D&B Finance Analytics

Commercial credit decisioning and portfolio risk workflows for AI

Add to Claude
(opens in new tab)

Enable AI-powered credit decisioning, portfolio monitoring, and risk management workflows using trusted D&B data and analytics.

For inquiries, please contact anthropicleads@dnb.com

D&B Finance Analytics empowers finance and credit teams to verify businesses, evaluate financial and predictive risk, accelerate credit decisions, monitor portfolio health, and take action through AI assistants, agents, and enterprise applications. By combining trusted D&B business intelligence, financial risk insights, predictive analytics, and workflow capabilities, organizations can bring credit and portfolio management processes directly into AI-driven workflows.

Anchored by the global standard D‑U‑N‑S® Number and powered by the D&B Commercial Graph™, D&B Finance Analytics helps organizations reduce ambiguity, improve consistency, and make more confident commercial credit decisions at scale. It also enables teams to move from insight to action through portfolio management and workflow capabilities available within D&B Finance Analytics.

Use D&B Finance Analytics to:

Evaluate credit recommendation:

"What is the recommended credit limit for [Company Name], and what factors contributed to that recommendation?"

Assess business risk:

"Summarize the financial risk, payment behavior, and predictive risk indicators for [Company Name]."

Monitor portfolio health:

"Which customers in my portfolio show elevated risk or signs of deterioration?"

Prioritize risk management activities:

"Which customers should I review first based on recent alerts, exposure, and risk changes?"

Analyze ownership and corporate linkage:

"Show the ownership structure and related entities for [Company Name]."

Take action on portfolio:

"Create a folder named [Folder Name], move [Company Name] to the folder and assign Alert Profile [Alert Profile Name] to the folder."

Note: Requires a D&B Finance Analytics license.

Tools

  • fa_search_tool
  • get_company_ownership_tree
  • get_company_report
  • list_folders
  • manage_folder

Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.

Related connectors

Google Drive

Search, read, and upload files instantly

Add Google Drive in Claude (opens in new tab)

Supabase

Manage databases, authentication, and storage

Add Supabase in Claude (opens in new tab)

Addepar MCP

Trending

Bring Addepar portfolio intelligence into Claude

Add Addepar MCP in Claude (opens in new tab)

Box

Search, edit and get insights on your Box content

Add Box in Claude (opens in new tab)

Zapier

Automate workflows across thousands of apps via conversation

Add Zapier in Claude (opens in new tab)

Vanguard Advisor Tools

Trending

Access Vanguard models data and content from Claude

Add Vanguard Advisor Tools in Claude (opens in new tab)