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

Claude custom connector

Follow these steps to add the Aiera MCP as a custom connector in Claude AI's web interface:

Note: Requires an active Aiera subscription and an "Admin", "Owner", or "Primary Owner" role in your Claude account.

Go to the Connectors tab in the "Admin settings" page.
At the bottom of the page, click on the "Add custom connector" button.
Fill out each input field in the "Add custom connector" form, then click "Add".
- Remote MCP server URL: https://mcp-pub.aiera.com
- Under "Advanced settings":
  - OAuth Client ID: 32kfd2pd43kfrhbkf7dcbt1v47
  - OAuth Client Secret: will be shared separately by Aiera
Note: If you see an error message stating that "A server with this URL already exists" after submitting the form, it means you have an existing Aiera MCP already configured with Claude.
After successfully adding the MCP, you should now see it in your connectors list in the Admin settings page with a "Configure" button next to it.
Next, go to the Connectors tab in the "Settings" page. Scroll to the custom connectors towards the bottom of the page, and click the "Connect" button on your newly added Aiera MCP.
A new browser tab should open with an Aiera login form
Enter your existing Aiera dashboard credentials (username & password) and click "Sign in".
Note: if this is your first time logging in to use the Aiera MCP, it may take a bit longer for the form to submit.
Once authentication completes, start a new chat and click on the "Search and tools" button.
You should now be able to toggle the Aiera MCP on/off
as well as see and manage its tooling

ChatGPT custom connector

Follow these steps to add the Aiera MCP as a custom connector in the ChatGPT web interface:

Note: Requires an active Aiera subscription and an "Admin" or "Owner" role.

Go to the Connectors admin page and click the "Create" button.
Fill out each input field in the "Add custom connector" form, then click "Add".
- Remote MCP server URL: https://mcp-pub.aiera.com
- Under "Authentication":
  - Select the "OAuth" dropdown option
  - OAuth Client ID: 32kfd2pd43kfrhbkf7dcbt1v47
  - OAuth Client Secret: will be shared separately by Aiera
After submitting the form, you should see your custom connector under the "Drafts" tab in the Connectors admin page.
Test the MCP by starting a new chat and enabling it under the ... More tooltip menu option.
Once enabled, it should look something like this:
To enable the Aiera MCP custom connector for the rest of your team in the same ChatGPT account, go back to the "Drafts" tab in the Connectors admin page and click the "Publish" button.
Review all actions and check off the necessary boxes.
Once reviewed, click the "Publish" button, and like the Crunchwrap Supreme®, you'll be good-to-go.
Great success! You should now see Aiera MCP under the "Available" tab in the Connectors admin page.

Local development

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
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
event_type (optional): Type of event (default: "earnings")
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

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
transcript_section: Section to retrieve for included transcripts

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
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
form_number (optional): Filter by SEC form type
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

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
isin (optional): International Securities Identification Number
ric (optional): Reuters Instrument Code
ticker (optional): Local ticker symbol
permid (optional): Permanent Identifier
search (optional): Search term for company name
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

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
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

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
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

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
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

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
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
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

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

Search

search_transcripts

Perform a full-text search across all event transcripts.

Parameters:

search: Search term(s)
event_ids (optional): Filter by event IDs
equity_ids (optional): Filter by equity IDs
start_date: Start date for the search range
end_date: End date for the search range
transcript_section (optional): Filter by transcript section (e.g., "presentation", "q_and_a")
event_type (optional): Filter by event type (e.g., "earnings", "presentation")
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 100)

Common use cases:

Find all references to a specific topic across earnings calls
Analyze management commentary on key issues
Research trends in analyst questions over time

search_filings

Perform a full-text search across all SEC filings.

Parameters:

search: Search term(s)
filing_ids (optional): Filter by filing IDs
equity_ids (optional): Filter by equity IDs
filing_types (optional): Filter by filing types (e.g., "10-K", "10-Q")
start_date: Start date for the search range
end_date: End date for the search range
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 100)

Common use cases:

Find all mentions of a specific risk factor across filings
Analyze financial disclosures on key topics
Research trends in filing language over time

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.