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The Kepler MCP connector lets AI assistants such as Claude, ChatGPT, and Cursor run Kepler research on your behalf. Ask a financial question or request a model from inside any conversation, and your assistant calls Kepler, returning the same citation-backed answers and spreadsheet workbooks you would get in the Kepler app, with every figure linked to its source. Model Context Protocol (MCP) is an open standard for connecting AI assistants to external tools and data. Kepler runs a remote MCP server you add to your client once. After that, your assistant can reach Kepler’s research tools whenever a conversation calls for them.

Connect your client

Add the connector to Claude, ChatGPT, Cursor, or any MCP client.

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How it works

When you ask your assistant something like “Use Kepler to build a 3-statement model for Apple,” the assistant calls a Kepler tool over the connector. Kepler reads the primary sources, SEC filings (XBRL), earnings call transcripts, and market data, runs the research, and streams progress back into your conversation. The final answer arrives with inline citations, and any workbook is one click away. Runs are asynchronous, so the connector splits the work across a few tools: one to start a run, one to wait for the result, and others to continue, manage, or look up data. Your assistant orchestrates them for you.
1

Start

Your assistant calls run_financial_research with your question. It returns a conversation_id right away and the run begins in the background.
2

Wait

Your assistant calls get_run_result, which holds the connection open and streams Kepler’s progress while it reads sources. A run usually finishes in a few minutes.
3

Read

The result comes back with the answer, inline citations, a list of every source consulted, a sourcing report on coverage, and any workbooks Kepler produced.
See the tools reference for the full set and how your assistant chains them.

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What you get

Citation-backed answers

Every figure links to the filing or transcript it came from, with a sourcing report on coverage.

Spreadsheet workbooks

Model requests return downloadable .xlsx workbooks. Export any sheet as CSV for downstream analysis.

Live progress

Long runs stream narration into your conversation, so you can see what Kepler is reading.

Your own data, your own login

The connector signs in as you over OAuth and is scoped to your own conversations. No API keys to manage.

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Connector details

Connector URLhttps://mcp.kepler.ai/api/mcp/v1
TransportStreamable HTTP (JSON-RPC 2.0)
AuthenticationOAuth 2.1. You sign in with your Kepler account.
CapabilitiesTools and prompts. Supporting hosts also render an interactive run panel.
AccessEnabled per account. See access below.
The connector implements the standard MCP handshake, so any compliant client negotiates the protocol version and discovers Kepler’s tools and prompts automatically on connect. You do not configure tools by hand.

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Interactive run panel

In MCP hosts that support interactive panels, Kepler renders a live run view inline in your conversation: progress as Kepler reads sources, the finished answer with its citations, and any workbooks. Your assistant still writes the answer into the chat with its citation links intact, so the panel is a richer live view rather than a replacement for the text result. In clients without panel support, you get the same result as text and links.

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Security and access

  • You sign in as yourself. The connector authenticates with OAuth 2.1 against your Kepler account. There are no API keys to create, paste, or rotate.
  • Scoped to your conversations. Your assistant sees only your own runs and results, the same data you would see in the app.
  • Coverage matches the app. Kepler covers publicly listed companies through their SEC filings and earnings call transcripts. The connector works with the same coverage as the Kepler app.

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Access

MCP access is rolled out per account. If your client reports that access is not enabled after you sign in, your Kepler contact may still need to turn it on for you. Once granted, sign out of Kepler and back in so your session picks up the change.
Kepler covers publicly listed companies through their SEC filings and earnings call transcripts. Check coverage for a specific company instantly with lookup_company, no run required.

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Next steps

Connect a client

Step-by-step setup for Claude, ChatGPT, Cursor, and more.

Tools reference

Every tool the connector exposes, with parameters and returns.

Prompts

Ready-made starting points for models, recaps, and comparisons.

Example workflows

Real conversations that show the connector end to end.