AI Analyst for Stock Market Data with BigQuery & Claude

Overview

Goal — Build a local AI analyst for stock market data using Bruin CLI, BigQuery, and Claude Code.

Audience — Data professionals and financial analysts who want an AI-powered investment analysis workflow.

Prerequisites

• BigQuery project and dataset with data already loaded
• gcloud CLI installed
• Bruin CLI installed
• Claude Code installed and authenticated for bruin ai enhance
• Bruin MCP configured for Claude Code

Steps

1) Initialise the pipeline

• Run bruin init empty sp500. If the current folder is already git-initialised, this creates sp500 unless you pass --in-place.
• If the current folder is not a git repo, Bruin creates a bruin/ folder first and then creates the project and pipeline inside it.
• Use the pipeline path that was created. If Bruin created sp500 in your repo, drop the bruin/ prefix in later commands.
• For more context, see Bruin project docs and video walkthrough.

2) Authenticate to BigQuery

• Run gcloud auth login. For more details, see gcloud auth login.

3) Configure the BigQuery connection

• Use bruin connections add (interactive) or flags with --type google_cloud_platform.
• Name the connection gcp-default so later commands match the tutorial.
• Test it with bruin connections test --name gcp-default --env default.

4) Import metadata

• Run bruin import database bruin/sp500 --connection gcp-default --schema stock_market.
• For BigQuery, use --schemas to import multiple schemas.

5) Enhance metadata

• Run bruin ai enhance bruin/sp500 using Claude Code.
• Use --claude if multiple AI CLIs are installed.
• See AI enhance command for flag options.

6) Configure Bruin MCP in Claude Code

• Add the Bruin MCP server to Claude Code. See Bruin MCP setup.

7) Create the agent instruction file

• Create an AGENTS.md file in the project root with pretext, context, rules, and instructions.
• Tell the agent to read pipeline.yml and assets/.
• Require bruin query for all data access, and use --dry-run while testing.

8) Prompt the agent

• Ask investment analysis questions, for example: "Which companies had their free cash flow margin improve in the past 4 quarters but saw their stock price decrease more than 10% during the same period?"

Helpful links

• Bruin installation
• Bruin MCP
• AI enhance command
• Bruin core concepts videos
• Video walkthrough