Resources · Claude connector

Claude Finance Toolkit connectorWhat Claude can compute for you with Finance Toolkit.

The Claude Finance Toolkit connector exposes 25 tools: 25 read and 0 write. Twenty-one compute ratios, indicators, risk and macro data, and four help find the right metric or ticker. It is a desktop extension that needs a Financial Modeling Prep key.

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Overview

What the Claude Finance Toolkit connector changes

Ask an assistant for a P/E or a VaR and you often get a ballpark figure. With Finance Toolkit, Claude does not do the math in its head: it calls an open-source library that derives ratios from raw financial statements in a documented, reproducible way, then explains the result to you.

Compare two companies in one question. Ask how two competitors stack up on profitability: Claude uses profitability for margins and returns, then valuation for the multiples.

Size up the risk on a position. Before adding to a holding, Claude pulls Value at Risk and maximum drawdown with risk, and frames recent swings using volatility.

Put a stock in its macro context. For a market note, Claude lines up inflation from macroeconomics with policy rates from rates.

What it will not do: place an order, manage a portfolio or write anywhere. Every tool returns data. Quotes and statements come from Financial Modeling Prep, within the limits of your subscription there. Nothing runs in the background either: Claude computes while it answers you. Other platforms covered on the site sit on the Integrations hub. It does not read your brokerage account either: no source describes any access of that kind.

Vocabulary

Five words before you connect

The Claude vocabulary around this connector, in a minute.

Connector
The link you set up once between Claude and a service you already use, so Claude can work with it while it answers you.
Tool
One named capability the connector opens to Claude. Claude picks which ones to call on its own, and the directory sheet lists them.
Authorization
The sign-in window that opens on first connection, where you hand over your Financial Modeling Prep key. Given once, revocable with the provider.
Approval
The confirmation Claude waits for before an action that changes an account, shown right in the conversation when it matters.
MCP
The shared standard connectors are built on. It is what lets an assistant like Claude talk to an outside service such as Financial Modeling Prep.
Connect

Connect Finance Toolkit to Claude in three steps

  1. 01

    Find the extension

    On its directory sheet, Finance Toolkit is a desktop extension, so it runs in Claude Desktop. In settings, go to Customize, then Connectors, and look for it. On Team or Enterprise, an Owner or Primary Owner enables it first.

  2. 02

    Start the connection

    Click Connect. According to the sheet, you authenticate once, through a sign-in window where you enter your Financial Modeling Prep key. If the link breaks, use Disconnect and connect again.

  3. 03

    Keep your key on your side

    The author says the key is sealed inside a token your app holds, read only for the length of each request and never written to the server. Per the sheet, you authenticate only once.

Tools

The 25 tools, all read-only

Finance Toolkit gives Claude 25 tools: 25 that read your account, 0 that change something in it.

Twenty-one calculation tools grouped by theme and four search tools, each described by the author on the project page. Names stay exactly as Claude shows them.

  • 25 read

What Claude computes and looks up (25)

25 tools

Twenty-five tools that return numbers and change nothing anywhere.

efficiency

Asset and inventory turnover, days sales outstanding and the cash conversion cycle: this tool computes the ratios that show how quickly a company turns its resources into cash.

When it helps
an analyst compares how two competing retailers manage working capital across several years.

Sourcejeroenbouma.com · September 12, 2026 ↗

liquidity

Current ratio, quick ratio, cash ratio and working capital: here Claude measures whether a company can cover its short-term obligations with what it has on hand.

When it helps
before extending payment terms to a large customer, you want to know whether it can meet its bills.

Sourcejeroenbouma.com · September 12, 2026 ↗

profitability

Gross, net and operating margin, plus return on equity, assets, invested capital and capital employed: a company's profitability, computed straight from its financial statements.

When it helps
an investor checks whether a group's operating margin has genuinely improved over three fiscal years.

Sourcejeroenbouma.com · September 12, 2026 ↗

solvency

Debt to equity, interest coverage and net debt to EBITDA: the indicators that show whether a company's financial structure holds up over time. Claude can lay the figures out year by year.

When it helps
a CFO benchmarks their debt load against listed peers ahead of a board meeting.

Sourcejeroenbouma.com · September 12, 2026 ↗

valuation

P/E, EPS, EV to EBITDA, price to book, price to sales, dividend yield and free cash flow yield: the multiples you need to judge whether a stock is expensive.

When it helps
you are torn between two stocks in the same sector and want their multiples side by side.

Sourcejeroenbouma.com · September 12, 2026 ↗

breadth

McClellan oscillator, on-balance volume, advance/decline line and Chaikin: market breadth measures that show whether a rally is carried by many stocks or just a handful.

When it helps
a trader wants to know whether an index rally rests on broad participation.

Sourcejeroenbouma.com · September 12, 2026 ↗

momentum

RSI, MACD, stochastic oscillator, Williams %R and Aroon: momentum indicators that flag a stock as overbought, oversold or losing steam.

