ReportGem Global Research

com.reportgemPublished by reportgem.comOfficial publisherv1.0.1Updated Nov 7, 2026

Global investment research knowledge base: 16M+ bank reports, filings, earnings calls, charts.

VerifiedStreamable HTTPWeb executableWeb Search & ScrapingFinanceKnowledge & Memory

Overview

AI-generated overview

Remote MCP server for searching a global investment-research knowledge base of bank reports, filings, earnings calls and charts, with page-cited excerpts.

What you can do
  • Search sell-side research reports and academic papers by company, ticker, broker, industry, theme or date
  • Search US SEC filings and China listed-company announcements
  • Search global and China earnings-call transcripts and meeting notes
  • Find charts, tables and diagrams inside reports with report and page provenance
  • Return bounded, page-cited excerpts, or read a whole document sequentially with a cursor
When to use it
Useful when you want an assistant to answer investment-research questions with verifiable page citations, compare broker views, or pull evidence from filings, earnings calls and report charts.
Requirements
Remote Streamable HTTP endpoint; a ReportGem account with phone binding and OAuth 2.0 login (tool calls require login; listing tools does not). Paid credits are consumed for returned research text; new accounts get a limited free trial.
Before you install
Usage is metered: returned excerpts, captions and table text consume credits, and packages are purchased one-time. Terms restrict data to personal research and forbid bulk scraping, database building or redistribution. Results are research support, not investment advice.

Installation

In SourceWeft

  1. Open ReportGem Global Research in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.reportgem%2Fglobal-research/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "reportgem-global-research": {
      "type": "http",
      "url": "https://www.reportgem.com/mcp"
    }
  }
}

README

ReportGem · Global Investment Research Agent & Knowledge Base (MCP)

English | 中文

A global sell-side research knowledge base exposed as a remote MCP server. Connect it to your AI assistant to search, cite and read investment research end to end.

[Available in ChatGPT]

Now available in ChatGPT: open the ReportGem Research plugin, click Add / Connect, sign in to ReportGem once, then ask in any chat, e.g. "What did Morgan Stanley change in its Nvidia estimates this week? Cite the pages." No setup, no API key.

[ReportGem MCP connector]

[Install in Cursor] [Install in VS Code] [Official MCP Registry] [mcp.so] [Agensi]

One-click install: use the Cursor / VS Code buttons above (endpoint https://www.reportgem.com/mcp), then finish the OAuth login on first use. Cline users: see llms-install.md.

Website: ReportGem https://www.reportgem.com · MCP setup & pricing

What it is: a research agent toolkit and knowledge base covering research from dozens of global investment banks — Goldman Sachs, Citi, HSBC, UBS, JPMorgan, Morgan Stanley, Barclays, Nomura and more — with 16 million+ reports, same-day real-time coverage and Chinese titles and translations. It also includes 5 million+ reports from 200+ Chinese brokers and futures firms, plus company filings, earnings-call notes and academic papers. Ask research questions in natural language from Claude, Cursor, Codex, Kimi Code, WorkBuddy or any MCP client; answers come with page-cited source passages.

The MCP service is run on reportgem.com and uses a ReportGem account (sign up at reportgem.com).

Keywords: global sell-side research · investment bank research reports · investment research agent · research knowledge base · broker research API · Goldman Sachs research · Morgan Stanley research · equity research for AI · MCP server · 全球研报 · 投研智能体

Data coverage

DataScaleUpdate
Global investment-bank research (Goldman Sachs, Citi, HSBC, UBS, JPMorgan, Morgan Stanley, Barclays, Nomura…)16 million+ reports, real-time reports available the same dayEvery 10 minutes
Chinese titles and translations of global researchWith each reportWith each report
Chinese broker and futures research (200+ institutions)5 million+ reportsDaily
China listed-company announcements and investor-meeting notes20 million+Real time
US SEC filings (8-K, 10-K, 6-K…)1,500 key companiesDaily
Global and China earnings calls and meeting notes130,000+ eventsDaily
Academic papers (finance, computer science…)5 million+Daily
Charts and tables inside reportsSearchable by imageWith each report

MCP tools

ToolWhat it does
search_researchSearch research reports and papers by keyword, company, ticker, broker, industry or date
search_filingsSearch SEC filings and China company announcements
search_meetingsSearch earnings calls and meeting notes
search_visualsFind charts and tables inside reports
get_evidenceRead source passages with page numbers; reading_mode="sequential" reads a whole document page by page

Free trial and pricing

  • New accounts get 10 credits (≈100,000 returned tokens), valid 30 days. Sign up for a ReportGem account (phone binding required) and log in via OAuth; all tools are included.
  • You pay only for delivered research text: passage excerpts, chart captions, table text and summaries. Titles, your questions, URLs, internal retrieval and failed or empty results are free. 1 credit = 10,000 returned tokens, metered on actual usage and never rounded up.
  • Each call returns at most 20 sources and 200,000 tokens; when a limit is reached you get a clear notice, with no automatic splitting or extra charges.
  • Credit packages (one-time, no auto-renewal, valid 30 days):
PackageCreditsPrice
Lite400¥169
Standard1,300¥299
Pro3,000¥499

Full pricing: https://www.reportgem.com/en/mcp.html#pricing. Tool parameters: docs/tools.md. Client guides: docs/clients.md. Examples: docs/examples.md.

