# How to connect Financial Datasets to Claude

```json
{
  "title": "How to connect Financial Datasets to Claude",
  "toolkit": "Financial Datasets",
  "toolkit_slug": "financial_datasets_ai",
  "framework": "Claude Cowork",
  "framework_slug": "claude-cowork",
  "url": "https://composio.dev/toolkits/financial_datasets_ai/framework/claude-cowork",
  "markdown_url": "https://composio.dev/toolkits/financial_datasets_ai/framework/claude-cowork.md",
  "updated_at": "2026-10-03T05:31:58.070Z"
}
```

## 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

- [ChatGPT](https://composio.dev/toolkits/financial_datasets_ai/framework/chatgpt)
- [Hermes](https://composio.dev/toolkits/financial_datasets_ai/framework/hermes-agent)
- [Atomic Agent](https://composio.dev/toolkits/financial_datasets_ai/framework/atomic-agent)

## Connect Financial Datasets to Claude Cowork

### 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](https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=Composio&connectorUrl=https%3A%2F%2Fconnect.composio.dev%2Fmcp)
### Add manually
In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.
Click Add custom connector and paste in the Composio MCP server URL:

```bash
https://connect.composio.dev/mcp
```

## What is the Financial Datasets MCP server, 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.

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `FINANCIAL_DATASETS_AI_GET_AS_REPORTED_FINANCIALS` | Get As-Reported Financials | Return one page of issuer-reported financial statement fields without normalization for one statement family or all statements. |
| `FINANCIAL_DATASETS_AI_GET_BENEFICIAL_OWNERSHIP` | Get Beneficial Ownership | Return one page of current or historical SEC Schedule 13D and 13G stakes by subject ticker or beneficial-owner CIK. |
| `FINANCIAL_DATASETS_AI_GET_COMPANY_FACTS` | Get Company Facts | Return a company's identity, classification, exchange, and active-status facts by ticker or SEC CIK. |
| `FINANCIAL_DATASETS_AI_GET_COMPANY_KPIS` | Get Company KPIs | Return one page of reported operating KPIs, forward guidance, or non-GAAP metrics for a company, including source provenance. |
| `FINANCIAL_DATASETS_AI_GET_EARNINGS` | Get Earnings | Return one page of recent company earnings filings with quarterly and annual financial metrics, detected signals, and a continuation cursor. |
| `FINANCIAL_DATASETS_AI_GET_FINANCIAL_METRICS` | 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. |
| `FINANCIAL_DATASETS_AI_GET_FINANCIAL_STATEMENTS` | Get Financial Statements | Return one provider page of normalized income statements, balance sheets, cash-flow statements, or all three for a company. |
| `FINANCIAL_DATASETS_AI_GET_GPU_PRICES` | 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. |
| `FINANCIAL_DATASETS_AI_GET_INDEX_FUND_HOLDINGS` | 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. |
| `FINANCIAL_DATASETS_AI_GET_INFLATION` | Get Inflation | Return the latest CPI values for all or one inflation series, or monthly history for one series. |
| `FINANCIAL_DATASETS_AI_GET_INSIDER_OWNERSHIP` | Get Insider Ownership | Return one page of company insider holdings reported on SEC Forms 3 and 5, including common and derivative positions. |
| `FINANCIAL_DATASETS_AI_GET_INSTITUTIONAL_HOLDINGS` | Get Institutional Holdings | Return one page of SEC 13F holdings by institution CIK or held-company ticker. |
| `FINANCIAL_DATASETS_AI_GET_INTEREST_RATES` | Get Interest Rates | Return a central bank's current policy rate or one newest-first page of historical daily rates for a date range. Historical pages contain up to 10 rows; use next_cursor to continue. |
| `FINANCIAL_DATASETS_AI_GET_LABOR_MARKET` | 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. |
| `FINANCIAL_DATASETS_AI_GET_PRICE_HISTORY` | Get Price History | Return one page of historical OHLCV stock prices for an inclusive date range at a daily, weekly, monthly, or yearly interval. |
| `FINANCIAL_DATASETS_AI_GET_PRICE_SNAPSHOT` | Get Price Snapshot | Return a real-time price snapshot for one ticker or snapshots for the broad market. |
| `FINANCIAL_DATASETS_AI_GET_SEC_FILING_ITEMS` | 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. |
| `FINANCIAL_DATASETS_AI_GET_SEGMENTED_FINANCIALS` | Get Segmented Financials | Return one page of company-reported business or product segments for one statement family or all statements. |
| `FINANCIAL_DATASETS_AI_GET_TREASURY_YIELD_CURVE` | Get Treasury Yield Curve | Return the latest US Treasury par yield curve or historical daily curves for a date range. Historical results are newest first and return one provider page. |
| `FINANCIAL_DATASETS_AI_LIST_DATASET_IDENTIFIERS` | List Dataset Identifiers | List every ticker, CIK, or sector returned by one selected Financial Datasets data-family catalog. |
| `FINANCIAL_DATASETS_AI_LIST_FILING_OPTIONS` | List Filing Options | List supported SEC filing types or the documented section-selector catalog for filing extraction. The item catalog is not exhaustive: live 10-Q extraction accepted Part-1,Item-1 even though discovery omitted it. |
| `FINANCIAL_DATASETS_AI_LIST_INSIDER_TRADES` | List Insider Trades | Return one page of reported insider purchases, sales, gifts, awards, and other transactions for a company. |
| `FINANCIAL_DATASETS_AI_LIST_IPOS` | List IPO Filings | Return one page of IPO, SPAC, shell-company, resale, or other SEC offering filings with optional company and filing-date filters. |
| `FINANCIAL_DATASETS_AI_LIST_MACRO_OPTIONS` | List Macro Options | List valid central-bank codes or inflation, GPU price, and labor series IDs and metadata for macroeconomic queries. |
| `FINANCIAL_DATASETS_AI_LIST_NEWS` | List News | Return one page of recent company-specific or broad-market news articles. |
| `FINANCIAL_DATASETS_AI_LIST_SCREENER_FILTERS` | List Screener Filters | List all financial fields, company classifications, and comparison operators currently accepted by the company screener. |
| `FINANCIAL_DATASETS_AI_LIST_SEC_FILINGS` | List SEC Filings | Return one page of SEC filing metadata and source URLs with optional company and form filters. |
| `FINANCIAL_DATASETS_AI_SCREEN_COMPANIES` | Screen Companies | Find companies whose financial fields, ticker, CIK, sector, or industry satisfy structured comparison filters. |
| `FINANCIAL_DATASETS_AI_SEARCH_FINANCIAL_LINE_ITEMS` | Search Financial Line Items | Return selected financial line items for one or more company tickers and a reporting period type. |
| `FINANCIAL_DATASETS_AI_SEARCH_INSTITUTIONAL_INVESTORS` | 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. |

