Available MCP Tools

The Aiera MCP server offers a suite of specialized tools that provide access to Aiera's financial data. These tools cover earnings calls and calendar, SEC filings, company publications, expert insights, research, and more.

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
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:

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_financials

Retrieve financial data including income statements, balance sheets, and cash flow statements.

Parameters:

bloomberg_ticker: Bloomberg ticker symbol
source: Type of financial statement (income-statement, balance-sheet, or cash-flow-statement)
calendar_year: Calendar year for the financial data
source_type (optional): Format type — as-reported or standardized (default: "standardized")
period (optional): Reporting period type — annual, quarterly, semi-annual, ltm, ytd, or latest (default: "annual")
calendar_quarter (optional): Calendar quarter (1-4), required for quarterly periods
metric_id (optional): Specific metric ID to filter
metric_type (optional): Metric type filter
ratio_id (optional): Specific ratio ID to filter

Common use cases:

Analyzing income statement trends over time
Comparing balance sheet metrics across quarters
Reviewing cash flow statements for capital allocation decisions

Example prompts:

What was Apple's quarterly revenue for Q3 2024?
Show me Microsoft's balance sheet from their latest annual report.
Can you compare Tesla's cash flow statements from the last four quarters?

get_ratios

Retrieve ratio metrics like profitability, liquidity, and valuation ratios for a specific company.

Parameters:

bloomberg_ticker: Bloomberg ticker symbol
calendar_year: Calendar year for the financial data
period (optional): Reporting period type — annual, quarterly, semi-annual, ltm, ytd, or latest (default: "annual")
calendar_quarter (optional): Calendar quarter (1-4), required for quarterly periods
ratio_id (optional): Specific ratio ID to filter

Common use cases:

Analyzing profitability ratios (ROE, ROA, margins)
Evaluating liquidity ratios (current ratio, quick ratio)
Comparing valuation metrics across companies

Example prompts:

What are Amazon's profitability ratios for 2024?
Show me Microsoft's liquidity ratios from Q2 2024.
Compare the valuation ratios for Apple across the last four quarters.

get_kpis_and_segments

Retrieve key performance indicators and segment-level metrics for a company.

Parameters:

bloomberg_ticker: Bloomberg ticker symbol
calendar_year: Calendar year for the financial data
period (optional): Reporting period type — annual, quarterly, semi-annual, ltm, ytd, or latest (default: "annual")
calendar_quarter (optional): Calendar quarter (1-4), required for quarterly periods
metric_id (optional): Specific metric ID to filter
metric_type (optional): Metric type filter

Common use cases:

Analyzing company-specific KPIs and operational metrics
Understanding segment-level revenue breakdowns
Tracking key business drivers over time

Example prompts:

What are Netflix's key subscriber metrics from Q4 2024?
Show me Apple's segment revenue breakdown for fiscal 2024.
What are Amazon's AWS-specific KPIs from the last quarter?

get_sectors_and_subsectors

Retrieve a list of all available sectors and subsectors.

Parameters:

search (optional): Search term to filter sectors
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

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.

Parameters:

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

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

Events

find_events

Search for corporate events including earnings calls, investor presentations, and shareholder meetings.

Parameters:

start_date: Start date for the search range
end_date: End date for the search range
search (optional): Search term to filter events by title
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 — earnings, presentation, investor_meeting, shareholder_meeting, special_situation (default: "earnings")
conference_id (optional): Filter by conference ID
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

Example prompts:

What companies in my primary watchlist are hosting events next week?
Can you list all the key analyst questions from the last four Microsoft earnings calls?
What are the key topics from the last year of earnings calls for Amazon?

get_event

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

Parameters:

event_id: The event ID
transcript_section (optional): Section to retrieve — presentation or q_and_a

Common use cases:

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

Example prompts:

Can you list all the key analyst questions from the last Microsoft earnings call?
Can you summarize the most recent Netflix event?
What was management commentary from the last Amazon investor event?

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

Example prompts:

When is the next Microsoft earnings call?
What events from my primary watchlist are coming up this week?
When is the Q2 Amazon earnings call going to be?

find_conferences

Search for conferences by date range.

Parameters:

start_date: Start date for the search range
end_date: End date for the search range
search (optional): Search term to filter conferences by title
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

Common use cases:

Finding investor conferences happening in a specific time period
Discovering conference presentations for specific companies
Tracking conference schedules across sectors

Example prompts:

What investor conferences are happening next month?
Can you find tech conferences scheduled for Q1?
Which conferences does Microsoft have presentations at this year?

search_transcripts

Perform a semantic search across event transcripts using embedding-based matching.

Parameters:

query_text: Search query text
equity_ids (optional): List of equity IDs to filter search
event_ids (optional): List of event IDs to search within
event_type (optional): Filter by event type (default: "earnings")
transcript_section (optional): Filter by transcript section — presentation or q_and_a
start_date (optional): Start date for the search range
end_date (optional): End date for the search range
size (optional): Number of results to return (default: 20)
search_after (optional): Cursor for pagination from a previous response

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

Example prompts:

How was inflation discussed in earnings calls over the past year?
What questions have analysts been asking about supply chain issues?
Summarize mentions of "AI" in tech earnings from the last six months?

