FundFacts in Claude: a connector for fund and ETF data

What Claude can do with it

Once the connector is on, Claude answers fund questions from FundFacts' figures instead of from memory, and quotes the date they refer to. It can:

• Look up a fund or ETF by ISIN (get_fund): fees and KID costs, the 1–7 risk indicator, top holdings, sector and country exposure, returns, volatility and drawdown, with the date of the figures.
• Find an ISIN from a fund name, an issuer or a ticker such as IWDA (search_funds, not counted).
• Compare funds side by side on fees, risk, size, returns and concentration (compare_funds; several ISINs per call from Starter).
• Look through a portfolio and measure holdings overlap (analyze_portfolio, fund_overlap; Pro, Scale and Enterprise).
• Read a French SCPI: prices, distribution rate by year, occupancy, documents (search_scpi, get_scpi).

On claude.ai and in Claude Desktop, each result also renders as an interactive card next to the answer: a fund card, a comparison table, a portfolio look-through, a holdings overlap or an SCPI card. Claude still receives the data, so follow-up questions work from the same call.

FundFacts API is not in Claude's connector directory today, so it is added as a custom connector, which takes about a minute.

Add FundFacts to Claude

1. Open the connector dialog. This link opens Customize → Connectors → Add custom connector on claude.ai with the name FundFacts and the URL filled in, for you to review. Or open that screen yourself, name it FundFacts and paste https://fundfactsapi.com/api/mcp as the remote MCP server URL.
2. Leave the OAuth fields empty. Leave the advanced OAuth client ID and secret empty: the connector registers itself.
3. Connect and sign in. Click Connect, sign in with your FundFacts account on the consent screen and approve. No account yet? Sign up first: the Free plan needs no card.
4. Turn it on in a conversation. Check that FundFacts is enabled in the tools menu, then ask about a fund, or ask for a tour of FundFacts.

Where it works

The connector follows your Claude account: added once, it is available on claude.ai, in Claude Desktop and in Cowork. The Free Claude plan allows one custom connector. On Team and Enterprise, an Owner adds it under Organization settings → Connectors.

Claude Code adds the same server from the terminal, then /mcp to sign in:

bash
claude mcp add --transport http fundfacts https://fundfactsapi.com/api/mcp

Or install the FundFacts plugin, which adds the server and four skills on how to read and present the fund data, then /mcp to sign in:

text
/plugin marketplace add fundfactsapi/fundfacts-plugin
/plugin install fundfacts@fundfacts

Claude Code is a terminal, so it shows the results as text, with the same figures. Cursor, VS Code, Windsurf and Codex are on the MCP server page.

Prompts that work as they are

• "Give me a tour of FundFacts." (the tour prompt, then get_fund on the example fund, not counted)
• "Look up IWDA with FundFacts: its ongoing charge, its ten largest holdings and the date of the figures." (search_funds, then get_fund)
• "Compare IE00B4L5Y983 and IE00B3RBWM25 on fees, 5-year returns and worst drawdown." (compare_funds from Starter; on Free, one get_fund per fund)
• "I hold 60% IE00B4L5Y983 and 40% IE00B3RBWM25. What is my real US exposure and my blended fee?" (analyze_portfolio, Pro and above)
• "What has the SCPI Épargne Pierre distributed over the last few years, and how full are its buildings?" (search_scpi, then get_scpi)

What it costs

Adding the connector costs nothing. FundFacts API works on every plan, Free included: 15 lookups a month, no card. Each fund found counts as one request, exactly like the REST API; searches, misses and the example fund IE00B4L5Y983 are not counted. The Free plan reads one ISIN per call, so comparing funds in one call starts on Starter ($9.99 a month for 500 requests), and portfolio look-through and holdings overlap come with Pro, Scale and Enterprise (from $49 a month). The connection shares the account's allowance with its API keys; when it runs out, Claude is told the reset date, and searches and the example fund keep working.

Your account stays in control

Claude holds an access token that only works on the MCP server; no API key leaves your dashboard. The connection is listed under Connected apps in the dashboard, with its last use and requests this month, and Disconnect cuts it off at once. Anthropic receives the tool results and processes the conversation under its own policy (privacy policy).

What it does not do

• No prices or quotes. Factsheet data re-read at most every 24 hours and a monthly performance series; prices come from a market-data API or a broker.
• Funds only. UCITS funds, ETFs, money-market funds and French SCPIs. Stocks, bonds and indices come back as not found.
• No advice. Published figures with their date; the server tells the assistant not to recommend buying or selling.
• Read-only. No tool touches your account, keys or billing.

Informational data, not investment advice.