Turn your agent into a finance and economy analyst. This plugin for Claude Code and Codex gives the agent direct access to FactIQ's warehouse of official statistics — SEC filings, US, China, India, Korea, IMF, World Bank, and more — plus live market data and earnings-call intelligence. The agent discovers series, runs read-only SQL on FactIQ's database, computes derived metrics, and publishes the result as a shareable FactIQ chart or report, a terminal preview, or a bespoke local HTML visualization.
No codebase or hosted database is required — only a free FactIQ account.
Want to contribute? The highest-leverage addition is a domain playbook that teaches the agent a whole class of questions — see Contributing.
Install
Claude Code
/plugin marketplace add defog-ai/factiq-plugin
/plugin install factiq@factiq
/reload-plugins
Run /reload-plugins after installing so Claude Code picks up the new
skill, MCP server, and command in the current session (otherwise they only
appear the next time you start Claude Code).
This adds the skill (Claude invokes it automatically for economic/financial
data questions), the bundled FactIQ MCP server, and the /factiq:ask command:
| Command | Purpose |
|---|---|
/factiq:ask <question> |
Run a full analysis and get a shareable chart, terminal chart, or report |
Finally, authenticate the MCP server:
- Run
/mcp. - Select factiq from the list of servers.
- Choose Authenticate (or Connect) to open the browser sign-in.
- Complete the FactIQ login (email, Google, or passkey) and return to Claude Code — the FactIQ tools are now authorized.
Enable auto-updates
So you always get the latest skill, MCP tools, and commands without reinstalling, turn on auto-updates for the marketplace:
- Run
/plugin. - Select Marketplaces.
- Select factiq.
- Toggle auto-updates on.
Claude Code will then refresh the plugin automatically whenever this marketplace changes.
Codex
codex plugin marketplace add defog-ai/factiq-plugin codex plugin add factiq@factiq
Then authorize the MCP server:
Complete the browser sign-in (the same FactIQ login: email, Google, or passkey). Start a new Codex thread after installation; the skill auto-invokes for economic/financial data questions.
Update an existing Codex install
To update after this marketplace changes, refresh the configured marketplace
name (factiq), then reinstall the plugin:
codex plugin marketplace upgrade factiq codex plugin add factiq@factiq
Alternative: install as a standalone MCP server (no plugin)
Add the MCP server directly to your Codex config (~/.codex/config.toml):
[mcp_servers.factiq] url = "https://api.factiq.com/mcp"
Then codex mcp login factiq. The skill won't auto-invoke without the plugin,
but the MCP tools are available for manual use.
For Claude Code without the plugin:
claude mcp add --transport http factiq https://api.factiq.com/mcp
Then authorize with /mcp.
Try it
Once installed and authenticated, ask a question:
/factiq:ask How has India's trade deficit with China evolved since 2020?
The agent finds the relevant series, runs the SQL, and replies with a shareable factiq.com chart link — or a terminal chart or full report, depending on what you ask for. You don't need the slash command: any economic or financial data question in a normal Claude Code or Codex conversation auto-invokes the skill.
How it works
Your coding agent is the analyst: it decomposes the question, finds the data, does
the math, authors the output, and publishes it — all through tool calls to
the FactIQ MCP server (bundled in .mcp.json), which Claude Code and
Codex talk to natively over a single OAuth connection.
┌─────────────────────────────┐
│ Claude Code / Codex │
│ + factiq skill (SKILL.md) │ the agent orchestrates everything
└──────────────┬──────────────┘
│ MCP over HTTP (one OAuth connection)
┌──────────────▼──────────────┐
│ FactIQ MCP server │
│ │
│ discover search_datasets, describe_dataset, search_series,
│ get_data_catalog
│ fetch run_sql (read-only), get_series, get_market_data,
│ search_earnings
│ publish share_chart, share_report
└──────────────┬──────────────┘
│
┌──────────────▼──────────────┐
│ FactIQ data warehouse │ ~20 official sources, one schema
│ + factiq.com share pages │ published charts/reports render here
└─────────────────────────────┘
The reason a single skill can query BLS unemployment, Chinese customs flows, RBI monetary data, and World Bank indicators with the same SQL idioms: every data source in the backend is normalized into the same three core tables, identical in every schema:
| Table | What it holds |
|---|---|
series |
The catalog — one row per series: id, title, description, dataset, frequency, units, seasonality, geography, time coverage |
data_points |
The values — (series_id, time, value), indexed for fast retrieval |
dimensions |
Faceted metadata — (series_id, dimension_type, dimension_code, dimension_name), e.g. partner, flow, commodity, hs_level for trade data |
Our ingestion pipelines do the hard work of flattening each source's bespoke
format — BLS flat files, BEA APIs, customs records, RBI releases — into this
shape, so the agent learns the model once and it works everywhere. Discovery,
pivoting, and filtering follow the same patterns across all ~20 schemas; the
recipes live in references/data/sql-guide.md.
