Aiera

Get detailed information about specific company documents including summary, content, and metadata. RESPONSE SIZE WARNING: This tool returns full document content which can be extensive, especially for annual reports and detailed press releases. WHEN TO USE: - Use this when you need complete document content and summary - Use this when you need full metadata for specific documents - For browsing documents by type/date, use find_company_docs instead WORKFLOW: Use find_company_docs first to obtain valid company_doc_ids.

get_company_doc

Retrieve all available document categories for filtering company documents. Requires at least one company filter (bloomberg_ticker, isin, ric, permid, sector_id, or subsector_id). Used to find valid category values for find_company_docs.

get_company_doc_categories

Retrieve all available keywords for filtering company documents. Requires at least one company filter (bloomberg_ticker, isin, ric, permid, sector_id, or subsector_id). Used to find valid keyword values for find_company_docs.

get_company_doc_keywords

Retrieve detailed summary(s) about one or more equities, filtered by bloomberg_tickers (a comma-separated list). Summaries will include past and upcoming events, information about company leadership, recent financials, and within which indices the equity is included. To find summaries for multiple companies, provide a comma-separated list of bloomberg_tickers. You do not need to make multiple calls.

get_equity_summaries

Get detailed information about a specific event including the full transcript. RESPONSE SIZE WARNING: This tool returns large text content. The transcript field can contain thousands of words for earnings calls and presentations. Consider using search_transcripts for targeted content extraction instead of reading full transcripts. WHEN TO USE: - Use this when you need the complete transcript text - Use this when you need full event metadata and summary - For finding specific quotes or topics, prefer search_transcripts instead LIMITATIONS: - Transcripts are not available for future events - If you need multiple events, make separate sequential calls (one event_id per call) WORKFLOW: Use find_events first to obtain valid event_ids.

get_event

Get detailed information about a specific SEC filing including summary and content. RESPONSE SIZE WARNING: This tool returns large text content. SEC filings (especially 10-K and 10-Q) can contain extensive text. Consider using search_filings for targeted content extraction instead of reading full filing content. WHEN TO USE: - Use this when you need the complete filing summary and metadata - Use this when you need full filing content for a specific document - For finding specific disclosures or risk factors, prefer search_filings instead WORKFLOW: Use find_filings first to obtain valid filing_ids.

get_filing

Retrieve financial statement data for a company. Use this tool to get detailed financial metrics for a specific company and fiscal period. Available statement types: - Income Statement: Revenue, costs, operating income, net income, EPS - Balance Sheet: Assets, liabilities, equity, cash position, debt - Cash Flow Statement: Operating cash flow, CapEx, free cash flow, financing activities WORKFLOW: Use find_equities first to verify the bloomberg_ticker if needed.

get_financials

Retrieve a grammar template that contains output formatting instructions. Grammar templates define how you should structure, format, and present responses — including tone, style, and common language patterns. CRITICAL — CALL THIS TOOL BEFORE PRODUCING A RESPONSE: - You MUST call this tool at least once per session with `template_type='general'` to retrieve baseline formatting instructions before generating any response that uses Aiera data. TEMPLATE TYPES: - 'general': Baseline formatting instructions applicable to all Aiera data responses (default)

get_grammar_template

Get all equities within a specific stock market index.

get_index_constituents

Retrieve KPIs (Key Performance Indicators) and business segment data for a company. Use this tool to get company-specific operational metrics and segment breakdowns, including: - KPIs: Subscriber counts, unit sales, average selling prices, same-store sales, etc. - Segments: Revenue and metrics broken down by business unit, geography, or product line These metrics are company-specific and vary by industry. Not all companies report segment data. WORKFLOW: Use find_equities first to verify the bloomberg_ticker if needed.

get_kpis_and_segments

Retrieve financial ratios for a company. Use this tool to get ratio metrics for a specific company and fiscal period, including: - Profitability ratios (ROE, ROA, profit margins) - Liquidity ratios (current ratio, quick ratio) - Valuation ratios (P/E, P/B, EV/EBITDA) - Leverage ratios (debt-to-equity, interest coverage) WORKFLOW: Use find_equities first to verify the bloomberg_ticker if needed.

