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06.2026

How to use Clarifo MCP in Claude

How to use Clarifo MCP in Claude Connect Clarifo's normalised Nordic and US financial statement data to Claude and query listed companies in natural language.

In short
  • Clarifo MCP Coverage: US filings and figures (2015–2026), plus data for listed companies in Sweden and Finland (2020–2026).
  • MCP (Model Context Protocol) is an open protocol that connects Clarifo's data directly to Claude.
  • You set up the connection once in Claude's connector settings; after that you query the data in conversation.
  • Every answer returns figures with their source — no memorised or invented numbers.
  • Worked example in this guide: Apple's five-year profitability trend in one question, with real 10-K figures.
§ 01

What MCP is, and why it matters for Clarifo

MCP, or Model Context Protocol, is an open protocol published by Anthropic that lets Claude access external data sources and tools during a conversation. In practice it is a standardised way to give a language model access to exactly the data a task requires — with no copy-pasting, no separate export.

Clarifo exposes its normalised financial statement data as MCP tools. The same data available in the platform's Workspace is therefore also available in Claude through natural-language queries. When you ask Claude to retrieve a company's figures, it calls Clarifo's tools in the background and returns an answer in which every number is traceable to the original financial statement.

This is where the difference lies: the AI does not guess numbers from memory — it retrieves them from a structured source. That distinction is what counts when financial statement analysis feeds a decision.

§ 02

Connecting to Claude

You add Clarifo MCP to Claude once, from the connector settings. The steps are as follows:

01

Open Claude's settings

In Claude.ai, go to Settings → Connectors. The exact menu labels may vary by subscription type and app version.

02

Add a custom connector

Choose to add a custom connector and paste Clarifo's MCP address: https://mcp.clarifo.com/mcp

03

Authenticate to your Clarifo account

The connection asks you to sign in to your Clarifo account. The data available to you depends on your subscription.

04

Start querying in a conversation

Once the connection is established, Clarifo's tools are available. Write your question normally — Claude selects the right queries for you.

You only need to set up the connection once. After that, Clarifo's data is available in every conversation until you remove the connector.
§ 03

Your first query: Apple's profitability over five years

Let's take a concrete example. The goal is to see how Apple's profitability has developed over five fiscal years — a question an analyst would otherwise answer by opening the 10-K filings and reconciling the figures by hand.

You
Show Apple's revenue, operating income, and operating margin for fiscal years 2021–2025. What does net income reveal about the difference?
Claude · Clarifo MCP

Apple's revenue grew from $365.8 billion (FY2021) to $416.2 billion (FY2025) — about 3.3% annual growth. Profitability improved faster: operating margin rose from 29.8% to 32.0%.

Fiscal yearRevenueOperating incomeMargin
FY2021365.8108.929.8%
FY2022394.3119.430.3%
FY2023383.3114.329.8%
FY2024391.0123.231.5%
FY2025416.2133.132.0%

Net income tells a different story than operating income. FY2025 net income was $112.0bn, up 19.5% year over year — well ahead of operating income's 8.0% rise. The gap comes from a one-off tax charge that weighed on FY2024 net income (tied to the EU State Aid ruling). The normalised operating income shows that operating profitability improved steadily — the net income "jump" is largely a comparison-year distortion, not a turn in the business.

Source: Apple Inc. Form 10-K, FY2021–FY2025 · Clarifo MCP (get_company_financials). Figures in USD billion.

This is Clarifo's editorial core: normalised data tells you not just how big a surprise is, but where it comes from. The gap between operating income and net income exposes a one-off item that net income alone would have hidden.

Apple · revenue and operating margin, FY2021–FY2025
365.8 394.3 383.3 391.0 416.2 29.8% 30.3% 29.8% 31.5% 32.0% FY2021 FY2022 FY2023 FY2024 FY2025 Revenue ($B) Operating margin clarifo.com
Source: Apple Inc. Form 10-K, FY2021–FY2025. Retrieved via Clarifo MCP.
§ 04

How traceability works

Every figure Clarifo MCP returns comes from normalised data, not from the model's memory. The answer carries the fiscal period-end date and a reference to the original financial statement or 10-K filing. The figures in the example above are Apple's officially reported numbers, with fiscal years ending in late September (FY2025: 27 September 2025).

In practice, this means you can ask Claude to show the source for any figure and trace it back to the original filing. The AI supports the analysis — it does not invent numbers. The same reliability you get in Workspace is available directly in your AI workflow.

If you ask for a figure Clarifo does not yet have available, the tool says so directly rather than guessing. Empty is better than wrong.
§ 05

Where to go from here

A single company's trend is a starting point. The same connection covers the core tasks of the workflow:

Peer benchmarking

"Compare the operating margins of these five Nordic industrial companies" — a peer set normalised on the same definitions.

Segment analysis

"Break down revenue by segment for the last five years" — the company's own reporting segments, with sources.

Cash flow trends

"Show operating cash flow and capital expenditure" — free cash flow development over time.

Questions and answers

What is MCP?
MCP, or Model Context Protocol, is Anthropic's open protocol that lets Claude access external data sources and tools. Clarifo exposes its normalised financial statement data as MCP tools, so Claude can retrieve figures directly during a conversation, with no copy-pasting.
Do I need a Clarifo account to use MCP in Claude?
Yes. The Clarifo MCP connection authenticates against your Clarifo account, and the data available to you depends on your subscription. Adding the MCP connection itself is done in Claude's connector settings.
What data does Clarifo MCP cover?
Clarifo MCP covers normalised financial statement data for Nordic and US listed companies: income statements, balance sheets, cash flows, segments, and key figures. The same data is available in the platform's Workspace.
How do I know Claude is not inventing the numbers?
Clarifo MCP returns every figure with its source: the fiscal period-end date and the original financial statement or 10-K filing. The figures come from Clarifo's normalised data, not from the model's memory, so each one is traceable back to its original source.
Does the same data work in Clarifo's Workspace?
Yes. Workspace and MCP are two ways of using the same platform. In Workspace you write and publish analysis; through MCP you query the same data in natural language inside Claude.
What kinds of questions can I ask Clarifo MCP?
Typical questions include multi-year company trends, peer benchmarking, revenue by segment, cash flow analysis, and comparison of adjusted key figures across exchanges. You ask the question in natural language, and Claude builds the necessary queries against Clarifo's data.
Get started

Try Clarifo in Claude

Connect Clarifo's normalised financial statement data to Claude and query listed companies in natural language — with sources.

[1] Apple figures: Apple Inc. Form 10-K filings, fiscal years FY2021–FY2025. Retrieved via Clarifo MCP (get_company_financials). Figures in USD billion, except margins in percent.
[2] MCP = Model Context Protocol, an open protocol (Anthropic).
[3] The one-off tax charge affecting FY2024 net income relates to a European Union State Aid ruling. The charge is disclosed in Apple's FY2024 10-K.
This article is for informational purposes. It is not investment or accounting advice and does not replace a professional assessment.
Updated: 06.2026 · Published: 06.2026 Clarifo
How to use Clarifo MCP in Claude – Clarifo