Beta — Zacks Connect AI is available in beta. Join now!
Our Research. Your Success.

Give your AI assistant an edge

Feed your AI assistant or chat with trusted, high-quality financial data from Zacks Investment Research.

Joining takes a minute and helps us tailor Connect AI to you — or, if you prefer, copy the link and connect straight away without an account.

Works with the assistant you already use
Microsoft CopilotClaudeChatGPTPerplexity
ClaudeZacks Connect AI
Compare Zendesk, Datadog and Elastic on financial health — operating cash flow, operating income, receivables and long-term debt.
Here are the four health signals for each, pulled as reported from Zacks ($M):
SaaS health check · TTMreported
Operating Cash Flow
ZEN124
DDOG871
ESTC205
Operating Income
ZEN(131)
DDOG63
ESTC(34)
Receivables
ZEN287
DDOG558
ESTC331
Long-term Debt
ZEN1,138
DDOG28
ESTC571
Reported values from Zacks Investment Research · standardized_reporting. Parentheses = negative.
10,000+North American stocks
5–10 yrs*Standardized history
3Financial statements
Since 1978Trusted research

* 5–10 years in the beta — 20, 30, even 40 years of standardized history available on request.

Why Zacks

Trusted financial data in your AI assistant

Connect AI gives your assistant trusted, verified, standardized financial records from a name the financial industry has relied on for decades.

Trusted since 1978

A name the financial industry has relied on for decades — asset managers, advisors, analysts and hedge funds.

Deep, standardized history

Standardized financials going back 5–10 years, mapped to one consistent schema across ~10,000 North American companies.

Point-in-time & reported

Returns reported values only. Your assistant derives ratios, growth and rankings from the source numbers.

Plain-language answers

Ask in everyday language and get answers grounded in verified Zacks data — no query language to learn.

Compliance-sourced

Read-only access with standardized, auditable records compliance teams can review.

What's in the beta

Four standardized financial tools — live today!

The beta covers SEC financial reporting with 5–10 years of standardized history* across ~10,000 North American companies.

company_snapshot

Headline figures across multiple companies and periods in one call.

income_statement

Standardized income statement — annual & quarterly, many years.

balance_sheet

Standardized balance sheet across reported periods.

cash_flow

Standardized cash flow statement, period over period.

Reported values only. The service returns the numbers as filed — your assistant derives any ratios, growth or rankings from them. * 5–10 years in the beta; 20, 30 — even 40 years of standardized history available on request. Contact us.

How it works

Connected in three simple steps

One registration path for everyone. No query language, no integration project — if you can paste a link, you can connect.

Watch: connect Zacks to your assistant
Connect Zacks to Claude — quick guidewalkthrough
ZACKS CONNECT AI

Connect Zacks to Claude in about a minute

Give Claude trusted, standardized financial data — no tokens, no setup project.

Step 1 · On ai.zacksdata.com
ZACKS AIWhy ZacksHow it worksFAQ
Your Zacks MCP Server URL
https://mcp.zacksdata.com

Click Copy MCP URL in the top nav — that's the only link you need.

Step 2 · In Claude
Claude
Customize
Skills
Connectors
Personal plugins+
Give Claude role-level expertise with plugins
Browse plugins
Connectors
AllConnectedNot connected
Popular
SlackConnect
NNotionConnect
Microsoft 365Connect

Open Customize → Connectors, then click the + (top right) to add a custom connector.

Step 3 · Paste the link

Add custom connector

Connect Claude to a remote MCP server.

Zacks

Name it Zacks and paste the URL. No tokens to manage.

Step 4 · Sign in to Zacks
C· · ·Z
Authorize Zacks Connect AI
Claude is requesting read-only access
Read-only financial data
No trading, no writes

A secure OAuth sign-in opens. This is where your free account is created.

Step 5 · Ask anything
Show me NVDA's quarterly revenue and operating-margin trend.
Here's NVDA's reported quarterly revenue and operating margin over the last 8 quarters…
Reported from Zacks Investment Research

Ask in plain language — answers come grounded in trusted Zacks data.

That's it — you're connected.

Free, open beta. Works with Claude, ChatGPT, Copilot & Perplexity.

ai.zacksdata.com
Connecting Zacks to Claude takes about a minute. Here's how.
0:00
Track your holdings and spot trends in plain language.
“Show me NVDA's quarterly revenue and operating-margin trend.”
1

Register & verify

Create your free account and verify your email. Access is granted automatically — no waiting, no approvals.

2

Copy your Zacks MCP Server URL

Your dashboard gives you the Zacks MCP Server URL — copy it with one click. There are no tokens to manage.