get_ratios

Get detailed information about a specific research report including summary and content. RESPONSE SIZE WARNING: This tool returns full research content which can be extensive. Consider using search_research for targeted content extraction instead of reading full reports. WHEN TO USE: - Use this when you need the complete research report content and summary - Use this when you need full metadata for a specific research report - For finding specific topics across research, prefer search_research instead WORKFLOW: Use find_research first to obtain valid document_ids.

get_research

Retrieve all available research asset classes with their names and document counts. Used to find valid asset class values for filtering research tools. WHEN TO USE: - Use this to discover available asset classes (e.g. "Equity", "Fixed Income") before filtering research - Use this to understand the distribution of research across asset classes WORKFLOW: Use this tool to obtain asset class names, then pass them to find_research or search_research.

get_research_asset_classes

Retrieve all available research asset types with their names and document counts. Used to find valid asset type values for filtering research tools. WHEN TO USE: - Use this to discover available asset types (e.g. "Common Stock", "Corporate Bond") before filtering research - Use this to understand the distribution of research across asset types WORKFLOW: Use this tool to obtain asset type names, then pass them to find_research or search_research.

get_research_asset_types

Search for research authors by name or provider. Returns author IDs and display names. Used to find valid author_ids for filtering find_research and search_research tools. WHEN TO USE: - Use this to look up author IDs before filtering research by author - Use this to discover authors associated with a specific research provider WORKFLOW: Use this tool to obtain author_ids, then pass them to find_research or search_research.

get_research_authors

Retrieve all available research country codes with their names and document counts. Used to find valid country code values for filtering research tools. WHEN TO USE: - Use this to discover available country codes before filtering research - Use this to understand the distribution of research across country codes WORKFLOW: Use this tool to obtain country code names, then pass them to find_research or search_research.

get_research_country_codes

Retrieve all available research product focus values with their names and document counts. Used to find valid product focus values for filtering research tools. WHEN TO USE: - Use this to discover available product focus values before filtering research - Use this to understand the distribution of research across product focuses WORKFLOW: Use this tool to obtain product focus names, then pass them to find_research or search_research.

get_research_product_focuses

Retrieve all available research providers with their IDs, names, and descriptions. Used to find valid provider IDs for filtering research tools.

get_research_providers

Retrieve all available research region types with their names and document counts. Used to find valid region type values for filtering research tools. WHEN TO USE: - Use this to discover available region types before filtering research - Use this to understand the distribution of research across region types WORKFLOW: Use this tool to obtain region type names, then pass them to find_research or search_research.

get_research_region_types

Retrieve all available research subjects with their names and document counts. Used to find valid subject values for filtering research tools. WHEN TO USE: - Use this to discover available research subjects before filtering research - Use this to understand the distribution of research across subjects WORKFLOW: Use this tool to obtain subject names, then pass them to find_research or search_research.

get_research_subjects

Retrieve all available sectors and subsectors with their IDs, names, and hierarchical relationships. Used to find valid sector/subsector IDs for filtering other tools.

get_sectors_and_subsectors

Get detailed information about a specific Third Bridge expert insight event. ABOUT THIRD BRIDGE: Third Bridge provides expert network insights - interviews and forums with industry experts, former executives, and specialists who provide unique perspectives on companies, industries, and market trends. RESPONSE SIZE WARNING: This tool returns full transcript content from expert interviews, which can be extensive. The response includes agenda, key insights, and complete transcripts. WHEN TO USE: - Use this when you need complete expert interview content - Use this for full context on expert insights and analysis - For finding specific topics across multiple events, use find_third_bridge_events with filtering LIMITATIONS: - If you need multiple events, make separate sequential calls (one event_id per call) WORKFLOW: Use find_third_bridge_events first to obtain valid thirdbridge_event_ids.

get_third_bridge_event

Get confirmed and estimated upcoming events within a date range. Requires one of the following: bloomberg_tickers (a comma-separated list of tickers), a watchlist_id, an index_id, a sector_id, or a subsector_id. To find upcoming events for multiple companies, provide a comma-separated list of bloomberg_tickers. You do not need to make multiple calls.

get_upcoming_events

Get all equities within a specific watchlist.

get_watchlist_constituents

Simple ping test to verify server is running.