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
search (optional): Search term to filter filings
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 (e.g., "10-K", "10-Q", "8-K")
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

Example prompts:

Summarize the key financial metrics from the last four Amazon 10-Q filings.
What are the top KPIs from the last two Microsoft 10-Ks?
What material events has Tesla disclosed in its recent 8-K filings?

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

Example prompts:

Summarize the key disclosures from the most recent Amazon 10-Q.
What was the last 8-K from Nvidia about?
Did Netflix report any significant risks in its latest 10-K?

search_filings

Perform a semantic search across SEC filing documents using embedding-based matching.

Parameters:

query_text: Search query text
equity_ids (optional): List of equity IDs to filter search
filing_ids (optional): List of filing IDs to search within
filing_type (optional): Filter by filing type (e.g., "10-K", "10-Q")
start_date (optional): Start date for the search range
end_date (optional): End date for the search range
size (optional): Number of results to return (default: 20)
search_after (optional): Cursor for pagination from a previous response

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

Example prompts:

What risks related to cybersecurity are mentioned in recent 10-K filings?
How often is "climate change" discussed in SEC filings over the past two years?
Can you find all references to "supply chain" in 10-Q filings from the last year?

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
search (optional): Search term to filter docs by title or category
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 (e.g., press_release, annual_report, earnings_release, slide_presentation, compliance, disclosure)
keywords (optional): Filter by document keywords
exclude_categories (optional): Comma-separated category names to exclude from results
exclude_keywords (optional): Comma-separated keywords to exclude from results
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

Example prompts:

What ESG reports has Microsoft published in the last year?
Can you find investor presentations from the last year from Apple?
Show me recent press releases from Tesla about product launches.

get_company_doc

Retrieve the raw text from a specific company document.

Parameters:

company_doc_ids: Company document ID(s)

Common use cases:

Extracting full document content
Processing documents for analysis

Example prompts:

What are the key highlights from Microsoft's latest investor presentation?
Summarize the main points from Apple's most recent press release.
What new product information is in Tesla's latest announcement?

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

search_company_docs

Perform a semantic search within company document chunks for specific content, disclosures, or topics using embedding-based matching.

Parameters:

query_text: Search query text (e.g., "sustainability initiatives", "capital allocation", "product roadmap")
company_doc_ids (optional): List of specific company document IDs to search within
company_ids (optional): List of company IDs to filter search
categories (optional): List of document categories to filter by
keywords (optional): List of keywords to filter by
start_date (optional): Start date filter on publish date
end_date (optional): End date filter on publish date
size (optional): Number of results to return (default: 20)
search_after (optional): Cursor for pagination from a previous response

Common use cases:

Finding specific disclosures or topics within company publications
Searching for ESG-related content across press releases and reports
Extracting relevant passages from company documents on key themes

Example prompts:

What has Microsoft disclosed about AI strategy in recent press releases?
Search for capital allocation commentary in Apple's investor presentations.
Find references to supply chain diversification in Tesla's company documents.

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 to filter content by title or description
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
content_type (optional): Filter by content type — FORUM, PRIMER, or COMMUNITY
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

Example prompts:

Summarize expert insights on the retail sector from the last quarter.
What are the key takeaways from Third Bridge events related to cloud computing?
Can you provide expert commentary on recent trends in electric vehicles?

get_third_bridge_event

Retrieve detailed information about specific Third Bridge events.

Parameters:

thirdbridge_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

Example prompts:

What expert insights were shared in the latest Third Bridge event on cybersecurity?
What are the key points from the most recent Third Bridge fintech interview?
What trends did experts discuss in the last Third Bridge event on renewable energy?

search_thirdbridge

Perform a semantic search within Third Bridge expert interview transcripts for specific topics, insights, or discussions using embedding-based matching.

Parameters:

query_text: Search query text (e.g., "competitive landscape", "pricing trends", "market share dynamics")
company_ids (optional): List of company IDs to filter search
thirdbridge_ids (optional): List of Third Bridge IDs to search within
start_date (optional): Start date filter on event date
end_date (optional): End date filter on event date
event_content_type (optional): Filter for Third Bridge content type (e.g., "FORUM")
size (optional): Number of results to return (default: 20)
search_after (optional): Cursor for pagination from a previous response

Common use cases:

Finding expert commentary on specific industry trends
Searching for competitive intelligence across expert interviews
Extracting expert insights on market dynamics or company-specific topics

Example prompts:

What are experts saying about competitive dynamics in cloud computing?
Find Third Bridge expert insights on pricing trends in the semiconductor industry.
Search for expert commentary on market share shifts in streaming services.

Research

find_research

Find research reports filtered by optional filters including authors, providers, regions, countries, and date range.

