# Connect Claude to Dividend Data

> Markdown mirror of https://www.dividenddata.com/connections/claude for AI agents. All apps: https://www.dividenddata.com/connections.md

Research stocks and funds in Claude, with a link to check every answer.

- Connector address: https://www.dividenddata.com/mcp
- Steps follow Anthropic's own guide: https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp

## Set Up Claude

1. In Claude on the web or desktop, open **Customize**, then **Connectors**, and choose **Add custom connector** from the **+** menu.
2. Name it Dividend Data and paste the connector address: `https://www.dividenddata.com/mcp`
3. Choose **Continue**, keep the sign-in settings Claude finds, and choose **Add**.
4. Sign in with your Dividend Data account when it asks, and approve access.

Custom connectors work on every Claude plan: Free, Pro, Max, Ultra, Team and Enterprise. On Free, Claude holds one custom connector.

Once added, it works in Claude for iOS and Android too. Turn it on in a chat from the **+** menu, under **Connectors**.

On a Team or Enterprise plan, an Owner adds it first: **Organization settings**, **Connectors**, **Add**, then **Custom** and **Web**. Then choose **Connect** on it under **Customize**, **Connectors**.

Apps move their menus. If a step doesn't match what you see, Anthropic's own guide has the latest: https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp

## Check It Works

Start a new chat and ask:

> Show Microsoft's revenue and net income for the last five fiscal years with Dividend Data.

## Claude Troubleshooting

### Claude won't let me add another connector.

On the Free plan, Claude holds one custom connector. Remove the one you have under **Customize**, **Connectors** to make room for Dividend Data, or move to a paid plan, which has no such limit.

### I need to change the connector's name or address.

Claude can't edit a connector. Remove it under **Customize**, **Connectors** (the three dots next to it), then add it again with the new details.

### Claude asks before every Dividend Data tool.

Claude asks for approval before a connector's tools run. Choose **Allow always** only for tools you trust to run on their own, and turn off any you don't need in the **Search and tools** menu. Dividend Data can add to your watchlist or portfolio only after you turn on **Allow Changes**, and it never removes, edits, trades or moves money.

### Does Research use Dividend Data?

Yes. During Research, Claude calls connector tools on its own without asking each time, so one long report can make many Dividend Data requests. They count toward your plan's daily limit, listed under [What Your Agent Gets](https://www.dividenddata.com/connections#plans).

## Once You're Connected

- Prompts to Try (questions that show what it can do): https://www.dividenddata.com/connections#prompts
- What Your Agent Gets (free and pro, the same numbers as the site): https://www.dividenddata.com/connections#plans
- Allow Changes (let it add to your watchlist and portfolio): https://www.dividenddata.com/connections#changes
- Fixes for Every App (sign-in, missing tools and pro answers): https://www.dividenddata.com/connections#troubleshooting

All of it as Markdown: https://www.dividenddata.com/connections.md

Still stuck? Read the setup guide (https://www.dividenddata.com/help/getting-started/connect-ai-agents) or contact support (https://www.dividenddata.com/help/account-billing/contact-support).