2.2. Available Tools

The MCP workflow consists of the following tools that process your investment research queries:

analyze_query_intent

  • Validates and identifies the query language

  • Supports all major languages

  • Extracts key financial terminology

  • Identifies query intent

identify_companies

  • Extracts company references from query

  • Maps to official entity identifiers

  • Validates companies exist in knowledge base

  • Returns error if >5 companies detected

decompose_research_query

  • Decomposes main query into analytical components

  • Generates 3-10 relevant sub-questions

  • Examples of sub-questions:

    • Financial metrics analysis

    • Year-over-year comparisons

    • Peer benchmarking

    • Risk factor assessment

    • Segment performance analysis

filings_extract_answers

  • Each sub-question queries the official filings

  • Retrieves relevant document sections

  • Extracts quantitative and qualitative data

  • Maintains source citations for transparency

synthesize_research_report

  • Aggregates all sub-question answers

  • Creates coherent narrative analysis

  • Includes:

    • Executive summary

    • Detailed findings with data

    • Tables and metrics where applicable

    • Complete source citations

    • Relevant limitations or caveats

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