CSIMarket for
AI Assistants
Connect Claude, ChatGPT, and any MCP-compatible AI to CSIMarket's full financial database. Ask questions in plain language the AI fetches live industry benchmarks, company fundamentals, and quantitative factor data directly.
Net margin 18.4% · Revenue growth +12.1%
P/E median 24.8× · ROE 22.3%
vs. all-industry median: Net margin 8.1%
Semiconductors rank 3rd in profitability across 110 industries.
Financial data, delivered to your AI
The CSIMarket MCP Server implements the Model Context Protocol an open standard that lets AI assistants securely access external tools and data sources. Instead of copying data into a prompt, your AI calls CSIMarket directly, gets live results, and reasons over them always fresh, always cited.
Works with Claude (Anthropic), ChatGPT (OpenAI), and any application built on the MCP standard. Connect with your CSIMarket subscription MCP key; your plan's data scope is enforced on every request.
# 1. Add the MCP server to your AI client url: https://mcp.csimarket.com/mcp # 2. Authenticate with your CSIMarket subscription MCP key # (add it to your AI client's MCP config see below) # 3. Ask questions naturally You: "Compare pharma vs biotech margin trends" # 4. AI calls CSIMarket tools with your live data → csimarket_industry(id=73, period="TTM") → csimarket_industry(id=12, period="TTM") # 5. AI synthesizes a structured answer from live data
Built for serious financial analysis
Live data, every query
No static embeddings or stale context. Every tool call hits the live CSIMarket database TTM figures updated daily, fundamentals refreshed within hours of SEC filing ingestion.
Your plan, enforced per call
Subscription key authentication. Each tool call is validated against your CSIMarket license scope restrictions and rate limits apply automatically to every request.
Institutional-depth data
110 industries · 13 sectors · 14,000+ companies. Industry benchmarks with statistical distributions, quantitative factor panels with 90 fields, and 20+ years of normalized fundamentals not a summary layer.
Native multi-client support
The same MCP server works with Claude Desktop, Claude.ai, ChatGPT, and any application that supports the MCP protocol one integration, every client.
Cross-industry screening
Screen thousands of companies across fundamentals, valuation, and quant factors in a single tool call. The AI can filter, rank, and explain results in conversational output.
Source-cited answers
Responses come from structured CSIMarket data, not hallucinated text. The AI returns the raw numbers alongside its synthesis, so you can verify every figure independently.
27 tools, four data domains
Each tool maps to a CSIMarket API endpoint. The AI picks the right tool automatically
from your question, so there is nothing to configure. Scope badges show what gates a
tool; csimarket_my_access reports exactly what your own licence allows.
-
csimarket_coverage
What data CSIMarket holds: live entity counts, available datasets, period ranges and methodology.
All plans -
csimarket_my_access
What this connection is licensed to read, and how much of its rate limit is left. Use it to settle any "should I be able to see this?" question.
All plans -
csimarket_market_overview
Total US market aggregates: the whole listed universe treated as one entity.
Plan scoped -
csimarket_industry
Industry overview and fundamental metrics across margins, growth, valuation, financial strength and efficiency. Supports TTM, FY and quarterly.
industries.read -
csimarket_sector
Sector overview and metrics, the same measure set rolled up to 13 sectors.
industries.read -
csimarket_rankings
Rank all industries or sectors by a chosen metric.
Plan scoped -
csimarket_industry_search
Find the right industry or sector from a name or rough description. Tolerates typos and colloquial names.
Plan scoped -
csimarket_search
Resolve a company by name or ticker, or find industries and sectors by name.
Plan scoped -
csimarket_company_search
Find a company by name when you have no ticker or CIK. Typos, partial names and spacing variants all resolve.
Plan scoped -
csimarket_company_overview
Company identity and headline metrics. The right first call for almost any company question.
companies.read -
csimarket_company_financials
Financial statements and ratio categories for a company, returning only the sections you request.
companies.read -
csimarket_company_history
Historical time series for a company metric or financial statement.
statements.read -
csimarket_peer_analysis
Compare a company against its industry benchmark.
companies.read -
csimarket_compare
Compare multiple companies side by side across a chosen dimension.
Plan scoped -
csimarket_company_ownership
Institutional ownership of a company, from 13F filings.
Plan scoped -
csimarket_institutional_holder
The manager side of 13F: what one institutional investor holds.
Plan scoped -
csimarket_news
CSIMarket news and corporate-event feed.
Plan scoped -
csimarket_news_story
Read one news item in full, either a single article by id or an entire story cluster.
Plan scoped -
csimarket_company_quant
The institutional differentiator: 90-field quant factor panel, betas, risk scores, z-scores and percentile ranks on a point-in-time basis.
quant.read -
csimarket_screen
Screen the quant-factor universe of roughly 10,020 companies using quantitative factor filters.
quant.read -
csimarket_company_relationships
The commercial relationship graph for a company: who it buys from, sells to, and competes with.
relationships.read -
csimarket_company_relationship_history
Batch relationship history for an entire company in one call.
relationships.read -
csimarket_relationship_history
Point-in-time history of a single relationship: the observable timeline behind it.
relationships.read -
csimarket_relationship_evidence
Provenance for a single relationship. Answers "why do you believe this?" with the underlying source.
relationships.evidence.read -
csimarket_relationship_values
Disclosed economic value of a single relationship as a point-in-time observation series.
relationships.value.read -
csimarket_relationship_analytics
Derived supply-chain and counterparty-risk datasets for one company.
Plan scoped -
csimarket_relationships_compare
Compare the counterparties of several companies in one call: which are shared and which are unique.
Plan scoped
-
csimarket_coverage
What data CSIMarket holds: live entity counts, available datasets, period ranges and methodology.
