Published models, your ticker
DCF valuation, WACC, Graham number, DuPont, earnings, ETF analysis, dividend calculators and more. The assistant picks the closest model and hands you a copy with your ticker entered.
model_catalog · get_model
SheetsFinance for AI assistants
Build stock models with Claude, ChatGPT and Gemini.
SheetsFinance is the live data layer for AI-built financial models. Your assistant builds the workbook. SheetsFinance formulas keep it live in Excel or Google Sheets, where you can check it, change it and share it.
15-day free trial · No card required
Works with
Claude
ChatGPT
GeminiAny MCP client
Claude ChatGPT GeminiAny MCP clientBuild a DCF valuation model for NVDA that I can open in Excel.
- model_catalogmatch "DCF valuation"
- get_modelDCF Valuation · ticker NVDA
- ✓ DCF Valuation (NVDA).xlsxlink valid 7 days
| A | B | |
|---|---|---|
| 1 | Ticker | NVDA |
| 2 | Price | =SF(B1) |
| 3 | Market cap | =SF(B1, "quote", "marketCap") |
| 4 | Revenue and EPS | =SF(B1, "income", "revenue&eps", "2020-2024") |
| 5 | Return on equity | =SF(B1, "ratios", "returnOnEquity", "2024") |
Formulas, not pasted numbers. Data loads in your workbook.
Why it's different
A model you keep, not an answer you scroll past.
Financial data in a chat is a one-off snapshot. A SheetsFinance workbook is a working model: live, traceable, editable and yours.
Where the numbers liveData in a chatA snapshot in the conversationSheetsFinanceLive formulas in your own workbook
Staying currentData in a chatRight when it was writtenSheetsFinanceRefreshes with the market
Checking the workData in a chatHard to trace a figure to its sourceSheetsFinanceEvery input is an =SF formula you can audit
Changing assumptionsData in a chatAsk again and hope it matchesSheetsFinanceEdit an input and the model recalculates
SharingData in a chatStuck in one chat threadSheetsFinanceA file your team can open, review and reuse
What your assistant can do
Three ways to get a working model.
Custom workbooks
For anything the published models don't cover, it plans validated SheetsFinance formulas and builds a new workbook around them, with your inputs, labels and calculations.
workbook_plan · create_workbook
Exact formulas
It looks up the arguments, metrics and options of every SheetsFinance function, so the formulas it writes work as written. It can search our docs too.
function_describe · docs_search
Try asking
Start with a prompt.
Name the ticker and your platform. The assistant picks a published model or builds a new workbook.
Published model
“Build a DCF valuation model for NVDA that I can open in Excel.”
Published model
“I use Google Sheets. Give me a WACC calculator for Tesla.”
Custom workbook
“Make an Excel workbook comparing gross and operating margins for AAPL, MSFT and GOOGL over the last five years.”
Custom workbook
“Build a dividend tracker in Google Sheets for KO, PEP and JNJ with yield and payout ratio.”
Custom workbook
“Create a quarterly earnings sheet for MSFT with revenue, EPS and estimates.”
Formula
“What's the SheetsFinance formula for Apple's quarterly revenue and EPS?”
Connect
Set up in about a minute.
Add the URL as a custom connector in your assistant. The first time it connects, it opens sheetsfinance.com so you can approve access.
Claude
- 1Open Customize → Connectors.
- 2Select + Add → Add custom connector and paste the URL.
- 3Choose Sign in now, select Add and approve on sheetsfinance.com.
Every Claude plan. On Team and Enterprise, an Owner adds it for the organization first.
ChatGPT
- 1On the web, open Plugins.
- 2Select + → Add custom MCP server, paste the URL and choose OAuth.
- 3Select Create as a plugin and approve on sheetsfinance.com.
Business, Enterprise and Edu workspaces. Pro allows read-only tools only, so it can't create files.
Gemini
- 1On the web, open Settings → Connected Apps.
- 2Under Custom apps, select Add a custom app and paste the URL.
- 3Select Next and approve on sheetsfinance.com.
Personal Google Accounts, 18 or older in the US, with Keep Activity on.
Sign in your way
Your SheetsFinance accountSign in and select Allow access once. The assistant keeps access until you disconnect it from your Account page.
New to SheetsFinanceCreate an account on the same page. You get a 15-day free trial with no card, and your connection waits while you sign up.
Team Connection IDOn a team account? Paste the Connection ID from your admin, and the assistant uses the team's plan and data access.
Using Claude Code, Cursor, VS Code or another MCP client? Add the same URL. The MCP guide has full steps for each, including clients without OAuth.
Excel and Google Sheets
Your file, on your platform.
Both platforms get published models with your ticker filled in, and custom workbooks.
Microsoft Excel
- You get
- A download link to an .xlsx file
- Ticker
- Already entered
- Link valid
- 7 days, so save the file
When you open the file, Excel offers to add the SheetsFinance add-in if you don't have it. Sign in when it opens.
Google Sheets
- You get
- A copy link to your own sheet in Drive
- Ticker
- Already entered
- Link valid
- 7 days, so make your copy
Open Extensions → SheetsFinance → Account once in your copy and check you're connected. Custom workbooks open on a short Start here tab.
Working in Claude in Excel? Claude can write SheetsFinance formulas straight into the workbook you have open.
Licensed data, in the right place
Data loads in your spreadsheet, never in the chat.
The connector never returns prices, statements or ratios as text. Ask for a value and your assistant gives you the model or the =SF formula that shows it.
- Loaded through the add-onValues appear in your cells once the SheetsFinance add-on is installed and connected.
- Live, not pastedFormulas keep refreshing, so the model stays current after the chat ends.
- Your plan's data accessFiles load the data your plan includes. A dataset outside your plan shows an access message in the cell.
FAQ
Questions about the connector.
Which AI assistants work with SheetsFinance?
Claude, ChatGPT and Gemini, plus any other AI assistant or developer tool that supports custom MCP servers, such as Claude Code, Cursor and VS Code. Add https://data.sheetsfinance.com/mcp as a custom connector. Claude allows it on every plan. ChatGPT allows it on Business, Enterprise and Edu workspaces, and Gemini on personal Google Accounts in the US.
Does it cost anything?
There's no separate charge for the connector. You need a SheetsFinance account, and new accounts start with a 15-day free trial, no card required. The files your assistant makes load the data your plan includes.
Why doesn't the assistant show prices or financials in the chat?
SheetsFinance data is licensed for use in your spreadsheet, so the tools never return financial values in chat. The assistant gives you a model or the =SF formula, and the data loads in your workbook through the add-on and keeps refreshing there.
Do I need the SheetsFinance add-on?
Yes. The add-on loads the data into the files your assistant makes. Until it has loaded, formulas show #NAME? (or #BUSY! in Excel). Excel offers to add the add-in when you open the file. In Google Sheets, open Extensions → SheetsFinance → Account once in your copy.
Can my team use one connection?
Yes. On the sign-in page, choose to connect with a team Connection ID and paste the one from your admin. The assistant then uses the team connection's plan and data access.
Are there limits?
Each connection can create up to 50 files a day and make up to 150 requests an hour. Download and copy links work for 7 days, so save the file or make your copy to keep it.
Can the assistant open or change my existing spreadsheets?
No. The connector can look up SheetsFinance functions and create new files for you. It can't open your existing spreadsheets, see your billing details or change your account. Disconnect an assistant any time from your Account page.
Build your first AI model with live data.
Connect your assistant, ask for a model, and open it in Excel or Google Sheets.
15-day free trial · No card required