March 4, 2026
Claude, MCP, Skill/5 minutes read
Every quarter, the same pressure hits research desks across the financial industry. Earnings season arrives, markets shift, and teams scramble to produce reports that are accurate, well-structured, and delivered on time. Analysts juggle fragmented data sources, inconsistent templates, and tight deadlines. The result? Uneven quality, missed coverage, and reports that take hours when they should take minutes.
What if you could produce professional-grade financial reports with consistent depth, consistent format, and at scale?
That is now possible with Claude, Bigdata MCP, and Bigdata Skills.
The problem with traditional research workflows
Financial institutions invest heavily in research. But the process of producing a single report still involves too many manual steps: pulling data from multiple platforms, cross-referencing figures, formatting results into a consistent template, and reviewing for accuracy. Multiply that across dozens of companies, sectors, or regions, and you start to see why coverage gaps appear. Junior analysts burn time on formatting instead of analysis. Senior analysts spend their day reviewing inconsistent outputs instead of making decisions. The bottleneck is not intelligence. It is workflow.A new approach: Claude + Bigdata MCP and Skills
We have built a system that brings together three components to solve this problem end to end.1. Bigdata MCP Connector for Claude
The Bigdata.com Official Connector gives Claude direct access to Bigdata’s premium financial data, knowledge graph, and research engine. Once enabled, Claude can query real-time company data, financial metrics, analyst estimates, market news, and more, all without leaving the conversation. Setting it up takes minutes. Your team admin enables the connector in Claude’s Organization settings, and each user connects with their own Bigdata.com credentials. From there, every Claude conversation has Bigdata’s full data layer at its fingertips.2. Financial Research Analyst Skill
The Financial Research Analyst skill is where the magic happens. It is a structured workflow engine that guides Claude through a repeatable research-and-writing process. Instead of getting a generic AI response, you get a report that follows a defined methodology: sourcing data from Bigdata, validating it, analyzing it in context, and writing it in a standardized format. Think of it as giving Claude the playbook your best analyst follows, and then letting it execute that playbook at scale.3. The reports you can generate
With this setup, your team can produce a wide range of professional research outputs on demand: Public Company Analysis| Report Type | What you get |
|---|---|
| Company Brief | A comprehensive overview covering business model, financials, competitive positioning, and market context |
| Earnings Preview | Pre-earnings preparation with analyst estimates, historical performance trends, and key metrics to watch |
| Earnings Digest | A structured summary of earnings calls and quarterly results turned into actionable insights |
| Risk Assessment | A data-driven evaluation of company-specific and market risks, with exposure analysis |
| Report Type | What you get |
|---|---|
| Sector Analysis | Performance, valuations, sub-industry breakdowns, themes, and upcoming catalysts |
| Country Economic Profile | GDP, inflation, monetary policy, labor market dynamics, and investment implications |
| Country-Sector Analysis | Macro backdrop combined with sector-specific analysis for a given market (e.g., “US Technology”) |
| Cross-Sector Comparison | Relative valuations, earnings growth, cycle positioning, and rotation signals |
| Thematic Research | Deep analysis of macro themes like AI, energy transition, and interest rate regimes |
| Regional Comparison | G7/G20 economic comparison with currency, cross-asset views, and allocation signals |
Why this changes the game
Consistency at scale
Every report follows the same structure, the same depth of analysis, and the same sourcing methodology. Whether you are covering one company or fifty, the quality does not degrade.Speed without shortcuts
A company brief that took an analyst two hours can now be generated in minutes. An earnings preview that required pulling data from five different platforms now comes from a single conversation. The time savings compound across the entire research team.Customizable to your standards
The Financial Research Analyst skill is open source. You can fork the repository and customize the workflows, output format, and analysis structure to match your firm’s standards. Your branding, your templates, your methodology, powered by Bigdata’s data engine.Always current
Because the Bigdata MCP connector pulls live data, your reports reflect the latest available information. No stale spreadsheets, no outdated snapshots.Getting started
Setting up the full stack takes less than ten minutes:- Enable the Bigdata MCP connector in your Claude organization. Follow the Claude MCP Integration guide to add the official connector and configure permissions.
-
Install the Financial Research Analyst skill from the GitHub releases page. Upload the
.skillfile in Claude’s Settings under Capabilities. - Start generating reports. Open a Claude conversation and try:
- Company Brief
- Earnings Preview
- Sector Analysis
- G7 Economic Outlook
Prompt:Output:
What comes next
This is only the beginning. We are actively expanding the library of skills and workflows available through Bigdata MCP. If your team has a research workflow that could benefit from this approach, email us to support@bigdata.com. We would love to hear what you are building.OS
Oscar Sanchez Iglesias
Senior Product Manager

