MCP Integrations

What is MCP?

In financial services, the quality of your analysis is only as good as the quality of your data. Traditionally, financial professionals work with multiple browser tabs open — Bloomberg on one screen, SEC EDGAR on another, FactSet in a third — constantly copy-pasting numbers into Excel. Every copy-paste is a chance for error, and every manual step takes time that could be spent on actual analysis. The Model Context Protocol (MCP) solves this problem. MCP is an open standard that lets Claude connect directly to external data sources and tools. Instead of you copy-pasting a company’s revenue from FactSet into your chat, Claude queries the FactSet MCP server and pulls the data directly — with proper citations, audit trails, and institutional-grade accuracy. Think of MCP as a universal translator between Claude and financial data providers. Each provider runs an MCP server (a web endpoint) that Claude can query during your session. The data comes back structured and verified, ready to flow into whatever analysis you are building.

Why Data Connections Matter in Finance

In equity research, investment banking, and portfolio management, using the wrong number — even by a small amount — can lead to flawed investment decisions, regulatory issues, or reputational damage. MCP connections ensure Claude works with the same verified, institutional-grade data that your firm’s analysts use.

Three reasons data connections are critical:

Accuracy and auditability. MCP-sourced data comes with citations and timestamps. When your managing director asks “where did this EBITDA number come from?”, Claude can point to the exact source and date — not “I found it on the internet.”
Consistency across analyses. When multiple analysts pull data from the same MCP source, everyone works with the same numbers. This eliminates the “your model says $485M revenue but mine says$ 490M” problem that plagues teams using different data sources.
Speed. A comparable company analysis that requires pulling operating metrics for 6 companies from 3 different sources can take an analyst 30-60 minutes of manual data gathering. With MCP, Claude pulls all the data in seconds.

Provider Directory

All MCP connectors are centralized in the financial-analysis core plugin and shared across all add-on plugins.

Daloopa

Standardized financial data and earnings modelsDaloopa extracts financial data from SEC filings and earnings releases into structured, machine-readable formats. This is particularly valuable for populating financial models with accurate historical figures — instead of manually parsing a 10-K, Claude can pull clean revenue, EBITDA, and margin data directly.Best for: Populating 3-statement models, historical data for DCFs, earnings model updatesMCP Server URL:

https://mcp.daloopa.com/server/mcp

Morningstar

Fund data, equity research, and ratingsAccess Morningstar’s equity research, fund analytics, credit ratings, and sustainability data. Covers equities, funds, bonds, and multi-asset portfolios globally. Morningstar is especially useful for wealth management workflows where fund-level data and ratings are essential.Best for: Fund analysis, equity research, ESG data, wealth management workflowsMCP Server URL:

https://mcp.morningstar.com/mcp

S&P Global

Capital IQ data, credit ratings, market intelligencePowered by S&P Capital IQ — the gold standard for company fundamentals, M&A transactions, credit ratings, and financial estimates. Used across investment banking, equity research, and corporate development for tearsheets, earnings previews, and comps analysis.Best for: Comps analysis, M&A transaction data, credit analysis, company fundamentalsMCP Server URL:

https://kfinance.kensho.com/integrations/mcp

FactSet

Financial data, analytics, and portfolio managementInstitutional-grade financial data across equities, fixed income, and alternatives. Supports consensus estimates, real-time prices, and deep fundamental data. FactSet is widely used on the buy side for portfolio analytics and on the sell side for equity research.Best for: Consensus estimates, real-time pricing, portfolio analytics, deep fundamentalsMCP Server URL:

https://mcp.factset.com/mcp

Moody's

Credit ratings and risk assessmentAccess Moody’s credit ratings, research, and risk analytics. Covers corporate, structured finance, public finance, and financial institutions globally. Essential for any workflow involving credit analysis, debt issuance, or fixed income valuation.Best for: Credit ratings, leveraged finance, risk assessment, fixed incomeMCP Server URL:

https://api.moodys.com/genai-ready-data/m1/mcp

MT Newswires

Real-time financial newsAutomated financial news covering earnings releases, regulatory filings, market events, and breaking corporate news. Useful for tracking catalysts, monitoring recent developments, and staying current on companies in your coverage universe.Best for: Catalyst tracking, earnings monitoring, breaking news, event-driven analysisMCP Server URL:

https://vast-mcp.blueskyapi.com/mtnewswires

Aiera

Earnings call transcripts and event intelligenceTranscripts, summaries, and intelligence from earnings calls, investor days, and conferences. Enables rapid review of management commentary and guidance — instead of listening to a full 60-minute earnings call, Claude can analyze the transcript and highlight key themes.Best for: Earnings analysis, management commentary review, guidance trackingMCP Server URL:

https://mcp-pub.aiera.com

LSEG

Market data, fixed income, FX, and analyticsLondon Stock Exchange Group data covering equities, bonds, derivatives, FX, and commodities. Supports yield curve analysis, options pricing, and macro dashboards. LSEG is particularly strong in fixed income and FX markets.Best for: Fixed income analysis, FX carry trades, options pricing, macro researchMCP Server URL:

https://api.analytics.lseg.com/lfa/mcp

PitchBook

Private market data and VC/PE transactionsComprehensive private market data: venture capital, private equity, M&A transactions, fund performance, and company financials for private companies. Essential for PE deal sourcing, due diligence, and portfolio benchmarking.Best for: PE deal sourcing, private company data, transaction comparables, fund benchmarkingMCP Server URL:

