littlemosquito123

Posted on Oct 21 Originally published at reportgem.com

Connect 16M+ Investment Bank Research Reports to Claude Code and Cursor in 5 Minutes (ReportGem MCP)

#ai #finance #mcp #claude

Why

Ask an AI assistant about markets and you usually get a confident answer with no source. "Goldman thinks…", "analysts expect…" — but which report, which page? For analysts and investors, a claim without a citation is not usable.

ReportGem (报告驿站) turned its research library into a remote MCP server so AI assistants can search it and quote the original passages with page numbers:

16 million+ global investment-bank reports (Goldman Sachs, Citi, HSBC, UBS, JPMorgan, Morgan Stanley, Barclays, Nomura and more), with same-day real-time coverage
5 million+ reports from 200+ Chinese brokers and futures firms
20 million+ China company announcements, US SEC filings, 130,000+ earnings calls and meeting notes, 5 million+ academic papers, and in-report charts

This post shows how to connect it to the most common MCP clients.

Server details

Endpoint: https://www.reportgem.com/mcp
Transport: Streamable HTTP (not SSE)
Auth: OAuth 2.0 with dynamic client registration; the first tool call opens a browser login
Free trial: new accounts get 10 credits (≈100,000 returned tokens, valid 30 days); you pay only for delivered text

Tools

Tool	What it does
`search_research`	Search reports and papers by company, ticker, broker, industry, theme or date
`search_filings`	Search SEC filings and China company announcements
`search_meetings`	Search earnings calls and meeting notes
`search_visuals`	Find charts and tables inside reports
`get_evidence`	Return page-cited passages; `reading_mode="sequential"` reads a whole document page by page

Claude Code

claude mcp add --transport http --scope user reportgem https://www.reportgem.com/mcp

Start claude, type /mcp, select reportgem, finish the browser login and check that the status is connected.

Codex CLI

codex mcp add reportgem --url https://www.reportgem.com/mcp
codex mcp login reportgem

Or add this to ~/.codex/config.toml, then run codex mcp login reportgem:

[mcp_servers.reportgem]
url = "https://www.reportgem.com/mcp"

Cursor, Cline, VS Code and other clients

Merge into your MCP configuration:

{
  "mcpServers": {
    "reportgem": {
      "url": "https://www.reportgem.com/mcp"
    }
  }
}

Cursor and VS Code also have one-click install buttons in the GitHub README.

Verify without logging in

initialize and tools/list are open, so you can check connectivity first:

curl -s https://www.reportgem.com/mcp \
  -H "Content-Type: application/json" \
  -H "Accept: application/json, text/event-stream" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/list","params":{}}'

You should see five tools. Calling a tool (tools/call) requires the OAuth login; without it you get a 401.

Try these prompts

"Use reportgem: what is Goldman Sachs' latest view on NVIDIA? Quote the source and page."
"Compare Citi and Morgan Stanley forecasts for Fed rate cuts in 2026."
"Find a chart of global AI server shipment forecasts and tell me which report it comes from."

Troubleshooting

401 on a tool call: the OAuth login has not been completed yet; trigger authorization again in your client.
Wrong URL: use the /mcp endpoint, not the website page.
Billing: only returned research text is billed (1 credit = 10,000 tokens); titles, questions and failed or empty results are free.

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