## Supported Triggers

None listed.

## 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.

## Creating MCP Server - Stand-alone vs Composio SDK

The Financial Datasets MCP server connects Claude Web, Desktop, and Cowork to your Financial Datasets account through Composio. Once connected, Claude can use the available Financial Datasets tools and triggers to complete tasks on your behalf.

## Complete Code

None listed.

## How to build Financial Datasets MCP Agent with another framework

- [ChatGPT](https://composio.dev/toolkits/financial_datasets_ai/framework/chatgpt)
- [Hermes](https://composio.dev/toolkits/financial_datasets_ai/framework/hermes-agent)
- [Atomic Agent](https://composio.dev/toolkits/financial_datasets_ai/framework/atomic-agent)

## Related Toolkits

- [Stripe](https://composio.dev/toolkits/stripe) - Stripe is a global online payments platform offering APIs for managing payments, customers, and subscriptions. Trusted by businesses for secure, efficient, and scalable payment processing worldwide.
- [44API](https://composio.dev/toolkits/44api) - 44API is an API service for validating VAT and tax identifiers and returning company details. Use it to verify business tax data and manage account IP whitelists quickly.
- [Airwallex](https://composio.dev/toolkits/airwallex) - Airwallex is a global financial platform providing business accounts, payments, payouts, FX, and cards. Built to simplify cross-border payments and streamline financial operations for businesses.
- [Aiwyn Tax MCP](https://composio.dev/toolkits/aiwyn_tax_mcp) - Aiwyn Tax MCP is a tax estimation service powered by Aiwyn's federal and state tax engine. It helps teams estimate tax outcomes without building tax calculation logic from scratch.
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- [Alpha vantage](https://composio.dev/toolkits/alpha_vantage) - Alpha Vantage is a financial data platform offering real-time and historical stock market APIs. Get instant, reliable access to equities, forex, and technical analysis data for smarter trading decisions.
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- [Benzinga](https://composio.dev/toolkits/benzinga) - Benzinga provides real-time financial news and data APIs for market coverage. It helps you track breaking news and actionable market insights instantly.
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- [Brex](https://composio.dev/toolkits/brex) - Brex provides corporate credit cards and spend management tailored for startups and tech businesses. It helps optimize company cash flow, streamline accounting, and accelerate business growth.
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- [Chaser](https://composio.dev/toolkits/chaser) - Chaser is accounts receivable automation software that sends invoice reminders and helps businesses get paid faster. It streamlines the collections process to save time and improve cash flow.
- [Clarity AI MCP](https://composio.dev/toolkits/clarity_ai_mcp) - Clarity AI MCP is an MCP toolkit for simulating SFDR 2.0 fund classifications from a fund name, ISIN, or CUSIP. Use it to tap Clarity AI disclosure data and modeling without building custom sustainability-data workflows.
- [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.
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- [Coinranking](https://composio.dev/toolkits/coinranking) - Coinranking is a comprehensive cryptocurrency market data platform offering access to real-time coin prices, market caps, and historical data. Get accurate, up-to-date stats for thousands of digital assets in one place.
- [Coupa](https://composio.dev/toolkits/coupa) - Coupa is a business spend management platform for procurement, invoicing, and expenses. It helps organizations streamline purchasing, control costs, and gain complete visibility over financial operations.

## Frequently Asked Questions

### What are the differences in Tool Router MCP and Financial Datasets MCP?

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.

### Can I use Tool Router MCP with Claude Cowork?

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.

### Can I manage the permissions and scopes for Financial Datasets while using Tool Router?

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.

### How safe is my data with Composio Tool Router?

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.

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)