How to Analyze Financial Disclosures with Claude
Analyze financial disclosures with Claude and ToolRouter. Extract XBRL financial facts from SEC filings.
Tool
Claude leverages XBRL financial facts for precise quantitative analysis, extracting structured metrics and performing cross-company comparisons with analytical rigor. It builds multi-metric profiles, calculates derived ratios, and asks follow-up questions to refine the analysis for your specific screening criteria.
Connect ToolRouter to Claude
1Open connector settings Open Settings
2Add a custom connector with these details
Name
ToolRouterURL
https://api.toolrouter.com/mcp3Let Claude set you up Open Claude
Steps
Once connected (see setup above), use the SEC Filings tool:
- Ask Claude: "Get financial facts for Apple -- revenue, net income, and total assets using sec-filings"
- Claude extracts the structured financial data from EDGAR
- Ask: "Compare these metrics with Microsoft's financial facts"
- Build a comparison table for your analysis
Example Prompt
Try this with Claude using the SEC Filings tool
Extract financial facts for Apple: revenue, net income, EPS, total assets, and total debt. Show the last 3 years of data for trend analysis.
Tips
- Financial facts use XBRL tags -- Claude can explain what each metric represents
- Build comparison tables across companies using the same financial fact categories
- Combine with company_info for context about the company behind the numbers