Entitlement-based access to our proprietary data and analytics spanning index, portfolio risk, sustainability, climate and private assets research.
Tools
- calculate_metrics
- get_index_dashboard
- list_index_methodologies
- search_index_methodology
- search_index_methodology_stack
- search_index_indexes
- search_index_datapoints
- fetch_index_data
- search_index_securities
- fetch_index_timeseries
- get_pa_help
- get_pci_user_profiles
- get_pci_analysis_context
- get_pci_measure_detail
- get_tpm_logins
- get_tpm_context
- get_tpm_transparency_analysis
- get_rai_catalog
- get_rai_metadata
- get_rai_results
- get_rai_reference_docs
- read_at_instruction_guidance
- get_at_server_info
- get_at_server_auth
Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.
Related connectors
Bring Addepar portfolio intelligence into Claude
Access Vanguard models data and content from Claude
Bring your clients' estate plans, tax returns, and documents into Claude — with instant snapshots, risk analysis, and advisor-ready summaries.
Build, analyze, and compare portfolios for advisors
Payment processing and financial infrastructure tools
Bring Orion Connect portfolio data and Redtail CRM together in Claude — prep for client meetings, capture follow-ups, prioritize your pipeline, and turn reports into talking points.