Parameters:

search (optional): Free-text search across title, abstract, and description
start_date (optional): Start date (defaults to 52 weeks ago)
end_date (optional): End date (defaults to today)
author_ids (optional): List of author person IDs to filter by
aiera_provider_ids (optional): List of Aiera provider IDs to filter by
regions (optional): List of regions to filter by (e.g., "Americas", "EMEA")
countries (optional): List of country codes to filter by (e.g., "US", "GB")
asset_classes (optional): List of asset classes to filter by (e.g., "Equity")
asset_types (optional): List of asset types to filter by (e.g., "Credit")
subjects (optional): List of subjects to filter by (e.g., "Technology")
product_focuses (optional): List of product focus values to filter by
discipline_types (optional): List of discipline types to filter by
search_after (optional): Cursor for pagination from a previous response
page_size (optional): Number of results per page (default: 50, max: 100)

Common use cases:

Browsing research reports by topic, region, or asset class
Finding analyst research for specific companies or sectors
Tracking new research publications from specific providers

Example prompts:

What research has been published on semiconductors in the last month?
Show me recent equity research from Americas-based providers.
Find research reports on healthcare published this quarter.

get_research

Retrieve detailed information about a specific research report including content.

Parameters:

document_id: The research report document ID

Common use cases:

Reading full research report content
Extracting key findings and recommendations
Analyzing specific research documents in depth

Example prompts:

Show me the full content of this research report.
What are the key findings from this analyst report?
Summarize this research document.

search_research

Semantic search within research content for specific topics, analyses, or insights.

Parameters:

query_text: Search query text
document_ids (optional): List of document IDs to search within
author_ids (optional): List of author person IDs to filter by
aiera_provider_ids (optional): List of Aiera provider IDs to filter by
asset_classes (optional): List of asset classes to filter by
asset_types (optional): List of asset types to filter by
start_date (optional): Start date filter
end_date (optional): End date filter
size (optional): Number of results to return (default: 20)
search_after (optional): Cursor for pagination from a previous response

Common use cases:

Finding specific content within research documents
Searching for analyst insights on particular topics
Extracting relevant research passages

Example prompts:

What are analysts saying about AI chip demand in recent research?
Find research content discussing interest rate impacts on REITs.
Search for analyst commentary on autonomous driving technology.

get_research_providers

Retrieve all available research providers with their IDs and names.

Parameters:

search (optional): Search term to filter providers by name
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

Common use cases:

Discovering available research sources
Finding provider IDs for filtering research queries

get_research_authors

Search for research authors by name or provider.

Parameters:

search (optional): Author name search (partial match)
provider_id (optional): Filter authors by provider ID
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

Common use cases:

Looking up author IDs for filtering research
Discovering authors associated with a specific provider

get_research_asset_classes

Retrieve all available research asset classes with document counts.

Parameters:

search (optional): Search term to filter asset classes
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

Common use cases:

Discovering available asset class filters for research queries

get_research_asset_types

Retrieve all available research asset types with document counts.

Parameters:

search (optional): Search term to filter asset types
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

Common use cases:

Discovering available asset type filters for research queries

get_research_subjects

Retrieve all available research subjects with document counts.

Parameters:

search (optional): Search term to filter subjects
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

Common use cases:

Discovering available subject filters for research queries

get_research_product_focuses

Retrieve all available research product focus values with document counts.

Parameters:

search (optional): Search term to filter product focuses
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

Common use cases:

Discovering available product focus filters for research queries

get_research_discipline_types

Retrieve all available research discipline types with document counts.

Parameters:

search (optional): Search term to filter discipline types
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

Common use cases:

Discovering available discipline type filters for research queries

get_research_region_types

Retrieve all available research region types with document counts.

Parameters:

search (optional): Search term to filter region types
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

Common use cases:

Discovering available region filters for research queries

get_research_country_codes

Retrieve all available research country codes with document counts.

Parameters:

search (optional): Search term to filter country codes
page (optional): Page number for pagination (default: 1)
page_size (optional): Number of results per page (default: 50)

Common use cases:

Discovering available country code filters for research queries

Web Search

trusted_web_search

Search the web using only trusted/approved domains relevant to financial professionals. Searches across trusted sources including cnbc.com, bloomberg.com, reuters.com, wsj.com, apnews.com, and other Aiera-approved domains.

Parameters:

search: The search query text
allowed_domains (optional): Comma-separated list of allowed domains to restrict search results (e.g., "cnbc.com,reuters.com"). If omitted, uses Aiera's curated list of trusted domains.

Common use cases:

Finding recent news articles about companies or markets
Getting current information from trusted financial sources
Supplementing event transcripts and filings with news coverage

Example prompts:

What are the latest news articles about Apple's earnings?
Find recent Bloomberg articles about Federal Reserve policy.
What is the latest financial news on Tesla?

Date Formatting

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

Example: 2025-01-15

Pagination

Many tools support pagination through page and page_size parameters. Default page sizes vary by endpoint but typically range from 20-100 results. Search tools (search_transcripts, search_filings, search_company_docs, search_thirdbridge, search_research) use cursor-based pagination via search_after.

Best Practices

Use specific date ranges: Narrow ranges improve performance and relevance
Leverage filters: Use ticker, watchlist, or sector filters to reduce result sets
Search strategically: Combine search terms with filters for precise results
Use facet tools: For research queries, use the facet tools (get_research_asset_classes, get_research_subjects, etc.) to discover valid filter values before querying