SN Data: stock research in Claude, from SEC filings

Connect SN Data from Claude's directory

Open Claude's connector directory and search for SN Data, listed as SN Data by Shikshan Nivesh. It is a Community connector, made by Borkar Nexus Private Limited, at the address shikshannivesh.com/mcp. Claude shows a note on every Community listing: these connectors pass automated reviews and are not verified by Anthropic.

Click Connect. SN Data's page opens: sign in to your Shikshan Nivesh account, or make a free one, and click Connect. Back in Claude the button reads Connected. SN Data reads company records only. It cannot see or change anything in your account.

SN Data for Claude, ChatGPT and Gemini →

Switch it on in a chat

In a new chat, press the + at the bottom left of the message box and open Connectors. Each connected app has a switch there; turn SN Data on. The same menu holds Add connector and Manage connectors.

Then ask in plain words. Naming SN Data in the question, as in "Using SN Data, show…", tells Claude where to look when other tools are on too.

What the Allow once card means

The first time Claude reaches for one of SN Data's tools in a chat, it stops and asks. A card reads "Claude wants to use Financial statements from SN Data", with three buttons: Deny, Allow once and Always allow. Each tool asks on its own, so Insider trades (Form 4) and Funds holding a company show their own card the first time.

Allow once lets that one call run, and Claude asks again the next time. Always allow lets the tool run from then on without the card. Deny stops the call, and Claude answers without it. When the tools have run, a line above the answer reads "Loaded tools, used SN Data integration"; open it to see each call and what came back.

Four questions to start with

These are the four questions behind the answers above, word for word. Each one names the company, the figures and the period, and asks for the filing, so the answer comes back with its sources.

Using SN Data, show Apple's revenue, operating income and net income
for the last 5 fiscal years in a table, with the 10-K each year came from.

Now list NVIDIA's insider sales in the last 12 months from SN Data: who
sold, how many shares, and which sales were under a 10b5-1 trading plan.

Next, from SN Data: which funds held the most Costco shares in the latest
13F filings? Show the top 10 with shares and the quarter.

Last one: using SN Data's standard lines, compare Visa and Mastercard on
revenue growth and operating margin over the last 5 fiscal years.

Reading what comes back

Apple's answer linked each year to its 10-K and explained that SN Data takes every year from the most recent 10-K that reports it, so fiscal 2024 to 2026 all point to the 10-K filed on 3 November 2026. NVIDIA's came back as 172 sales on Form 4 from 11 insiders over twelve months, about 8.94 million shares worth about $1.87 billion, with the sales under a 10b5-1 plan marked apart from the rest and each insider's latest Form 4 linked.

Costco's answer gave the 13F quarter it used, 30 June 2026, and noted when the next quarter's filings are due. The Visa and Mastercard answer used standard lines, which give every company the same line names so the two line up, and it said so: standard lines carry no filing link, while the as-reported lines do. Asking for the filing in the question is the simplest way to get one beside every figure.

What the free account covers

A free Shikshan Nivesh account covers the last 5 fiscal years of every covered company, and 250 calls a day from the same limit as your API key. A question like Apple's uses a few calls. When a question reaches for a year outside the plan, the connector 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. To disconnect Claude, open API keys on your account page and press Disconnect beside it under Connected assistants.

What a free account gets →