D&B Finance Analytics (Claude)

Unverified

Commercial credit decisioning and portfolio risk workflows for AI

About D&B Finance Analytics (Claude) MCP Server

Enable AI-powered credit decisioning, portfolio monitoring, and risk management workflows using trusted D&B data and analytics. For inquiries, please contact anthropicleads@dnb.com D&B Finance Analytics empowers finance and credit teams to verify businesses, evaluate financial and predictive risk, accelerate credit decisions, monitor portfolio health, and take action through AI assistants, agents, and enterprise applications. By combining trusted D&B business intelligence, financial risk insights, predictive analytics, and workflow capabilities, organizations can bring credit and portfolio management processes directly into AI-driven workflows. Anchored by the global standard D‑U‑N‑S® Number and powered by the D&B Commercial Graph™, D&B Finance Analytics helps organizations reduce ambiguity, improve consistency, and make more confident commercial credit decisions at scale. It also enables teams to move from insight to action through portfolio management and workflow capabilities available within D&B Finance Analytics. Use D&B Finance Analytics to: Evaluate credit recommendation: "What is the recommended credit limit for [Company Name], and what factors contributed to that recommendation?" Assess business risk: "Summarize the financial risk, payment behavior, and predictive risk indicators for [Company Name]." Monitor portfolio health: "Which customers in my portfolio show elevated risk or signs of deterioration?" Prioritize risk management activities: "Which customers should I review first based on recent alerts, exposure, and risk changes?" Analyze ownership and corporate linkage: "Show the ownership structure and related entities for [Company Name]." Take action on portfolio: "Create a folder named [Folder Name], move [Company Name] to the folder and assign Alert Profile [Alert Profile Name] to the folder." Note: Requires a D&B Finance Analytics license.

Features

Tools
Getting Started

Open the Claude listing: https://claude.com/marketplace/connectors/db-fa-mcp. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.financeanalytics.dnb.com/mcp. Sign-in: Required. Publisher documentation: https://view.highspot.com/viewer/240be8f4a886995f06608a5ac176cc6e. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.

Tools (5)
Functions this server exposes to AI clients

fa_search_tool

get_company_ownership_tree

get_company_report

list_folders

manage_folder

Compatible With
Claude
Claude Code
Claude Desktop