All plans -
csimarket_my_access
What this connection is licensed to read, and how much of its rate limit is left. Use it to settle any "should I be able to see this?" question.
All plans -
csimarket_market_overview
Total US market aggregates: the whole listed universe treated as one entity.
Plan scoped -
csimarket_industry
Industry overview and fundamental metrics across margins, growth, valuation, financial strength and efficiency. Supports TTM, FY and quarterly.
industries.read -
csimarket_sector
Sector overview and metrics, the same measure set rolled up to 13 sectors.
industries.read -
csimarket_rankings
Rank all industries or sectors by a chosen metric.
Plan scoped -
csimarket_industry_search
Find the right industry or sector from a name or rough description. Tolerates typos and colloquial names.
Plan scoped -
csimarket_search
Resolve a company by name or ticker, or find industries and sectors by name.
Plan scoped
-
csimarket_company_search
Find a company by name when you have no ticker or CIK. Typos, partial names and spacing variants all resolve.
Plan scoped -
csimarket_company_overview
Company identity and headline metrics. The right first call for almost any company question.
companies.read -
csimarket_company_financials
Financial statements and ratio categories for a company, returning only the sections you request.
companies.read -
csimarket_company_history
Historical time series for a company metric or financial statement.
statements.read -
csimarket_peer_analysis
Compare a company against its industry benchmark.
companies.read -
csimarket_compare
Compare multiple companies side by side across a chosen dimension.
Plan scoped -
csimarket_company_ownership
Institutional ownership of a company, from 13F filings.
Plan scoped -
csimarket_institutional_holder
The manager side of 13F: what one institutional investor holds.
Plan scoped -
csimarket_news
CSIMarket news and corporate-event feed.
Plan scoped -
csimarket_news_story
Read one news item in full, either a single article by id or an entire story cluster.
Plan scoped
-
csimarket_company_quant
The institutional differentiator: 90-field quant factor panel, betas, risk scores, z-scores and percentile ranks on a point-in-time basis.
quant.read -
csimarket_screen
Screen the quant-factor universe of roughly 10,020 companies using quantitative factor filters.
quant.read
-
csimarket_company_relationships
The commercial relationship graph for a company: who it buys from, sells to, and competes with.
relationships.read -
csimarket_company_relationship_history
Batch relationship history for an entire company in one call.
relationships.read -
csimarket_relationship_history
Point-in-time history of a single relationship: the observable timeline behind it.
relationships.read -
csimarket_relationship_evidence
Provenance for a single relationship. Answers "why do you believe this?" with the underlying source.
relationships.evidence.read -
csimarket_relationship_values
Disclosed economic value of a single relationship as a point-in-time observation series.
relationships.value.read -
csimarket_relationship_analytics
Derived supply-chain and counterparty-risk datasets for one company.
Plan scoped -
csimarket_relationships_compare
Compare the counterparties of several companies in one call: which are shared and which are unique.
Plan scoped
What you can ask
Compare margins, growth rates, and valuation multiples across industries. Identify the best-performing sectors and understand why.
Pull a complete financial snapshot fundamentals, valuation, efficiency and benchmark it against the company's industry peers.
Screen thousands of companies in one prompt. Filter by sector, growth rate, margin thresholds, or quant factor scores.
Up and running in minutes
No SDKs to install. Add the server URL and your subscription MCP key to your AI client's config your assistant handles the rest.
Register at csimarket.com and choose a plan. Your plan determines which tools and data your AI can access.
In Claude Desktop, ChatGPT, or your MCP client, add the CSIMarket server URL and your subscription MCP key. Find your key in the API dashboard.
No special syntax needed. Ask about industries, companies, or markets in plain language your AI picks the right tools automatically.
Configuration
// ~/Library/Application Support/Claude/claude_desktop_config.json { "mcpServers": { "csimarket": { "url": "https://mcp.csimarket.com/mcp" } } }
No key goes in the file. On first use the client opens CSIMarket sign-in and stores a
short-lived token itself. Some older docs show an Authorization: Bearer
header instead; that works, but the token expires within the hour, so let the client
sign in. Either way the credential lives in the config, never in a prompt.
{
"mcpServers": {
"csimarket": {
"transport": "http",
"url": "https://mcp.csimarket.com/mcp"
}
}
}
# Server metadata https://mcp.csimarket.com/.well-known/oauth-authorization-server # Health & version https://mcp.csimarket.com/health https://mcp.csimarket.com/version
Enterprise-grade access control
Your MCP key stays in your AI client's config it never appears in prompts or conversation. Every data access is scoped to your subscription plan and enforced per request.
Subscription key auth
Your MCP key from your CSIMarket subscription. Set it once in your AI client's config never paste it into a prompt.
Per-request scope enforcement
Each tool call is validated against your plan's entitlements. Quant factor tools require an explicit quant.read scope.
License-level enforcement
Every request is validated against your live license status. A suspended or expired subscription stops access immediately no waiting for tokens to expire.
TLS-only, no plaintext
All traffic between your AI and the MCP server is encrypted over HTTPS. Data is never stored in the AI's conversation.
Excel and Power BI via OData 4.0
For spreadsheet and BI workflows, CSIMarket also offers an OData 4.0 connector connect Excel or Power BI directly to CSIMarket data without writing any code. 41 entity sets mirror the full API surface.
# Data → Get Data → From OData Feed https://api.csimarket.com/api/odata/v1 # Free sample (no key, industry 201 data) https://api.csimarket.com/api/odata/test
Start using CSIMarket in your AI today
Create a free account and connect the MCP server to Claude or ChatGPT in minutes. No credit card required to get started.