https://premium.mcp.pitchbook.com/mcp

Chronograph

Private equity portfolio monitoringPortfolio analytics and reporting platform for PE firms. Access fund-level performance, portfolio company KPIs, and LP reporting data. Used by PE firms to track portfolio company performance and prepare LP reports.Best for: PE portfolio monitoring, LP reporting, fund performance trackingMCP Server URL:

https://ai.chronograph.pe/mcp

Egnyte

Document management and file storageEnterprise content management for financial services. Access firm documents, deal files, research, and templates stored in Egnyte directly from your Claude session. Useful for pulling in prior deal materials, templates, and reference documents.Best for: Accessing firm templates, prior deal materials, research archivesMCP Server URL:

https://mcp-server.egnyte.com/mcp

Configuration

MCP connections are defined in the .mcp.json file within the financial-analysis plugin. Each entry specifies the provider’s server URL and any required authentication:

{
  "mcpServers": {
    "daloopa": {
      "url": "https://mcp.daloopa.com/server/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    },
    "factset": {
      "url": "https://mcp.factset.com/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

You only need to configure the providers you have subscriptions for. Claude will use whichever MCP sources are available and fall back to web search only when no MCP sources are configured for a given data type.

Data Source Priority

When building financial analyses, Claude follows this data source hierarchy. Understanding this hierarchy helps you know where your numbers are coming from:

MCP Data Sources (Preferred)

If S&P Global, FactSet, Daloopa, or other MCP sources are available, Claude uses them exclusively for financial and trading data. These provide verified, institutional-grade data with proper citations. This is the gold standard — the same data your analysts would pull manually from their terminals.

User-Provided Data

Historical financials, models, or data the user has directly provided in the session. Claude treats your data as authoritative when you provide it.

SEC EDGAR and Institutional Sources

Used only when MCP sources are unavailable. Bloomberg Terminal, SEC filings, or other institutional primary sources. These are reliable but require more manual parsing.

Web Search (Last Resort)

Web search is never used as a primary data source for financial analysis — it lacks the accuracy, audit trails, and reliability required for institutional-grade work. A web search might return outdated revenue figures, confuse fiscal years, or cite unreliable sources.

Web search results can be outdated, inaccurate, or unreliable for financial analysis. Always prefer MCP-sourced data for any analysis intended for institutional or client use. If Claude falls back to web search, it will flag this clearly so you can verify the data.

Adding Custom Connectors

You can add your own MCP-compatible data sources by editing .mcp.json. This is how you connect Claude to internal tools, proprietary databases, or other third-party providers:

{
  "mcpServers": {
    "my-internal-tool": {
      "url": "https://your-internal-mcp-server.com/mcp",
      "headers": {
        "X-API-Key": "YOUR_KEY"
      }
    }
  }
}

Any MCP-compatible server can be integrated — internal databases, proprietary data feeds, CRM systems, or other third-party providers. If your firm has an internal data warehouse or proprietary analytics platform, you can expose it to Claude through MCP.

How to Add MCP to Your Local Setup

Install the Core Plugin

claude plugin install financial-analysis@financial-services-plugins

Locate the .mcp.json File

The file is in the root of the financial-analysis plugin directory. Open it in any text editor.

Add Your API Keys

Replace YOUR_API_KEY placeholders with your actual credentials for each provider you have a subscription to. Remove entries for providers you do not use.

Add Internal Data Sources

If your firm has MCP-compatible internal tools, add them following the same format:

{
  "mcpServers": {
    "firm-data-warehouse": {
      "url": "https://data.your-firm.com/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_DW_TOKEN"
      }
    }
  }
}

Test the Connection

Start a new session and ask Claude to pull data from your configured source. For example: “Pull the latest revenue data for Apple from FactSet.” If the connection is working, Claude will return structured data with citations.

If your firm uses Bloomberg instead of FactSet, simply replace the FactSet entry in .mcp.json with your Bloomberg MCP endpoint. The plugin workflows do not care which specific provider you use — they just need a source of financial data.

Overview

Financial Analysis

Equity Research

Investment Banking

Private Equity

Wealth Management

LSEG

S&P Global

MCP Integrations

MCP Integrations

What is MCP?

Why Data Connections Matter in Finance

Provider Directory

Daloopa

Morningstar

S&P Global

FactSet

Moody's

MT Newswires

Aiera

LSEG

PitchBook

Chronograph

Egnyte

Configuration

Data Source Priority

Adding Custom Connectors

How to Add MCP to Your Local Setup

Overview

Financial Analysis

Equity Research

Investment Banking

Private Equity

Wealth Management

LSEG

S&P Global

​MCP Integrations

​What is MCP?

​Why Data Connections Matter in Finance

​Provider Directory

Daloopa

Morningstar

S&P Global

FactSet

Moody's

MT Newswires

Aiera

LSEG

PitchBook

Chronograph

Egnyte

​Configuration

​Data Source Priority

​Adding Custom Connectors

​How to Add MCP to Your Local Setup

MCP Integrations

What is MCP?

Why Data Connections Matter in Finance

Provider Directory

Configuration

Data Source Priority

Adding Custom Connectors

How to Add MCP to Your Local Setup