Needl.ai, connected over MCP

MCP is the open standard AI assistants use to reach outside tools. Needl.ai runs a server on it, so one address gives your assistant your filings, the web and your own documents. Every answer carries the source it came from.

https://mcp.needl.ai/mcp
ClaudeNeedl.ai connected

Using Needl.ai, what were the key takeaways from Orvane Industries' latest results?

Ask Needl

Three things stood out in the quarter:

  • Retail revenue grew 18% year on year, with store additions slowing.1

    Q2 earnings release
  • Refining margins came in below the prior quarter on weaker crack spreads.2

    Earnings call transcript
  • Telecom ARPU was flat while subscriber additions held steady.3

    Investor presentation

Works with the assistants your team already uses

  • Claude
  • ChatGPT
  • Claude Code
  • Cursor

What you can access through the connector

Market filings

Listed company disclosures across India, the US and New Zealand. Results, transcripts, investor presentations and regulatory filings.

The open web

News, regulatory commentary and sector coverage, searched live when a question needs it.

Your own data

Documents, mail and chats already connected to your workspace, scoped to exactly what your account can open.

  • 3Markets of listed company filings
  • 5Tools, each one optional
  • 2 minTypical time to connect
  • OAuth 2.0Sign-in on Needl.ai's own page

How teams use it

Real questions from analysts, deal teams and credit desks, answered without leaving the chat.

Research a name without opening a portal

  • Ask about results, filings or management commentary in plain language.
  • Every claim comes back with the document behind it.
  • Ask follow-ups in the same chat and keep the thread.
ClaudeNeedl.ai

Using Needl.ai, what were the key takeaways from Orvane Industries' latest results?

Ask Needl

Three things stood out in the quarter:

  • Retail revenue grew 18% year on year, with store additions slowing.

    Q2 earnings release
  • Refining margins came in below the prior quarter on weaker crack spreads.

    Earnings call transcript
  • Telecom ARPU was flat while subscriber additions held steady.

    Investor presentation

Pull comparable numbers across a set

  • Screen several companies on the same measure in one question.
  • Figures come straight from each company's filings.
  • Drop the output straight into a memo or a model.
ClaudeNeedl.ai

Compare the last four quarters of margin for these three names.

Ask Needl

CompanyQ1Q2Q3Q4
Anvera Bank3.4%3.6%3.5%3.8%
Tessel Bank4.1%4.0%4.2%4.3%
Norrow Bank3.9%3.7%3.6%3.6%

Pulled from each bank's quarterly filing. Every figure links back to the filing it came from.

Catch up on what your own team knows

  • Search documents, mail and chats already connected to your workspace.
  • Permissions follow your login, so nothing widens.
  • See internal and market context side by side in one answer.
ClaudeNeedl.ai

Catch me up on the internal updates on the Kalden Ports deal.

Ask Needl

Three updates since your last check:

  • Revised term sheet circulated by the sponsor. New

    Deal team mail thread, Tuesday
  • Diligence checklist closed out on environmental items. Cleared

    Shared drive, diligence tracker
  • Credit committee memo drafted and awaiting review.

    Internal document

What the connector exposes

Named here exactly as they appear in your assistant's settings. You approve each one separately and can leave any of them off.

ToolWhat it doesAccess
Ask NeedlRuns a plain English question against your Needl.ai workspace and starts the retrieval.Write
Get Ask Needl ResultReturns the answer along with the documents it was drawn from.Read
List IntegrationsShows which source types are available to connect, such as drives, mail and feeds.Read
Get Integration AccountsShows the specific accounts you have linked under each integration.Read
Who Am IConfirms which Needl.ai account the session is signed in as.Read

Ask Needl counts as a write tool because it creates a query record in your Needl.ai account. It does not change, move or delete any of your documents.

Your permissions come with the question

The connector opens the workspace you already have. Anything you cannot see in Needl.ai stays invisible to the assistant.

Entitlements are inherited

Results follow the same permissions as your Needl.ai login. Nothing widens because an assistant is asking.

You sign in on Needl.ai's own page

OAuth 2.0, so no API keys go into a chat window. Disconnect it from your assistant at any time.

Nothing is used for training

Your queries and documents do not train Needl.ai models.

Every answer carries its source

Responses cite the documents they draw on, so you can check them against the original file.

Setting it up

Same address everywhere. Pick where you want it.

Works on every Claude plan. The Free plan allows one custom connector.

Option 1: add it from the connector directory

Needl.ai is listed in Claude's community connector directory, so there is nothing to paste. This is the quickest route for most people.

  1. 01

    Open Customize, then Connectors

    Customize sits in the left sidebar, below Code.

    The Claude home screen with Customize in the left sidebar
  2. 02

    Search the directory for Needl.ai

    Switch to the Discover tab and type Needl into the search box. Click the plus button on the Needl.ai card.

    The Connectors panel in Claude with the Discover tab and the directory search box
  3. 03

    Sign in and set permissions

    Sign in with the account you already use at needl.ai, then choose when Claude may use each tool.

    The Needl connector page in Claude with its read-only tools and its one write tool, each set to needs approval

Option 2: add it as a custom connector

Use this if you would rather point Claude at the server address yourself, or if your workspace hides the directory.

  1. 01

    Go to Connectors, then click Add

    The Add button is at the top right of the Connectors panel.

    The Connectors panel in Claude with the Add button at the top right
  2. 02

    Enter a name and the server address

    Call it Needl and paste https://mcp.needl.ai/mcp into the server URL field. The address has to end in /mcp. Then click Continue.

    The Add custom connector dialog in Claude with the name Needl and the Needl.ai server address filled in
  3. 03

    Click Connect and sign in

    Sign in with the account you use at needl.ai, with Google or your work email and password. No account yet? If your organisation already uses Needl.ai, choose Sign up with your work email, then come back and connect.

    The Needl.ai sign-in page, with Google sign-in and email and password
  4. 04

    Set the tool permissions

    Needl.ai shows a checkmark once connected. Open it to decide when Claude may use each tool, then start a new chat.

    The Needl connector page in Claude with tool permissions for each tool

If something does not work

It says not connected, or shows Reconnect

Click the connector and hit Connect again. The usual cause is a sign-in window that was closed before it finished.

No tools appear after connecting

Refresh the page. If they are still missing, remove the connector and add it again.

It cannot reach the server

The connection needs the public internet. On a VPN or behind a firewall, switch networks or ask IT to allow mcp.needl.ai.

It cannot see a document I know is in Needl.ai

The connector only reaches what your account reaches. Check the source is connected and indexed in your workspace, then ask again.

Sign-in says my email cannot be used

Needl.ai accounts belong to organisations, so sign in with your work email. If your organisation does not use Needl.ai yet, book a demo and we will set it up.

See it on your own data

We will set it up on your sources and answer whatever your security team wants to ask.