ReportGem Global Research

com.reportgem由 reportgem.com 发布官方发布者v1.0.1更新于 Nov 7, 2026

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

已验证Streamable HTTP可网页运行网页搜索与抓取金融知识与记忆

概览

AI 生成的概览

远程 MCP 服务器，用于检索全球投研知识库中的券商研报、公告、业绩会与图表，并返回带页码引用的摘录。

可以做什么
  • 按公司、代码、券商、行业、主题或日期检索卖方研报与学术论文
  • 检索美国 SEC 文件与中国上市公司公告
  • 检索全球及中国业绩会记录与会议纪要
  • 查找研报中的图表、表格与示意图，并返回所属研报与页码
  • 返回有界、带页码引用的摘录，或用游标顺序通读整篇文档
适用场景
适合让助手以可核验的页码引用回答投研问题、比较不同券商观点，或从公告、业绩会和研报图表中提取证据。
运行要求
远程 Streamable HTTP 端点；需要绑定手机的 ReportGem 账号并通过 OAuth 2.0 登录（调用工具需登录，列出工具不需要）。返回的研究文本会消耗付费额度，新账号有有限的免费试用。
安装前请注意
按用量计费：返回的摘录、图表说明和表格文本会消耗额度，套餐为一次性购买。条款限定数据仅供个人研究，禁止批量抓取、建库或转售分发。结果仅为研究参考，不构成投资建议。

安装

在 SourceWeft 中

  1. 打开 控制台中的 ReportGem Global Research，将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/com.reportgem%2Fglobal-research/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

{
  "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.

来源：README.md，提交 558b193

工具

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。

输入参数limitquery必填date_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。

输入参数limitquery必填marketdate_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。

输入参数limitquery必填regiondate_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。

输入参数limitquery必填date_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。

输入参数querycursorsource_id必填start_pagesource_type必填max_passagesreading_mode

版本历史

2
  1. v1.0.1最新Nov 7, 2026
  2. v1.0.0Oct 20, 2026

评分

已满足适用检查项的 90%

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  • 近 30 天内可连通必需25 分
  • 已声明认证方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 图标10 分
  • 文档15 分
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