Resources · Claude connector

Claude S&P Global connectorWhat Claude can do in your S&P Global account.

The Claude S&P Global connector exposes 22 tools: 20 read, 0 write, 2 undocumented. They query S&P Global company data, as described in Kensho's official code. Below: what Claude pulls up, what depends on your entitlements, and what's missing.

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Overview

What changes for a financial analyst

You ask Claude a question about a company. It calls the right tool with precise parameters and returns structured, cited results. Built by Kensho, S&P Global's AI innovation arm, the connector targets company research, financial analysis, transcripts and multi-company comparisons.

Prep for an earnings call. Before an earnings call, get_next_earnings_from_identifiers gives the date and the call's ID, then get_transcript_from_key_dev_id brings back the transcript once it's out.

Benchmark competitors. For a peer comparison, get_competitors_from_identifiers lists the rivals, get_financial_line_item_from_identifiers pulls the same line item for each, and get_prices_from_identifiers adds prices over the period.

Trace an acquisition strategy. get_mergers_from_identifiers lists every deal a group took part in, sorted by whether it was the target, the buyer or the seller.

What Claude doesn't do here: by default the sheet exposes reads only, and no tool writes to S&P Global. Each tool depends on the data entitlements in your subscription, and two names on the sheet aren't described anywhere. And nothing fires on its own: no alert lands when a company reports. That's a job for an automation tool; the Integrations page covers that side, and Claude connectors lists the others.

Vocabulary

The vocabulary in one minute

Five words worth knowing before you connect S&P Global.

Connector
The link you set up once between Claude and an account you already have, so Claude can work on it while it answers you.
Tool
One named action a connector opens to Claude. Claude picks the ones it needs on its own; the directory lists them by name.
Authorization
The service's own sign-in screen, where you hand Claude the access it will use. Granted once per person, and you can take it back.
Approval
The confirmation Claude waits for before finishing something that changes your account, shown in the chat right when it matters.
MCP
The common standard behind connectors: it's what lets an assistant like Claude hold a conversation with an outside service.
Connect

Connect S&P Global to Claude in three steps

  1. 01

    Find S&P Global

    In Claude's settings, open Customize, then Connectors, and spot S&P Global in the list. On a Team or Enterprise workspace, an Owner or Primary Owner has to enable it before each member can sign in.

  2. 02

    Start the connection

    Click Connect on its row, then sign in through the window the service opens itself. If the link breaks one day, hit Disconnect and connect again: that's the intended fix.

  3. 03

    Read the authorization screen

    Read the authorization screen before you approve. It belongs to the service, not to Claude, and it decides what the access covers. Per Kensho, access goes through authentication credentials configured with one of its supported methods.

Tools

The 22 tools of the Claude S&P Global connector

S&P - Deterministic Retrieval gives Claude 22 tools: 20 that read your account, 0 that change something in it, and 2 no official source describes.

Two groups: what Claude looks up, and two names no source describes. The descriptions come from Kensho's official Python package for its local server, whose tools carry the same names as the sheet. The remote server doesn't publish its list without a sign-in, so that match can't be checked.

  • 20 read
  • 2 not documented

What Claude looks up (20)

20 tools

Twenty tools that query market and company data without writing anything to S&P Global.

get_latest

Returns the latest annual reporting year, the latest reported quarter with its year, and today's date. Claude learns which period "the latest fiscal year" means before it looks up a figure.

When it helps
a question asks for the most recent figure and the period has to be pinned down first.

Sourcepypi.org · September 28, 2026 ↗

get_n_quarters_ago

Works out the year and quarter that sit n quarters before the current one. It's a calendar marker, not company data.

When it helps
a value has to be compared with the same measure a given number of quarters earlier.

Sourcepypi.org · September 28, 2026 ↗

get_business_relationship_from_identifiers

Returns the current and previous companies that hold a specified type of business relationship with each company you name. Results separate active relationships from historical ones, and several companies can go in one request.

When it helps
you need the companies tied to a business through a given relationship, past and present.

Sourcepypi.org · September 28, 2026 ↗

get_capitalization_from_identifiers

Gives the history of market cap, total enterprise value or shares outstanding for a group of companies between two inclusive dates.

When it helps
several companies' market cap or enterprise value has to be compared over the same period.
Watch out
per Kensho's code, this tool requires a pricing entitlement.

Sourcepypi.org · September 28, 2026 ↗

get_info_from_identifiers

Brings back the core facts on a list of companies: name, status, type, simple industry, headcount when known, founding date, website, HQ address and Capital IQ ID.

When it helps
you need the basic identity of a list of companies before going further.

