Claude Zacks Data connectorWhat Claude can read from Zacks financial data.
The Claude Zacks Data connector exposes 4 tools. All 4 read financial statements, 0 change anything, 0 are undocumented. Below: what the beta covers today, what the directory promises too early, and who in your organization decides whether it stays on.
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Why plug Zacks Data into Claude
Instead of exporting filings into a spreadsheet, you ask for a company's figures in plain language and the connector pulls standardized statements from Zacks Investment Research into the conversation. Zacks returns the numbers as filed; any ratio, growth rate or ranking is worked out from those reported values, not supplied by Zacks.
A peer group at a glance. get_company_snapshot brings headline figures for several companies and periods in one call; ratios and rankings are then worked out from those reported figures.
A model fed with clean history. get_income_statement, get_balance_sheet and get_cash_flow return the three standardized statements, annual or quarterly, laid out period by period, in millions of the reporting currency.
Depth on request. The default is the 4 most recent periods, and Zacks makes up to 40 available, within a beta history of 5 to 10 years.
What it will not do: trade, write anything, or deliver the Zacks Rank, estimates, prices or news, which Zacks lists as coming later. Its sheet only exposes reading by default, and nothing runs on its own when a company files. That kind of watch is an automation tool's job; the Integrations hub covers that side, and the Claude connectors hub lists the others.
The vocabulary in one minute
Five words you will meet while setting this up.
- Connector
- The link you set up once between Claude and an account you already have, so Claude can work with it while it answers you.
- Tool
- One named action a connector opens to Claude. It picks the ones it needs on its own; the directory sheet lists them by name.
- Authorization
- The service's own sign-in screen, where you hand Claude the access it will use. Here, it is the Zacks sign-in page.
- Approval
- The confirmation Claude waits for before going ahead with something that changes an account, shown in the conversation.
- MCP
- The shared standard connectors are built on: it is what lets an assistant like Claude talk to an outside service.
Connect Zacks Data to Claude in three steps
- 01
Find Zacks Data in your settings
Open Claude's settings, go to Customize, then Connectors, and search for Zacks Data. On a Team or Enterprise workspace, an Owner or Primary Owner has to enable it for the organization before members can connect individually.
- 02
Start the connection
Click Connect on its row, then sign in to Zacks in the window that Zacks opens itself. If the link breaks later, Disconnect and connect again; the access can also be withdrawn from the Zacks side.
- 03
Read the Zacks authorization screen
Read the screen before you approve: it belongs to Zacks, not to Claude, and it sets what the access covers. Zacks describes this sign-in as read-only access to financial data, with no trading and no writes on its side.
The 4 tools, sorted by what they do
Zacks Data gives Claude 4 tools: 4 that read your account, 0 that change something in it.
Four tools, all reading. Names stay in English, as Claude shows them.
- 4 read
What Claude reads (4)
4 toolsStandardized statements and snapshots from the Zacks database.
get_balance_sheet
Returns the standardized balance sheet of a company across its reported periods, in the standardized layout Zacks applies.
get_cash_flow
Delivers the standardized cash flow statement period over period, for one company at a time.
get_company_snapshot
Fetches headline figures for several companies and several periods in a single call, the quick overview before going into full statements.
get_income_statement
Brings back the standardized income statement, annual and quarterly, over many years, in the standardized form Zacks uses.
What Claude asks before it acts
By default, Claude stops and asks you before any action it takes on an account on your behalf. No source describes a confirmation specific to one of these four tools, so that default is what applies.
On Team and Enterprise, owners decide whether members can let some actions through without being asked each time, and they can restrict what a connector may do for the whole organization. That setting applies to everyone. Claude only reaches what your Zacks sign-in gives access to. The official per-tool label, read-only versus write or delete, appears only in a connected account's settings, never on a public page.
Which plans include it
Out of 819 sheets in the official directory, none shows availability per plan. That information is not published anywhere, connector by connector.
The general rule is published: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile; desktop extensions install on Claude Desktop. On Team and Enterprise, an Owner or Primary Owner enables a connector before members can connect. The connector's sheet in the official directory, opened from your account, is the only place showing its current state.
Where this connector stops
A connector is not an automation. Claude calls these tools while it answers you; nothing starts by itself when a company publishes its results.
Everything here comes from Zacks itself: neither Claude's help center nor Anthropic's developer docs have a page for this connector. The directory badge is not a security audit, and Anthropic says on every sheet that it does not choose a publisher's tools nor guarantee their behavior. Zacks also states that the service is informational and is not investment advice. Read the figures as material for your own analysis.
Which Zacks data can Claude read today?
- Claude directory sheet (publisher's description) ↗read October 1, 2026, undatedOut of dateDescribes the connector as plugging the Zacks Rank, estimates, fundamentals and market news into Claude.
- Zacks Connect AI official page ↗read October 1, 2026, undatedLists four live tools for financial statements and snapshots, with the Zacks Rank, estimates and news marked as coming soon.
What this page followsWe follow the Zacks page: the sheet's own tool list matches its four statement tools and nothing else. The Zacks Rank, estimates and news are announced, not available yet.
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