MCP server
Clarifo as a financial research app in ChatGPT and Claude — SEC EDGAR and Nordic filings, charts and source pages in the chat, and your Clarifo workspace, in ChatGPT, Claude, Cursor and any MCP client.
The Clarifo MCP server exposes the same Nordic + US filings dataset that powers the Data API, but as Model Context Protocol tools instead of REST endpoints. Connect it once and your AI assistant — ChatGPT, Claude Desktop, Claude on the web, Cursor, or any MCP client — can search filings, pull financials, compare companies, screen the universe, and cite every number back to a source page. In clients that support MCP Apps, results come as interactive views in the chat, and with your permission the assistant can keep the work in your Clarifo workspace: documents, notes, portfolios and Automate.
Endpoint
The server speaks streamable HTTP at a single URL:
https://mcp.clarifo.com/mcpAuthentication is OAuth 2.1 — there are no clf_ keys to paste. On first
connection your client opens a browser, you sign in with the same account you
use on clarifo.com, and the client stores the grant.
Works with any MCP client that supports OAuth.
For headless integrations that cannot run an interactive sign-in, the server
also accepts a Data API key as a bearer token
(Authorization: Bearer clf_...). API keys come with the Pro and Enterprise
plans; see Authentication.
No account yet? Pick Start your 7-day free trial on that sign-in screen. You create the account, start the trial at Stripe Checkout (card required, EUR 0 today, cancel anytime before the first charge), and are returned to your MCP client with the connector live.
Connect
Claude (web & desktop)
Clarifo is in Anthropic's Connectors Directory, so no URL paste is needed:
- Open the Clarifo listing in the directory.
- Click Connect.
- Sign in with your Clarifo account when the OAuth window appears.
Claude remembers the connection; Clarifo's tools then appear automatically and are called whenever your question needs data. The same link works on Claude for web, macOS, Windows, iOS, and Android — the connector is stored per-account, not per-device.
Claude Code
One command adds the server; run /mcp inside Claude Code to sign in:
claude mcp add --transport http clarifo https://mcp.clarifo.com/mcpAdd --scope user to make it available in every project.
Config file (Cursor & others)
Cursor connects to the URL directly and runs the OAuth sign-in itself.
claude_desktop_config.json only starts local servers, so use the connector
above for Claude Desktop; if you need the config file anyway, the
mcp-remote bridge (Node.js 18+)
connects it to the hosted server:
{
"mcpServers": {
"clarifo": {
"url": "https://mcp.clarifo.com/mcp"
}
}
}The Claude Desktop config file is at
~/Library/Application Support/Claude/claude_desktop_config.json on macOS and
%APPDATA%\Claude\claude_desktop_config.json on Windows. Restart the client
after editing the config. The first request triggers the OAuth login.
Plans & limits
MCP access is bundled with the paid plans — there is no separate signup, and normal use is not metered.
| Plan | Tools | Fair-use cap |
|---|---|---|
| Standard | All data tools | 3,000 calls / 30 days |
| Pro | All tools, incl. the four below | 20,000 calls / 30 days |
| Team | All tools, incl. the four below (every seat) | 40,000 calls / 30 days |
| Enterprise | All data tools | per contract |
A 7-day Pro trial has a cap of 20,000 calls and includes the four tools below. A Standard trial keeps the Standard cap and does not include them.
Every plan also has a burst cap of 120 calls per minute, which stops bulk extraction and is far above what an assistant does in a conversation.
Four capabilities run Clarifo's own AI and are gated to Pro (and Team seats):
document_summary, answer_reporting_standards, the narrated brief of
intelligence (op="brief") and score_ceo_sentiment_for_company. Automate
is Pro and owner-only, as in the web app. Everything else is available on
Standard, including the other intelligence operations, saving documents and
notes, and portfolios.
Writing to your workspace
The data tools only read. Eight tools write to your own Clarifo account, and only when all of these hold:
- You turned writing on in Clarifo under Settings > Integrations. It
is off by default, and turning it off later keeps what was already saved.
For a
clf_key, the key itself must also allow writing. - You asked. The assistant writes only on a request in the conversation.
- You approved the edits, publishing and new automations: those tools first return a preview, and the change is made only after your yes.
| What | Tools | Notes |
|---|---|---|
| Save a document | save_to_workspace | A new document in a workspace you can edit, with its sources. The server checks every figure against the cited pages and the stored financials before saving. Also sets a portfolio position (set_position: shares, average cost or target weight, or a buy or sell at the price you give). |
| Notes | save_note, notes | A quick note tagged with its companies; continue it later or work it into a document with save_to_workspace(from_note_id=...). |
| Edit or publish a document | preview_document_update, apply_document_update | The preview shows the old and new text (or what would be published); apply needs the preview's hash and the document version, keeps a restore point, and publishes through the same checks as the web app. Needs owner or editor access. |
| Automate (Pro) | automations, create_automation_draft, activate_automation, update_automation | A new automation is created switched off; activate_automation needs the token bound to the settings you were shown. update_automation changes or pauses one, never switches it on. |
| Trash | move_to_trash, restore_from_trash | One document or note at a time, after a preview and your yes. Trashed items are restorable from Library > Trash on clarifo.com; a published document cannot be trashed. |
Nothing is deleted for good from the chat, and no tool changes billing or touches content you cannot edit in the web app. Every write is logged under Settings > Integrations > Recent writes, and an account can make up to 50 writes a day from assistants.
Views in the chat
In clients that support MCP Apps (ChatGPT and Claude), results are drawn in the conversation as interactive views:
- Charts from
render_chartand Visual Story cards fromgenerate_visual_cards, each with its source. - The source page a citation points to, with the cited figure highlighted.