Sourcepypi.org · September 28, 2026 ↗

get_company_other_names_from_identifiers

Fetches each company's alternate, historical and native names: another name it goes by, a former name, or its primary native name in a non-Latin script for global companies.

When it helps
a company appears under a different name in another source.

Sourcepypi.org · September 28, 2026 ↗

get_company_summary_from_identifiers

Provides a one-paragraph summary of each company: primary business, products and services, segments, customer groups, geographic markets, distribution channels, partnerships, founding year, latest former name and offices.

When it helps
a company has to be introduced in a few lines.

Sourcepypi.org · September 28, 2026 ↗

get_company_description_from_identifiers

Gives a detailed profile split into sections: primary business, segments with their products and services, competition, significant events and history. Each section comes with its own header.

When it helps
you need a fuller portrait of a company than a summary, split into sections.
Watch out
per Kensho's code, four spaces mark a new paragraph in the returned text, sections included.

Sourcepypi.org · September 28, 2026 ↗

get_competitors_from_identifiers

Lists the competitors of one or more companies, with their IDs and names, filtered by the source the competitor information comes from. Several companies fit in a single call.

When it helps
you want the competitors of a company according to one source, SEC filings for instance.

Sourcepypi.org · September 28, 2026 ↗

get_next_earnings_from_identifiers

Returns each company's next scheduled earnings call, with an ID that will later fetch its transcript. The date comes back in UTC, alongside the event name.

When it helps
you need the date of a company's next scheduled earnings call.

Sourcepypi.org · September 28, 2026 ↗

get_cusip_from_identifiers

Returns the CUSIP codes for a group of companies. Several companies can be requested in the same query rather than one call each.

When it helps
a list of companies needs its CUSIP codes.
Watch out
Kensho's code recommends passing several companies in a single call rather than making several calls.

Sourcepypi.org · September 28, 2026 ↗

get_isin_from_identifiers

Returns the ISIN codes for a group of companies. One request covers a whole list of companies instead of one call per company.

When it helps
a list of companies needs its ISIN codes.
Watch out
as with CUSIPs, Kensho's code advises grouping companies into one call when possible.

Sourcepypi.org · September 28, 2026 ↗

get_earnings_from_identifiers

Lists every earnings call a company has held, each with its date and the ID that unlocks its transcript. Each entry carries the event name too.

When it helps
you want to go back over a company's past earnings calls.
Watch out
the ID returned with each call is what get_transcript_from_key_dev_id needs to fetch the transcript.

Sourcepypi.org · September 28, 2026 ↗

get_latest_earnings_from_identifiers

Returns the most recent earnings call for each company, with its date and ID. It's the shortcut to the freshest report. The date is given in UTC.

When it helps
you need the most recent completed earnings call of a company.
Watch out
its ID then opens the transcript through get_transcript_from_key_dev_id.

Sourcepypi.org · September 28, 2026 ↗

get_transcript_from_key_dev_id

Fetches the raw transcript text of an earnings call from its ID, obtained beforehand through one of the earnings tools.

When it helps
you need what was actually said during an earnings call.
Watch out
per Kensho's code, this tool requires a transcripts entitlement.

Sourcepypi.org · September 28, 2026 ↗

get_financial_line_item_from_identifiers

Returns one specific financial line item, revenue for example, for a list of companies, from Capital IQ data. With no period given, it's the latest value. Several companies fit in one call.

When it helps
the same line item has to be compared across several companies.

Sourcepypi.org · September 28, 2026 ↗

get_prices_from_identifiers

Gives open, high, low and close prices plus volume for a group of companies between two inclusive dates. With no dates set, the most recent values come back.

When it helps
you need a stock's price history between two dates.
Watch out
per Kensho's code, prices also depend on a pricing entitlement in your subscription.

Sourcepypi.org · September 28, 2026 ↗

get_segments_from_identifiers

Returns the standardized business or geographic segments for a list of companies, from Capital IQ data. With no period set, the latest segments come back, and several companies fit in one call.

When it helps
you want to see how a company's business splits by segment or by region.

Sourcepypi.org · September 28, 2026 ↗

get_financial_statement_from_identifiers

Returns a full financial statement, balance sheet, income statement or cash flow, for a group of companies. With no period given, it's the latest one published.

When it helps
you need a company's balance sheet, income statement or cash flow statement.

Sourcepypi.org · September 28, 2026 ↗

get_mergers_from_identifiers

Lists every merger and acquisition involving a company, sorted by its role: target, buyer or seller. Kensho's code makes it the entry point for any M&A question.

When it helps
you want the list of deals a company has taken part in.

Sourcepypi.org · September 28, 2026 ↗

Undocumented (2)

2 tools

The directory publishes these two names and nothing else. No official text says what they do, and we won't guess from a name.

get_advisors_for_company_in_transactions

This name sits in the directory's tool list, and no official source describes it. The code Kensho publishes contains no tool by this name.

