Connect Claude to your favorite apps

Bring Addepar portfolio intelligence into Claude

Access Vanguard models data and content from Claude

Bring your clients' estate plans, tax returns, and documents into Claude — with instant snapshots, risk analysis, and advisor-ready summaries.

Bring Orion Connect portfolio data and Redtail CRM together in Claude — prep for client meetings, capture follow-ups, prioritize your pipeline, and turn reports into talking points.

Build, analyze, and compare portfolios for advisors

Payment processing and financial infrastructure tools

Search, update, and manage Wealthbox data from inside Claude

Business Finances made simple

Trade, invest, analyze, and manage global markets

Securely access and analyze Flourish client data from Claude

PitchBook data, embedded in the way you work.

Deterministic access to S&P Global data

Find and enrich company and contact data in Claude for prospecting, lead generation, recruiting, and CRM enrichment across 150M+ companies and 800M+ contacts

Access your Xero financials from any conversation

Expert intelligence, instantly in your workflow

Access institutional-quality financial data and analytics

Stock market data: stocks, options, fundamentals, earnings, SEC filings, indices, news, exchange rates, commodities, and other trading signals to power your quantitative finance workflow

Search, access, and analyze your Ramp financial data

Access PayPal payments platform

Comprehensive financial market data

Up-to-date investment and market insights

Real-time prices, 100+ technical indicators, and fundamentals for stocks, forex, crypto, and ETFs — ask in plain English, no API knowledge needed.

AI grounding layer for finance: stocks, market data, portfolio, investment research & financial data — SEC filings, earnings calls, sentiment, premium news, plus your own private documents, all cited

Manage your M&A data room from Claude