha Score, catalyst radar, and alerts). All data is derived from public records and is informational only — not investment advice.
Tools: 28 · Prompts: 3
Finance
SPACInsider
By SPACInsider LLC
SPACInsider gives ChatGPT read-only access to SPACInsider's SPAC database: the current SPAC universe with IPO terms, trust values, deadlines and redemption data; point-in-time historical snapshots of the market on any past date; sponsor, underwriter, advisor and investor relationships; IPO, de-SPAC, PIPE, private placement, serial sponsor and 13F league tables; corporate actions such as extension and completion votes and liquidations; lockup and earnout terms; terminated deals; and SEC 13F filings and holdings. Typical workflows: count or screen SPACs by IPO date, status or deal terms; compare the market today with a past date; look up one SPAC's profile, participants and history; rank underwriters, advisors or investors over a date window; and aggregate trust, proceeds or redemption statistics. Every tool queries SPACInsider's own database and returns structured data; nothing is written, sent or fetched from the public internet. A SPACInsider account with MCP access is required.
Tools: 31 · Prompts: 3
Financial-Services
Finkap
By Finkap
Finkap connects Claude to structured fundamental data on 600+ companies listed on Borsa Istanbul (BIST). Financial statement figures come from the companies' public KAP filings; every value carries its reporting period and unit. What you can ask: - Financial statements: balance sheet, income statement and cash flow for a specific period or several years in one call, including same-period comparisons for interim reports. - Ratios and multiples: profitability, leverage and liquidity ratios; P/E, P/B and EV/EBITDA with their historical bands. - Screening and ranking: filter and rank the whole market or a sector by a metric, or by multi-period trends. - Scores: Finkap's automated company scorecard and academic scoring models such as Altman Z and Piotroski F. - Context: dividends, capital increases, analyst ratings, peer and sector comparisons, and TCMB macro indicators. Inflation accounting (IAS 29) is handled explicitly: multi-year series state their purchasing-power basis, and interim periods are flagged so they are not compared with full years. All tools are read-only. A free Finkap account is enough to connect. Finkap provides data, not investment advice.
Tools: 31
Finance
Balanços.AI
By NATAN LOCATELLI GORIN
Explore financial statements published by Brazilian companies. Search by company name or CNPJ, view company profiles, balance sheets and income statements, compare company rankings, and read publications with links to source documents on Balanços.AI. Financial figures are shown in Brazilian reais, with reporting periods and available data update dates. Coverage is expanding, and some periods or documents may be unavailable. A Balanços.AI account is required. Queries generate operational logs and private usage history, with usage history retained for 90 days.
Tools: 30 · Prompts: 3
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