# SimFin AI connector guide

Connect SimFin data to AI agents with Combined. Explore Company Info , Financial Statements, Price Data, source setup, MCP access and read-only business queries.

Combined offers 1,125 connectors across catalog sources and connectors generated through desktop automation.

## Connect

1. Open Combined Connected Apps and select SimFin.
2. Authorize the source and choose the relevant datasets.
3. Complete a first sync, then grant your agent access through the Set up or Access workspace.
4. Discover the actual source schemas before querying.

## Setup reference

- API Key: required in the upstream source schema

## Dataset reference

- Company Info ; key: id
- Financial Statements
- Price Data
- companies
- common_shares_outstanding
- weighted_shares_outstanding
- filings_by_company; key: filingIdentifier
- filings_list; key: filingIdentifier

This is the upstream connector reference, version 0.0.60. Account permissions and sync configuration determine the datasets available in your workspace.

## Agent prompt

Use Combined to analyze my SimFin data.
List my granted sources, discover the datasets and describe their fields.
Look for datasets corresponding to Company Info , Financial Statements, Price Data, companies, common_shares_outstanding, weighted_shares_outstanding.
Check the last successful sync and report the available date coverage.
Propose three useful questions based on the fields actually available.
For the question I choose, run read-only SQL over the complete matching dataset.
Use a bounded result; include source names, time window and query receipt.
Ask for a missing join key or metric definition instead of inventing one.

## Links

- Combined: https://www.trycombined.com/
- Setup: https://www.trycombined.com/docs/getting-started/onboarding
- MCP: https://www.trycombined.com/docs/integrations/mcp
- Pricing: https://www.trycombined.com/pricing
- Upstream source reference: https://docs.airbyte.com/integrations/sources/simfin
- Full guide: https://www.trycombined.com/connectors/simfin