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MCP
Guide v1.2

Connect Fintent to AI Assistants

Bring Fintent's predictive signals — M&A intent, CapRaise, Distress, and Deal-Maker scores — directly into your Claude and ChatGPT conversations using the Model Context Protocol.

What This Integration Enables

Once you connect the Fintent MCP, your AI assistant can pull signal data on demand inside any chat — for one-off lookups, weekly reviews, list scoring, or multi-step workflows you paste in.

Ad-hoc lookups — paste a list of companies and ask "What are the current Fintent scores for these?". The assistant calls the MCP and returns scores, trend flags, and the deal-maker firms researching each company.

Saved-screener reviews — ask for this week's high-scoring companies from a specific screener, filter by signal type or threshold, and summarize what changed.

Trends over time — ask how a company or a whole screener has moved over the last year. The assistant pulls up to 12 months of weekly scores and the topics behind them, so it can tell you when a signal started rather than only that it exists today.

Spreadsheets on demand — ask for a screener and its history as an Excel file. It is rendered on our side and handed back as a download link, so a few thousand companies take one request rather than a long back-and-forth.

Screener upkeep — have the assistant build a screener from a list you paste in, add companies as you find them, and clear out the ones that went quiet. It asks before removing anything.

Company searches: describe the kind of companies you're after, such as “US community banks focused on SBA lending”. The assistant splits it into narrow sub-sectors, searches each one, sharpens the results with you, then exports them to Excel or saves them as a screener or a List.

Sector Trends reports: ask how M&A, capital-raise and distress activity is moving across a market and which of its sub-sectors are heating up or cooling off. The assistant can also build a new report from a company search or a list you upload. Available when Sector Trends is turned on for your organization.

Multi-step skills — paste in a longer workflow prompt and the assistant will run the full sequence using the MCP plus other connectors you have enabled (PitchBook, CapIQ, your CRM, web search).

Before You Start

• An AI assistant: Claude (claude.ai in a browser or Claude Desktop) or ChatGPT on a paid plan (setup happens on chatgpt.com in a browser).

• A Fintent account — you'll sign in during the connect flow.

• Available today: Claude (listed in the Connectors Directory) and ChatGPT (Plus, Pro, Business, Enterprise or Edu). GitHub Copilot support is in progress. Email support@fintent.ai if you'd like to be notified when it lands.

Setup Instructions

Claude
ChatGPT
Copilot

Claude

Fintent is listed in the Claude Connectors Directory, so setup takes under a minute and there is no URL to paste. It works on claude.ai in a browser and in Claude Desktop, and once added it is also available in the Claude mobile apps.

1 Open the Fintent.ai listing and sign in to Claude if asked. Or, inside Claude, go to Customize → Connectors, click Browse connectors and search for Fintent

2 Click Connect

3 Sign in to your Fintent account and click Allow on the Fintent consent screen. Use the same credentials you use for the Fintent app

4 Start a new chat and ask away. Fintent tools are on by default; you can toggle them per chat from the + menu under Connectors

On a Team or Enterprise plan

Owners control which connectors members can use. If Fintent doesn't show up or Connect is greyed out, ask an Owner to add Fintent under Organization settings → Connectors. Each member then connects with their own Fintent login.

Adding it by URL instead

If your organization only allows custom connectors, go to Customize → Connectors, click Add custom connector, name it Fintent and paste the MCP server URL:

Leave the advanced settings empty, click Add, then Connect and sign in to Fintent as above.

GitHub Copilot Support

We're working on bringing Fintent signals to GitHub Copilot.
Let us know you're interested and we'll notify you when it's ready.

Request Copilot Access

ChatGPT

Fintent connects to ChatGPT as a custom app through Developer mode. Setup takes a few minutes and has to be done on chatgpt.com in a browser. Once connected, Fintent also works in the ChatGPT desktop and mobile apps. You need a paid ChatGPT plan (Plus, Pro, Business, Enterprise or Edu).

1 Go to chatgpt.com and click your profile card (your name, bottom left) to open Settings

2 Open Security and login and turn on Developer mode. On some accounts the toggle is at the bottom of the Plugins section instead

3 Close Settings, open Plugins from the left sidebar and click the + button next to the search bar, then Create app

4 In the New Plugin window, click Create MCP App (bottom left). Skip the upload area

5 Fill in the form:

• Name: Fintent

• Connection: keep Server URL and paste:

• Authentication: OAuth. Leave Advanced OAuth settings as they are (Dynamic Client Registration, scope mcp). A note that CIMD is unavailable is expected

• Tick I understand and want to continue. ChatGPT shows this for every app added in Developer mode

6 Click Create, sign in to your Fintent account and click Allow on the Fintent consent screen. Use the same credentials you use for the Fintent app

7 Back in ChatGPT, Fintent shows under Connected accounts. If the Tools list is empty, click Refresh at the bottom of the page

8 Start a new chat, choose Developer mode from the + menu, select Fintent (or type @Fintent) and ask away

On a Business, Enterprise or Edu workspace

Workspace admins control Developer mode. If you don't see the toggle, ask your admin to enable Developer mode / Create custom MCP connectors under Workspace Settings → Permissions & Roles, or to add Fintent once and publish it to the whole workspace. Apps added in Developer mode are personal, so each person on a Plus or Pro plan adds Fintent for themselves.

