• DATA
  • METRICS
  • ANALYSIS
  • HUMAN

How to analyze company financials with your AI

Connect Finnhub to your AI client to pull live market data. Once connected, your agent handles the data gathering so you can focus on the math.

Ask AI about this page

Short answer

How can I use AI to research stocks?

Your AI client uses Finnhub to pull specific company profiles and financial statements. This lets you run ratio analysis and trend spotting without manual data entry. You get a structured breakdown of the company's health.

Research outcomes

Where your data lands

The data your AI pulls leads to these specific results.

DATA

Instant company profiles

The AI pulls industry and sector data to set the context for your research.

METRICS

Core financial stats

Get the fundamental numbers needed for calculating margins and debt levels.

ANALYSIS

Automated ratio modeling

Your agent calculates complex ratios by combining the pulled financial data instantly.

HUMAN

Final investment thesis

The AI provides the numbers, but you make the final call on whether to buy or sell.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between the Finnhub API and your chat interface.

  1. Identify the target

    Your agent identifies the specific company you want to investigate.

    get_company_profile

  2. Gather fundamentals

    The AI pulls the essential financial figures from the market.

    get_basic_financials

  3. Synthesize data

    The agent organizes the profile and the financials into a single view.

    get_company_profileget_basic_financials

  4. Execute math

    The AI performs the heavy lifting on calculations like P/E ratios or growth rates.

    get_basic_financials

Try it

Copy these to start.

Use these prompts to kick off your research.

Starting points

Swap out the company names for whatever ticker or entity you are researching.

Finnhub Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_cWEocGvZM0k6z18mu1o6nkY5EmmOYK5g4R0f3xRu/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Finnhub capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "finnhub-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_cWEocGvZM0k6z18mu1o6nkY5EmmOYK5g4R0f3xRu/mcp"
    }
  }
}
Copy into chat04

  • Get the company profile for NVIDIA to understand their business model.

  • Pull the basic financials for Apple and calculate their current debt-to-equity ratio.

  • Compare the financial metrics of Tesla against Ford to see who has better margins.

  • Summarize the core profile and recent financial trends for Microsoft.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Finnhub once, then ask.

One click connects the MCP to your client. Your credentials stay encrypted and secure, and you can start querying data immediately.

Connect Finnhub to your AI

FAQ

How this task behaves

  • 01

    Can the AI execute trades for me?

    No. The AI can only read and analyze financial data. It cannot place orders or move money.

  • 02

    Does the AI update my brokerage account?

    No. This MCP is for research only. It has no access to your personal bank or brokerage accounts.

  • 03

    Can I get real-time stock prices?

    The available tools are limited to company profiles and basic financials.

  • 04

    Does the AI decide which stocks to buy?

    No. The AI provides the data and the calculations, but you are responsible for all investment decisions.

  • 05

    How does the AI get the data?

    It uses the Finnhub tools to pull specific data points directly into your chat.

  • More questions about Finnhub? See everything the Finnhub Connector can do

Connect Finnhub to Claude, Cursor, ChatGPT & more