# Orbit Platform Documentation

## Platform Documentation

- [Welcome](https://docs.orbitfin.ai/readme.md)
- [1.1 Welcome - the data and research intelligence layer for institutional investing](https://docs.orbitfin.ai/part-1-what-orbit-is/quickstart.md)
- [1.2 Who Orbit is for](https://docs.orbitfin.ai/part-1-what-orbit-is/publish-your-docs.md)
- [1.3 Core principles](https://docs.orbitfin.ai/part-1-what-orbit-is/1.3-core-principles.md)
- [1.4 Capabilities at a glance](https://docs.orbitfin.ai/part-1-what-orbit-is/1.4-capabilities-at-a-glance.md)
- [1.5 Why Orbit, not a model alone](https://docs.orbitfin.ai/part-1-what-orbit-is/1.5-why-orbit-not-a-model-alone.md)
- [2.1 The platform at a glance](https://docs.orbitfin.ai/part-2-how-it-works/2.1-the-platform-at-a-glance.md)
- [2.2 The entity master](https://docs.orbitfin.ai/part-2-how-it-works/2.2-the-entity-master.md)
- [2.3 One home for all your data](https://docs.orbitfin.ai/part-2-how-it-works/2.3-one-home-for-all-your-data.md)
- [2.4 From documents to structured data](https://docs.orbitfin.ai/part-2-how-it-works/2.4-from-documents-to-structured-data.md)
- [2.5 The agent system: ask or automate](https://docs.orbitfin.ai/part-2-how-it-works/2.5-the-agent-system-ask-or-automate.md)
- [2.6 Off-the-shelf agents](https://docs.orbitfin.ai/part-2-how-it-works/interactive-blocks.md)
- [2.7 Build your own agents](https://docs.orbitfin.ai/part-2-how-it-works/openapi.md)
- [2.8 Model-agnostic orchestration](https://docs.orbitfin.ai/part-2-how-it-works/openapi-1.md)
- [2.9 Trust and traceability](https://docs.orbitfin.ai/part-2-how-it-works/openapi-2.md)
- [3.1 The research value chain](https://docs.orbitfin.ai/part-3-use-cases/3.1-the-research-value-chain.md)
- [3.2 The use-case library](https://docs.orbitfin.ai/part-3-use-cases/3.2-the-use-case-library.md)
- [3.3 Daily workflow](https://docs.orbitfin.ai/part-3-use-cases/3.3-daily-workflow.md)
- [3.4 Single-name analysis](https://docs.orbitfin.ai/part-3-use-cases/3.4-single-name-analysis.md)
- [3.5 Portfolio risk](https://docs.orbitfin.ai/part-3-use-cases/3.5-portfolio-risk.md)
- [3.6 Thematic and strategic](https://docs.orbitfin.ai/part-3-use-cases/3.6-thematic-and-strategic.md)
- [3.7 ESG and stewardship](https://docs.orbitfin.ai/part-3-use-cases/3.7-esg-and-stewardship.md)
- [4.1 How Orbit is priced](https://docs.orbitfin.ai/part-4-pricing-and-packaging/4.1-how-orbit-is-priced.md)
- [4.2 What's included: the subscription](https://docs.orbitfin.ai/part-4-pricing-and-packaging/4.2-whats-included-the-subscription.md)
- [4.3 Agent consumption](https://docs.orbitfin.ai/part-4-pricing-and-packaging/4.3-agent-consumption.md)
- [5.1 Deployment Options](https://docs.orbitfin.ai/part-5-deployment-and-integration/5.1-deployment-options.md)
- [5.2 Security and Compliance](https://docs.orbitfin.ai/part-5-deployment-and-integration/5.2-security-and-compliance.md)
- [5.3 Scaling and Performance](https://docs.orbitfin.ai/part-5-deployment-and-integration/5.3-scaling-and-performance.md)
- [5.4 Integration with Existing Systems](https://docs.orbitfin.ai/part-5-deployment-and-integration/5.4-integration-with-existing-systems.md)
- [5.5 Product Options](https://docs.orbitfin.ai/part-5-deployment-and-integration/5.5-product-options.md)
- [5.6 Product Selection Guide](https://docs.orbitfin.ai/part-5-deployment-and-integration/5.6-product-selection-guide.md)
- [6.1 First time login](https://docs.orbitfin.ai/part-6-getting-started/6.1-first-time-login.md)
- [7.1 Common Questions](https://docs.orbitfin.ai/7.1-common-questions.md)
- [7.2 Contacting Support](https://docs.orbitfin.ai/7.2-contacting-support.md)
