2.4. Setup Guidance
Prerequisites
Before setting up the Orbit MCP, ensure you have:
Active LLM chatbot with MCP support: Your AI assistant (Claude, or other compatible LLM platforms) must have MCP capabilities enabled
Orbit Insight subscription: Active subscription to Orbit Insight platform with MCP access included
MCP Server URL
Use the following URL when configuring your MCP client:
https://mcp.orbitfin.ai/server/mcpThis is the endpoint your AI assistant will connect to for accessing Orbit's financial research tools.
Authentication
OAuth (Recommended)
Orbit MCP uses OAuth 2.0 for secure authentication with AI assistants like Claude Desktop, GitHub Copilot, and other MCP-compatible clients.
How It Works
Configure the Server Add Orbit MCP connection URL to your AI client's configuration file.
Automatic Login Redirect On first use, you'll be redirected to the Orbit authentication page in your browser.
Enter Credentials Log in with your Orbit Insight account (email and password).
Automatic Token Management After successful login:
Orbit generates a secure bearer token
Your client automatically stores and manages the token
You're redirected back to your AI assistant
API Key
Orbit MCP supports API Key authentication as a simpler alternative to OAuth.
Usage
Add to request header:
X-API-Key: <your_orbit_api_key>Use Cases
Local tools/scripts
Automation workflows
Development/testing
Example
curl -X POST https://mcp.orbitfin.ai/server/mcp \
-H "Content-Type: application/json" \
-H "X-API-Key: <your_orbit_api_key>" \
-H "Accept: application/json, text/event-stream" \
-d '{
"jsonrpc": "2.0",
"id": 2,
"method": "tools/call",
"params": {
"name": "example_tool",
"arguments": {}
}
}'Security
⚠️ Keep your API Key confidential. Never commit to public repos or expose in client apps.
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.
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 MCP server details:
Server URL:
https://mcp.orbitfin.ai/server/mcpIntegration Name: "Orbit Research" (or your preferred name)
Step 3: Enable Orbit MCP
Go to New Chat in Claude and click Connect in the Search and Tools menu.
Step 4: Login at Orbit
When connecting to the Orbit MCP server, Claude will automatically redirect you to the Orbit MCP Login Page. Simply enter your registered Orbit Insight email address and password on this authentication page.
Upon successful login verification, you'll be redirected back to Claude with full authentication established for the Orbit MCP connection.
Step 5: Verify Enabled Tools
Back in Claude/ChatGPT, you can verify if all Orbit MCP tools are correctly available:
The following tools should be visible:
analyze_query_intent: understand question, identify companies mentioned in questions, breakdown into sub questions.
synthesize_research_report: generate final answers and return with references.
Testing the Integration
Once setup is complete, test with these progressive queries:
Basic Test:
"What is Apple's total revenue for the most recent quarter?"Expected: Single data point from latest 10-Q
Comparison Test:
"Compare Microsoft and Google's operating margins"Expected: Side-by-side comparison with source citations
Complex Analysis:
"Analyze Tesla's cash flow trends and capital efficiency over the past year"Expected: Multi-step analysis with tables and trends
Setup on Microsoft Copilot
Troubleshooting Common Issues
"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
"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
"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
Setup on Semantic Kernel
SDK Demo For Python
import asyncio
from semantic_kernel.kernel import Kernel
from semantic_kernel.agents import ChatCompletionAgent
from semantic_kernel.connectors.mcp import MCPStreamableHttpPlugin
from semantic_kernel.connectors.ai.open_ai import OpenAIChatCompletion
TASK = "What are the news on Nvidia?"
api_key = "your-open-ai-key"
x_api_key = "your-orbit-x-api-key"
async def main() -> None:
kernel = Kernel()
chat_service = OpenAIChatCompletion(
service_id="openai",
api_key=api_key,
ai_model_id="gpt-5-mini",
)
kernel.add_service(chat_service)
async with MCPStreamableHttpPlugin(
name="orbit_mcp",
description="OrbitFin MCP server",
url="https://mcp.orbitfin.ai/server/mcp",
headers={
"X-API-Key": x_api_key,
"Content-Type": "application/json",
"User-Agent": "SemanticKernel-MCP/1.0",
},
) as mcp_plugin:
kernel.add_plugin(mcp_plugin)
agent = ChatCompletionAgent(
service=chat_service,
kernel=kernel,
name="OrbitFin_MCP_Agent",
instructions="""You are a helpful financial research agent that can use MCP tools to analyze queries and synthesize research reports."""
)
try:
print(f"# User: '{TASK}'\n")
print("# Agent Response:")
print("-" * 80)
async for response in agent.invoke_stream(messages=TASK):
print(f"{response.content}", end="", flush=True)
print("\n" + "-" * 80)
print("\n# Task completed successfully!")
except Exception as e:
print(f"\n\n# Error occurred: {e}")
import traceback
traceback.print_exc()
if __name__ == "__main__":
asyncio.run(main())
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