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Give your AI assistant an edge
 
 

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

 

Zacks Connect AI is our new MCP server. Attach it once and your assistant answers fundamentals questions from standardized Zacks Investment Research data — sourced at question time, not recalled from training data. 
 
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WORKS WITH THE ASSISTANT YOU ALREADY USE

The same research the industry trusts, now ready for AI.

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CONNECTS IN ABOUT TWO MINUTES

No API keys, no SDK, no engineering ticket.

MCP_Step 1 

Register for the beta

Create a free account and verify your email. Access is granted automatically — no waitlist, no sales call.

MCP_Step 2 

Add the MCP 

In your assistant’s connector settings, add a custom connector.

MCP_Step 3 

Approve and ask

Sign in through the OAuth consent screen, then ask in plain language. Every answer names the Zacks dataset behind it.

WHAT YOUR AI ASSISTANT CAN PULL FROM ZACKS

Connect once and your assistant can reach Zacks ratings, research, news and standardized financials — and it knows which tool to use for each question.

 

Tool What it does Data it provideS Scope Ask it
Zacks ratings and research What only Zacks has: the Zacks Rank, Style Scores, analyst reports and commentary, Zacks news, and what investors are researching on zacks.com.
Zacks Rank & report metricsget_zacks_metrics Returns the current numbers behind Zacks' reports for a stock or ETF. The source for any question that needs a rating or a figure to compare. Stocks: Zacks Rank and recommendation, Value/Growth/Momentum/VGM Style Scores, target price, last price and 52-week range, valuation multiples, EPS and sales estimates, Earnings ESP, surprise history, growth rates, industry rank and peers. ETFs: Zacks ETF Rank, category, assets, expense ratio, number of holdings, top-10 share, benchmark, risk and peer funds. One stock or ETF per question; live as of the last trading day
"What's the Zacks Rank on CRM?""Is it cheap on forward P/E?"
Zacks research reportget_zacks_research Brings back Zacks' published position on a company or fund: the thesis, the case for and against, and the risks, always with the date the report was written. Stocks: overview, valuation view, summary, reasons to buy, reasons to sell, risks, last earnings report, recent news, Zacks Rank as of the report date. ETFs: Zacks opinion, key points, reasons to buy and sell, holdings breakdown, performance, investment objective. One analyst-covered stock or ETF; dated report
"What does Zacks think of AAPL?""What's the bear case?"
Zacks analyst commentaryget_zacks_commentary Retrieves articles in which Zacks analysts take a view: what an earnings report meant, whether a stock is worth buying after a move, how two names compare. Full article text, headline, publish date and link to zacks.com; newest first, with paging to go further back. One stock per question; look back 1 to 60 months, or a calendar year from 2021
"Has Zacks' view on CRM changed this year?""Is it a buy after the drop?"
Real-time Zacks newsget_real_time_news Answers "what's new?" with the latest Zacks articles on specific companies, a sector, or the market as a whole. Full article text, headline, publish date and time, and link. Sections: Market News, Economic Highlights, Ahead of Wall Street, Earnings, Earnings Call Takeaways, Price Surge/Plunge, Microcap Earnings, Corporate Summary, Corporate Actions, and Tech, Energy, Finance and Medical news. Up to 5 tickers, or a news section with no ticker; last 72 hours
"Anything new on PFE?""What's driving the market today?"
Trending on Zacksget_zacks_trending_tickers Shows which stocks are discussed now. Ticker, company name, popularity rank and growth in attention, plus each stock's Zacks Rank (shown separately, since attention is not a rating) and sector on the trending list. No ticker needed; 3-day trending list or 7-day popular list
"What's hot this week?""What are people looking at?"
Comparing stocks
Side-by-side comparisoncompare_stocks Lines up a short list of stocks on identical fields so they can be ranked and compared directly, then adds one deeper view of the user's choosing. For every stock: Zacks Rank and recommendation, average broker rating, sector and industry rank, returns over 1/4/12/52 weeks and YTD, beta, market cap, P/E, PEG, price/sales, price/book, estimates, growth, dividend, average target price, insider and institutional ownership, short interest, next earnings date. Plus one deeper view: growth projections, estimate trend or revisions, broker ratings over time, analyst upgrades and downgrades, Most Accurate Estimate vs. consensus, surprise history, detailed EPS and sales estimates, industry peers, key ratios, or condensed financial statements. 2 to 10 stocks per question; stocks only, not ETFs
"Which of these is cheapest?""Rank my holdings by Zacks Rank."
Standardized financial statements Reported figures mapped to one consistent format, so comparisons across companies and periods line up. Each covers one or more companies, annual and quarterly, in millions of the reporting currency.
Fundamentals snapshotget_company_snapshot A condensed view of a company's financial picture across periods; the fastest way to see a trend. Revenue, gross profit, operating income, net income, diluted EPS, EBITDA, total assets, liabilities and equity, operating cash flow, cash. One or more companies; annual & quarterly
"How have AMZN's revenue and earnings trended?"
Income statementget_income_statement The full income statement, so revenue, costs and margins compare cleanly across companies. Revenue, cost of goods sold, gross profit, R&D, SG&A, operating income, interest, pre-tax income, tax, net income, basic and diluted EPS, EBIT, EBITDA. One or more companies; annual & quarterly
"Compare R&D spending at MSFT and GOOGL."
Balance sheetget_balance_sheet Shows what a company owns and owes, for questions about debt, liquidity and financial strength. Cash and short-term investments, receivables, inventory, current assets, property and equipment, goodwill and intangibles, total assets, current liabilities, long-term debt, total liabilities, retained earnings, equity. One or more companies; annual & quarterly
"How much debt does XOM carry compared with its cash?"
Cash flow statementget_cash_flow Tracks where cash comes from and where it goes; the basis for free cash flow, dividend coverage and buyback questions. Operating cash flow, depreciation and amortization, capital spending, investing and financing cash flow, dividends paid, net buybacks, net change in cash, ending cash. One or more companies; annual & quarterly
"Is the dividend covered by cash flow?"
Funds
ETF holdingsget_etf_holdings Shows what's actually inside a fund, largest positions first, for overlap and concentration checks. Each holding's ticker, weight in the fund and share count, plus the date of the holdings snapshot. One ETF per question; up to 100 holdings; updated daily
"What are QQQ's top 25 holdings?"

Fund ratings and metrics (Zacks ETF Rank, expense ratio, assets) come from Zacks Rank & report metrics, and the written fund report from Zacks research report.

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.

  • MCP_Trusted_Green
    Decades of trust across the financial industry.
  • MCP_Deep Green
    10,000 companies. 10 years. One schema.
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    Raw reported numbers. Your assistant does the math.
  • MCP_Plain_Green
    Plain questions, verified Zacks answers.
  • MCP_Compliance_Green
    Read-only, auditable, compliance-ready records.
  • MCP_AI Tool_Green

     Connects to your AI via MCP. 

Your Research, Now Conversational 

The Zacks MCP connects Zacks data, including the Zacks Rank and estimate revisions, directly to AI assistants like Claude. You can screen ideas, vet holdings, and build and validate model portfolios in minutes, all backed by research you trust.

Get started with Zacks MCP today!

Please don't hesitate to contact our MCP Specialist with any questions you have. You can reach them by email at MCP@Zacks.com.