About Kepler
What is Kepler?
What is Kepler?
Kepler is an AI financial research agent. It reads primary sources, SEC filings (XBRL), earnings call transcripts, and market data, and returns answers and spreadsheet models where every figure is backed by a citation you can audit. Use it in the Kepler app or through the MCP connector.
What is the MCP connector?
What is the MCP connector?
The connector is a remote MCP server that lets AI assistants such as Claude, ChatGPT, and Cursor run Kepler research on your behalf. You add it to your client once, and from then on your assistant can return the same citation-backed answers and workbooks you would get in the app, from inside any conversation. See the connector overview.
How is this different from asking my assistant directly?
How is this different from asking my assistant directly?
Your assistant’s own knowledge is dated and uncited, and web summaries are secondary sources. Kepler reads the actual filings and transcripts and links every figure to the document it came from, so results are auditable. When work has to be right, the citations are the point.
Access and setup
How do I get access?
How do I get access?
MCP access is rolled out per account. If your client reports that access is not enabled after you sign in, ask your Kepler contact to enable it, then sign out of Kepler and back in so your session picks up the change. See access.
Which clients work with the connector?
Which clients work with the connector?
Any client that supports remote MCP servers over streamable HTTP, including Claude, Claude Code, ChatGPT, Cursor, and VS Code. See connect a client for step-by-step setup for each.
Do I need an API key?
Do I need an API key?
No. The connector signs you in with OAuth 2.1 using your Kepler account. There are no API keys to create, paste, or rotate. See security and access.
What is the connector URL?
What is the connector URL?
https://mcp.kepler.ai/api/mcp/v1. You can also copy it from the MCP page in the Kepler app sidebar, which always shows the current URL and setup steps.Coverage and data
What companies and data does Kepler cover?
What companies and data does Kepler cover?
Publicly listed companies, through their SEC filings and earnings call transcripts, plus market data. The connector works with the same coverage as the Kepler app.
How do I check whether a company or filing is available?
How do I check whether a company or filing is available?
Ask an availability question, for example “Use Kepler to check whether Nvidia’s latest 10-K and Q3 call are available.” This calls
lookup_company and returns instantly, with no run required. It lists the filings and transcripts Kepler has on file, with forms, dates, and fiscal periods.Can Kepler research private companies?
Can Kepler research private companies?
No. Kepler works from public filings and transcripts, so coverage is limited to publicly listed companies.
Running research
How long does a run take?
How long does a run take?
Usually a few minutes, and longer for larger models, because Kepler reads primary sources rather than summarizing from memory. Your assistant holds the connection open and streams progress while it works, so you see what Kepler is reading rather than a spinner.
Can I follow up or refine a result?
Can I follow up or refine a result?
Yes. Follow-ups stay in the same conversation, so Kepler keeps full context from earlier runs. Ask for a new column, a broken-out segment, or a different period, and your assistant extends the existing run with
continue_research.How do I get a spreadsheet or export the data?
How do I get a spreadsheet or export the data?
Ask for a model and the result includes a workbook you can open in the app or download as
.xlsx. To pull a sheet for downstream analysis, ask for it as CSV, and your assistant calls get_workbook_data. Every cell traces back to a source.Can I find and continue an earlier run?
Can I find and continue an earlier run?
Yes. Ask for something like “the Netflix model I built yesterday,” and your assistant calls
list_recent_runs to locate the conversation, then continues it. No need to start over.How do I stop a run I started by mistake?
How do I stop a run I started by mistake?
Ask your assistant to cancel it. Cancelling is non-destructive: the conversation and any partial results survive, and you can re-engage it later with a follow-up. See
cancel_run.Citations and trust
How do citations work?
How do citations work?
Every figure in an answer links back to the exact filing or transcript it came from. Open a citation to trace a number to its source. Results are auditable through these links, not a black box.
What is the sourcing report?
What is the sourcing report?
A coverage summary included with each result. It tells you how many figures are cited and whether every number in the answer is backed by a source, so you can see at a glance how much of an answer is sourced before you rely on it. See the sourcing report shape.
Security
How does the connector authenticate?
How does the connector authenticate?
With OAuth 2.1, using your Kepler account. There are no API keys to manage, and your sign-in token is validated at the edge rather than passed to the systems that run your research. See data handling and privacy.
Is my research private to me?
Is my research private to me?
Yes. Access is scoped to your account. Your assistant can reach only your own conversations and results, and no other user can see them. Your runs are saved to your account so you can revisit and continue them, the same as in the app.
Does the connector support enterprise SSO?
Does the connector support enterprise SSO?
Yes. The connector signs in with your Kepler account, so your organization’s SSO applies. Kepler supports enterprise SSO over SAML 2.0 and OIDC. See single sign-on.
Is Kepler compliant with security standards?
Is Kepler compliant with security standards?
Kepler is SOC 2 Type II certified, supports GDPR and CCPA, and has ISO 27001 in progress. See the security page and Trust Portal for current details and documentation.
How is data stored, retained, and deleted?
How is data stored, retained, and deleted?
Data handling is governed by Kepler’s Privacy Policy and Terms. For a security review or vendor assessment, email support@kepler.ai.
Troubleshooting
My client says MCP access isn't enabled.
My client says MCP access isn't enabled.
Access is granted per account. Ask your Kepler contact to enable it, then sign out of Kepler and back in so your session refreshes. More in troubleshooting.
The OAuth sign-in didn't appear.
The OAuth sign-in didn't appear.
Make sure you entered the full URL including the
/api/mcp/v1 path. A bare domain won’t resolve the connector. Remove and re-add the server to trigger the sign-in again.A run seems stuck.
A run seems stuck.
Runs are meant to take a few minutes while Kepler reads sources. Your assistant waits and streams progress, and keeps waiting until a result or failure comes back. You can also continue the conversation or cancel the run.