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    Home/Data/Guides/Claude Code for stock research

    Guide · Claude Code

    SN Data: Claude Code for stock research

    Facts checked on 10 November 2026.

    The short answer

    Claude Code reads SN Data as an MCP server. One command in your terminal, claude mcp add with the address shikshannivesh.com/mcp and your SN Data key, and Claude Code can answer questions about US companies from their SEC filings: income statements, balance sheets and cash flows, Form 4 insider trades, 13F fund holders, segments and ratios, with each figure linked to the filing it came from.

    A free key covers 250 calls a day on the last 5 fiscal years of every covered company.

    SN Data: Claude Code for stock research, one claude mcp add command brings SEC company data into the terminal
    Setup
    One claude mcp add command
    Free key
    250 calls a day, the last 5 fiscal years
    Server address
    shikshannivesh.com/mcp
    Every figure
    Linked to the filing behind it
    • SN Data at work in Claude Code
    • Add SN Data to Claude Code
    • Check that it connected
    • Ask about a company
    • Questions to try
    • What the free key covers
    • Common questions

    SN Data at work in Claude Code

    A real answer: Claude Code's own output from 30 October 2026, redrawn at a readable size, with only the links shortened.

    Claude Code's answer from SN Data comparing Apple's and NVIDIA's revenue over their last three fiscal years, with the two 10-Ks it came from
    Apple and NVIDIA revenue over three fiscal years, with the 10-K behind each. Claude Code called SN Data's financial statements tool for each company.

    What Claude Code did

    • Picked SN Data's financial statements tool for the question
    • Called it for Apple and for NVIDIA
    • Took revenue as reported for each company's last three fiscal years
    • Named the 10-K behind each company's figures, with its filing date and link
    • Pointed out that the two fiscal years end in different months

    Add SN Data to Claude Code

    Make a free Shikshan Nivesh account and copy your key from your account page, under Data. It starts with sn_live_. Put it in an environment variable, so the add command carries $SN_KEY in place of the key itself, then add SN Data with one line.

    Claude Code replies "Added HTTP MCP server sn-data" and shows the key as [REDACTED]. By default the server is added to the local scope: private to you, and only in the folder you ran the command from. Add --scope user to have SN Data in every folder you open Claude Code in.

    In your terminal
    export SN_KEY=sn_live_your_key
    claude mcp add --transport http sn-data \
      https://shikshannivesh.com/mcp \
      --header "Authorization: Bearer $SN_KEY"
    
    # or, for every folder
    claude mcp add --scope user \
      --transport http sn-data \
      https://shikshannivesh.com/mcp \
      --header "Authorization: Bearer $SN_KEY"
    A terminal running claude mcp add for SN Data, with Claude Code's reply Added HTTP MCP server sn-data, and claude mcp get showing its scope and address
    Adding SN Data, then checking it with claude mcp get. Claude Code hides the key.

    Check that it connected

    claude mcp list checks each server and says whether it connected. claude mcp get sn-data shows the scope, the address and the status. Inside a Claude Code session, /mcp shows the same list.

    If the key is wrong or was deleted, the check reads "Failed to connect" with HTTP 401, and SN Data's message says the sign-in has expired or was made with a deleted key. Copy the key again from your account page, remove the server with claude mcp remove sn-data and add it again.

    Ask about a company

    Start claude in any folder and ask in plain words. The first time Claude Code wants one of SN Data's tools, it asks before using it; say yes and it reads the record. Naming SN Data in the question tells Claude Code where to look.

    For a one-off answer printed straight to the terminal, claude -p runs a single question and exits, which is how the answer above was made. A run like that cannot stop to ask, so allow SN Data's tools up front with --allowedTools.

    One question, printed and done
    claude -p "Compare Apple's revenue over its \
    last three fiscal years with NVIDIA's, using \
    SN Data, and cite the 10-Ks. Keep it short." \
      --allowedTools "mcp__sn-data__*"

    Questions to try

    Claude Code works in a folder of files, so an answer can become a file you keep: a table saved as CSV, notes on a company in Markdown, the same comparison rerun next quarter. A few questions to start with:

    For a longer walk through one research setup built on Claude Code, with its notes kept in Obsidian, see the post below.

    Paste into a Claude Code session
    Using SN Data, pull Microsoft's revenue and operating income for the
    last 8 quarters and save them to msft-quarters.csv.
    
    From SN Data, list NVIDIA's insider sales in the last 12 months and mark
    which were under a 10b5-1 trading plan, with each Form 4 link.
    
    Which funds held the most Costco shares in the latest 13F filings,
    according to SN Data? Show the top 10 and what each added or trimmed.

    How I set up Claude Code as my investment research analyst →

    What the free key covers

    A free key answers 250 calls a day, at most 60 a minute, on the last 5 fiscal years of every covered company. A question like the Apple and NVIDIA one uses a few calls. When a question reaches for a year outside the plan, SN Data says which years the plan covers and gives no figure for the others.

    The Individual plan, $19 a month, opens every year back to fiscal 2007 at up to 300 calls a minute. The same key works in the API, Excel, Google Sheets and other AI assistants, all from one daily limit.

    What SN Data does not serve

    Share prices, and figures worked out from them such as P/E and market value, are not part of SN Data. Neither is the text of 10-K sections. SN Data returns records and the filings behind them, for information only.

    The API, with a free key →

    So with one command Claude Code can read any US company's filings, and its answers come back with the 10-K, 10-Q or Form 4 behind each figure.

    Try the same data
    • SN Data for Claude, ChatGPT and Gemini →
    • Stock research in Claude →
    • The API, with a free key →
    • NVIDIA's full record →
    • What a free account gets →
    • Get a free key →

    Common questions

    How do I add a stock data MCP server to Claude Code?+
    Run claude mcp add --transport http sn-data https://shikshannivesh.com/mcp --header "Authorization: Bearer $SN_KEY", with your SN Data key in the SN_KEY environment variable. Claude Code replies that it added the HTTP MCP server, and claude mcp list shows whether it connected.
    Where do I get an SN Data key?+
    Make a free Shikshan Nivesh account and copy the key from your account page, under Data. It starts with sn_live_. The free key answers 250 calls a day on the last 5 fiscal years.
    Why does claude mcp list say Failed to connect?+
    With HTTP 401, the key in the header is wrong or was deleted. Copy the key again from your account page, run claude mcp remove sn-data, then add the server again.
    How do I use SN Data in every Claude Code project?+
    Add it with --scope user. Without a scope, claude mcp add uses the local scope, which covers only the folder you ran it in.
    Do I need the Claude app connector as well?+
    No. Claude Code reads SN Data with your key, set up in the terminal. The connector in Claude's directory is the same data for Claude on the web and desktop, connected by signing in.
    Is SN Data free in Claude Code?+
    Yes, with a free key: 250 calls a day on the last 5 fiscal years of every covered company. Plans from $19 a month open every year back to fiscal 2007.

    Free for your personal research, with credit and a link. For API access, bulk files or commercial use, tell us what you need. The data licence

    Data for teams

    The licence
    UseTerms
    Personal researchFree, with credit (Data by Shikshan Nivesh) and a link
    AI search and answer enginesWelcome to read, quote and cite
    Commercial use, products, teamsNeeds a licence
    Bulk files and full historyBy licence
    APIFree key, 250 calls a day; more with a data plan
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