Work

Agent data access

Boutique Research Team

I connected a research team's AI assistant to live financial-data tools so analysts could ask questions using their existing workflow.

Private research assistant showing example analyst ratings and price targets, with tools for consensus and recent activity.
5financial-data requests checkedAnalyst ratings, rating changes, price targets, consensus, and recent activity.
Client
Financial research
Role
Built
Timeline
2026 · Delivered
Stack
Python, FastMCP, Anthropic SDK, httpx, Benzinga API, Claude Desktop

Five verified tools expose the data directly in Claude Desktop, without a separate dashboard.

The team needed plain-English access to ratings, upgrades, downgrades, price targets, and consensus from the AI assistant it already used, and it had a hard deadline.

  1. Connected the team’s AI assistant to analyst ratings, rating changes, price targets, consensus, and recent activity.
  2. Checked all five requests against the live data service.
  3. Kept the work within the agreed scope: one data source used from the team’s existing AI app.

Put the tool where the question is

Expose structured data to Claude rather than adding a dashboard the team did not request.

Hold the source boundary

Keep the implementation to the single requested data source.

What the project delivered

3 daysahead of the deadlineDelivered Saturday against the following Tuesday’s deadline.

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