Kepler
The AI financial research agent. Kepler reads primary sources, extracts the numbers, and returns answers and models where every figure is backed by a citation. Use it in the Kepler app or through the MCP connector.Primary sources
The documents Kepler reads to answer a question: SEC filings (XBRL), earnings call transcripts, and market data. Kepler works from these directly rather than summarizing from memory, which is what makes every figure auditable.Citation
A link from a figure in an answer back to the exact filing or transcript it came from. Open a citation to trace a number to its source. Citations are Kepler’s core value, and results are auditable through these links.Sourcing report
The coverage summary included with each result. It shows what was cited and what wasn’t, so you can see how much of an answer is backed by sources.Run
A single research execution. You ask a question, Kepler reads the relevant sources and builds the result, and the run completes, typically in a few minutes. A run is where the work happens.Conversation
An ongoing thread that can hold one or more runs. Follow-ups stay in the same conversation, so Kepler keeps full context from earlier runs. Through the connector, a conversation is identified by aconversation_id.
Workbook
A spreadsheet artifact Kepler produces for model requests. Every cell traces back to a source. You can open a workbook in the app, download it as.xlsx, or export a sheet as CSV.
Connector
The Kepler MCP integration. The connector is a remote MCP server you add to an AI assistant once; after that, your assistant can call Kepler’s research tools from any conversation. See the MCP connector docs.MCP
Model Context Protocol, an open standard for connecting AI assistants to external tools and data. Kepler exposes its research as an MCP server so clients like Claude, ChatGPT, and Cursor can use it.Prompt
A pre-built starting point the connector ships with, surfaced as a slash command or quick action in some MCP clients. Prompts are a faster on-ramp to common tasks, and you can always ask in your own words instead. See Prompts.Coverage
The set of companies and documents Kepler can research: publicly listed companies through their SEC filings and earnings call transcripts. Check coverage for a specific company with thelookup_company tool, which answers instantly without a run.