FINNY Comes to Anthropic’s Claude for Financial Advisors, Bringing Campaign Results and Prospect Data

The new connector allows advisors to access FINNY's growth intelligence, campaign analytics and prospect management capabilities in Claude

NEW YORK--(BUSINESS WIRE)--FINNY AI Inc. (“FINNY”), the AI growth engine for financial advisors, today launched its Model Context Protocol (MCP) connector for Claude for Financial Advisors, Anthropic's suite of tools to help with research, preparation and documentation tasks. The launch brings FINNY's AI-powered growth intelligence and prospecting tools directly into Claude, enabling advisors to access campaign insights, manage prospect data and leverage FINNY's resources within existing AI workflows.

As financial advisors increasingly adopt AI to improve operational efficiency and enhance client service, Claude provides an easy access point. FINNY's MCP launch builds on this shift, adding its growth intelligence where advisors are already working, and removing the need to toggle between platforms.

FINNY's platform combines a proprietary database comprising millions of records with its predictive F-Score matching engine and automated outreach tools to help advisors identify, prioritize and engage high-intent wealth management prospects. Through the MCP connector, advisors can access FINNY's data and tools directly within Claude to support key activities, including:

• Analyzing campaign performance: Access FINNY campaign analytics to evaluate results, compare performance across campaigns and inform future prospecting strategies.
• Enriching prospect data: Easily upload leads or pull contacts from another tool connected to Claude. After the advisor confirms each upload, FINNY matches them to its database and adds them to the advisor’s uploads.
• Accessing FINNY's knowledge base: Query FINNY's resources directly within Claude to answer questions and get guidance without leaving existing workflows.

“Advisors are increasingly turning to AI, and we want FINNY to be available in Claude, where they're already operating,” said Eden Ovadia, co-founder and CEO of FINNY. “Our goal has always been to make organic growth easier and more accessible, and adding FINNY to Claude allows advisors to incorporate prospecting data, campaign insights and growth opportunities into their existing workflow without adding friction.”

The launch reflects FINNY's commitment to removing barriers to organic growth for financial advisors, building on its recent Pay-as-You-Grow pricing model, which aligns the company's success with advisors' client acquisition outcomes.

The MCP is available now to FINNY customers in Claude’s connector directory. For more information, visit www.finny.com.

About FINNY

FINNY is the AI-powered prospecting and marketing platform built exclusively for financial advisors. By leveraging advanced data intelligence and automation, FINNY helps advisors identify, prioritize and engage high-intent prospects effortlessly — removing the guesswork from client acquisition. With a proprietary database of millions of records, a predictive F-Score matching engine and automated outreach tools, FINNY helps ensure that prospecting is targeted, scalable and seamlessly integrated into an advisor’s workflow. Backed by top fintech investors, including the CEO of Morningstar, the CEO of Altruist, the former CEO of Vanguard, and Josh Brown of Ritholtz Wealth Management, FINNY is elevating organic growth for financial advisors.