VerityData MCP Connector

The VerityData MCP Connector provides access to a growing library of AI-ready data, including VerityData's analyst research, filings search and structured datasets for Insider Activity, Management Changes and Buybacks & ATM offerings.

Access and Authentication

An auth token is required to connect and use the server. If you do not have an auth token contact your account representative or reach out to datafeeds@verityplatform.com.

Claude Integration

The VerityData MCP Connector currently works with Claude Pro. Additional integrations are planned.

Users with a Claude Pro account can add VerityData as a custom connector:

1. Go to Settings → Connectors → Add custom connector
2. Enter a name and paste in the MCP URL that includes your full token

Tools

Research

• get_research – Verity research notes and articles

Company Events

• get_company_events – Notable company events (positive/negative events, management changes, buybacks, grants)
• get_company_events_evcodes – Event codes and types for filtering company events

Insider Activity

• get_insider_transactions – Insider trading activity (purchases, sales, etc. with notable event flags)
• tenb5_plans – Details on 10b5-1 trading plans

Management Changes

• mcevents_summary – Summary of management changes (hires/departures by position)
• mcevents_detailed – Detailed management change events

Capital Management Programs

• atm_announce – ATM (At-The-Market) program announcements
• atm_sales – ATM program sales data
• buyback_announce – Share buyback program announcements
• buyback_quarterly – Quarterly buyback activity and effectiveness
• buyback_special_plans – Details on special buyback structures: ASRs, Dutch auctions, tender offers, and private repurchases

Filings

• get_filing_list – Lists SEC filings for a company, filterable by form type and date
• get_latest_filing – Returns the most recent filing of a specific form type fro a company
• get_filing_content – Retrieves the full or partial text of a specific SEC filing, with optional diff/change tracking
• get_tlitem_map – Returns the top-level item map for a given form type (e.g. maps "risk" → "Item 1A. Risk Factors")
• get_risk_factor_counts – Returns counts of new, changed, added, and deleted risk factors for a list of companies in a given year
• search_filings – Full-text keyword search across SEC filing content, with filters for form type, section, and change type

Reference

• get_company_info – Get company name/sector/industry/market cap from ticker
• get_industry_tickers – Get tickers for companies in an industry/sector
• get_watchlist_tickers – Get tickers from your personal watchlist

Skills

• verity-idea-discovery-dashboard – interactive dashboard that surfaces VerityData research briefs through six curated Spotlight views

The VerityData Idea Discovery Dashboard surfaces the last 120 days of VerityData research briefs through six curated Spotlight views designed for portfolio managers, analysts, and traders. Once installed you can trigger the skill with phrases such as: "morning briefing," "scan the market," "what are insiders telling us," "show me insider themes," "VIDD dashboard," or any broad market-scanning request.

The six spotlights it builds are:

• Positive Sentiment / Valuation Signals – Buying and Buyback briefs, split Actionable/Informational, with 7/30/90d lookback toggle
• Negative Sentiment / Valuation Signals – Selling and ATM briefs, split Actionable/Informational, with 7/30/90d lookback toggle
• Unusual Compensation – Off-cadence and stock-price-targeted executive grants, flat list with 7/30/90d toggle
• Sector Themes – Curated 120d view of sectors where one direction (bullish/bearish) dominates 2x+ over the other
• Behavioral Themes – Curated 120d patterns: CEO Buying, Multi-Insider Activity, Buying on Weakness, Sentiment Reversals, Selling on Strength, Notable 10b5-1 Activity
• P2P Themes – Curated 120d peer-to-peer alignment or divergence among direct business competitors

Click to download

To install download the skill and go to Customize → Skills → Create skill → Upload a skill in Claude Pro.

Best Practices

Enable the VerityData Tools

After connecting the VerityData MCP, go to your Claude settings and confirm the VerityData connector is showing as active. If a data request fails or Claude responds from general knowledge instead of pulling Verity data, this is the first thing to check.

Recommended Settings

• Web search: Turn on to let Claude supplement Verity data with news and company context.
• Files feature preview: Turn on so Claude can produce Excel, Word, PDF, and PowerPoint deliverables.
• Multiple connectors: If you have other MCP sources connected (market data, news), Claude can combine data from multiple connectors in a single response.

Set Your Preferences

• Work description: Select a finance-related option under “what best describes your work” so Claude calibrates responses to your expertise level.
• Personal preferences: Use this field for standing instructions: tickers you follow, output formats, coverage areas. Applies across all conversations.
• Memory: Lets Claude remember preferences across sessions. Check with your compliance team before enabling.
• Projects: For repeat workflows, Projects let you set persistent instructions and upload reference documents. Optional but worth exploring.

Working with the Tools

• Be specific: Specify ticker symbols, time periods, and data types (insider transactions, research briefs, buyback activity, SEC filings).
• Name your output: Say “give me this in Excel” or “build a dashboard” so Claude routes to the right format.
• Combine and stack: Pull from multiple connectors and across multiple tickers in a single request.
• Iterate, don’t restart: Refine with follow-ups like “remove the exercise-and-sales” or “narrow to 90 days.”
• Research briefs: Written by the VerityData research team — a data source, not something Claude generates. Pull, summarize, filter, or incorporate them into analysis.

Usage Awareness

Simple data pulls are lightweight. Multi-ticker requests that combine several tools and generate formatted outputs (dashboards, workbooks, reports) use significantly more. This doesn’t mean you should avoid complex workflows — just be aware they consume more on plans with usage limits or metered billing. Breaking large requests into smaller steps across separate conversations can help.

Troubleshooting

• No data returned: Check that the VerityData connector is active. Verify the ticker symbol and time period.
• Claude doesn’t use the tools: Mention VerityData by name or reference specific data types so Claude routes to the MCP.
• Output looks wrong: Tell Claude what to fix in a follow-up rather than starting over.
• Slow responses: Multi-tool, multi-ticker requests take longer due to sequential data calls. Normal.
• Skill not applied: Make sure you’re in the Project where the skill is uploaded. Skills aren’t available outside their Project.