When it helps
you want to check whether a stock that has run up hard is showing signs of fatigue.

Sourcejeroenbouma.com · September 12, 2026 ↗

overlap

Simple and exponential averages, Bollinger Bands and Keltner Channels: indicators drawn over the price to smooth out a trend and spot deviations.

When it helps
a retail investor wants to know whether a stock is trading above or below its long-term average.

Sourcejeroenbouma.com · September 12, 2026 ↗

volatility

Average True Range, True Range and volatility series: how widely a stock's price swings, computed from its price history.

When it helps
before placing a stop order, you want a feel for how much a share usually swings in a session.

Sourcejeroenbouma.com · September 12, 2026 ↗

models

WACC, DuPont analysis, Altman Z-Score, Piotroski F-Score, intrinsic value, free cash flow to firm and equity, Tobin's Q and bankruptcy scores: classic financial models applied to one company.

When it helps
a finance student wants a company's F-Score with the breakdown of each criterion.

Sourcejeroenbouma.com · September 12, 2026 ↗

performance

Sharpe and Sortino ratios, alpha, beta, CAPM, Fama-French and Carhart factors, and market timing: a security's returns weighed against the risk taken to earn them.

When it helps
a fund manager compares the risk-adjusted returns of two index funds over five years.

Sourcejeroenbouma.com · September 12, 2026 ↗

risk

Value at Risk, CVaR, GARCH-family models, maximum drawdown, copulas and realized volatility: the measures that put a number on what a position could cost in a bad scenario.

When it helps
a treasurer wants the potential loss on an equity portfolio over a rough trading day.

Sourcejeroenbouma.com · September 12, 2026 ↗

options

Black-Scholes, binomial trees, Greeks, implied volatility and exotic options: everything needed to price an option and gauge its sensitivity to market inputs. Inputs such as strike and maturity come from your question.

When it helps
you want a call's theoretical price and its delta before comparing with the quote.

Sourcejeroenbouma.com · September 12, 2026 ↗

government

Government debt, deficit, spending, revenue and tax rates: the public finances of one or more countries, pulled from macroeconomic databases. Per the author, macro data comes from the OECD and, optionally, FRED.

When it helps
an economist compares how public debt has evolved in Italy and Spain.

Sourcejeroenbouma.com · September 12, 2026 ↗

macroeconomics

GDP, CPI, inflation, trade balance, investment and consumption: a country's headline aggregates over the period you choose. Per the author, these series come from the OECD and, optionally, FRED.

When it helps
you are drafting a market outlook and want ten years of inflation for three countries.

Sourcejeroenbouma.com · September 12, 2026 ↗

environment

ESG scores, carbon footprint and renewable energy usage: a listed company's non-financial data. That data rounds out a conventional financial analysis. The author lists ESG scores among the company data supplied by Financial Modeling Prep.

When it helps
an ESG analyst screens a sector on scores before digging into the financials.

Sourcejeroenbouma.com · September 12, 2026 ↗

jobs

Unemployment, population, poverty and income inequality: a country's social indicators, to put economic figures in perspective. According to the author, macro figures like these come from the OECD and, optionally, FRED.

When it helps
a consultant wants unemployment rates for several countries before a market entry study.

Sourcejeroenbouma.com · September 12, 2026 ↗

rates

Central bank rates, government bond yields, EURIBOR, the US Treasury par yield curve and TIPS real yields: the interest rate backdrop for a country or region.

When it helps
a finance lead tracks the Treasury curve before refinancing a floating-rate loan.

Sourcejeroenbouma.com · September 12, 2026 ↗

fixed_income

Duration, present value, yield to maturity, par and forward rates, Z-spread and key rate duration: bond math applied to a debt security. Claude explains what each figure means for the holder.

When it helps
a bond manager wants a note's sensitivity to a rise in rates.

Sourcejeroenbouma.com · September 12, 2026 ↗

discovery

Stock and ETF screener, top gainers and losers, most active names: an entry point for spotting securities worth a closer look.

When it helps
at the open, you want the biggest movers so you can decide what to read first.

Sourcejeroenbouma.com · September 12, 2026 ↗

market_data

Historical prices, financial statements, company profile and real-time quote: the raw material the other calculations build on. Prices, statements and quotes all arrive as standardized tables.

When it helps
you want a company's income statement over several years before discussing it with Claude.

Sourcejeroenbouma.com · September 12, 2026 ↗

search_categories

Lists every category on the server along with how many tools each one holds. The author groups more than 500 methods into 22 themed tools, not all of which appear on the directory sheet.

When it helps
you are new to the connector and want an overview of what it covers.

Sourcejeroenbouma.com · September 12, 2026 ↗

search_by_category

Returns the full list of metrics available inside one category. It is the step that takes Claude from a broad area to the exact measure.

