# Connect Claude Desktop and claude.ai

Add Fundalyze to Claude as a custom connector and sign in with your Fundalyze account. No API key to copy.

Claude connects to Fundalyze as a **custom connector**: you give Claude the server address, sign in to Fundalyze in your browser and allow read access. Claude then keeps itself signed in; you never handle a key.

## Before you start

- A Fundalyze plan or free trial, and your Fundalyze sign-in.
- A Claude plan that allows custom connectors. On a Team or Enterprise plan, an owner may need to add the connector for the organization first.

## 1. Add the connector

In Claude Desktop or on claude.ai, open **Settings**, find **Connectors** and choose to add a **custom connector**. The exact menu names may differ between versions of Claude. Fill in:

| Field | Value |
|---|---|
| Name | `Fundalyze` |
| Remote MCP server URL | `https://api.fundalyze.ai/mcp` |

Leave any OAuth client ID and secret fields empty: Claude registers itself with Fundalyze automatically.

## 2. Sign in and allow

Choose **Connect**. Your browser opens Fundalyze's sign-in page at `app.fundalyze.ai`:

1. Sign in with your Fundalyze account, if you are not signed in already.
2. The page says **"Claude wants read access to your Fundalyze data"**, with the account it will use. Choose **Allow**.
3. You are sent back to Claude, and the connector shows as connected.

Choosing **Deny** sends you back with nothing shared.

## 3. Use it in a chat

Turn the Fundalyze connector on for the conversation (usually from the tools or connectors menu under the message box) and ask in plain words:

- "Using Fundalyze, show Apple's free cash flow and capital spending for the last five years."
- "Which members of Congress traded NVIDIA stock this year, and was it buying or selling?"
- "Summarize the latest U.S. inflation figures and when the next ones come out."

Every tool is read-only, so Claude has nothing to change on your behalf. Each answer carries a fundalyze.ai link you can open to check the figures.

## What the sign-in sets up

- Claude gets an **access token** that lasts an hour and a **refresh token** that lasts 30 days and is replaced each time it is used, so Claude stays connected while you keep using it.
- The connection reads data only (scope `read`); it cannot see or change your highlights, watchlists or billing.
- It has its own daily quota of 2,000 calls, separate from your API keys, and one call at a time. Its calls show under **Usage** in [Account → API & MCP](/account/api).

## Disconnect

Remove the connector in Claude, or disconnect it on our side: [Account → API & MCP](/account/api) → **Connected apps** → **Disconnect**. Disconnecting ends the connection at once; Claude has to ask again to reconnect.

## If something goes wrong

- **The sign-in page says "Connecting apps comes with every plan":** the Fundalyze account has no active plan or trial. Start one, then connect again.
- **Claude says the connector failed to connect:** remove it and add it again, then sign in. If it keeps failing, write to hello@fundalyze.ai with the time it happened.
- **Answers stop with a quota message:** the connection has used its 2,000 calls for the day; they reset at 00:00 UTC.

How the sign-in works under the hood, for anyone building their own client: [Authentication](/developers/concepts/authentication).