Connect an assistant

Finbar's MCP server gives an AI assistant tools to find companies, read reports and query financial data. You ask a question in the assistant; it calls Finbar and uses the returned data in its answer.

Connection settings

OAuth lets you authorize the connection on Finbar's sign-in pages. You do not need a REST API credential or client secret for this connection.

ChatGPT

1. In ChatGPT, open Settings → Security and login and enable Developer mode. Availability depends on your account and workspace policy.
2. Open ChatGPT Plugins, select the plus button and name the connection Finbar.
3. Choose a public server connection and enter https://mcp.finbar.com/mcp.
4. If authentication options are shown, choose OAuth and CIMD. Leave optional client ID and client secret fields empty.
5. Create the connection, complete Finbar sign-in and review the discovered tools.
6. Start a new conversation and add Finbar from the tools menu.

CIMD means Client ID Metadata Document. It lets ChatGPT identify itself to Finbar using its published client information, so you do not need to register a client manually. See OpenAI's MCP authentication guidance.

These steps follow OpenAI's connection instructions.

Claude

1. Open Customize → Connectors and choose Add custom connector.
2. Name it Finbar and enter https://mcp.finbar.com/mcp as the remote server URL. Leave optional OAuth client credentials empty.
3. Add the connector, choose Connect, and complete Finbar sign-in.
4. Enable Finbar for your conversation through the + → Connectors menu.

For Team and Enterprise workspaces, an owner must first add the connector in Organization settings → Connectors. See Claude's custom connector instructions for account-specific setup.

Other MCP clients

Other clients need support for remote MCP servers and browser-based OAuth. Compatibility depends on how the client registers itself with Finbar, as well as its ability to connect to the server.

OpenCode

Add this entry to mcp in opencode.json:

{
  "mcp": {
    "finbar": {
      "type": "remote",
      "url": "https://mcp.finbar.com/mcp",
      "oauth": {
        "scope": "entities:read documents:read datasets:read"
      }
    }
  }
}

The scope string requests permission to read companies, documents and datasets. Authenticate and inspect the connection:

opencode mcp auth finbar
opencode mcp list

Complete sign-in in the browser that opens. See OpenCode's MCP documentation for client configuration and troubleshooting.

Approve and test the connection

Finbar shows the requesting client's identity and permissions before sign-in. Check that they match the connection you started. Remember this approval saves the choice in the same browser for up to 30 days. A different account, changed permissions or cleared browser data can require approval again.

After connecting, try:

Use Finbar to find Apple and list its recent financial reports. Include each report's period and document ID.

The assistant should call Finbar and return reports from your account's available data. Continue with MCP tools and workflows for document research and financial queries.

Connection problems