MCP introduction

Finbar's MCP server lets an AI assistant leverage Finbar's data, including company information, financial data, and underlying published reports, for your custom analysis.

The primary MCP server url is:

https://mcp.finbar.com/mcp

You can connect most AI agents that support MCP servers. Sign in with your Finbar account when prompted; you do not need to create an API credential or enter a client secret.

Specific instructions for some common AI services are included below.

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 paste the server URL above. If asked, choose OAuth authentication and CIMD. Leave optional client ID and client secret fields empty.
4. Create the connection, complete Finbar sign-in and review the available tools. Start a new conversation and add Finbar from the tools menu.

If the controls have moved, see OpenAI's connection instructions.

Claude

In Claude's connector settings, add a custom connector named Finbar with the server URL above. Connect, complete Finbar sign-in and enable the connector in your conversation.

Other harnesses e.g. Opencode

Add this entry to the mcp section of your configuration (for Opencode, this will be opencode.json):

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

Then authenticate and check the connection. For Opencode:

opencode mcp auth finbar
opencode mcp list

Complete sign-in in the browser that opens. Consult your harness' MCP setup instructions for further guidance.

Not all harnesses have yet been verified as supported. If you have issues, contact your Finbar support representative.

Approve the connection

Finbar shows the requesting client's identity and permissions before sign-in. Continue if these match the connection you started.

Remember this approval saves that choice in the same browser for up to 30 days. A different account, changed permissions or cleared browser data can require approval again. Your Finbar data access and request allowances still apply to the assistant.

Testing your connection

Try prompts such as:

Use Finbar to find Apple and list its recent reports.

Use Finbar to show Apple's available financial metrics and reporting periods.

For more detail, see Companies and documents and Financial datasets.

Connection problems