Overview and Setup
MCP + skills that act as a financial data analysis plugin for your AI tools
How it works
Harmoney MCP + skills together form a plugin that allow's your AI tools and agents to access financial-data from Harmoney's database and run analysis using Harmoney's analytics library.
The MCP + skills help your AI agents to get validated data with minimal instructions from trusted sources that are validated and scrubbed. This brings accuracy, reliability and consistency to your analysis and should help you save time spent on methodology and fact checking.
Setup
While these instructions are Claude and Codex specific, you can follow corresponding steps for other clients too. You can plug the MCP + skills in any MCP-compatible client.
Claude Instructions
- Go to Organization Settings → Connectors, add https://mcp.harmoney.in/mcp and name it "Harmoney MCP"
- Allowing our domain: Go to Organization Settings → Capabilities → Code Execution and add this domain to allowed list - mcp.harmoney.in
- Connect your account
- Go to Personal Settings → Connectors → Click Connect / Authorize
- Complete Authentication
- Grant access to all tools
- Upload the Harmoney Skill
- Download the skill from here - https://mcp.harmoney.in/skill/download
- Go to Customize -> Skills and Upload Skill
Codex Instructions
- Go to Settings → MCP Servers, and click
Add Server- Give server name "Harmoney MCP" or any other name you like
- Select Streamable HTTP and add https://mcp.harmoney.in/mcp under URL
- Save - this will add the MCP server
- To add Harmoney skills
- Start a new chat in codex and paste this prompt: "Download and install skill from https://mcp.harmoney.in/skill/download using skill-installer workflow"
- Allow the workflow to execute - it will ask for your confirmation a few times
- Restart codex so that it picks up the changes
Examples
You can now test whether the connection is working. Few sample questions to get you started:
- Get the recent social media posts on Nvidia
- Get comparison of analyst estimate and actual earnings for US consumer stocks
Other examples use cases include analysis around earnings guidance, searching filings and footnotes, impact of news on stocks or sectors, and real-time prices.
Updated 1 day ago