Integrations

Claude connectors

Claude connects to the market’s data and your firm’s content out of the box. Add the ones your firm uses, then let UltraOffice turn the answer into an on-brand deck, model, or memo.

Claude logo

21 connectors, provided by Claude

These are native Claude connectors, not ours. You bring your own subscription with each provider. UltraOffice works with whatever you connect.

How to set them up

Your firm’s content

Microsoft 365 logoMicrosoft 365SharePoint, OneDrive, and Outlook, under your existing permissions.Box logoBoxSearch and retrieve enterprise files in Box.Egnyte logoEgnyteSearch documents and data rooms in Egnyte.

Market data & fundamentals

FactSet logoFactSetPrices, fundamentals, estimates, ownership, and M&A data.S&P Global logoS&P GlobalS&P Capital IQ financials, market data, and transcripts.LSEG logoLSEGCross-asset market data, curves, and fixed-income analytics.Financial Modeling Prep logoFinancial Modeling PrepQuotes, fundamentals, filings, and transcripts across asset classes.Fiscal.ai logoFiscal.aiReal-time fundamentals and estimates on 100,000+ companies.Daloopa logoDaloopaFiling-level fundamentals, hyperlinked back to source.

Ratings & credit

Moody’s logoMoody’sCredit ratings, research, and company data.Morningstar logoMorningstarCRE and CMBS credit analytics and surveillance.

Private markets

PitchBook logoPitchBookPrivate company, deal, fund, and investor intelligence.Chronograph logoChronographYour own private-markets portfolio data, in real time.

Expert networks

Guidepoint logoGuidepoint100,000+ compliance-reviewed expert transcripts.Third Bridge logoThird BridgePrimary-source expert interviews on companies and sectors.

Industry & company intelligence

IBISWorld logoIBISWorldIndustry research, ratios, risk scores, and forecasts.Dun & Bradstreet logoDun & BradstreetVerified business identity, firmographics, and risk.Verisk logoVeriskProperty, casualty, and specialty insurance data.

News & events

MT Newswires logoMT NewswiresReal-time, multi-asset financial newswire.Aiera logoAieraEarnings transcripts, filings, and an events calendar.

Deal rooms

SS&C Intralinks logoSS&C IntralinksDealCentre AI data rooms and diligence Q&A.

Each tile links to that connector in Claude’s directory. Availability depends on your Claude plan and each provider’s entitlements. Browse the full directory.

UltraOffice

The connectors bring the data. UltraOffice brings your brand.

UltraOffice turns the answer into a finished file that already follows your colors, fonts, chart conventions, and table styles. It works inside the Claude, Copilot, and Codex subscription your team already pays for.

On-brand PowerPoint decksNative Excel models & chartsWord memos & redlinesYour colors, fonts & house styleCitations back to source
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