- [7.3 Glossary of Terms](https://docs.orbitfin.ai/7.3-glossary-of-terms.md)
- [7.4 Whitepapers](https://docs.orbitfin.ai/7.4-whitepapers.md)
- [Advancing News Analytics for Financial Decision Making](https://docs.orbitfin.ai/7.4-whitepapers/advancing-news-analytics-for-financial-decision-making.md)
- [7.5 Release Notes](https://docs.orbitfin.ai/7.5-release-notes.md)

## API and MCP Reference

- [Introduction](https://docs.orbitfin.ai/orbit-api-reference/overview/introduction.md)
- [Playground](https://docs.orbitfin.ai/orbit-api-reference/overview/playground.md)
- [Pricing](https://docs.orbitfin.ai/orbit-api-reference/overview/pricing.md)
- [Single Entity Lookup](https://docs.orbitfin.ai/orbit-api-reference/api/single-entity-lookup.md): Use this endpoint to search for companies by name, permanent identifier, ISIN code, or ticker symbol.
- [Bulk Entity Lookup](https://docs.orbitfin.ai/orbit-api-reference/api/bulk-entity-lookup.md)
- [Retrive Document List](https://docs.orbitfin.ai/orbit-api-reference/api/retrive-document-list.md)
- [Document Download](https://docs.orbitfin.ai/orbit-api-reference/api/document-download.md)
- [Document Search](https://docs.orbitfin.ai/orbit-api-reference/api/document-search.md)
- [Chat with a report](https://docs.orbitfin.ai/orbit-api-reference/api/chat-with-a-report.md)
- [Chat Query](https://docs.orbitfin.ai/orbit-api-reference/api/chat-query.md)
- [Deep Research](https://docs.orbitfin.ai/orbit-api-reference/api/deep-research.md)
- [Orbit API Setup](https://docs.orbitfin.ai/orbit-api-reference/api/orbit-api-setup.md)
- [Single Entity Lookup](https://docs.orbitfin.ai/orbit-api-reference/api/single-entity-lookup-1.md)
- [Bulk Entity Lookup](https://docs.orbitfin.ai/orbit-api-reference/api/bulk-entity-lookup-1.md)
- [Report List](https://docs.orbitfin.ai/orbit-api-reference/api/report-list.md)
- [File Download](https://docs.orbitfin.ai/orbit-api-reference/api/file-download.md)
- [PDF Parsing and Obtaining Result](https://docs.orbitfin.ai/orbit-api-reference/api/pdf-parsing-and-obtaining-result.md): Extract structured content from PDF documents with financial document optimization.
- [Internet News](https://docs.orbitfin.ai/orbit-api-reference/api/internet-news.md): Search and retrieve news articles from Google News using keywords and date ranges, with structured results including titles and snippets.
- [Chat with Internet News](https://docs.orbitfin.ai/orbit-api-reference/api/chat-with-internet-news.md): Chat with Google News articles using natural language queries. Combines news retrieval with AI analysis to provide intelligent responses based on retrieved articles.
- [End of Day Price](https://docs.orbitfin.ai/orbit-api-reference/api/end-of-day-price.md): Retrieve end of day prices from Google Finance
- [PDF Parsing](https://docs.orbitfin.ai/orbit-api-reference/api/pdf-parsing.md)
- [Metainfo - Report Type Classification](https://docs.orbitfin.ai/orbit-api-reference/api/metainfo-report-type-classification.md)
- [Deriving conclusions through inquiry - Chat AI](https://docs.orbitfin.ai/orbit-api-reference/api/deriving-conclusions-through-inquiry-chat-ai.md)
- [Get Report List by Question](https://docs.orbitfin.ai/orbit-api-reference/api/get-report-list-by-question.md)
- [Deriving conclusions through inquiry - Chat AI](https://docs.orbitfin.ai/orbit-api-reference/api/deriving-conclusions-through-inquiry-chat-ai-1.md)
- [Agent Builder](https://docs.orbitfin.ai/orbit-api-reference/api/agent-builder.md): Agent Builder exposes two public endpoints for fetching the current user's Agent Builder configurations and their produced artifacts.
