# Zacks Connect AI

> A free open beta that connects Zacks Investment Research data to the AI assistant you already
> use (Claude, ChatGPT, Microsoft Copilot, Perplexity) via a Model Context Protocol (MCP) server.
> Ask questions in plain language and get answers grounded in trusted, standardized financials —
> income statement, balance sheet, and cash flow, with 5–10 years of history for ~10,000 North
> American public companies. Read-only, point-in-time, auditable. Trusted since 1978.

## Core pages
- [Zacks Connect AI](https://ai.zacksdata.com/): What it is, the data it covers, supported AI assistants, how to connect, and FAQ.

## What it provides (beta)
- 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.

## Supported AI assistants
- Microsoft Copilot, Claude (Desktop & claude.ai), ChatGPT, Perplexity — any assistant that can
  connect to an MCP server.

## How to connect
- In your assistant, add the Zacks MCP server (server URL https://mcp.zacksdata.com). Auth runs
  through an OAuth 2.1 + PKCE sign-in with read-only scopes — no tokens to copy.

## About
Zacks Investment Research has provided independent equity research since 1978, covering ~10,000
North American public companies. Data is reported, point-in-time, and auditable — built for
compliance review. Redistribution of output requires a separate agreement.

## Contact
- Support: mcpsupport@zacksdata.com