Capital Workbench

Read company financial statements, performance KPIs, SEC filings, and analyzed management commentary.

View on capital-workbench.com

Hosted MCP Server

npx add-mcp 'https://mcp.capital-workbench.com/mcp'

Installs into Claude Code, Codex, Cursor and more

Documentation

Your research, connected.

Let your AI assistant use Capital Workbench company data, financial statements, KPIs, and filing commentary under your existing account.

Connect with your CW account

  1. In your AI client, add the MCP server below.
  2. Choose Connect or Sign in. Your client opens CW for sign-in and approval.
  3. Approve the named client. It receives access directly and renews it automatically when permitted.

You do not need to copy a token. CW never asks you to give your password to your AI assistant.

You stay in control

Each connection has its own access. Review or disconnect an agent in Account → MCP connections. Your existing account tier and usage allowance apply.

Built for compatible clients

Your client must support remote MCP and OAuth. Some apps require you to add the connector yourself. Manual bearer tokens remain available for scripts and other clients.