Connect to Claude
Plug Claude into the same data analysts use — hundreds of filings-grade metrics on every US-listed company, ten years of history. Five minutes to set up.
Connect manually
Follow the guide below
Step-by-step setup for claude.ai or Claude Desktop. Takes about 5 minutes.
Easiest way
Let Claude Cowork set it up
Copy instructions and paste into Cowork in the Claude Desktop app. It handles everything.
How to connect
Sign in to OpenCapital
Create an account or sign in. Claude will use this account when authorizing the MCP connection.
Copy your connector URL
This URL lets Claude connect to your OpenCapital account. Copy it — you'll paste it into Claude in the next step.
https://api.opencapital.sh
/mcpAdd the server to Claude
Follow the steps below to paste your MCP server URL into Claude. Works the same on Claude web and desktop.
Open Connectors
Click the "Customize" button in the top left of Claude, then select "Connectors".
Open settingsClick "Add custom connector"
Click the "+" button in the top right of the Connectors panel, then select "Add custom connector".
Paste your URL and name it
In the "Add custom connector" dialog, enter "OpenCapital" as the name and paste your MCP server URL. Then click "Add".
https://api.opencapital.sh
/mcpClick "Connect"
Find OpenCapital in the connectors list and click "Connect". Claude will verify the server and establish the connection.
Sign in to OpenCapital
After clicking "Connect", Claude will redirect you to OpenCapital to verify your identity. Sign in with the same account you used in step 1 — once authenticated, you'll be redirected back to Claude with the connection active.
Start asking about stocks
You're all set. If Claude doesn't automatically use OpenCapital , try asking it to “use the OpenCapital MCP server” in your prompt. Copy any prompt below to get started, or start a blank conversation.
Start a new Claude chat
Ask about fundamentals, segments, peer comparisons — anything an analyst would dig into.
Try these prompts
Works with Claude Desktop and Claude.ai
The OpenCapital MCP server works with Claude Desktop (macOS and Windows) and Claude.ai with MCP support enabled. Data is read live from the OpenCapital index — Claude always sees the latest fundamentals and price data.
Read-only by design
The OpenCapital MCP server only exposes read-only stock research data — fundamentals, price performance, and earnings dates derived from public SEC filings. Claude cannot place trades or modify any account state.
What changes once you connect
Three real prompts — and the kind of answer Claude couldn’t give you yesterday.
"How has Apple's revenue mix shifted since 2019?"
Apple’s revenue breakdown — five years apart:
Once the segments are in context, ask Claude to model where Services share lands in five years, pull the operating margin behind each segment to see where Apple’s profit actually comes from, or run the same breakdown for any other ticker in the index — same chat, no spreadsheet.
"Compare hyperscaler free cash flow over the last 4 quarters"
Trailing-twelve-months free cash flow, latest four quarters:
Latest quarter and year-over-year change.
GOOGAlphabet$86B+28%
MSFTMicrosoft$85B+21%
METAMeta Platforms$65B+38%
AMZNAmazon$32B-35%With these in context, ask Claude to decompose each FCF line into operating cash flow vs. capex, stress-test Amazon’s recovery under different AWS spending assumptions, or pivot the same four to buyback yield and shareholder returns — all without leaving the chat.
"Compare cloud revenue across AWS, Azure, GCP, and OCI"
Trailing-twelve-months cloud revenue, from segment disclosures:
Reported segment revenue and YoY growth, latest quarter.
AMZNAWS$108B+19%MSFTAzure$75B+30%GOOGGoogle Cloud$43B+35%
ORCLOracle Cloud Infrastructure$7B+50%From here, ask Claude to project when growth rates cross, layer in segment operating margins to see who’s actually profitable on cloud, or pull capex to compare cost per dollar of cloud revenue across the four — all in the same chat, no spreadsheet required.