Data & Analytics · Finviz + Claude
Finviz MCP with Claude: Faster Stock Screening and Market Research
The short answer
Claude works with Finviz through the Model Context Protocol, a secure standard that lets Claude use the tool with permissions you control. Once connected through Finviz's API key sign-in, Claude can screen stocks, fetch quotes, retrieve company profiles and manage watchlists and alerts from plain-language requests.
What is Finviz?
Finviz is a market screening and research service used by traders, investors and financial analysts. It lets users filter large sets of stocks by criteria such as price, volume, sector and performance, track market movers and research individual tickers. Its official API is available to ELITE subscribers, giving organisations a route to bring this data into their own tools and workflows.
How Claude connects to Finviz through MCP
The Model Context Protocol, or MCP, is an open standard that lets Claude use other software securely. Think of it as a universal adapter between Claude and a tool like Finviz. Your organisation decides what Claude may read and what it may do, and access is granted through the sign-in method the tool supports, which here is an API key.
Once connected, Claude can typically screen stocks against criteria you define, fetch current quotes, retrieve company profiles, and add or update entries in watchlists and alerts. A research analyst might ask for all mid-cap companies in a sector with rising volume, then receive a summary without opening the platform.
Permissions and approvals keep people in charge. Access is set to the least privilege needed, so Claude only sees the data a role requires. Actions with consequences, such as changing a shared watchlist or sending a team alert, can be configured to wait for human approval, and every request is recorded in an audit log.
What you can automate
Morning market briefings
Before the trading day starts, Claude can screen for the day's top movers in chosen sectors and summarise price moves, volume changes and notable tickers. Analysts receive a short briefing in their inbox or chat channel, saving time spent checking several screens by hand.
Custom stock screening on demand
Portfolio managers often need a quick answer to a specific question, such as which companies meet a set of valuation and growth criteria. Claude can translate that plain-language request into a screen, run it, and return a ranked list with the criteria clearly stated.
Watchlist maintenance
Research teams can ask Claude to add newly relevant tickers to a shared watchlist, remove companies that no longer meet the thesis, and keep the list organised by sector or theme. Changes can be routed for approval before they affect the team.
Alert management
When a position or sector needs close attention, Claude can help set up or review alerts for price or volume thresholds. It can also summarise which alerts have fired, so the right person can act quickly rather than discovering movements late.
Company research summaries
Analysts researching a new ticker can ask Claude to pull the company profile and current quote, then combine them into a structured note. This speeds up first-pass research while the analyst keeps responsibility for conclusions and investment decisions.
An end-to-end workflow: Weekly sector review for an investment committee
TriggerEvery Monday at 07:00, or when the committee coordinator starts the review request
Claude runs predefined Finviz screens for the committee's target sectors and captures the top-ranked tickers.
Claude fetches current quotes and company profiles for the shortlisted companies.
Claude updates the shared research watchlist in Finviz, flagging additions and removals for analyst approval.
Claude compiles a summary in the organisation's Microsoft 365 document library, with each company's key metrics and the screening criteria used.
The analyst reviews and approves the watchlist changes, and Claude posts a link to the summary in the committee's Teams channel.
OutcomeCommittee members receive a consistent, documented sector review each week, with a clear audit trail of data sources and approvals, and analysts spend their time on judgement rather than data gathering.
How we set it up
Free automation audit
We review how your team screens stocks, tracks movers and manages watchlists today. We identify the workflows where Claude and Finviz will save the most time and confirm that your organisation has ELITE API access.
Secure connection with an API key
We connect Claude to Finviz using your API key, stored in a managed secrets vault rather than shared documents. Access is limited to the screens, data and watchlist actions your workflows require.
Workflow design and approvals
We design the end-to-end workflow across Finviz and your other systems, such as Microsoft 365, your CRM or your ticketing tool. We define which actions run automatically and which need a person to approve them.
Testing against real cases
We test the workflow against past screening requests and watchlist changes your team has already handled. We compare outputs with known results and adjust criteria, formatting and approval rules until the output meets your standards.
Launch, monitoring and training
We launch with monitoring and audit logs turned on, then train your analysts and operations staff on how to make requests, review outputs and approve actions. We stay available for adjustments as your processes evolve.
Who benefits
- Portfolio managers
- Get quick, criteria-based stock lists in plain language without building each screen by hand.
- Research analysts
- Spend less time on first-pass data gathering and more on analysis, with consistent summaries.
- Operations and head of research
- Gain standardised, documented weekly reviews and a clear record of watchlist and alert changes.
- IT and compliance leads
- Control access with least-privilege permissions, approval steps and audit logs.
Security and control
- Least-privilege access, so Claude only reaches the screens, data and watchlist actions a role needs.
- Human approval for consequential actions such as changing shared watchlists or sending team-wide alerts.
- Audit logs recording each request, data source and action taken for review.
- API keys held in a managed secrets vault and rotated on a schedule your IT team sets.
- Testing against real past cases before launch, with clear documentation of criteria used.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can host the Claude workflow in their chosen region to align with local data protection expectations. Indian organisations can host in India to support obligations under the Digital Personal Data Protection Act, 2023. Organisations in the UAE and Saudi Arabia can meet their local data protection laws by selecting a hosting region that fits their requirements. We help choose the hosting location during the audit.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Finviz MCP server do?
The Finviz MCP server acts as a secure bridge between Claude and Finviz. It lets Claude carry out tasks such as stock screening, fetching quotes, retrieving company profiles and managing watchlists and alerts, using the access your organisation grants. It does not change how Finviz itself works; it simply makes its capabilities available to Claude in a controlled way.
Is it secure to connect Finviz to Claude?
Security depends on how the connection is set up. We use your API key stored in a managed secrets vault, apply least-privilege permissions, require approval for consequential actions and keep audit logs of every request. These measures reduce risk considerably, though no setup can guarantee complete security, so we review the configuration with your IT team before launch.
What can Claude do with Finviz once connected?
Typically, Claude can screen stocks against criteria you define, retrieve current quotes, pull company profiles, and help manage watchlists and alerts. Exactly what is available depends on the endpoints your ELITE API access includes and the permissions you set, which we confirm during the audit.
How long does setup take?
Setup time varies with the complexity of your workflows and how many systems are involved. A focused connection with a few screening and watchlist workflows often takes a few weeks from audit to launch, including testing and training. Larger, multi-system builds take longer, and we agree a timeline during the free audit.
Which plan or permissions do I need?
Generally, you need access to Finviz's official API, which is available to ELITE subscribers, along with an API key for the connection. Your internal IT team will also need to approve the access permissions your workflows require. We confirm the exact requirements for your account during the free automation audit.