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D&B Finance Analytics

Claude connectorPartner — verified

Commercial credit decisioning and portfolio risk workflows for AI

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Tools
5

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#626#654#682#710Sep 13Sep 19Sep 25Oct 1Oct 7Oct 12

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Data analytics153rd of 1,936 by popularity · 334th of 937 by trending score
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Financial services115th of 691 by popularity · 157th of 364 by trending score
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More from Dun & Bradstreet

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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.

Tools

  • fa_search_tool
  • get_company_ownership_tree
  • get_company_report
  • list_folders
  • manage_folder

Prompts

  • fa_system_prompt
  • fa_guardrail_prompt
Categories
Made by
Dun & Bradstreet · Website
Sign-in
Required
Connector URL
https://mcp.financeanalytics.dnb.com/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Acts on
Finances
Department
Finance
Added
June 16, 2026
More info