How it works

InferEdge MCP + skills together form a plugin that allow's your AI tools and agents to access financial-data from InferEdge's database and run analysis using InferEdge's analytics library.

The MCP + skills help your AI agents to get validated data with minimal instructions from trusted sources that are validated and scrubbed. This brings accuracy, reliability and consistency to your analysis and should help you save time spent on methodology and fact checking.

Setup

While these instructions are Claude and Codex specific, you can follow corresponding steps for other clients too. You can plug the MCP + skills in any MCP-compatible client.

Claude Instructions

Go to Organization Settings → Connectors, add https://mcp.inferedge.com/mcp and name it "InferEdge MCP"
Allowing our domain: Go to Organization Settings → Capabilities → Code Execution and add this domain to allowed list - mcp.inferedge.com
Connect your account
1. Go to Personal Settings → Connectors → Click Connect / Authorize
2. Complete Authentication
3. Grant access to all tools
Upload InferEdge Skills
1. Download the skill from here - https://mcp.inferedge.com/skill/download
2. Go to Customize -> Skills and Upload Skill

Claude Code Instructions

Open terminal and enter the following command:

claude mcp add --transport http inferege https://mcp.inferedge.com/mcp

Install skills from NPM

npx @harmoney/skills install

Authenticate after starting claude on terminal by using /mcp command. Select the mcp server and follow the instructions that claude code will give you.

Codex Instructions

Go to Settings → MCP Servers, and click Add Server
1. Give server name "inferedge_mcp" or any other name you like
2. Select Streamable HTTP and add https://mcp.inferedge.com/mcp under URL
3. Save - this will add the MCP server
To authenticate, open Terminal and enter the following command. Unfortunately, codex does not support authentication from the desktop app, you have to authenticate only via terminal. You will have to restart codex desktop app after you authenticate on terminal.
```
codex mcp login <mcp_name_from_above>
```
To add InferEdge skills
1. Start a new chat in codex and paste this prompt: "Download and install skill from https://mcp.inferedge.com/skill/download using skill-installer workflow"
2. Allow the workflow to execute - it will ask for your confirmation a few times
3. Restart codex so that it picks up the changes

Examples

You can now test whether the connection is working. Few sample questions to get you started:

Get the recent social media posts on Nvidia
Get comparison of analyst estimate and actual earnings for US consumer stocks

Other examples use cases include analysis around earnings guidance, searching filings and footnotes, impact of news on stocks or sectors, and real-time prices.