ping

Semantic search within company document chunks for specific content, disclosures, or topics. WHEN TO USE THIS TOOL: - Use this when you need to find specific content within company documents (presentations, press releases, investor materials, etc.) - Use find_company_docs FIRST to identify relevant documents by date/company/category, then use this tool to search within their content - Use this for targeted content extraction rather than reading full documents RETURNS: Relevant company document chunks with context, metadata, and relevance scores. Results are individual sections/chunks, not full documents. Use get_company_doc for complete document content. WORKFLOW EXAMPLE: 1. User asks: "What did Apple say about sustainability in their investor presentations?" 2. First call find_company_docs with company_id to get relevant document IDs 3. Then call search_company_docs with query_text='sustainability' and the company_doc_ids NOTE: This tool uses hybrid semantic + keyword search for high-quality results.

search_company_docs

Semantic search within SEC filing content for specific topics, disclosures, or risk factors. WHEN TO USE THIS TOOL: - Use this when you need to find specific content (risk factors, disclosures, financial discussions) within SEC filings - Use find_filings FIRST to identify relevant filings by date/company/form type, then use this tool to search within their content - Use this for targeted content extraction rather than reading full filings RETURNS: Relevant filing chunks with context, filing metadata, and relevance scores. Results are individual sections/chunks, not full filings. Use get_filing for complete filing content. WORKFLOW EXAMPLE: 1. User asks: "What are Tesla's main risk factors?" 2. First call find_filings with bloomberg_ticker='TSLA:US' and form_number='10-K' to get recent filing IDs 3. Then call search_filings with query_text='risk factors' and the filing_ids NOTE: This tool uses hybrid semantic + keyword search for high-quality results.

search_filings

Semantic search within research content for specific topics, analyses, or insights. WHEN TO USE THIS TOOL: - Use this when you need to find specific content (analyses, insights, recommendations) within research documents - Use this for targeted content extraction from research reports RETURNS: Relevant research chunks with context, metadata, and relevance scores. Results are individual sections/chunks, not full research documents. NOTE: This tool uses hybrid semantic + keyword search for high-quality results.

search_research

Semantic search within Third Bridge expert interview transcripts for specific topics, insights, or discussions. WHEN TO USE THIS TOOL: - Use this when you need to find specific content (expert opinions, industry insights, competitive analysis) within Third Bridge interviews - Use find_third_bridge_events FIRST to identify relevant interviews by date/company, then use this tool to search within their content - Use this for targeted content extraction rather than reading full transcripts RETURNS: Relevant Third Bridge transcript segments with speaker attribution, event metadata, and relevance scores. Results are individual paragraphs/chunks, not full transcripts. Use get_third_bridge_event for complete transcripts. WORKFLOW EXAMPLE: 1. User asks: "What do experts say about semiconductor supply chains?" 2. First call find_third_bridge_events to get relevant event IDs 3. Then call search_thirdbridge with query_text='semiconductor supply chain' NOTE: This tool uses hybrid semantic + keyword search for high-quality results.

search_thirdbridge

Semantic search within event transcripts for specific topics, quotes, or discussions. WHEN TO USE THIS TOOL: - Use this when you need to find specific content (quotes, topics, discussions) within transcripts - Use find_events FIRST to identify relevant events by date/company, then use this tool to search within their transcript content - Use this for targeted content extraction rather than reading full transcripts RETURNS: Relevant transcript segments with speaker attribution, timestamps, and relevance scores. Results are individual chunks, not full transcripts. Use get_event for complete transcripts. WORKFLOW EXAMPLE: 1. User asks: "What did Apple's CEO say about AI?" 2. First call find_events with bloomberg_ticker='AAPL:US' to get recent event IDs 3. Then call search_transcripts with query_text='AI artificial intelligence' and the event_ids NOTE: This tool uses hybrid semantic + keyword search for high-quality results.

search_transcripts

Search the web using only trusted/approved domains relevant to financial professionals. By default, searches across trusted sources will include cnbc.com, bloomberg.com, reuters.com, wsj.com, apnews.com, and other Aiera-approved domains. Optionally restrict or expand to specific domains. WHEN TO USE: - Use this to find recent news articles about companies, markets, or financial topics - Use this when you need current information from trusted financial news sources - Use this to supplement event transcripts and filings with news coverage NOTE: If no allowed_domains are provided, the search uses Aiera's curated list of trusted domains.

trusted_web_search