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, 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")
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: 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

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
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?

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

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?

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_financials

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

Parameters:

bloomberg_ticker (optional): Bloomberg ticker symbol
source: Type of financial statement (income-statement, balance-sheet, or cash-flow-statement)
source_type: Format type (as-reported for original filings or standardized for normalized data)
period: Reporting period type (annual, quarterly, semi-annual, ltm, ytd, or latest)
calendar_year: Calendar year for the financial data
calendar_quarter (optional): Calendar quarter (1-4), required for quarterly periods

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 (optional): Bloomberg ticker symbol
period: Reporting period type (annual, quarterly, semi-annual, ltm, ytd, or latest)
calendar_year: Calendar year for the financial data
calendar_quarter (optional): Calendar quarter (1-4), required for quarterly periods

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 (optional): Bloomberg ticker symbol
period: Reporting period type (annual, quarterly, semi-annual, ltm, ytd, or latest)
calendar_year: Calendar year for the financial data
calendar_quarter (optional): Calendar quarter (1-4), required for quarterly periods

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.

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

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_id: Company document ID

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

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

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:

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

search_transcripts

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

Parameters:

query_text: Search query text
equity_ids: List of equity IDs to search (required)
event_ids: List of event IDs to search (required)
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
max_results (optional): Maximum results to return (default: 20)

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?

search_filings

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

Parameters:

query_text: Search query text
equity_ids: List of equity IDs (required)
filing_ids: List of filing IDs (required)
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
max_results (optional): Maximum results to return (default: 20)

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?

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.

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