Franklin Templeton Funds and Insights MCP

1. Overview

Franklin Templeton Funds and Insights puts FT's approved public fund information and published investment research directly into the advisor's workflow in Claude for Financial Advisors, with official source links, data dates and required disclosures. 

Why it matters: When an advisor prepares for a client meeting or researches a fund, Claude can bring in authoritative FT facts, documents and insights alongside information from the advisor's other connected systems.

How it works:

1. The advisor asks Claude to prepare a meeting brief or research a fund. 

2. Claude gets client context from the advisor's other connected systems and calls the FT connector when FT funds or investment topics come up. 

3. FT returns approved facts, documents and research with source links and dates. The advisor can open the original on the FT website. 

The first release has two read-only tools: 

• get_ft_query_funds: fund and share-class information and available public fund documents. 

• get_ft_search_insights: published market, economic and investment-strategy articles.

Aspect	Summary
Audience	US financial advisors
Data	Approved public FT content only
Access	Read-only. No client, account or internal advisor data, and no transactions. Auth0 authentication using email

2. Connection and setup 

Users must authenticate through Auth0 using an email-based one-time code before using its tools. Access is subject to Franklin Templeton’s security, financial professional authentication and geographic restrictions.

Figure 1. Server details 

Field	Value
Connector name	Franklin Templeton Funds and Insights
MCP server URL	https://api.frk.com/mcp/v1/ft-funds-insights/mcp
Transport	Streamable HTTP
Authentication	OAuth
Access	Read-only
Support contact	[email protected]

3. Tool reference

Get FT fund information

Tool name: get_ft_query_funds

Retrieves fund and share-class information, source links, and available factsheets and commentary. If a fund name matches multiple funds or share classes, the tool returns candidates so the user can select one.

Annotations: readOnlyHint = true, openWorldHint = false

Coverage: approved public US products. Data includes identifiers, overview and benchmark, performance, fees, NAV and prices, yields, distributions, holdings, allocations, portfolio characteristics, portfolio managers and tax data. 

Excluded in the first release: 

• Non-public products, data and holdings. 

• Morningstar ratings, peer rankings and agency credit-rating data, pending redistribution rights. 

• Any third-party or other field not publicly approved 

Figure 2. Input 

Parameter	Type	Required	Description
query	string	Yes	The user's fund question, including a fund name or ticker when known.
selected_funds	array of objects	No	Selected candidate(s) returned by an earlier clarification response. Retain the returned fund ID and share-class details.

Figure 3. Output

Returned as structured JSON alongside text in the MCP result. The fields below describe the current fund response shape 

Field	Description
status	answered, needs_clarification or error.
answers[]	Answer sections for the requested funds or topics.
answers[].fund_dict	Resolved fund identity, such as fund ID, name, ticker and share class.
answers[].answer	Relevant fund information or document answer.
answers[].sources[]	Source and document links, with available source dates.
answers[].error	Section-level error, when present.
suggestions[]	Fund and share-class candidates, returned when clarification is needed.
disclosures	Franklin Templeton Disclosures

Answers include official sources, data dates and required disclosures.

Figure 4. Example request

{

  "name": "get_ft_query_funds", 

  "arguments": { 

    "query": " provide the latest characteristics and performance of Franklin Income Fund." 

  } 

}

This is a tools/call params example, not the complete JSON-RPC envelope. 

Get FT investment insights

Tool name: get_ft_search_insights

Searches published Franklin Templeton articles for research relevant to a specified topic or fund, returning relevant content from the past three months along with article titles, authors, publication dates, and source links. 

Annotations: readOnlyHint = true, openWorldHint = false 

Coverage: broad economic and investment-topic research, and research relevant to a fund. If a fund can't be matched directly, related asset-class research may be returned and is labeled as related. Articles with only a summary or partial text are identified. 

Figure 5. Input (proposed)

Parameter	Type	Required	Description
query	string	Yes	Topic or question to search for.
fund	string	No	Fund name or ticker, to find related research.
published_from	date string	No	Start publication date, YYYY-MM-DD.
published_to	date string	No	End publication date, YYYY-MM-DD.
asset_classes	array of strings	No	Filter by supported publisher asset classes.
limit	integer	No	Maximum articles to return. Proposed default 5, maximum 10.

Figure 6. Output (proposed)

Returned as structured JSON alongside text in the MCP result.

Field	Description
status	ok, no_results, needs_clarification, partial or error.
query	The search question.
retrieved_at	Retrieval timestamp; distinct from the article publication date.
articles[]	Matching articles.
articles[].title	Article title.
articles[].source_url	Link to the published article.
articles[].published_at	Publication date.
articles[].authors	Published author names.
articles[].publisher_summary	Publisher-provided summary, where available.
articles[].passages[]	Relevant source passages.
articles[].fund_relationship	Distinguishes a direct fund mention from related-topic research.
warnings	Missing content or other limitations.
articles[].disclosures	Franklin Templeton disclosures

Figure 7. Example request 

{

  "name": "get_ft_search_insights", 

  "arguments": { 

    "query": "What has Franklin Templeton published about inflation and interest rates?", 

    "limit": 3 

  } 

}

This is a tools/call params example, not the complete JSON-RPC envelope. 

4. Example prompts 

These prompts exercise the connector in typical advisor workflows: 

• "Provide the latest characteristics and performance of Franklin Income Fund" 

• "Find the latest available factsheet and commentary for this fund." 

• "Find recent Franklin Templeton research on municipal income." 

• "Find published research related to this fund's investment strategy." 

5. Data, limits and privacy 

• Read-only: The connector only retrieves and returns information. It cannot create, update or delete data, change client accounts, or trigger any transaction. 

• No PII: Only approved public fund information and published research are returned. No client, account or personal information is accessed or exposed. Users should not include client personal or account information in questions. 

• Availability varies: Data availability varies by fund, share class and publication date. 

• Refresh (planned): NAV, ETF holdings and distributions every three hours; other data four times daily. These are planned cadences, not a real-time guarantee. Responses show data dates. 

• Privacy policy URL: Privacy Notice | Franklin Templeton 

6. Important disclosures – Not Investment Advice 

Franklin Templeton Connectors provide information for educational purposes only.  AI-generated responses may contain inaccuracies, omissions, or outdated information and should be independently verified against official Franklin Templeton materials. Franklin Templeton does not control or endorse the platform's independently generated responses, investment recommendations, or conclusions. Nothing provided through this platform should be construed as investment advice or a recommendation by Franklin Templeton to purchase or sell any security. Financial professionals are responsible for conducting their own due diligence, suitability and determining the appropriateness of any investment for their clients. 

Before investing, carefully consider a fund's investment objectives, risks, charges and expenses. You can find this and other information in each prospectus, or summary prospectus, if available, at www.franklintempleton.com. Please read it carefully. 

All investments involve risk, including possible loss of principal.  Please see each product's web page for specific details regarding investment objective, risks, performance, and other important information. Review this information carefully before you make any investment decision.

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NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE.