• DATA
  • HEALTH
  • WATCH
  • HUMAN

How to automate financial statement analysis with your AI

Connect Intrinio to your AI client once. After that, you can pull specific line items from any company's financial statements to run your own health checks.

Ask AI about this page

Short answer

How can I use AI to analyze financial statements?

You use your AI to fetch specific data points like revenue, net income, or total assets directly from company filings. This lets you build custom health metrics without manual data entry. You'll see the exact workflow for pulling this data below.

The results of your analysis.

Where your data lands.

Once the connection is live, your AI handles the heavy lifting of data retrieval.

DATA

Clean line items

The AI pulls specific values from balance sheets and income statements. You get the exact numbers you need for your models.

HEALTH

Company health scores

Your agent calculates ratios like debt-to-equity or current ratios. It turns raw numbers into actionable insights.

WATCH

Trend monitoring

Compare line items across multiple periods. Your AI identifies shifts in profitability or liquidity over time.

HUMAN

Final verification

The AI presents the numbers and the math it used. You review the logic and make the final call on the company's direction.

The workflow

What your AI does when the data arrives.

The AI uses specific tools to find and extract the numbers you ask for.

  1. Find the company

    Your agent identifies the correct entity in the Intrinio database to ensure you're looking at the right ticker or company name.

    search_companies

  2. Fetch the statements

    The AI pulls the full set of financial statements, including income statements and balance sheets, for the requested period.

    get_financials

  3. Extract line items

    Your agent scans the retrieved data to find the specific values you need, like EBITDA or operating cash flow.

    get_financials

  4. Calculate metrics

    The AI uses the extracted line items to compute the ratios or trends you've requested.

    get_financials

Try it

Copy these to start.

Use these prompts to kick off your analysis.

Starting points

Swap out the company names and specific line items to match what you're looking for.

Intrinio Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_2PQKwKVH25YBeO3bY8QhBWxMNmgFc8MgUuwcn2Yx/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 — Intrinio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "intrinio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_2PQKwKVH25YBeO3bY8QhBWxMNmgFc8MgUuwcn2Yx/mcp"
    }
  }
}
Copy into chat04

  • Search for Apple Inc. and get its latest income statement.

  • Pull the total assets and total liabilities for Microsoft from its last balance sheet.

  • Compare the revenue growth for Tesla over the last four quarters.

  • Calculate the current ratio for NVIDIA using its most recent balance sheet data.

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

Start here

Connect Intrinio once, then ask.

One click connects the MCP to your AI client. Your credentials stay encrypted and secure on our side.

Connect Intrinio to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change the data in Intrinio?

    No. The AI can only read and pull data from Intrinio. It cannot edit or delete any financial records.

  • 02

    Does the AI perform the actual trades?

    No. This MCP is for data retrieval and analysis only. It has no capability to execute orders or interact with brokerage accounts.

  • 03

    Can I use this with Claude?

    Yes. Any MCP-compatible client like Claude, Cursor, or Windsurf can use this once you connect it.

  • 04

    Does the AI provide the source for the numbers?

    Yes. The AI pulls the data directly from the financial statements provided by the tool.

  • 05

    Can the AI analyze companies not in the Intrinio database?

    No. The AI is limited to the companies it can find using the search and financials tools.

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

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