Finz FAQs

Question 1

Which AI agents are compatible with Finz?

Accepted Answer

Finz is built as an MCP server, making it compatible with AI agents that support the MCP standard, including Claude Desktop, Cursor, and OpenClaw. It integrates seamlessly to extend their capabilities.

Question 2

What is Finz and how does it help AI agents?

Accepted Answer

Finz is an MCP server that provides comprehensive financial data, including ticker information, news, financial statements, insider trades, and SEC filings, directly to AI agents like Claude Desktop. It empowers AI with robust, real-time market insights.

Question 3

How do I connect Finz to Claude Desktop?

Accepted Answer

After installing Finz via pip, you simply need to edit your Claude Desktop configuration file (e.g., `~/Library/Application Support/Claude/claude_desktop_config.json` on macOS) to include the Finz MCP server command and path. Restart Claude Desktop, and its tools will be loaded.

Question 4

What specific types of financial data can Finz retrieve?

Accepted Answer

Finz can retrieve detailed ticker information (prices, valuations, ratios, price targets), latest financial news, annual income statements, balance sheets, insider buy/sell transactions, and SEC filing details (type, date, URL).

Finz

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Finz

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