When it helps
impossible to say until S&P Global or Kensho documents it.
Watch out
the general approval rule covers it, whatever it does.

get_merger_info_from_transaction_id

A name published by the directory with no official description at all. Kensho's package exposes no tool by this exact name, and no other public source explains it.

When it helps
none for now, for lack of any publisher text.
Watch out
with no source, only the general approval rule applies.
Approvals

What Claude asks before it acts

By default, Claude stops and asks for your go-ahead before any action it takes on an account for you. The request shows up in the chat, right when it matters.

Here, the twenty documented tools look up data; no source describes a confirmation specific to any of them, and the default rule is the one that holds. On a Team or Enterprise workspace, owners decide whether a member can let certain actions through without being asked again, and they can limit a connector for the whole organization. Nobody overrides that from their own account. Finally, Claude only reaches what your own S&P Global entitlements open.

Plans

Which plans include it

Out of 819 sheets in the official directory, none shows availability by plan. Connector by connector, the answer isn't published anywhere: it's a real gap in the catalogue.

The general rule is published: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner turns the connector on for the organization before each member can connect. For the current status, the S&P Global sheet in the official directory is where to look.

Limits

Where S&P Global stops inside Claude

A connector isn't an automation. Claude calls these tools while it answers you: nothing starts when a company reports its results.

Only the publisher documents this connector: neither Claude's help center nor Anthropic's docs mention it, and Kensho's MCP page stays general, listing supported platforms rather than tools. The tool descriptions come from Kensho's official Python package (kensho-kfinance), which runs a local server whose tools carry the same names as the sheet. The remote server behind this connector doesn't list its tools without a sign-in, so nothing confirms the two match exactly: this page promises nothing beyond those descriptions. The partner badge isn't a security audit, and Anthropic doesn't guarantee a publisher's tools behave as described.

Need help

Need help connecting S&P - Deterministic Retrieval to Claude?

A person reads every message.

FAQ

FAQ about the Claude S&P Global connector

01What can Claude do with the S&P Global connector?
Claude can query S&P Global's company data from the conversation. It pulls a company's profile, other names, a summary or detailed description, competitors and business relationships. It also gets prices, market cap, line items and financial statements, segments, ISIN and CUSIP codes, earnings calls and their transcripts, and M&A deals. Two other names on the sheet have no published description at all. Each of them has its own note on this page.
02Can Claude write to my S&P Global account?
By default, the sheet exposes reads only: the twenty documented tools look up market and company data, and none describes a write. That's an observed floor, not a guarantee, because an administrator can open actions that appear on no public sheet. The two undocumented tools don't settle it either way. In practice, the connector brings numbers and text back into the conversation. A Team or Enterprise owner can also block writes outright.
03Does Claude ask before querying S&P Global?
By default, Claude asks for confirmation before any action it takes on an account for you. No source describes a confirmation specific to a tool in this connector, so that general rule applies, to transcripts and financial statements alike. On a Team or Enterprise workspace, owners can decide whether some actions go through without a prompt and limit what the connector may do for everyone. Members can't override that setting themselves.
04Which plans is it available on?
No official source publishes availability by plan, connector by connector, and none of the 819 directory sheets shows it. The general rule is that remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile, with an Owner turning them on first on Team and Enterprise. The sheet in the official directory remains the only place that shows the current status for your account. On the S&P Global side, your data entitlements are what count.
05Does Claude see all of S&P Global's data?
No. Claude works with the rights of the person who connected it, and Kensho's code ties each tool to a specific entitlement, for instance transcripts, pricing or competitors. If your subscription doesn't include a dataset, the matching tool won't work for you. On a Team or Enterprise workspace, an owner can also restrict what the connector may do for the entire organization. Those entitlements are managed on the S&P Global side, not in Claude.
06Why use Deterministic Retrieval instead of Adaptive Retrieval?
Per the directory sheet, Deterministic Retrieval is aimed at systems that know exactly what they want: defined parameters, structured queries, and fast, predictable, cited results. S&P Global offers Adaptive Retrieval alongside it for more flexible access, and says the two can be used together. This page only covers the first one; for the other, check its own sheet in the directory. The two sheets are separate, each with its own tool list.
07Claude or an automation tool for tracking listed companies?
They don't do the same job. With the connector, you ask an analysis question and Claude queries the data at the moment you ask, inside the conversation. Nothing runs by itself afterwards: no tool wakes up when a company reports or a price crosses a threshold. For scheduled monitoring with alerts, you want an automation tool, and the two complement each other. One answers on demand, the other watches continuously.