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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 rangeend_date: End date for the search rangebloomberg_ticker(optional): Filter by Bloomberg ticker symbolevent_type(optional): Type of event (default: "earnings")watchlist_id(optional): Filter by watchlist IDindex_id(optional): Filter by index IDsector_id(optional): Filter by sector IDsubsector_id(optional): Filter by subsector IDsearch(optional): Search termpage(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 rangeend_date: End date for the search rangebloomberg_ticker(optional): Filter by Bloomberg tickerwatchlist_id(optional): Filter by watchlist IDindex_id(optional): Filter by index IDsector_id(optional): Filter by sector IDsubsector_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 rangeend_date: End date for the search rangebloomberg_ticker(optional): Filter by Bloomberg tickerform_number(optional): Filter by SEC form type (e.g., "10-K", "10-Q", "8-K")watchlist_id(optional): Filter by watchlist IDindex_id(optional): Filter by index IDsector_id(optional): Filter by sector IDsubsector_id(optional): Filter by subsector IDsearch(optional): Search termpage(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 symbolticker(optional): Standard ticker symbolisin(optional): International Securities Identification Numberric(optional): Reuters Instrument Codepermid(optional): Permanent Identifiersearch(optional): Search term for company namepage(optional): Page number for paginationpage_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 rangeend_date: End date for the search rangebloomberg_ticker(optional): Filter by Bloomberg tickerwatchlist_id(optional): Filter by watchlist IDindex_id(optional): Filter by index IDsector_id(optional): Filter by sector IDsubsector_id(optional): Filter by subsector IDcategories(optional): Filter by document categorieskeywords(optional): Filter by document keywordssearch(optional): Search terminclude_raw(optional): Include raw document text (default: false)page(optional): Page number for paginationpage_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 categoriespage(optional): Page number for paginationpage_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 keywordspage(optional): Page number for paginationpage_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 rangeend_date: End date for the search rangesearch(optional): Search terminclude_transcripts(optional): Include transcripts (default: true)page(optional): Page number for paginationpage_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=falsewhen 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.