Technical documentation

Connect your existing access

Use the endpoint and Bearer key assigned to you. This guide and the companion Skill do not provision an account or include credentials.

Requirements

Your agent must support MCP Streamable HTTP and a custom Authorization header. Native server-to-server access is verified. Browser-based inspectors may need additional origin support; compatibility with every client is not promised.

{
  "mcpServers": {
    "equity-research-pilot": {
      "url": "YOUR_ASSIGNED_HTTPS_ENDPOINT",
      "headers": {"Authorization": "Bearer YOUR_PRIVATE_KEY"}
    }
  }
}

This is a generic configuration shape; use your client's own settings format and secret storage. Never publish your key, paste it into chat, or put it in a URL. Do not use another customer's endpoint.

First connection

1. Call research_info, then research_usage. Confirm the service scope and entitlement.
2. Call research_list_securities and inspect supported symbols and available dates.
3. For existing reports, use research_list_tasks, then research_get_report. Continue through research_explore_report using the same report ID.

New analysis workflow

1. Get a complete plan and request ID with research_get_plan. Use an explicit analysis date and run research_precheck.
2. Review missing inputs. Apply only user-confirmed values with research_apply_inputs and current guidance context. Amounts and shares use billions; rates use decimal fractions. Preserve debt scope and share-basis restrictions.
3. Call research_start only after the user authorizes the scenario. Poll using the server's suggested interval.
4. After a lost response, reuse the exact request ID and arguments. A new ID can create a new chargeable run.

Common results

• Permission denied: reader keys can inspect saved reports but cannot start, retry or cancel analyses.
• Quota or term expired: new analyses stop; do not rotate keys or IDs to evade the limit.
• Customer busy: wait for the current task; only one analysis runs at a time.
• Input gap: verify the source, units and scope. Missing inputs are not zero.

External service access and agent usage may involve separate fees. Loading this free Skill does not activate access or authorize a purchase. Technical support: enyeah@gmail.com.