How to research private companies with Claude
Claude answers well when it reads a source and poorly when it guesses. Connect it to a data server through the Model Context Protocol and it can look up filings before it answers. Tamarly's MCP server gives Claude company profiles, SEC Form D raises, merger filings, fund holdings and country risk, each with a source link.
Why does Claude need a data connection for company research?
Without a source, an assistant recalls figures from training data, which can be out of date or belong to the wrong entity. Private companies make this worse because little about them is published. A connection lets Claude fetch the record first and cite it. See how to fact-check AI answers about companies.
Step 1. Add Tamarly as a connector
In Claude, open Settings, then Connectors, and add a custom connector with the address https://app.tamarly.ai/api/mcp. Full instructions for Claude, Claude Code and other apps are on the Tamarly developer page.
Step 2. Sign in and allow access
Claude opens a Tamarly page. Sign in, or start the 7-day trial, and choose Allow. Access is read only, and you can disconnect it at any time from your Tamarly account.
Step 3. Start with a search
Ask Claude to find the company first, for example "Search Tamarly for Acme Robotics." The search returns the company's identifier, which Claude uses for the next questions.
Step 4. Ask questions that need records
Good questions name a record type: "List the Form D notices Acme Robotics has filed and the amount sold in each", "Which merger filings name this company?", or "Which startups in Texas filed a first Form D in the last 7 days for under $5 million?" Form D shows amounts and dates, not investor names. See how to read a Form D filing.
Step 5. Check the links in the answer
Each figure comes back with a link to the filing or register entry. Open 1 or 2 before you rely on the answer, especially for amounts and dates.
What can Claude not answer from Tamarly?
Tamarly carries no market prices, no investor names on private rounds and no valuations. When a company is not covered, the tools say so, and Claude should tell you rather than guess. For a list of other tools, see AI tools for investment research.
Where does Tamarly Intelligence fit?
Tamarly Intelligence is Tamarly's research platform on companies, funds, countries and markets, built from official filings and open data. Its MCP server lets Claude and other assistants read the same data as the site, with every figure linked to its source. Search and economic series work on the free plan; company, fund and deal data need Level 2, and the Form D venture radar needs Level 3.
Connect Claude to Tamarly free for 7 days
Frequently asked questions
Can Claude look up private company funding?
With a data connector it can read SEC Form D notices, which show the amount sold and the filing date for US private raises. Form D does not name investors.
Is the Tamarly connector free?
Search and economic series work on the free plan. Company profiles, deals and fund data need Level 2 at $145 a month, and the venture radar needs Level 3 at $399 a month, with a 7-day trial and no card.
Does Tamarly see my Claude conversations?
No. Tamarly receives only the tool calls Claude makes, such as a search term or a company identifier, and counts them against your account's hourly limit.
About the author. Melvine Manchau is the founder of Tamarly and author of the Tamarly Newsletter. He previously worked at PwC, Salesforce, BlackRock/eFront and Lazard.
About Tamarly Research. Tamarly Research is part of Tamarly Media, which holds no investment positions. Tamarly is a New York research house that studies how AI is changing regulated institutions.