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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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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.
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 Finance Toolkit to Claude in three steps
- 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.
- 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.
- 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.
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
Tools index
What Claude computes and looks up (25)
25 toolsTwenty-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.
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.
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.
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.
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.
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.
momentum
RSI, MACD, stochastic oscillator, Williams %R and Aroon: momentum indicators that flag a stock as overbought, oversold or losing steam.
overlap
Simple and exponential averages, Bollinger Bands and Keltner Channels: indicators drawn over the price to smooth out a trend and spot deviations.
volatility
Average True Range, True Range and volatility series: how widely a stock's price swings, computed from its price history.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
discovery
Stock and ETF screener, top gainers and losers, most active names: an entry point for spotting securities worth a closer look.
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.
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.
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.
search_metrics
Fuzzy keyword search across all metrics, tolerant of typos. Claude finds a measure even when the name was misspelled in your question.
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.
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.
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.
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.
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