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How to connect Financial Datasets to Claude

Connect Claude Web, Desktop and Cowork to Financial Datasets MCP. Summarize apple q2 earnings highlights, get historical price series for tsla, and more using natural language, with authentication handled for you.

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Financial Datasets is a service providing company fundamentals, financial statements, SEC filings, ownership, macro series, and analytics. Use it to access normalized financial and market data for research, reporting, and automation.

30 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Financial Datasets account to Claude via Composio Connect, enabling it to summarize Apple Q2 earnings highlights, get historical price series for TSLA, list top institutional owners of MSFT, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Financial Datasets with

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Connecting Financial Datasets to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Financial Datasets account

Back in Claude, ask it to connect to Financial Datasets or give it any Financial Datasets-related task.

For example, ask Claude to:

  • "Summarize Apple Q2 earnings highlights"
  • "Get historical price series for TSLA"
  • "List top institutional owners of MSFT"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Financial Datasets account is ready to use.

What is the Financial Datasets Claude Connector, and what's possible with it?

The Financial Datasets MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Financial Datasets account. It provides structured and secure access so your agent can perform Financial Datasets operations on your behalf.

Troubleshooting

1. Why does Claude not use the Composio connector for Financial Datasets?

The connector can show as connected, but Claude must use it in each Financial Datasets conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Financial Datasets again.

2. Why does Claude show an MCP server error before Financial Datasets connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Financial Datasets.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Financial Datasets.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Financial Datasets authorization link not work?

The Composio connector is one server. Your Financial Datasets account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Financial Datasets connection.
  • Composio creates a fresh Financial Datasets authorization link.
  • Open that link in your browser and finish the Financial Datasets sign-in.

4. Why do Financial Datasets actions fail after they worked before?

The Financial Datasets connection can expire or lose permission.

  • Ask Claude to inspect the Financial Datasets connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Financial Datasets account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Financial Datasets.
  • If the action still fails with a permission error, check that the connected account has that permission in Financial Datasets itself.

5. How do I switch to a different Financial Datasets account?

Claude can manage the Financial Datasets connection for you.

  • Ask Claude to disconnect or delete the current Financial Datasets account.
  • Ask Claude to connect Financial Datasets again.
  • Open the new Composio authorization link for Financial Datasets.
  • Sign in with the other Financial Datasets account in the browser.
  • After the account connects, ask Claude to retry the Financial Datasets task.

6. Why is my Financial Datasets connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Financial Datasets connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Financial Datasets tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Financial Datasets.
TOOLS

Supported Tools

Every Financial Datasets action and event your agent gets out of the box.

Get As-Reported Financials

Return one page of issuer-reported financial statement fields without normalization for one statement family or all statements.

Get Beneficial Ownership

Return one page of current or historical SEC Schedule 13D and 13G stakes by subject ticker or beneficial-owner CIK.

Get Company Facts

Return a company's identity, classification, exchange, and active-status facts by ticker or SEC CIK.

Get Company KPIs

Return one page of reported operating KPIs, forward guidance, or non-GAAP metrics for a company, including source provenance.

Get Earnings

Return one page of recent company earnings filings with quarterly and annual financial metrics, detected signals, and a continuation cursor.

Get Financial Metrics

Return a company's current metrics snapshot or one historical page of valuation, profitability, efficiency, liquidity, leverage, growth, and per-share metrics by ticker or SEC CIK.

Get Financial Statements

Return one provider page of normalized income statements, balance sheets, cash-flow statements, or all three for a company.

Get GPU Prices

Return today's GPU rental price index or one page of historical daily prices for a GPU model, including provider spread, changes, and source attribution.

Get Index Fund Holdings

Return one page of a fund's constituents by fund ticker, or one page of funds containing a security by holding ticker.

Get Inflation

Return the latest CPI values for all or one inflation series, or monthly history for one series.

Get Insider Ownership

Return one page of company insider holdings reported on SEC Forms 3 and 5, including common and derivative positions.

Get Institutional Holdings

Return one page of SEC 13F holdings by institution CIK or held-company ticker.

Get Interest Rates

Return a central bank's current policy rate or one newest-first page of historical daily rates for a date range.

Get Labor Market

Return the latest print for all or one US labor series, or one page of historical monthly or weekly observations for one series.

Get Price History

Return one page of historical OHLCV stock prices for an inclusive date range at a daily, weekly, monthly, or yearly interval.

Get Price Snapshot

Return a real-time price snapshot for one ticker or snapshots for the broad market.

Get SEC Filing Items

Extract selected sections from a 10-K, 10-Q, or 8-K, optionally including 8-K exhibits, and wait for asynchronous preparation when needed.

Get Segmented Financials

Return one page of company-reported business or product segments for one statement family or all statements.

Get Treasury Yield Curve

Return the latest US Treasury par yield curve or historical daily curves for a date range.

List Dataset Identifiers

List every ticker, CIK, or sector returned by one selected Financial Datasets data-family catalog.

List Filing Options

List supported SEC filing types or the documented section-selector catalog for filing extraction.

List Insider Trades

Return one page of reported insider purchases, sales, gifts, awards, and other transactions for a company.

List IPO Filings

Return one page of IPO, SPAC, shell-company, resale, or other SEC offering filings with optional company and filing-date filters.

List Macro Options

List valid central-bank codes or inflation, GPU price, and labor series IDs and metadata for macroeconomic queries.

List News

Return one page of recent company-specific or broad-market news articles.

List Screener Filters

List all financial fields, company classifications, and comparison operators currently accepted by the company screener.

List SEC Filings

Return one page of SEC filing metadata and source URLs with optional company and form filters.

Screen Companies

Find companies whose financial fields, ticker, CIK, sector, or industry satisfy structured comparison filters.

Search Financial Line Items

Return selected financial line items for one or more company tickers and a reporting period type.

Search Institutional Investors

Find institutional investor names and SEC CIKs by a case-insensitive name prefix, or omit name to return the provider's discovery list.

FRAMEWORKS

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FAQ

Frequently asked questions

With a standalone Financial Datasets MCP server, the agents and LLMs can only access a fixed set of Financial Datasets tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Financial Datasets and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Financial Datasets tools.

Yes, absolutely. You can configure which Financial Datasets scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Financial Datasets data and credentials are handled as safely as possible.

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