Use Vitati360 in Claude

The Vitati360 connector lets Claude answer questions with Vitati360 data: financial statements, ratios, peer comparisons, company screens and sector trends, from company filings with SEC EDGAR. It is included in the Premium and Enterprise plans.

Connect

In Claude, open Settings, then Connectors, and find Vitati360.
Click Connect and sign in with your Vitati360 email and password.
Allow Claude to access your account.

Vitati360 is being added to Claude’s connector directory. Until it appears there, email [email protected] for early access.

Make sure the connector is switched on in your chat. Claude then uses it whenever a question needs company data. To be certain, start your question with “Using Vitati360”.

What to ask

“What was Apple’s revenue and net income for the last 3 years?”
“Compare Microsoft and Alphabet’s EBITDA margin for their latest fiscal year.”
“Show US technology companies with revenue above 100 billion dollars.”
“How have Energy companies’ EBITDA margins moved over the last 5 years?”
“Plot Nvidia’s quarterly revenue for the last 8 quarters.” Claude draws the chart from the figures it fetches.

How the figures are given

Amounts are in millions of the stated currency, and percentages in percent points. Every figure comes with its period, such as FY 2025. Companies’ fiscal years end on different dates, and Claude says so when it compares them.

Good to know

One AI connection per account. Connecting Claude, ChatGPT or another AI app disconnects the previous one. Your Vitati360 website session is not affected.
Weekly sign-in. A connection lasts 7 days. After that, click Connect to sign in again.
Daily limit. Each plan includes a number of data requests a day from AI apps. One question usually takes 2 to 6. The count resets at 00:00 UTC.
Your data. Vitati360 receives only the requests Claude makes to it, never your conversation with Claude.

The full guide, with every message the connector can show, is at docs.vitati360.com/mcp.