What's in the warehouse
| Region | Schemas |
|---|---|
| United States | SEC filings data, BLS (employment, CPI, JOLTS, OEWS), Census (trade incl. HS-level, retail, housing), BEA (GDP, income), EIA (energy), USDA ERS, BTS (transportation), earnings-call intelligence |
| China | NBS macro indicators, GACC customs (HS-level trade) |
| India | MOSPI (CPI, WPI, IIP, GDP), RBI (banking, rates, forex), DGCI&S trade (HS-level), city traffic |
| South Korea | KCS customs (HS-level trade) |
| Global | IMF, World Bank, Singapore SingStat, live market data (quotes, fundamentals, FX, commodities) |
references/data/schemas.md has the static overview; the get_data_catalog tool
returns the live, authoritative version.
Repo map
Where the behavior lives — the files contributors will touch:
skills/factiq/SKILL.md— the skill definition and single source of truth for the workflow. Auto-discovered by both Claude Code and Codex from theskills/directoryreferences/data/— the data layer: SQL idioms (sql-guide.md) and the dataset schema overview (schemas.md)references/output/— publishing formats: ChartSpec (chart-spec.md), report JSON (report-spec.md), and the bespoke-viz guide (viz-guide.md)references/report-patterns/— domain playbooks (monetary policy, bilateral trade, bilateral economic policy, fiscal-policy revenue, business formation).report-patterns/README.mdis the single entry point SKILL.md references: it teaches the dialectical method (thesis → antithesis → synthesis) all reports follow and routes each domain to its playbook, so adding a playbook doesn't touch SKILL.mdcommands/ask.md— the/factiq:askslash command (Claude Code)scripts/term_chart.py— stdlib-only renderer that prints ANSI/ASCII terminal previews from FactIQ ChartSpec JSON andshare_reportreport objects. It supports bar, simple line, and table fallback renderersscripts/build_viz.py— local-only tool that assembles fetched data into a self-contained HTML viz and screenshots it headless for iteration; usage inreferences/output/viz-guide.mdassets/viz-shell.html— starting-point shell for bespoke visualizations
Plugin plumbing — you shouldn't need to touch these:
.mcp.json— declares the bundled FactIQ MCP server (Streamable HTTP, OAuth). Read by both Claude Code and Codex plugin loaders.claude-plugin/— Claude Code plugin + marketplace manifests.codex-plugin/— Codex plugin manifest.agents/plugins/marketplace.json— Codex marketplace entry forcodex plugin marketplace add defog-ai/factiq-plugin
Contributing
Contributions are welcome — this plugin is meant to grow with its community. Open an issue or a pull request.
Bespoke skills (domain playbooks) — the highest-leverage contribution
The most valuable thing you can add is a domain playbook: a reference file
that teaches the agent how to answer a whole class of questions well. A
playbook is a domain's dialectic written down in advance — the headline
reading a question invites, the contradictions a competent skeptic would
raise against it, and the SQL to fetch both (see the method in
references/report-patterns/README.md).
The existing ones live in
references/report-patterns/ and are the
pattern to follow:
monetary-policy.md— central bank policy stance, administered rates, OMO, balance-sheet contextbilateral-trade.md— country-pair trade trends, product drivers, mirror-statistics caveatsfiscal-policy-revenue.md— government receipts, tax composition, distributional detail
A good playbook contains:
- A trigger — which question shapes it covers ("latest trend in trade
between A and B", "explain the Fed's stance"), added as a row to the
routing table in
references/report-patterns/README.mdso the agent reads the playbook before fetching.SKILL.mdpoints at that router, so it doesn't need to change. - Required coverage — the domain's canonical antitheses: the counter-checks a complete answer must fetch (mirror statistics, real vs nominal, composition, the counterparty's ledger), so the agent doesn't stop at the first obvious chart.
- Ready SQL templates — tested queries against the three-table schema for the key computations (latest-month YoY, YTD comparisons, top-N drivers).
- Caveats and guardrails — unit normalization, base-year changes, national-vs-subnational traps, data gaps to disclose explicitly.
Ideas we'd love to see: labor-market health, inflation decomposition, energy markets, housing, sovereign debt, sector earnings analysis, country macro-risk snapshots.
Other welcome contributions
- Terminal renderers — new chart types or better ASCII/ANSI output in
scripts/term_chart.py(keep it stdlib-only). - Viz recipes — reusable patterns for
build_viz.pyandreferences/output/viz-guide.md. - SQL idioms and pitfalls — additions to
references/data/sql-guide.mdfrom real usage. - Docs and fixes — anything that makes the agent's first attempt land.
Test a playbook by running the questions it targets end-to-end through the skill and checking the published output; a PR description that shows a before/after share link is the most convincing review material.
Security
No secrets belong in this repo, and the plugin holds none — all access goes through the MCP server's OAuth flow, so the coding agent holds the token and nothing is written here. All SQL runs read-only against FactIQ's data warehouse.