# 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) - [Authentication](https://docs.orbitfin.ai/orbit-api-reference/overview/authentication.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) - [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) - [2.2. 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 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) - [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) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://docs.orbitfin.ai/readme.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.