Native in
Claude
ChatGPT
Microsoft Copilot
Gemini
MCP is how Orbit becomes the financial intelligence layer of every AI
tool in your firm. Distribution, platform, and agent infrastructure in one
protocol. These are conversations that matter deeply to us at Orbit.
Orbit MCP
Three layers, one protocolDistribution. Platform. Agents.
Orbit MCP is the most direct route to embedding institutional grade financial intelligence
into your firm’s daily workflows. Each layer compounds on the one before it.
Distribution
Your team works in Claude, ChatGPT, Copilot, and Gemini every day. Orbit MCP plugs Orbit's full corpus into those tools natively. No new login, no new dashboard, no behavioural change required.
What it unlocks
Ask any question about any company, in any conversation, and get an answer grounded in real filings and transcripts with full source citations.
Platform
Orbit becomes the financial data layer your firm runs on. The same Orbit corpus flows into research notes, investment memos, internal portals, and any AI assistant your firm builds. One source of truth, available everywhere.
What it unlocks
Consistency across teams. Quants, analysts, PMs, and compliance all working from the same audited data.
Agents
For consultants, fintech teams, and enterprise IT, MCP is the fastest path to embedding Orbit's research capabilities into custom applications, internal portals, and client deliverables. No parsing infrastructure to build, no data pipelines to maintain.
What it unlocks
Bespoke automation that runs on proprietary intelligence competitors cannot replicate.
Under the hoodFrom question to cited research report in seconds.
Orbit MCP uses a two stage analytical workflow. Your question is decomposed into focused sub-questions, each researched across verified filings, then synthesised into a comprehensive report with full citations.
You ask a question
Type a natural language query in Claude, ChatGPT, Copilot, or Gemini. Orbit MCP activates automatically when the question involves financial analysis, company performance, risk assessment, ESG factors, or competitive positioning.
Intent analysis and decomposition
Orbit identifies the companies in your query (up to 5 per request), detects the language (69 supported), and breaks your question into 3 to 10 focused sub-questions covering financial metrics, growth trends, risk factors, and competitive dynamics.
Filing level research
Each sub-question is researched against verified filings: 10-K, 10-Q, 8-K, proxy statements, registration documents, and regulatory filings across 50,000+ global public companies. Daily updated, 99%+ parsing accuracy.
Synthesised report with citations
Findings are synthesised into a structured report: executive summary, detailed analysis, data tables, and source citations linking directly to the original filing pages on Orbit Insight.
Built for the way you workA different story for every desk.
The same protocol delivers very different value depending on who is using it. Pick your team.
Research scale without the headcount.
Asset managers use MCP to multiply the coverage of every analyst on the team. The same questions answered consistently, audit trails on every output, and Orbit's data flowing into every tool your team touches. Coverage expands, hiring does not.
Sector wide coverage in one query
"Compare ESG disclosures across the 50 largest European banks for FY2025." A junior analyst gets a senior analyst's output in minutes, with every claim linked to the original filing.
Stewardship and engagement at scale
Track proxy votes, ESG positions, and management commentary across hundreds of holdings. Surface what matters before stewardship meetings, grounded in verified documents.
Consistency across teams
The same Orbit corpus answers questions whether you are in research, ESG, compliance, or portfolio construction. One source of truth across every AI tool your firm runs.
What MCP exposesThe full Orbit corpus, in one protocol.
Intelligent query decomposition, multi-step filing research, and synthesised reports with full citations. All accessible through any MCP compatible AI tool.
Intelligent Query Analysis
Natural language queries automatically decomposed into 3 to 10 focused sub-questions. Language detection across 69 languages, entity recognition, and company mapping handled automatically.
Multi-step Filing Research
Each sub-question researched independently against verified official filings. Annual reports, quarterly reports, current reports, proxy statements, and regulatory filings across 50,000+ global companies.
Synthesised Research Reports
Findings combined into structured reports: executive summary, detailed analysis, data tables, and source citations linking directly to original filings on Orbit Insight.
Peer Comparison and Benchmarking
Compare up to five companies in a single query. Gross margins, risk factors, capital allocation, ESG disclosures, and competitive positioning side by side, sourced from the filings.
Risk Factor Analysis
Systematic extraction and analysis of risk factors, regulatory challenges, and business headwinds from 10-K, 10-Q, and 8-K filings. Comprehensive and citation backed.
Financial Performance Metrics
Revenue, margins, earnings trends, and segment breakdowns extracted with structure preservation. Year over year growth, quarterly comparisons, and forward guidance surfaced from filings.
Multi-language Support
Query in any of 69 supported languages. Ask in Mandarin about A-share companies, in German about DAX constituents, or in Japanese about Nikkei firms. Responses in your query language.
Source Citation on Every Claim
Every data point and insight linked to the specific filing and page it came from. No hallucinations, no unsourced claims. Click through to the original document on Orbit Insight.
Backed by the data infrastructure of an award winning platform
0
M+
Documents processed annually
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K+
Companies covered globally
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China A-share tickers
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Countries and jurisdictions
For platform and IT leadsStandards based, secure, and ready to deploy.
Orbit MCP follows the open Model Context Protocol specification. Connect once, run everywhere. OAuth and API key authentication, enterprise audit logging, and daily refreshed data.
Open protocol, no vendor lock in
Built on the open MCP specification. Works natively with Claude, ChatGPT, Copilot, Gemini, Semantic Kernel, and any LLM that speaks MCP. No proprietary client libraries or SDKs.
Quick setup
Add the Orbit MCP server URL to your AI client. Authenticate with your Orbit Insight credentials. Verify the tools are active. Start querying. Most teams are live in under five minutes.
OAuth 2.0 and API key authentication
OAuth for interactive sessions with automatic token management. API keys for automation, scripts, and custom agent deployments. SSO and IP allowlisting on enterprise plans.
Semantic Kernel and framework support
Python SDK support for Semantic Kernel, enabling custom agent architectures with OpenAI, Anthropic, or any model provider. LangChain and other MCP compatible frameworks supported.
Citation grounded responses
Every answer comes with source citations linking directly to the original filings on Orbit Insight. Full transparency for compliance and audit teams.
Official filings only
No broker research, no news articles, no social media, no unofficial sources. Daily updates with a 12 month rolling period of historical data. Enterprise plans include extended historical access.
99%+ parsing accuracy
Table extraction with structure preservation, financial statement standardisation, and cross-document entity linking. Daily updates across the full corpus of 50,000+ global companies.
Performance and limits
Analyse up to 5 companies per query with up to 10 sub-questions generated per request. Response times from 30 to 120 seconds depending on complexity. Rate limits scale with your subscription tier.
What's comingThe roadmap is aggressive.
MCP today covers public company filings research. The roadmap expands into real-time market data, news, broker research, central bank content, and portfolio level analysis.
Expanded Knowledge Base
Real-time and historical market data, curated financial news from premium sources, expanded global regulatory filings, and central bank publications from the Fed, ECB, and beyond.
Deep Research and Longitudinal Analysis
Support for comprehensive multi-hour research projects, extended historical data beyond 12 months, cross-asset analysis covering equity, fixed income, and alternatives, plus thematic industry research.
Workflow and Collaboration
Custom research templates for earnings, M&A due diligence, ESG assessment, and sector rotation. Saved query libraries, scheduled reports, batch portfolio analysis, and team collaboration features.
Ready to put Orbit inside every AI tool your team uses?
Talk to our team about deploying Orbit MCP across your firm.