Aiera MCP Server Tools

The Aiera MCP server has a suite of specialized tools that provide access to Aiera's financial data for foundational AI models and agentic workflows. These tools cover earnings calls and calendar, SEC filings, company publications, expert insights, and more.

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

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?
What are the key topics from the last 4 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: 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