ReportGem Global Research

com.reportgem由 reportgem.com 發布官方發布者v1.0.1更新於 Nov 7, 2026

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

已驗證Streamable HTTP可網頁執行網頁搜尋與抓取金融知識與記憶

概覽

AI 產生的概覽

遠端 MCP 伺服器，用來檢索全球投研知識庫中的券商研究報告、公告、法說會與圖表，並回傳附頁碼引用的摘錄。

可以做什麼
  • 依公司、代號、券商、產業、主題或日期檢索賣方研究報告與學術論文
  • 檢索美國 SEC 文件與中國上市公司公告
  • 檢索全球及中國法說會紀錄與會議紀要
  • 尋找研究報告中的圖表、表格與示意圖，並回傳所屬報告與頁碼
  • 回傳有界、附頁碼引用的摘錄，或以游標依序通讀整份文件
適用情境
適合讓助理以可查證的頁碼引用回答投研問題、比較不同券商觀點，或從公告、法說會與研究報告圖表中取得佐證。
執行需求
遠端 Streamable HTTP 端點；需要綁定手機的 ReportGem 帳號並透過 OAuth 2.0 登入（呼叫工具需登入，列出工具則不需要）。回傳的研究文本會消耗付費額度，新帳號有有限的免費試用。
安裝前請注意
依用量計費：回傳的摘錄、圖表說明與表格文字會消耗額度，方案為一次性購買。條款限定資料僅供個人研究，禁止大量擷取、建立資料庫或轉售散布。結果僅供研究參考，不構成投資建議。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 ReportGem Global Research，將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/com.reportgem%2Fglobal-research/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "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.

來源：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。

輸入參數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。

輸入參數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。

輸入參數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。

輸入參數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。

輸入參數querycursorsource_id必填start_pagesource_type必填max_passagesreading_mode

版本歷史

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

評分

已滿足適用檢查項的 90%

該評分衡量此收錄條目的完整程度，依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價，也不表示伺服器安全或目前可用：可連通性是帶日期的檢查結果，評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 圖示10 分
  • 文件15 分
  • 授權條款10 分

    請在儲存庫或註冊中心條目中宣告授權條款。