2.4. Setup Guidance

Prerequisites

Before setting up the Orbit Finance MCP, ensure you have:

1. Active LLM chatbot with MCP support: Your AI assistant (Claude, or other compatible LLM platforms) must have MCP capabilities enabled

2. Orbit Insight subscription: Active subscription to Orbit Insight platform with MCP access included

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Authentication

OAuth (Recommended)

The Orbit Finance MCP server implements the MCP OAuth Specification. When configuring the server connection, users will be redirected to an Orbit Finance authentication page where they can enter their Orbit Insight credentials.

[Placeholder for screenshot: Orbit Finance OAuth Login Page]

Upon successful authentication, the system generates a bearer token that must be included in the request headers for all subsequent tool calls and redirects to the provided redirect URL. This OAuth flow ensures secure access to financial data while maintaining compliance with MCP authorization standards.

API Key and Bearer Token

For users who possess an Orbit Finance API Key, an alternative authentication method is available through direct token generation. By making a POST request to the token generation endpoint with their existing API Key, users can obtain a bearer token without going through the OAuth flow.

These generated tokens remain valid for 24 hours, after which a new token must be requested.

bash

POST https://api.orbitfin.ai/auth/token
Headers: 
  X-API-Key: your_api_key_here
Response:
  {
    "bearer_token": "generated_token",
    "expires_in": 86400
  }

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Integration Setup

Claude

Step 1: Manage Connectors

Go to https://claude.ai/settings/connectors and click on "Organization connectors" on the top right to manage your Claude Connectors.

[Placeholder for screenshot: Claude settings showing Organization connectors button]

Note: If you are part of an organization, you may need your administrators to set up the connector before you can use it.

Step 2: Add Custom Connector

Click on "Add custom connector" and add the Orbit Finance MCP server details:

• Server URL: https://mcp.orbitfin.ai/server/mcp

• Integration Name: "Orbit Finance Research" (or your preferred name)

[Placeholder for screenshot: Add custom connector dialog with Orbit Finance details]

Step 3: Enable Orbit Finance MCP

Go to New Chat in Claude and click Connect in the Search and Tools menu.

[Placeholder for screenshot: Claude new chat showing Connect button]

Step 4: Login at Orbit Finance

When connecting to the Orbit Finance MCP server, Claude will automatically redirect you to the Orbit Finance MCP Login Page. Simply enter your registered Orbit Insight email address and password on this authentication page.

[Placeholder for screenshot: Orbit Finance authentication page]

Upon successful login verification, you'll be redirected back to Claude with full authentication established for the Orbit Finance MCP connection.

Step 5: Verify Enabled Tools

Back in Claude, you can verify if all Orbit Finance MCP tools are correctly available:

[Placeholder for screenshot: Claude showing available Orbit Finance tools]

The following tools should be visible:

• detect_language - Language detection for queries

• identify_companies - Company identification and validation

• generate_sub_questions - Query decomposition

• answer_sub_question - Document analysis

• generate_final_report - Report synthesis

You are ready to use Orbit Finance MCP with Claude!

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Other LLM Platforms

(coming soon)

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Testing the Integration

Once setup is complete, test with these progressive queries:

1. Basic Test:

   "What is Apple's total revenue for the most recent quarter?"

   Expected: Single data point from latest 10-Q

2. Comparison Test:

   "Compare Microsoft and Google's operating margins"

   Expected: Side-by-side comparison with source citations

3. Complex Analysis:

   "Analyze Tesla's cash flow trends and capital efficiency over the past year"

   Expected: Multi-step analysis with tables and trends

[Placeholder for screenshot: Example of successful test query response]

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Troubleshooting Common Issues

Issue	Possible Cause	Solution
"Authentication failed"	Invalid credentials	Verify Orbit Insight account is active and credentials are correct
"Connector not available"	Organization restrictions	Contact your IT administrator to enable MCP connectors
"OAuth redirect failed"	Browser blocking popups	Allow popups from mcp.orbitfin.ai
"Token expired" error	Bearer token older than 24 hours	Re-authenticate or generate new token
"Tools not showing"	Incomplete setup	Disconnect and reconnect the MCP integration
"Server URL not reachable"	Network restrictions	Verify firewall allows access to mcp.orbitfin.ai
"Rate limit exceeded"	Too many requests	Wait 60 seconds; check your subscription tier limits
"Company not found"	Company not in database	Verify company is publicly traded with recent filings