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Connect Claude to AI Baseline to search SEC filing evidence and use it in your answers. Set up the remote connector in your Claude account, then enable it in a conversation. These steps use the S&P 500 knowledge base as an example. To connect another knowledge base, use its supplied https://mcp.ai-baseline.dev/{org}/{base} URL, a matching connection name, and a key with access to that base. The same domain can serve several separate bases; the URL selects the base.

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Before you start

Have an AI Baseline API key with access to the S&P 500 collection and a Claude account that can add custom connectors. On a managed account, an owner or administrator may need to add the connector for your organization first. These steps use Claude’s web interface. The remote connector is also available through your account in Claude Desktop. See Claude’s connector requirements for current plan availability and organization permissions.

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Add the connector

  1. Open Customize → Connectors in Claude.
  2. Select + Add → Add custom connector. If your organization has already added AI Baseline, select its connector and continue to sign-in below.
  3. Enter AI Baseline S&P 500 as the name and paste this exact server URL:
  4. Continue to the detected authentication settings. Choose Sign in now and retain Use Claude’s published identity under OAuth client. AI Baseline also supports Register automatically. The MCP guide explains these options.
  5. Finish adding the connector and select Connect if prompted. On the AI Baseline sign-in page, enter your AI Baseline API key, then review and approve access to the collection. The key belongs on that page; keep optional OAuth client credentials empty.
  6. Return to Claude. In a conversation, select + → Connectors and enable AI Baseline S&P 500.

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Try your first question

Ask Claude to check the connection and available coverage:
Claude should call the collection overview tool and describe its returned coverage. A successful tool call confirms that the connection is authorized. Then try an evidence question:
Claude should retrieve evidence and write an answer with the supplied source references. Coverage depends on the filings available in the collection. See the citation guide for how source links work and when they expire.

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If something goes wrong