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Aiera MCP Server

The Aiera MCP server provides specialized access to earnings calls, SEC filings, company publications, and other data sets for large language models and agentic workflows, delivered through a suite of specialized tools and instructions.

What is MCP?

Model Context Protocol (MCP) is an open standard that creates a unified way for large language models to connect with external applications and data sources.

Rather than needing to implement different methods to access information for each implementation, MCP establishes a common framework for these interactions. This protocol enables bidirectional communication, allowing AI models to not only retrieve data from multiple sources, but also to perform actions within connected applications. Essentially, MCP serves as a standardized interface that streamlines how language models and agentic workflows work with external resources.

Setup

Aiera MCP is designed to be easy to leverage:

# OpenAI API
response = openai_client.responses.create(
    model="gpt-5",
    tools=[
        {
            "type": "mcp",
            "server_label": "Aiera",
            "server_description": "Access to Aiera financial data API",
            "server_url": f"https://mcp-pub.aiera.com/?api_key={API_KEY}",
            "require_approval": "never",
        },
    ],
    input="What are the key analyst questions from the most recent Netflix earnings call? return as JSON.",
)
        
# Claude API  
response = anthropic_client.beta.messages.create(
    model="claude-sonnet-4-5",
    mcp_servers=[
        {
            "type": "url",
            "name": "Aiera",
            "url": f"https://mcp-pub.aiera.com/?api_key={API_KEY}",
            "tool_configuration": {
                "enabled": true,
            }
        },
    ],
    messages=[
        {
            "role": "user",
            "content": "What are the key analyst questions from the most recent Netflix earnings call? return as JSON."
        }
    ],
)

Example Prompts

  • What companies in my primary watchlist are hosting events next week?
  • Can you list all the key analyst questions from the last Microsoft earnings call?
  • List all upcoming earnings calls for companies in the S&P 500 in the next 2 weeks.
  • What are the key topics from the last 4 earnings calls for Amazon?
  • Summarize the expert insights on the renewable energy sector from the past month.
  • What did Mastercard management say about US consumer spending trends?
  • What did Amazon management say about tariffs in the current environment?

Available Tools

Events

find_events

Retrieve events filtered by date range and various criteria.

Parameters:

  • start_date: Start date for the search range
  • end_date: End date for the search range
  • bloomberg_ticker (optional): Filter by Bloomberg ticker symbol
  • event_type (optional): Type of event (default: "earnings")
  • watchlist_id (optional): Filter by watchlist ID
  • index_id (optional): Filter by index ID
  • sector_id (optional): Filter by sector ID
  • subsector_id (optional): Filter by subsector ID
  • search (optional): Search term
  • page (optional): Page number for pagination (default: 1)
  • page_size (optional): Number of results per page (default: 25)

Common use cases:

  • Finding earnings calls, conferences, etc. for specific companies or sectors
  • Retrieving event transcripts for analysis
  • Monitoring events across a watchlist or index

get_event

Retrieve detailed information about a specific event, including transcripts and metadata.

Parameters:

  • event_id: The event ID

Common use cases:

  • Getting full transcripts of earnings calls
  • Retrieving event summaries and metadata
  • Deep-diving into specific corporate events

get_upcoming_events

Retrieve confirmed and estimated upcoming events.

Parameters:

  • start_date: Start date for the search range
  • end_date: End date for the search range
  • bloomberg_ticker (optional): Filter by Bloomberg ticker
  • watchlist_id (optional): Filter by watchlist ID
  • index_id (optional): Filter by index ID
  • sector_id (optional): Filter by sector ID
  • subsector_id (optional): Filter by subsector ID

Common use cases:

  • Planning for upcoming earnings and conference seasons
  • Scheduling analysis of future corporate events
  • Tracking event calendars for portfolios

SEC Filings

find_filings

Retrieve SEC filings filtered by date range and various criteria.

Parameters:

  • start_date: Start date for the search range
  • end_date: End date for the search range
  • bloomberg_ticker (optional): Filter by Bloomberg ticker
  • form_number (optional): Filter by SEC form type (e.g., "10-K", "10-Q", "8-K")
  • watchlist_id (optional): Filter by watchlist ID
  • index_id (optional): Filter by index ID
  • sector_id (optional): Filter by sector ID
  • subsector_id (optional): Filter by subsector ID
  • search (optional): Search term
  • page (optional): Page number for pagination (default: 1)
  • page_size (optional): Number of results per page (default: 25)

Common use cases:

  • Monitoring quarterly and annual reports
  • Tracking material events through 8-K filings
  • Analyzing filing patterns across sectors

get_filing

Retrieve detailed information about a specific SEC filing.

