2.1. Activation Criteria

The MCP activates when ALL of the following conditions are met:

3.1 Query Intent Classification

  • Investment Research Intent: Query must relate to:

    • Financial analysis

    • Company performance

    • Competitive analysis

    • Risk assessment

    • Regulatory compliance

    • ESG factors

3.2 Company Identification

  • Company Count: 1-5 identifiable public companies

  • Identification Methods:

    • Company name (exact or fuzzy match)

    • Ticker symbol

    • ISIN, CIK, or other identifiers

  • Validation: Companies must exist in official filings database

3.3 Query Complexity

  • Suitable Complexity: Questions that benefit from document analysis

  • Excluded Queries:

    • Simple factual lookups (e.g., "What is Apple's ticker?")

    • Real-time data requests (e.g., "Current stock price")

    • Overly broad analysis (e.g., "Analyze all tech companies")

3.4 Language Requirements

  • Supported Languages: All languages supported

  • Character Limit: Maximum 500 characters per query

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