Available Tools

Once connected, your AI assistant can use these tools:

lookup_intent_signals
Look up scores for a list of company domains. Best for: ad-hoc lookups, list scoring, score-checking before a call. Up to 500 domains per request. Each company Fintent recognizes counts once per week toward your weekly unique-company allowance; unknown domains are not counted.
get_screener_signals
Pull signals from your saved Fintent screeners, each with its 3-month and 6-month values beside the current score. Companies come back ranked by their strongest signal, highest first, so “show me my top 10 companies” is one call; rank by the 3- or 6-month value instead for sustained activity. Best for: weekly reviews, and “which of my tracked companies are heating up or cooling off?” — the 3/6-month values answer that without pulling any weekly history.
get_signal_history
Up to 12 months of weekly history for a list of domains. Best for: “is M&A interest building or fading here?”, comparing two companies' trajectories, dating when deal-maker attention started.
get_screener_signal_history
Week-by-week history for companies in your screeners. Best for: the actual weekly shape of a specific few — “when exactly did deal-maker attention start here?”. Narrow it with a screener name; for a whole screener use export_screener_history instead.
get_connected_account
Which Fintent account and organization this connection is signed in as. Used by ChatGPT to tell apart accounts when you connect more than one; handy for “which Fintent account am I using?”.
check_api_quota
Health check + usage against all three quotas: weekly unique companies, tracked companies and monthly deletions. Best for: confirming the connector is alive and you have headroom before a big pull.

Managing Screeners

Your assistant can also build and maintain screeners for you — “make me a screener for these twelve targets”, “drop the ones that went quiet”. Removals are flagged as destructive, so the assistant asks before it runs one.

list_screeners
Everything you're tracking, with company counts. Best for: answering “what am I watching?” and finding the screener to act on.
create_screener
Start a new screener, optionally seeded with companies. Domains we hold no company for are reported back rather than silently dropped.
add_companies_to_screener
Add companies to a screener you already have. Companies already in it cost nothing.
remove_companies_from_screener
Take companies out. Every removed company spends your monthly deletion allowance, except from the premade screener Fintent set up for you, which is free. Ask by name — "drop Cake" — and the assistant resolves it to the right company from the screener before confirming.
export_screener_history
Build an Excel workbook of a screener and up to 12 months of its weekly signal history, with each company's tier, plus the contacts revealed for your Tier 1 and Tier 2 companies (and any others you revealed for its companies), and get back a download link. One call instead of paging the data out signal by signal, and it costs you no quota.
get_export_status
Check on a running export and collect its download link. Links last 15 minutes.
delete_screener
Delete a whole screener and everything in it. Ask the assistant to show you the name and size first.

Finding Companies

Ask for companies in plain words, such as “companies in the crypto economy”. The assistant asks what to leave out, splits the request into narrow sub-sectors with example companies, searches each one, reviews the top matches and sharpens the keywords where needed. Searches cover US companies and use no quota.

start_company_search
Start a search for companies that fit a description, with its exclusions: companies already in your screeners, a List (such as one you uploaded), or whole industries and keywords.
search_company_segments
Run a few sub-sectors at a time. Each comes back in seconds with the keywords and industries it used, how many companies matched, which of your example companies it found, and the top 50 matches to review. Re-run a sub-sector with edited keywords to sharpen it.
get_company_search
Page through the combined results. A company found in several sub-sectors appears once, listing each of them.
export_company_search
Build an Excel file of the results, the same workbook as a Fintent Search download with a Subsector column, and get back a download link. Counts as one of your monthly search downloads.
save_company_search
Save every company found as a new screener (tracked for signals, counts against your plan) or as a List (free).
list_company_searches
Your organization's saved company searches, so a search can be picked up again in a later conversation. update_company_search renames one, changes its exclusions or drops sub-sectors; delete_company_search removes it.

Lists and Saved Searches

Lists are plain company lists that cost nothing and are not tracked for signals; they are handy for excluding companies from a search. Saved searches are the filter sets saved on Fintent's Search page.

list_lists / get_list
Your Lists (plain company lists such as current clients) and the companies in each.
create_list
Turn a pasted or uploaded set of domains into a List, for example to exclude those companies from a search. Lists are free.
add_companies_to_list / remove_companies_from_list
Keep a List up to date. Removals are free.
delete_list
Delete a List. Free.
list_saved_searches / get_saved_search
Your organization's saved searches from the Search page, and the companies each one matches right now.
save_segment_as_saved_search
Save one sub-sector of a company search as a saved search you can open on the Search page or use as a Sector Trends source.
rename_saved_search / delete_saved_search
Tidy up saved searches.