Parameters:

  • filing_id: The filing ID

Common use cases:

  • Extracting insights and financials from filings
  • Analyzing filings across quarters

Equities & Market Data

find_equities

Search for equities using various identifiers or search terms.

Parameters:

  • bloomberg_ticker (optional): Bloomberg ticker symbol
  • ticker (optional): Standard ticker symbol
  • isin (optional): International Securities Identification Number
  • ric (optional): Reuters Instrument Code
  • permid (optional): Permanent Identifier
  • search (optional): Search term for company name
  • page (optional): Page number for pagination
  • page_size (optional): Number of results per page

Common use cases:

  • Looking up companies by various identifiers
  • Converting between ticker formats
  • Searching for companies by name

get_equity_summaries

Retrieve detailed summary information about specific equities.

Parameters:

  • bloomberg_ticker: Bloomberg ticker symbol(s)

Common use cases:

  • Getting comprehensive company profiles
  • Retrieving key financial metrics
  • Understanding company classifications and metadata

get_sectors_and_subsectors

Retrieve a list of all available sectors and subsectors.

Common use cases:

  • Understanding sector and subsector classifications

Indexes & Watchlists

get_available_indexes

Retrieve the list of available market indexes.

Common use cases:

  • Discovering supported indexes

get_index_constituents

Retrieve all equities within a specific index.

Parameters:

  • index: Index identifier

Common use cases:

  • Analyzing index composition

get_available_watchlists

Retrieve the list of available watchlists.

Common use cases:

  • Discovering personal watchlists

get_watchlist_constituents

Retrieve all equities within a specific watchlist.

Parameters:

  • watchlist_id: Watchlist identifier

Common use cases:

  • Analyzing watchlist composition

Company Documents

find_company_docs

Retrieve company-published documents filtered by various criteria.

Parameters:

  • start_date: Start date for the search range
  • end_date: End date for the search range
  • bloomberg_ticker (optional): Filter by Bloomberg ticker
  • watchlist_id (optional): Filter by watchlist ID
  • index_id (optional): Filter by index ID
  • sector_id (optional): Filter by sector ID
  • subsector_id (optional): Filter by subsector ID
  • categories (optional): Filter by document categories
  • keywords (optional): Filter by document keywords
  • search (optional): Search term
  • include_raw (optional): Include raw document text (default: false)
  • page (optional): Page number for pagination
  • page_size (optional): Number of results per page

Common use cases:

  • Finding press releases, investor presentations, and more
  • Tracking corporate announcements
  • Analyzing company communications

get_company_doc

Retrieve the raw text from a specific company document.

Parameters:

  • company_doc_id: Company document ID

Common use cases:

  • Extracting full document content
  • Processing documents for analysis

get_company_doc_categories

Retrieve all available document categories.

Parameters:

  • search (optional): Search term for categories
  • page (optional): Page number for pagination
  • page_size (optional): Number of results per page

Common use cases:

  • Discovering document classifications

get_company_doc_keywords

Retrieve all available document keywords.

Parameters:

  • search (optional): Search term for keywords
  • page (optional): Page number for pagination
  • page_size (optional): Number of results per page

Common use cases:

  • Discovering document keywords

Third Bridge

find_third_bridge_events

Retrieve expert insight events from Third Bridge.

Parameters:

  • start_date: Start date for the search range
  • end_date: End date for the search range
  • search (optional): Search term
  • include_transcripts (optional): Include transcripts (default: true)
  • page (optional): Page number for pagination
  • page_size (optional): Number of results per page

Common use cases:

  • Accessing expert industry insights
  • Supplementing earnings analysis with expert opinions
  • Gathering qualitative market intelligence

get_third_bridge_event

Retrieve detailed information about specific Third Bridge events.

Parameters:

  • event_id: The Third Bridge event ID

Common use cases:

  • Getting full expert interview transcripts
  • Analyzing expert commentary on industries
  • Deep research on specific topics

Date Formatting

All date parameters should be provided in ISO 8601 format: YYYY-MM-DD

Example: 2024-01-15

Pagination

Many tools support pagination through page and page_size parameters. Default page sizes vary by endpoint but typically range from 20-100 results.

Best Practices

  • Use specific date ranges: Narrow ranges improve performance and relevance
  • Leverage filters: Use ticker, watchlist, or sector filters to reduce result sets
  • Include transcripts selectively: Set include_transcripts=false when you only need metadata to speed up responses and reduce token usage
  • Batch event retrieval: Use get_events with multiple event_ids for efficiency
  • Search strategically: Combine search terms with filters for precise results

On-Premise

If you are interested in an on-premise deployment of Aiera MCP, you can deploy the server within your own infrastructure with our open-source repository.

Support

For additional information about Aiera's data coverage, API limits, or specific use cases, contact your Aiera representative or visit Aiera Support.

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