- [Appendix A: Error Code Reference](https://docs.orbitfin.ai/orbit-api-reference/api/appendix-a-error-code-reference.md): This appendix provides all error codes, HTTP status codes, and detailed descriptions that the API may return.
- [Appendix B Metainfo](https://docs.orbitfin.ai/orbit-api-reference/api/appendix-b-metainfo.md): This section provides reference endpoints for retrieving metadata and constant values used throughout the API
- [1. What is MCP?](https://docs.orbitfin.ai/orbit-api-reference/mcp/1.-what-is-mcp.md)
- [2. Orbit Public Company Research MCP](https://docs.orbitfin.ai/orbit-api-reference/mcp/2.-orbit-public-company-research-mcp.md)
- [2.1. Activation Criteria](https://docs.orbitfin.ai/orbit-api-reference/mcp/2.-orbit-public-company-research-mcp/2.1.-activation-criteria.md)
- [2.2. Available Tools](https://docs.orbitfin.ai/orbit-api-reference/mcp/2.-orbit-public-company-research-mcp/2.2.-available-tools.md)
- [2.3. Data Sources](https://docs.orbitfin.ai/orbit-api-reference/mcp/2.-orbit-public-company-research-mcp/2.3.-data-sources.md)
- [2.4. Setup Guidance](https://docs.orbitfin.ai/orbit-api-reference/mcp/2.-orbit-public-company-research-mcp/2.4.-setup-guidance.md)
- [2.5.  MCP Tools](https://docs.orbitfin.ai/orbit-api-reference/mcp/2.-orbit-public-company-research-mcp/2.5.-mcp-tools.md)
- [2.6. Usage Examples](https://docs.orbitfin.ai/orbit-api-reference/mcp/2.-orbit-public-company-research-mcp/2.6.-usage-examples.md)
- [2.7. Error Handling](https://docs.orbitfin.ai/orbit-api-reference/mcp/2.-orbit-public-company-research-mcp/2.7.-error-handling.md)
- [2.8. Best Practices](https://docs.orbitfin.ai/orbit-api-reference/mcp/2.-orbit-public-company-research-mcp/2.8.-best-practices.md)
- [2.1 Orbit MCP Setup](https://docs.orbitfin.ai/orbit-api-reference/mcp/2.1-orbit-mcp-setup.md)
- [2.2. Orbit MCP Tools](https://docs.orbitfin.ai/orbit-api-reference/mcp/2.2.-orbit-mcp-tools.md): Enterprise-grade agentic chat service built on MCP, available in Insight's Agentic Chat.
- [2.3 Orbit Agent Builder Tools](https://docs.orbitfin.ai/orbit-api-reference/mcp/2.3-orbit-agent-builder-tools.md): BuilderTools
- [Claude Usage Examples](https://docs.orbitfin.ai/orbit-api-reference/mcp/2.3-orbit-agent-builder-tools/claude-usage-examples.md): Claude
- [GPT Usage Examples](https://docs.orbitfin.ai/orbit-api-reference/mcp/2.3-orbit-agent-builder-tools/gpt-usage-examples.md): GPT
- [Cherry Studio Usage Examples](https://docs.orbitfin.ai/orbit-api-reference/mcp/2.3-orbit-agent-builder-tools/cherry-studio-usage-examples.md)
- [2.3 MCP Best Practice](https://docs.orbitfin.ai/orbit-api-reference/mcp/2.3-mcp-best-practice.md)
- [3. Future Roadmap](https://docs.orbitfin.ai/orbit-api-reference/mcp/3.-future-roadmap.md)
- [Appendix A – Language Reference](https://docs.orbitfin.ai/orbit-api-reference/mcp/appendix-a-language-reference.md)
- [Appendix B - Agent Builder User Guide](https://docs.orbitfin.ai/orbit-api-reference/mcp/appendix-b-agent-builder-user-guide.md)
- [Privacy and Data Collection Disclosure](https://docs.orbitfin.ai/orbit-api-reference/mcp/privacy-and-data-collection-disclosure.md)
- [Document Fetching Guidance](https://docs.orbitfin.ai/orbit-api-reference/document-feeds/document-fetching-guidance.md)