Sector Trends Reports

Sector Trends reports track how intent signals move over time across a set of companies, split into sub-sectors and compared with the wider market. These tools appear when Sector Trends is turned on for your organization.

list_sector_trends_reports
Your organization's Sector Trends reports. Best for: “what reports do I have?” and finding the report to open.
get_sector_trends
A report's signal trends over time with its written summary, for the whole market or one sub-sector. Best for: “is M&A heating up in my portfolio?” and “which sub-sectors are hot right now?”.
suggest_report_subsectors
Start a new report: from your Lists or saved searches (3,000 to 100,000 companies) and your own description of them, suggest the sub-sectors to split it into. get_report_subsector_suggestions collects the result, usually within a minute.
create_sector_trends_report
Build the report from the sub-sectors you confirmed. It takes a few minutes and counts against your organization's report limit.

Signal Types

Each signal score is on a 0–100 scale. Every row also includes 3-month and 6-month activity values (scaled sums of the weekly scores, not averages), trend flags (new signal, increasing, decreasing), up to three topic keywords explaining the read, and — for Deal-Maker scores — the named firms (PE, IB, VC, law) doing the research.

Each signal type's definition, as set for your organization, is returned once per response in signal_definitions rather than repeated on every company, which keeps large screener pulls within the assistant's response limits.

M&A Score
Likelihood the company is preparing for a sale or other M&A event.
CapRaise Score
Likelihood the company is raising growth equity, late-stage venture, or other financing.
Distress Score
Likelihood the company is in financial or operational distress.
Deal-Maker Score (M&A)
Which middle-market PE / IB / VC / law firms are researching the company in the context of M&A activity.
Deal-Maker Score (CapRaise)
Which firms are researching the company in the context of capital-raise activity.
Custom Scores
Depends on the custom scores created for your organization.

Example Prompts

Start a new conversation and just ask — you don't need to call the tools by name. A few patterns that work well:

Quick lookups

• "What are the current Fintent scores for datadog.com, hubspot.com, and snowflake.com?"

• "Paste my list of 50 portfolio company domains and check which ones have an M&A score above 40."

• "Show me everything Fintent has on acme.com — scores, trends, deal-maker reads, and topics."

Saved-screener reviews

• "Pull all companies from my Healthcare Services screener with an M&A score of 50 or higher this week."

• "In my Vertical SaaS screener, which companies have the signal_increase flag on M&A score?"

• "Across all my screeners, give me the top 20 distress scores with the new_signal flag."

Trends over time

• "How has acme.com's M&A score moved over the last 12 months? When did it start climbing?"

• "Compare the last year of CapRaise signal for acme.com and globex.com — which one is accelerating?"

• "In my Vertical SaaS screener, which companies have built the most sustained M&A signal since January rather than spiking once?"

Building and tidying screeners

• "Create a screener called Q3 Targets with these fifteen domains, and tell me which ones you couldn't match."

• "Add acme.com and globex.com to my Healthcare Services screener."

• "Show me everything in Q3 Targets with no signal at all in the last six months, then remove them."

• "Drop Cake from Q3 Targets." — companies come back with their names, so you can refer to them the way you actually think of them rather than by domain.

• "Download Q3 Targets with 12 months of history as an Excel file." — the workbook is built on our side and you get a link back, rather than the assistant reading the data out screen by screen.

Combined with other connectors

The real leverage shows up when you combine the Fintent MCP with other connectors in the same conversation — PitchBook for financials, your CRM for relationship history, web search for recent news.

Troubleshooting

"ChatGPT can't connect to Fintent."

Make sure you are setting it up on chatgpt.com in a browser (Developer mode is web only), you used Create MCP App rather than the plugin upload, the URL is pasted exactly, and authentication is set to OAuth. If the Tools list stays empty after connecting, click Refresh on the Fintent page in Settings → Plugins. If ChatGPT later says the connection expired, disconnect Fintent there and connect it again.

"Claude doesn't see the Fintent tools."

Four things to check: (1) Fintent shows as Connected in Customize → Connectors; (2) you're in a new chat (existing chats don't pick up newly added connectors mid-conversation); (3) Fintent is switched on in the chat's + menu under Connectors; (4) on Claude Desktop, fully quit and relaunch the app. If you previously added Fintent as a custom connector by URL, remove that one so you aren't running two copies.

"The MCP returned no results for my domain."

Fintent only returns scores for companies that have generated signal activity. A domain listed under companies_not_found doesn't match a company Fintent holds (and wasn't charged to your quota); try the company's primary website domain. A matched company with no signals has had no activity in the last six months.

"A tool said the rate limit was reached."

The MCP allows 200 tool calls per minute per organization, shared by everyone in your organization who has the connector. The error says how many seconds to wait; asking again after that works normally.

"check_api_quota says I'm at my limit."

The MCP shares the weekly unique-company quota with your other Fintent integrations. Wait for the quota window to reset, or contact your Fintent account team about raising the limit. Note that exports are never metered, so downloading a screener cannot put you over a limit.

Need Help?

For questions or Copilot notification requests, email support@fintent.ai — we typically reply within a few hours during business days.

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