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- S&P - Deterministic Retrieval
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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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.
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 S&P Global to Claude in three steps
- 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.
- 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.
- 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.
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
Tools index
- get_latest
- get_n_quarters_ago
- get_business_relationship_from_identifiers
- get_capitalization_from_identifiers
- get_info_from_identifiers
- get_company_other_names_from_identifiers
- get_company_summary_from_identifiers
- get_company_description_from_identifiers
- get_competitors_from_identifiers
- get_next_earnings_from_identifiers
- get_cusip_from_identifiers
- get_isin_from_identifiers
- get_earnings_from_identifiers
- get_latest_earnings_from_identifiers
- get_transcript_from_key_dev_id
- get_financial_line_item_from_identifiers
- get_prices_from_identifiers
- get_segments_from_identifiers
- get_financial_statement_from_identifiers
- get_mergers_from_identifiers
What Claude looks up (20)
20 toolsTwenty 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
get_transcript_from_key_dev_id needs to fetch the transcript.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.
get_transcript_from_key_dev_id.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.
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.
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.
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.
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.
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.
Undocumented (2)
2 toolsThe 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.
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.
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.
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.
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.
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