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Financial Datasets

Financial Datasets, Inc. · financialdatasets.ai

Claude

Access stock market data

Open in Claude Marketplace

How to connect Financial Datasets to Claude

  1. Open the Claude Marketplace listing and check the clients it supports.
  2. In Claude, open Customize → Connectors or use the option in the marketplace listing. Sign in to the service if prompted.
  3. Check that Financial Datasets is available in your conversation before asking Claude to use it.
Official Claude setup guide

How to use Financial Datasets

Tools listed by the marketplace

  • get_balance_sheet
  • get_beneficial_owners
  • get_beneficial_ownership
  • get_cash_flow_statement
  • get_company_facts
  • get_earnings
  • get_filing_items
  • get_filings
  • get_financial_metrics
  • get_financial_metrics_snapshot
  • get_income_statement
  • get_index_fund

Financial Datasets on Claude Marketplace

Listing checked

Frequently asked questions

Why can’t Claude use Financial Datasets?

Check that the connector is enabled in the current client and that the connected account can access the resource. In a managed workspace, check whether an administrator must enable it.