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.
62 apps
Top financial research apps
Open full directory →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: 126 · Prompts: 3
Financial-Services
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: 38
Finance
S&P Global
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: 22 · Prompts: 3
Financial-Services
S&P - Deterministic Retrieval
By S&P Global
Deterministic Retrieval provides structured, API-driven access to S&P Global data for LLMs and agent-based systems that know exactly what they need. Using defined parameters and structured queries, it returns fast, predictable, cited results, with full customer control over orchestration, tool selection, and execution. Built by Kensho, S&P Global's AI innovation engine, the solution is ideal for company-specific research, financial analysis, transcript intelligence, and multi-entity comparisons. Can be used alongside S&P Global - Adaptive Retrieval for teams that need both structured and flexible data access.
Tools: 0 · Prompts: 1
Financial-Services
FactSet AI-Ready Data
By FactSet Research Systems
Access, comprehensive financial data and analytics through AI-powered tools. Connect to FactSet global prices, fundamental analysis, earnings estimates, and research insights into Claude, to enhance your financial analysis, earning estimates and investment research with trusted, institutional-quality data.
Tools: 21 · Prompts: 3
Financial-Services
MetricDuck
By Jujube Technologies Inc
The SEC data layer for AI workflows — SEC figures come back linked to the exact filing they came from, so you can verify, not just trust. Pull financial statements and 323+ pre-computed metrics, compare peers, screen 5,500+ companies, read filing sections (risk factors, MD&A, earnings), and full-text search all of SEC EDGAR. Earnings-call and IR content rounds it out — management's own words on guidance and strategy, labeled by source (SEC-filed, issuer-published, or machine-transcribed) so you always know what's audit-grade. Built for work where a wrong number isn't an option. Free up to 500 tool calls per day — no credit card.
Tools: 19
Financial-Services
Aiera
By Aiera
Access to Aiera's financial data APIs, including live events, filings, company publications, and much more.
Tools: 18 · Prompts: 3
Financial-Services
Bigdata.com
By RavenPack
Bigdata.com is the AI grounding layer for finance — it stops agents from hallucinating by grounding every answer in real, cited sources instead of guesses. Ask in plain language and get back cited, source-linked answers instead of a wall of raw data to parse yourself. Query stocks, market data, portfolio holdings and fundamentals alongside SEC filings, earnings calls, broker and analyst research, press releases, and sentiment signals across billions of documents spanning 25+ years: 10M+ new public news documents monthly, 200+ premium news sources (Financial Times, Benzinga, MT Newswires and more), filings across 50+ countries, 30+ years of fundamentals, expert interviews, and podcasts. RavenPack's financial knowledge graph resolves company and entity names automatically, so a single query surfaces the right filings, transcripts, and news without manual ticker-matching. Every claim traces back to a real, citable source — no fabricated numbers, no invented quotes. Beyond public content, search and upload your own private documents — notes, research, and internal files — side-by-side with public filings and market data, so proprietary research and public sources answer from the same query. Because retrieval returns only the cited excerpts that matter instead of stuffing whole documents into context, typical queries use around 90% fewer input tokens than an ungrounded approach. Built for anyone making a financial decision — from individual investors sizing up a trade to analysts at hedge funds, asset managers and investment banks. Run an initiation report, compare two 10-Ks, prep a pre-earnings or pre-FOMC briefing, track a competitor, catch a sentiment shift before consensus does, or build a sourced brief before a call — all from one grounded search. Connect in seconds inside Claude — no setup, no glue code. You're searching cited financial data from your first prompt.
Tools: 16 · Prompts: 3
Financial-Services
PitchBook Premium
By PitchBook
Bring the depth of PitchBook's industry-leading private capital market intelligence into Claude. Powered by our MCP server, PitchBook clients can seamlessly search and analyze firms, deals, funds, and key players—unlocking trusted insights for confident decisions, actionable intelligence, and market benchmarking, all within their AI workflows.
