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This guide takes you from signing in to reading your first sourced result. You can use Kepler in two ways: directly in the web app, or through the MCP connector inside an AI assistant like Claude. This quickstart uses the web app.

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Prerequisites

  • A Kepler account. If you don’t have one, reach out to your Kepler contact for access.
  • A company you want to research: a name (Netflix), a ticker (NFLX), or an SEC CIK.

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Run your first research

1

Sign in

Open app.kepler.ai and sign in with your Kepler account.
2

Ask a question

In the chat, ask a financial research question in plain language. Be specific about the company and the periods you care about.
What drove the change in Costco's gross margin over the last three fiscal years?
3

Let Kepler work

Kepler finds the relevant filings and transcripts, extracts the figures, and writes an answer. A run typically takes a few minutes, and you’ll see live progress as it reads sources and builds results.
Kepler showing live progress and the SEC filings it is reading
4

Read the answer and check the sources

Every figure in the answer links back to the filing or transcript it came from. Open a citation to see the original source, and review the sourcing report to confirm coverage.
A workbook cell selected, with the matching value highlighted in Apple's 10-K alongside it

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Ask for a model

Kepler can return a spreadsheet workbook, not just prose. Try: 
Build a 3-year annual income statement for Apple, with each line cited to its 10-K.
The result includes a workbook you can open in the app or download as .xlsx. Every cell traces back to a source.

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Next steps

Use Kepler in your assistant

Bring Kepler into Claude, ChatGPT, or Cursor with the MCP connector.

Connect a client

Step-by-step setup for each MCP client.
Need help or access? Reach out to your Kepler contact, or email support@kepler.ai.