Zacks MCP Connects With
Ask Claude about stocks, ETFs, or your portfolio, and it can pull live Zacks data directly into the conversation — Zacks Rank, analyst recommendations, price targets, style scores (Value/Growth/Momentum), earnings estimates and surprise history, valuation multiples, growth rates, and ETF holdings. It can also surface Zacks' published research: investment thesis, bull/bear case, and risk factors for a given ticker, plus side-by-side comparisons across up to 10 securities at once.
No more switching tabs to check a rank or pull a snapshot — just ask, and Claude brings Zacks' trusted, curated financial data right into your workflow.
Microsoft Copilot becomes a powerful investment research assistant when connected to the Zacks MCP (Model Context Protocol) server. Zacks MCP gives Copilot secure access to Zacks Investment Research data, including analyst estimates, earnings forecasts, stock ratings, company fundamentals, and other market intelligence. With natural language prompts, users can ask Copilot to analyze stocks, compare companies, review earnings trends, identify top-rated investments, and generate research summaries using Zacks data.
By combining Copilot’s conversational AI capabilities with Zacks’ proprietary financial research, investors and analysts can accelerate due diligence, gain deeper market insights, and make more informed investment decisions without manually searching through multiple financial data sources.
Connect Zacks Financial Data to ChatGPT through the Zacks MCP to explore company financials in a conversation. Ask for key metrics, compare stocks, and turn the results into clear tables and summaries that support your research.
Zacks Investment Research is now available through an MCP connection in Perplexity, bringing its equity research, earnings estimates, rankings, and market insights directly into your workflow. Ask natural-language questions about stocks, sectors, analyst estimate revisions, or Zacks Rank–based ideas, and use the results to accelerate research while keeping the underlying data and context close at hand.