When it helps
you know you want a profitability ratio, just not which one exists under which name.

Sourcejeroenbouma.com · September 12, 2026 ↗

search_metrics

Fuzzy keyword search across all metrics, tolerant of typos. Claude finds a measure even when the name was misspelled in your question.

When it helps
you type sharp meaning the Sharpe ratio, with no idea which category it lives in.

Sourcejeroenbouma.com · September 12, 2026 ↗

search_instruments

Looks up a ticker symbol from a company name, ISIN, CIK, CUSIP or a near-match symbol. It is often the first step before any other calculation on a company.

When it helps
you know a foreign company's name but not its trading code.

Sourcejeroenbouma.com · September 12, 2026 ↗

Approvals

What Claude asks before it acts

By default, Claude stops and asks for your go-ahead before each action it takes on an account for you.

Here, all 25 tools return data, and no source describes anything that changes something, whether at Financial Modeling Prep or anywhere else. On Team and Enterprise, owners decide whether members can let certain actions through without being asked again, and they can restrict a connector for the whole organization, for example keep reading and block writing. And Claude only reaches the data your key gives access to.

Plans

Which plans include it

No official source publishes plan availability connector by connector, and none of the 819 directory sheets shows it. It is a real gap in the catalog.

What is published is the general rule: desktop extensions install on Claude Desktop. On Team and Enterprise, an Owner or Primary Owner turns the connector on for the organization before members connect. For this one's current status, check its sheet in the official directory. Worth knowing: only its author documents this connector, and no Claude help article covers it.

Limits

Where this connector stops

A connector is not an automation. Claude calls these tools while it answers you, and no alert fires when a price crosses a threshold.

By default, the sheet only exposes reading; that is an observed floor, not a guarantee. The directory badge is not a security audit, and Anthropic notes on every sheet that it does not choose a publisher's tools or vouch for how they behave. Here the publisher is the author of an open-source library, not a data vendor. The author's page adds that every tool returns its data as standardised Markdown.

Need help

Need help connecting Finance Toolkit to Claude?

A person reads every message.

FAQ

Claude Finance Toolkit connector FAQ

01What can Claude do with the Finance Toolkit connector?
Claude can compute and explain financial metrics while it answers you. Twenty-one tools cover efficiency, liquidity, profitability, solvency and valuation ratios, classic models, performance, risk, options, technical indicators, bonds and macroeconomic data. Four search tools help it find the right measure or ticker. The figures come from an open-source library that works from reported statements, not from Claude guessing, so they stay consistent from one question to the next. Claude picks the right tool itself.
02Can Claude place a trade or change a portfolio with Finance Toolkit?
No. By default, the connector's sheet only exposes tools that return data, and neither the sheet nor the author's page describes writing, trading or portfolio management. That is not a permanent guarantee, since a read-only sheet is an observed floor. But as published, Claude computes and comments, and executing an order happens elsewhere, with your broker, outside the conversation. Per the author, every one of the tools returns its data as standardised Markdown.
03Does Claude ask before it uses Finance Toolkit?
By default, Claude asks for confirmation before each action it takes on an account on your behalf. With Finance Toolkit, all twenty-five tools only compute or search, and no source describes a confirmation step specific to any of them. On Team and Enterprise, owners decide whether members can let some actions through without being asked again. They can also restrict the connector for the whole organization. According to the author, Claude picks the tool and the indicator itself from your plain-language question.
04Which Claude plans include the Finance Toolkit connector?
No official source publishes plan availability for a specific connector, and none of the 819 directory sheets displays it. The general rule is that desktop extensions install on Claude Desktop, with an Owner or Primary Owner enabling the connector first on Team and Enterprise. Only the connector's directory sheet shows its current status for your account, so that is the place to check before relying on it. Any change in availability would show up there first.
05Can Claude see my brokerage accounts or portfolios?
No. No source describes access to a bank account, a brokerage account or a portfolio. The tools query market data and published financials through your Financial Modeling Prep key, along with macroeconomic databases. Claude only gets what that key allows, within your subscription with the provider. According to the author, the key is never stored on the server either. Macro data, per the author, comes from the OECD and, optionally, FRED.
06Do I need a Financial Modeling Prep key for Finance Toolkit?
Yes. The directory sheet says a Financial Modeling Prep key is required to reach 30+ years of financial data. You enter it once, during authentication, and the author states that it is not stored on the server. How much company data you get depends on your subscription with that provider, while macro data comes from the OECD, which is queried separately. Create it before the first connection to avoid a failed setup.
07Claude or an automation tool for financial analysis?
They do different jobs, so it depends on the use case. Claude fits when you want to explore a question in conversation: compare two companies, read a ratio, understand a risk, with numbers computed reproducibly. An automation tool fits when a calculation has to run on its own according to a fixed rule, say every evening. This connector never fires by itself: it computes while Claude is answering you. Each answer comes with the computed figures to back it.