Learn ClaudeFinLab

Guides, explanations, and answers to common questions about financial AI skills and MCP.

Getting Started

Getting Started with Claude Desktop

Install Claude Desktop, get your API key, and run your first DCF model in under 5 minutes.

Coming soon →

Getting Started with Cursor

Add ClaudeFinLab to Cursor's MCP config and use financial tools directly in your code editor.

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Understanding Options Greeks

Delta, Gamma, Theta, Vega, Rho — what each Greek means and how ClaudeFinLab calculates them.

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Portfolio VaR Explained

How Value at Risk works, why flat volatility is wrong, and how our skill uses real historical covariance.

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Reading SEC Filings with AI

Use the EDGAR MCP server to pull 10-K financials, insider trades, and fund holdings into Claude.

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OFAC & Sanctions Compliance

Automate vendor and counterparty screening against SDN and consolidated OFAC lists.

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Frequently Asked Questions

What is MCP (Model Context Protocol)?
MCP is an open standard that lets AI assistants like Claude call external tools and data sources. Think of it as a USB port for AI — you plug in a server and the AI gains new capabilities without any code changes.
What are ClaudeFinLab?
ClaudeFinLab are 100 pre-built financial tools exposed as MCP skills — DCF models, VaR calculators, OFAC screeners, options pricers, SEC filing readers, and more. Each skill is a real calculation or data lookup your AI can invoke by name.
How do I connect ClaudeFinLab to Claude?
Add one JSON block to your Claude Desktop config file (claude_desktop_config.json) pointing at the MCP server endpoint. Get your free API key, paste the config, restart Claude — done. Takes under 2 minutes.
Do I need to write any code?
No. Skills are server-side tools. You interact with them through natural language in Claude — just ask Claude to run a DCF model or check OFAC and it calls the right skill automatically.
What is a DCF valuation model?
Discounted Cash Flow (DCF) values a company by projecting future free cash flows and discounting them back to present value using a weighted average cost of capital (WACC). Our skill automates the full model from revenue assumptions to implied share price.
What is VaR (Value at Risk)?
VaR estimates the maximum expected loss of a portfolio over a time horizon at a given confidence level (e.g. 95%). Our portfolio VaR skill uses real historical covariance data from yfinance — not flat volatility assumptions.
What is OFAC / sanctions screening?
OFAC (Office of Foreign Assets Control) maintains lists of sanctioned individuals and entities. Our screening skill checks names against SDN and consolidated lists — essential for compliance in banking, PE, and enterprise vendor management.
What is SEC EDGAR?
EDGAR is the SEC's public filing database. Our SEC EDGAR MCP server lets Claude read 10-K, 10-Q, 8-K and other filings in plain language — pulling financials, insider trades, and institutional holdings directly into your conversation.
How many API calls do I get?
Free tier: 100 calls/day with a registered API key, 10 calls/day without. Enterprise plans for higher volume are available on request.
Is my financial data secure?
Yes. Skills run server-side computations — no raw financial data is stored permanently. API keys are hashed. All traffic is HTTPS. We do not sell or log query content.

Ready to get started?

Get your free API key and connect Claude to 100 financial skills in under 2 minutes.