Finance Toolkit

Give AI assistants access to 200+ financial metrics calculated transparently from raw financial statements, not pulled from third-party endpoints.

Add to Claude
(opens in new tab)

The Finance Toolkit gives AI assistants access to 200+ financial metrics calculated transparently from raw financial statements. This includes financial statements, historical prices, analyst estimates, 80+ fundamental ratios, 30+ technical indicators, 20+ risk and performance metrics, and 50+ macro and fixed income indicators.

A Financial Modeling Prep API key is required to access 30+ years of financial data. Obtain one at [jeroenbouma.com/fmp](https://jeroenbouma.com/fmp). Authenticate once via OAuth, no key is stored on the server. Rate limit fallback to Yahoo Finance is built in, and macro databases from OECD and GMDB are accessed independently.

Tools

  • efficiency
  • liquidity
  • profitability
  • solvency
  • valuation
  • breadth
  • momentum
  • overlap
  • volatility
  • models
  • performance
  • risk
  • options
  • government
  • macroeconomics
  • environment
  • jobs
  • rates
  • fixed_income
  • discovery
  • market_data
  • search_categories
  • search_by_category
  • search_metrics

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)

Gmail

Draft replies, summarize threads, & search your inbox

Add Gmail in Claude (opens in new tab)

Google Calendar

Manage your schedule and coordinate meetings effortlessly

Add Google Calendar in Claude (opens in new tab)

Canva

Search, create, autofill, and export Canva designs

Add Canva in Claude (opens in new tab)

Microsoft 365

Access your company's SharePoint, OneDrive, Outlook, and Teams directly in Claude

Add Microsoft 365 in Claude (opens in new tab)

Notion

Connect your Notion workspace to search, update, and power workflows across tools

Add Notion in Claude (opens in new tab)