ROIC.AI Financial Data MCP: company fundamentals in your AI app

ROIC.AI's MCP server puts public-company financial data in your AI app: financial statements, ratios, stock prices and earnings call transcripts, with up to 40+ years of history depending on your plan. ContextGate connects it to Claude, ChatGPT and Cursor, and records each lookup so you can check the figures behind an answer.

  • Ready to connect
  • Free

How to add ROIC.AI to Claude, ChatGPT or Cursor

  1. 1Click Connect ROIC.AI Financial Data free and sign in with your ROIC.AI account.
  2. 2ROIC.AI's tools read financial data, and all are on after you connect. Switch off any your analysis doesn't need, such as transcripts if you only work from the numbers.
  3. 3Add ContextGate to your AI app as a connector or MCP server. The steps for each app are on the Works with page.
  4. 4Ask your AI app for a company's return on invested capital over the last ten years, then open Activity to see the call.

Read the numbers behind a company

  • Pull a public company's financial statements into a chat.
  • Compare ratios across companies or across years.
  • Check how a stock's price has moved over time.
  • Read earnings call transcripts and ask your AI app what management said.

Lookups you can check later

  • Switch off any ROIC.AI tool; it's hidden from your AI app and refused if called.
  • Activity records every lookup, so the numbers behind an analysis can be checked.

What you get with ROIC.AI Financial Data and ContextGate

  • Your AI apps can use ROIC.AI Financial DataClaude, Cursor, ChatGPT and other AI apps reach ROIC.AI Financial Data through the one ContextGate connection you add to them.
  • You choose which tools they can useSwitch off any ROIC.AI Financial Data tool you don't want used. It's hidden from your AI apps and refused if called.
  • Every call is checked and recordedYour policies check each call (for example, personal data is hidden and secrets are blocked), and Activity keeps a record of it.

ContextGate sees only the tool calls that go through it, not your AI app's built-in tools or your chats.

ROIC.AI Financial Data tools

ROIC.AI Financial Data's own MCP server shows its tools once you sign in. When you connect it, they are listed and synced in your workspace.