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Aiera MCP Server

The Aiera MCP server provides comprehensive access to our earnings calls, SEC filings, company publications, and more through a suite of specialized tools.

Setup

Aiera MCP can be modified and/or deployed: Aiera MCP Server on GitHub

Alternatively, Aiera MCP will be available as a Connector within Claude Desktop; and, can be integrated into any MCP-compatible model by using our hosted endpoint (and the necessary OAuth token): https://mcp-pub.aiera.com

Available Tools

Events

find_events

Retrieve events filtered by date range and various criteria.

Parameters:

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

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_events

Retrieve detailed information about specific events, including transcripts and metadata.

Parameters:

  • event_ids (required): Comma-separated list of event IDs

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 (required): Start date for the search range
  • end_date (required): 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 (required): Start date for the search range
  • end_date (required): 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
  • include_raw (optional): Include raw filing text (default: false)
  • page (optional): Page number for pagination
  • page_size (optional): Number of results per page

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 (required): The filing ID
  • include_raw (optional): Include raw filing text (default: true)

Common use cases:

  • Extracting full text from specific filings
  • Analyzing detailed filing metadata
  • Processing filing content for NLP tasks

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 (required): 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 (required): 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 (required): Watchlist identifier

Common use cases:

  • Analyzing watchlist composition

Company Documents

find_company_docs

Retrieve company-published documents filtered by various criteria.

Parameters:

  • start_date (required): Start date for the search range
  • end_date (required): 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 (required): Company document ID
  • include_raw (optional): Include raw document text (default: true)

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 (required): Start date for the search range
  • end_date (required): 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_events

Retrieve detailed information about specific Third Bridge events.

Parameters:

  • event_ids (required): Comma-separated list of event IDs

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

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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