> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kepler.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> From zero to your first citation-backed answer.

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](/mcp/overview) inside an AI assistant like Claude. This quickstart uses the web app.

## 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.

## Run your first research

<Steps>
  <Step title="Sign in">
    Open [app.kepler.ai](https://app.kepler.ai) and sign in with your Kepler account.
  </Step>

  <Step title="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.

    ```text theme={null}
    What drove the change in Costco's gross margin over the last three fiscal years?
    ```
  </Step>

  <Step title="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.

    <Frame caption="Kepler works through the request, listing the sources it reads as it goes.">
      <img src="https://mintcdn.com/kepler-a6ccf6fc/RVsTkAHzK349hoa0/images/research-progress.png?fit=max&auto=format&n=RVsTkAHzK349hoa0&q=85&s=cc538fd69150d32d58922248e97df550" alt="Kepler showing live progress and the SEC filings it is reading" width="2800" height="2100" data-path="images/research-progress.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame caption="Click any figure to trace it to the exact line in the filing. Here a workbook cell maps to Apple's 10-K.">
      <img src="https://mintcdn.com/kepler-a6ccf6fc/RVsTkAHzK349hoa0/images/citation-source.png?fit=max&auto=format&n=RVsTkAHzK349hoa0&q=85&s=169a92d495b4df8df2b50f786b60bb40" alt="A workbook cell selected, with the matching value highlighted in Apple's 10-K alongside it" width="2800" height="2100" data-path="images/citation-source.png" />
    </Frame>
  </Step>
</Steps>

## Ask for a model

Kepler can return a spreadsheet workbook, not just prose. Try:

```text theme={null}
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.

## Next steps

<CardGroup cols={2}>
  <Card title="Use Kepler in your assistant" icon="plug" href="/mcp/overview">
    Bring Kepler into Claude, ChatGPT, or Cursor with the MCP connector.
  </Card>

  <Card title="Connect a client" icon="link" href="/mcp/connect">
    Step-by-step setup for each MCP client.
  </Card>
</CardGroup>

<Tip>
  Need help or access? Reach out to your Kepler contact, or email [support@kepler.ai](mailto:support@kepler.ai).
</Tip>