Connect

Endpoint https://www.reportgem.com/mcp, transport Streamable HTTP (not SSE), auth via ReportGem login + OAuth 2.0 (dynamic client registration). initialize and tools/list work without login; tool calls require OAuth. Step-by-step guides: https://www.reportgem.com/en/mcp.html.

Claude Code

bash
claude mcp add --transport http --scope user reportgem https://www.reportgem.com/mcp

Run claude, type /mcp, choose reportgem and finish the browser login.

Codex CLI

bash
codex mcp add reportgem --url https://www.reportgem.com/mcpcodex mcp login reportgem

Claude (web / desktop): Customize → Connectors → Add custom connector, name it "ReportGem", paste the endpoint, then Connect and approve. Leave Client ID / Secret empty.

Cursor, Cline, VS Code, Windsurf and other clients — merge into your mcpServers config:

json
{  "mcpServers": {    "reportgem": {      "url": "https://www.reportgem.com/mcp"    }  }}

Use the /mcp endpoint only, never the website page URL, then complete the OAuth prompt.

Kimi Code CLI: /mcp-config → add reportgem as an HTTP remote server → /mcp-config login reportgem → /mcp to check status.

WorkBuddy: Connectors → search "ReportGem" → Connect.

Example prompts

  • "Goldman Sachs' view on NVIDIA this week, with page citations."
  • "Compare Citi and Morgan Stanley forecasts for Fed rate cuts in 2026."
  • "Summarize JPMorgan's latest China internet sector report."
  • "Where do UBS and Nomura disagree on Bank of Japan rate hikes?"
  • "Find a chart of global AI server shipment forecasts and tell me which report it comes from."
  • "What did TSMC management say about advanced-node capacity on the last earnings call?"

Terms (summary)

Websites

Every MCP result links back to the source on the website, where you can also search and read directly.

ProductPage
Real-time global broker researchhttps://www.reportgem.com/en/research-live.html
Global research archivehttps://www.reportgem.com/foreign.html
Chinese broker and futures researchhttps://www.reportgem.com/zh/?lang=zh
China company announcementshttps://www.reportgem.com/company-notices.html
US SEC filingshttps://www.reportgem.com/sec-filings.html
Earnings calls and meeting noteshttps://www.reportgem.com/en/earnings-calls.html
Academic papershttps://www.reportgem.com/papers.html
AI research assistanthttps://www.reportgem.com/ai-research.html
Market newshttps://www.reportgem.com/en/market-news.html

Contact

ReportGem (环球报告有限公司) https://www.reportgem.com · [email protected]

Coverage figures as of October 2026. This repository contains setup instructions and examples only — no research data. Research results are for reference and are not investment advice.

Source: README.md at commit 558b193

Tools

5

search_research

Search research

Search sell-side research reports and academic papers by company, ticker, broker, industry, theme or date; returns bounded metadata plus real excerpts when the indexed body matches. 检索研报和论文；返回有界元数据，并在已索引正文命中时返回实际摘录。

Parameterslimitqueryrequireddate_tosourcesdate_from

search_filings

Search filings

Search US SEC filings and China listed-company announcements; returns verifiable internal source links. 检索美国 SEC 文件和中国公司公告，并返回可核验的内部来源链接。

Parameterslimitqueryrequiredmarketdate_todate_fromform_type

search_meetings

Search meeting notes

Search global and China earnings-call transcripts and meeting notes, distinguishing body-text evidence from listing-only hits. 检索全球和中国会议纪要、业绩会记录，区分正文证据与清单命中。

Parameterslimitqueryrequiredregiondate_todate_fromoutput_language

search_visuals

Search charts and tables

Search indexed charts, tables, industry diagrams and research-relevant images with report/page provenance. 检索研报中的图表、表格、行业示意图，返回所属研报与页码。

Parameterslimitqueryrequireddate_todate_fromvisual_type

get_evidence

Retrieve source evidence

Return bounded, page-cited source excerpts, or a sequential reading window (reading_mode="sequential" with next_cursor) for whole documents; unmatched material is never presented as verified evidence. 返回有界真实摘录或可续读的连续正文窗口；不能把无匹配的资料当作已验证证据。

Parametersquerycursorsource_idrequiredstart_pagesource_typerequiredmax_passagesreading_mode

Version history

2
  1. v1.0.1LatestNov 7, 2026
  2. v1.0.0Oct 20, 2026

Score

90% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts

    Declare a license in the repository or the registry entry.