3

Connect your assistant

Open your assistant’s Connectors, add Zacks MCP and paste the URL — Claude, ChatGPT, Copilot or Perplexity — then approve on the Zacks sign-in screen.

Most assistants connect in a couple of clicks. If your company's Microsoft Copilot is centrally managed and blocks personal connections, your Central IT can approve Zacks once, org-wide. See the IT brief →

What people ask

Investment questions, answered by Zacks trusted data

Everything here works today with the four beta tools.

Trend
“Show me the quarterly revenue trend for AAPL over the last 8 quarters.”

Table + line chart of reported revenue.

company_snapshot
Rank a peer group
“Rank these 5 tech companies by ROE, ROA, and net margin (last 4 quarters).”

The assistant derives the ratios and sorts.

company_snapshot
Feed a model (DCF)
“Give me 5 years of income statement, balance sheet, and cash flow for CRM.”

Periods-as-columns layout, ready to model.

income_statementbalance_sheetcash_flow
Quality of earnings
“Is this company's net income backed by real cash, or accrual-heavy?”

Compare net income vs operating cash flow across years.

income_statementcash_flow
Hold vs switch
“My client holds IBM — compare to MSFT and ORCL on quality.”

Side-by-side quality table across tickers.

income_statementbalance_sheetcash_flow
Portfolio review
“Pull standardized fundamentals across my holdings for rebalancing.”

Position-level analysis, reporting and rebalancing support.

company_snapshot
On the roadmap

Where Connect AI is headed next

The differentiated, uniquely-Zacks datasets — arriving after the fundamentals beta. The Zacks Rank and estimate-revision research are what the brand is known for.

Coming soon

Zacks Rank & estimates

The Zacks Rank, EPS & sales consensus, estimate revisions, surprise history.

Coming soon

Ratings & target prices

Broker rating consensus, individual analyst revisions, target prices.

Coming soon

Prices, dividends & technicals

Split-adjusted prices, total returns, dividends, technical indicators.

Coming soon

Style Scores & expanded fundamentals

Zacks Style Scores, expanded line items, ratios, operating metrics.

Coming soon

Ownership & corporate actions

Institutional holdings, corporate actions, company profiles & officers.

Coming soon

Market news & analyst search

Curated market news with citations, semantic search of the analyst corpus.

Questions, answered

Everything you need to know about the beta.

It's about a minute. Open the get-started guide — it shows exactly what you need and walks you through the steps.
A free open beta that connects Zacks Investment Research financial data to the AI assistant you already use, so you can ask questions in plain language and get answers grounded in trusted, standardized data.
Yes. Connect AI is a free open beta — there's no pricing, and access is granted automatically after you verify your email.
The beta covers standardized SEC financial reporting — income statement, balance sheet and cash flow — plus headline snapshots, with 5–10 years of history for ~10,000 North American stocks.
Microsoft Copilot, Claude Desktop & Claude.ai, ChatGPT and Perplexity — any assistant that can connect to a Model Context Protocol (MCP) server.
Yes. Register here and use that same email so we can align your records.
From Zacks Investment Research's standardized financial database. Records are reported, point-in-time and auditable — built for compliance review.
Often you can connect your own Copilot directly. If your company's Microsoft Copilot is centrally managed and blocks personal MCP connections, your Central IT approves the Zacks connection once for the whole organization — we provide an IT brief and work with your IT and security teams to make it easy.
Through an OAuth 2.1 + PKCE consent flow with read-only access. No trading, no writes.
Add the Zacks MCP server to your assistant with the Server URL — e.g. claude mcp add … --transport http. Authentication runs through an OAuth sign-in, so there are no tokens to copy. See the Developers tab.
No — redistribution requires a separate agreement. The beta is for your own research and analysis.
Use exactly https://mcp.zacksdata.com — HTTPS, with no trailing path or slash. Some assistants also require an admin to allow custom or third-party connectors first.
Allow pop-ups for your assistant, then try again. Zacks uses a read-only sign-in — there are no tokens to paste.
Make sure you verified your email during registration, then retry the sign-in.
Coverage is ~10,000 North American listed companies. Check the symbol — private, foreign or delisted tickers may not resolve.
The default is the 4 most recent periods (up to 40 available); beta history spans 5–10 years. Ask for annual or quarterly explicitly if results look mixed.
Values are reported in millions of the reporting currency — they shouldn't be re-scaled.
If Copilot is centrally managed, your Central IT can approve Zacks for the whole organization once — see the IT brief, or contact mcpsupport@zacksdata.com.
Contact mcpsupport@zacksdata.com and we'll help you out.

Give your AI assistant an edge

Connect Zacks data to the assistant you already use. Free, open beta — set up in minutes.

Read the FAQ
No credit card. No pricing. Access granted automatically.