- Document preview from
preview_document_update, for an edit or a publish. - The Clarifo panel (
open_in_clarifo): your portfolios, documents, a company and a source page in one place. In ChatGPT it opens beside the chat.
Clients without MCP Apps get the same results as text, a PNG chart and structured content, so answers work the same without the views.
What the AI can call
The model chooses the right tool from your question; you do not call these directly. The catalog mirrors the Data API plus several AI-native composites:
| Area | Tools |
|---|---|
| Companies | resolve_entities (names / tickers to canonical companies), discover_companies (by business profile), get_sector_peer_set |
| Filings | search_filings (also mode="calendar" for scheduled report dates and mode="season" for how an earnings season is going), search_filing_content (RAG, incl. index="sp500" and include_adjacent_pages; falls back to keyword search when a company's pages are not in the semantic index yet), get_filing_snapshot (include_text for the full page text, highlight to open the page at a cited figure), fetch_edgar_filing_on_demand (US fallback) |
| Financials | get_company_financials, get_financial_statement, compare_companies, get_company_profile, get_company_snapshot, research_company, dd_quickscan (pre-due-diligence pack) |
| Segments (US) | get_segment_financials (one company with the segments it reports, or 2-5 side by side), screen_segments |
| Screening | screen_companies, screen_companies_multi, screen_quality_growers, screen_metric_trend |
| Geography | get_revenue_geography |
| Valuation & analytics | value_company (DCF / reverse DCF / implied expectations / multiples), get_valuation_history, get_industry_valuation_benchmark, forecast_financials, detect_inflection_points, get_stock_price |
| US filings data | company_events (8-K), governance (DEF 14A proxy), insider_activity (Form 4), ownership (13F) |
| Signals | intelligence (anomaly signals; the narrated op="brief" is Pro), get_ceo_barometer, score_ceo_sentiment_for_company (Pro) |
| Documents & standards | document_summary (Pro, single / compare), answer_reporting_standards (Pro, IFRS / US GAAP / local GAAP), reporting_change (IASB / EFRAG projects) |
| Output | generate_visual_cards, get_visual_cards_guide, render_chart (PNG fallback) |
| Workspace (read) | list_workspace_items (also in_trash=true), get_workspace_item (view="since" for what changed), notes, portfolios (your own portfolios and lists), automations |
| Workspace (write) | save_to_workspace, save_note, preview_document_update / apply_document_update, create_automation_draft, activate_automation, update_automation, move_to_trash, restore_from_trash (see Writing to your workspace) |
| Clarifo panel | open_in_clarifo |
Every read tool returns page_id values; get_filing_snapshot resolves each
into a viewable page render (Nordic) or a SEC EDGAR link (US) for audit-grade
citations.
Example prompts
Once connected, ask in natural language:
- "Compare NVIDIA and AMD data-center segment revenue and gross margin across the last four quarters."
- "Get Nokia Q1 2026 revenue and compare it to Ericsson for the same quarter."
- "Summarize the AI risk factors in Microsoft's latest 10-K and compare them to Alphabet's."
- "List S&P 500 software companies with revenue growth above 20% and FCF margin above 25% in 2025."
- "Save this comparison to my workspace as a document, with the sources."
- "Every time Apple reports, draft a one-page note on revenue, margins and guidance." (Automate, Pro)
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| Connection fails / "couldn't connect" | URL is missing the /mcp path | The endpoint is https://mcp.clarifo.com/mcp, not the bare domain. Re-paste the full URL including /mcp. |
| OAuth window opens but won't complete | You signed in with a different account or sign-in method than the one you use on Clarifo | Sign in with the same account and method (Google or email and password) you use on clarifo.com. The grant is per-account. |
access_denied after sign-in | The account has no active plan | MCP requires Standard, Pro or Enterprise (or a live 7-day trial). Upgrade at clarifo.com/pricing and reconnect with the same account. |
| Tools don't appear after connecting | Client hasn't refreshed the tool list | Restart the client (Cursor/Claude Desktop read tools on launch). In Claude on the web, remove and re-add the connector. |
A financials tool returns available=false | First North small caps don't file iXBRL/ESEF | Use screen_companies for pre-aggregated metrics and search_filing_content for the qualitative text. Full statements exist only for HEL/STO main-list and US issuers. |
| A tool says it needs a higher plan | The four AI-narrated capabilities (see Plans & limits) are Pro-only | Upgrade to Pro, or use the non-gated tools (e.g. search_filing_content) for the same source text. |
| A save or edit is refused with a Settings hint | Writing from assistants is off for your account | Turn it on in Clarifo under Settings > Integrations, then ask again. Reading keeps working either way. |
| "The daily limit of writes from assistants is reached" | 50 writes per day from assistants | Try again tomorrow; reading is not limited by it. |
| "Too many Clarifo tool calls in a short time" | Burst cap of 120 calls per minute | Wait a minute. Normal conversations never reach it; it stops bulk extraction. |
usage_limit_exceeded / calls stop working | Fair-use cap for the rolling 30 days reached (see Plans & limits) | Calls free up as older ones leave the 30-day window, or move to Pro. |
| Live price looks stale | get_stock_price is web-sourced with a ~15-minute delay | Expected — quotes are delayed, not real-time, and every observation is timestamped. |
Reporting a security issue
Found a security vulnerability in the Clarifo MCP server? Report it to [email protected]. We investigate every report, acknowledge receipt, and ask that you give us reasonable time to remediate before public disclosure. Please do not include third-party personal data in your report.
See also
- The Clarifo MCP overview page — capabilities, walkthrough, and the one-click connect flow.
- Coverage — exactly which markets, sources, and years are included.
- Page IDs & citations — how source verification works.