Tools: 16 · Prompts: 1
Financial-Services
Moody's Credit MCP
By Moody's Analytics
Moody's Credit MCP powers AI applications and analytics workflows with GenAI-ready data and research needed for comprehensive credit analysis. Moody's Credit MCP provides a unified layer across core credit data categories commonly used in risk assessment, offering financial analysis, default risk metrics, and qualitative insights. It combines comprehensive entity information, such as financials, ownership, and management, with Moody's Ratings proprietary ratings and research, and probability of default metrics, all enhanced by unstructured data like company filings, earnings transcripts, news, and macroeconomic trends. By bringing structured and unstructured credit inputs together in a single interface, Moody's Credit MCP enables faster data-to-insight workflows, supporting more rigorous, consistent credit assessment and continuous monitoring of entities, markets, and portfolios. Data includes: - Global entity firmographics and identifiers - Entity hierarchies and ownership structures - Detailed global entity financials - Moody's Ratings credit ratings and research - Expected default frequency - Economic data and research - News and media - Annual reports Use Moody's Credit MCP for: - Credit Analysis – access comprehensive credit risk data and research to assess creditworthiness and compare risk across issuers and instruments - Risk Management – monitor credit risk through forward-looking measures and scenario analysis - Relationship Management – quickly evaluate credit health to support informed engagement and credit structuring - Ratings Advisory – align issuer details with ratings methodologies and peer benchmarks - Investment Research – get data-driven assessments to evaluate relative value and risk - Market Analysis – analyze sector trends and credit risk signals to assess broader market conditions
Tools: 15 · Prompts: 3
Financial-Services
Theia Insights
By Theia Insights, Ltd.
Theia Insights brings professional thematic equity research into Claude. Ask about a structural trend: artificial intelligence, robotics, clean energy, cybersecurity; and surface the public companies most exposed, ranked by research-driven exposure scores. The data is built on the Theia Insights Industry Classification (TIIC): a five-level, one-to-many taxonomy mapping companies to 3,000+ investable themes based on what they actually do. Performance is tracked through Theme Watch Indices (TWI), with 10+ years of daily history across global regions.
Tools: 14 · Prompts: 3
Financial-Services
Sacra
By Sacra Inc.
Bring Sacra research & data into Claude to use trusted data on growth & pre-IPO technology companies into your chats, investment memos, meeting prep and more. All Sacra research & data is available including: company & market reports and expert interviews accessible via search revenue estimates & models as structured data * round-by-round funding data including valuation and price per share For investors, VCs & corp dev: produce investment memo first drafts, quickly answer diligence questions, build comps, compare business models, track funding and key milestones, and pull the most relevant context from Sacra coverage—without hopping between tabs. For founders & operators: map competitors, understand category dynamics, sanity-check positioning, and generate crisp briefs you can drop into a memo, deck, or internal update. For analysts: turn messy questions into structured outputs (bulleted takeaways, peer lists, “what changed?” updates) grounded in your Sacra data. Available to all Sacra users from free through standard, pro and platform, with usage limits determined by the plan level.
Tools: 11
Financial-Services
Ramp Data
By Ramp
Ramp Data MCP enables Claude users to access Ramp Data from billions of dollars in real corporate spend across 50,000+ businesses, including Ramp Rate (vendor adoption, pricing, and switching trends) and the AI Index (how businesses are spending on AI). Ramp Data is used by founders, procurement leads, researchers, investors, and policy analysts and is cited by leading publications like NYT, WSJ, Bloomberg, and more.
Tools: 9 · Prompts: 1
Productivity
Kepler
By Kepler
Get citation-backed answers on public company financials, straight from SEC filings, earnings transcripts, and market data. Ask questions like "compare AAPL and MSFT gross margins over the last 4 quarters" or "build a 3-statement model for NVDA," and Kepler returns verified figures with every number traced back to its source document, page, and line item plus downloadable Excel workbooks for model requests. Built for financial analysts such as buy-side analysts, equity researchers, and asset managers for all workflows where "probably right" isn't good enough.
Tools: 9
Data
MoSPI
By Ministry of Statistics and Programme Implementation (MoSPI), Government of India
Access India's official government statistics through natural language. MoSPI's MCP server connects AI assistants to national datasets covering GDP, inflation, employment, industrial production, higher education, health, energy, environment, trade, and more. All data comes directly from the Ministry of Statistics and Programme Implementation (MoSPI), Government of India, via the eSankhyiki portal.
Tools: 0 · Prompts: 1
Data-Analytics
Zint
By ZINT Technology Limited
Zint gives Claude live access to data on every UK company. Search and filter the full register, resolve a company name or domain to the right entity, then pull filed financials, multi-year accounts, directors, news and website context. Built for sales, research, credit and diligence workflows: ask in plain language ("find manufacturers in the North West with rising cash and a recent FX loss, then show their last five years of accounts") and Claude calls Zint to answer with real data and links to source filings. Sign in with your Zint account to connect; usage draws on your Zint plan.
Tools: 7
Data-Analytics
D&B Finance Analytics
By Dun & Bradstreet
Enable AI-powered credit decisioning, portfolio monitoring, and risk management workflows using trusted D&B data and analytics. For inquiries, please contact anthropicleads@dnb.com D&B Finance Analytics empowers finance and credit teams to verify businesses, evaluate financial and predictive risk, accelerate credit decisions, monitor portfolio health, and take action through AI assistants, agents, and enterprise applications. By combining trusted D&B business intelligence, financial risk insights, predictive analytics, and workflow capabilities, organizations can bring credit and portfolio management processes directly into AI-driven workflows. Anchored by the global standard D‑U‑N‑S® Number and powered by the D&B Commercial Graph™, D&B Finance Analytics helps organizations reduce ambiguity, improve consistency, and make more confident commercial credit decisions at scale. It also enables teams to move from insight to action through portfolio management and workflow capabilities available within D&B Finance Analytics. Use D&B Finance Analytics to: Evaluate credit recommendation: "What is the recommended credit limit for [Company Name], and what factors contributed to that recommendation?" Assess business risk: "Summarize the financial risk, payment behavior, and predictive risk indicators for [Company Name]." Monitor portfolio health: "Which customers in my portfolio show elevated risk or signs of deterioration?" Prioritize risk management activities: "Which customers should I review first based on recent alerts, exposure, and risk changes?" Analyze ownership and corporate linkage: "Show the ownership structure and related entities for [Company Name]." Take action on portfolio: "Create a folder named [Folder Name], move [Company Name] to the folder and assign Alert Profile [Alert Profile Name] to the folder." Note: Requires a D&B Finance Analytics license.
Tools: 5 · Prompts: 3
Financial-Services
Clarity AI
By Clarity AI
Screen companies and portfolios against investment mandates to assess compliance. Access mandates created in the Clarity AI web app, then run compliance reports to identify breaches. Drill into individual companies for detailed evidence across a range of extra financial metrics. Discover investment universe companies that meet your criteria, and get concise breach summaries across your portfolios, all powered by Clarity AI's data.
Tools: 5 · Prompts: 3
Financial-Services
Daloopa
By Daloopa
Daloopa supplies high quality fundamental data sourced from SEC Filings, investor presentations and any public financial documents, with hyperlinks to source document overlaying each data point. Provides a zero-hallucination foundation for any quantitative financial analysis in Claude.
Tools: 3 · Prompts: 3
Financial-Services
Fiscal.ai
By Fiscal.ai
Access institutional-grade financial data directly within Claude. Fiscal.ai delivers fundamental metrics and ratios minutes after earnings are reported, with every figure verifiable via direct links to the source filing. Beyond core financials, the server provides company-specific KPIs, revenue segments, and adjusted metrics. Combined with historical and current market quotes, it enables grounded, audit-ready equity research with unmatched speed.
Tools: 2 · Prompts: 3
Finance
Public Equity Investing
By OpenAI
Public equity investing workflows for long-only investors, long/short hedge funds, sell-side equity research teams, ETF/index and constituent diligence, event-driven equity investors, and sector/thematic listed-equity research teams. Outputs should surface what is mispriced, what is priced in, what proves or kills the thesis, what to do next, and what evidence is missing. Use Credit Markets for credit instruments, creditworthiness, restructuring, distressed, recovery, spreads, yields, covenants, and debt security analysis.
Prompts: 3
Finance
Financial Summarizer Pro
By Perceptive Analytics Private Limited
Reading SEC filings is time-consuming. Financial Summarizer Pro does it for you. Type any US ticker symbol and the app retrieves the company's latest annual and quarterly filings from SEC EDGAR, extracts the key financial data, and presents it as a clean, structured summary — the kind an analyst would put together, in a fraction of the time.
Prompts: 3
Finance
The Fly Market Intelligence
By The Fly
The Fly Market Intelligence provides read-only tools to research companies, analyze earnings and catalysts, build market briefs, discover symbols, search and retrieve financial news, and screen stocks.
Prompts: 3
Education & Research
Dow Jones Factiva
By Factiva, Inc.
The Factiva Connector, enables authorized users to search Factiva’s global news archive, including premium Dow Jones sources, and incorporate insights from that content into their Codex responses. Users can research companies, industries, and markets and ground their answers in licensed content, complete with citations and direct links to original articles. A subscription to Factiva is required. Factiva content may not be shared outside your organization or used for machine learning or AI training purposes. This connector may only be used with your organization’s Codex instance.
Prompts: 1
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