Research & Metrics MCP

What It Is

YipitData Research & Metrics MCP lets supported AI tools access entitled YipitData research reports and Key Metrics.

Use it to ask natural-language questions about YipitData content, find relevant reports, summarize key takeaways, check recent Key Metrics updates, and query historical metric trends.

Data Scope

YipitData Research & Metrics MCP provides entitlement-scoped access to:

Data / Capability Notes
Research report text Entitlement-scoped published report content
Research report metadata Report titles, publication context, tickers, and links back to YipitData sources where available
Data that powers report charts Published chart-supporting data exposed where available
Key Metrics Grid Key Metric grid values
Key Metrics time series data Daily time series for Key Metrics where available

The Server

YipitData Research & Metrics MCP server URL:

https://mcp.portal.yipitdata.com/mcp

The server is remote and entitlement-scoped. Users connect through a connection path. After authentication, the server returns only the content the authenticated user is entitled to access.

Current connection paths:

Integration Path Status
Claude Cowork External Preview
Claude Code External Preview
Codex External Preview
ChatGPT Future Roadmap
Other MCP-compatible apps Future Roadmap
Custom AI tech stacks Future Roadmap
Official Claude Connector Future Roadmap
Official ChatGPT App Future Roadmap

Available Tools

The Research & Metrics MCP exposes 10 tools across three categories: research tools, key metrics, and documentation.

Research Tools

Tool Purpose
search_reports Search YipitData research reports on covered companies and themes. Users can search by keyword, exact phrase, date range, report type, or call with no query filter to browse latest reports.
fetch_report Fetch the full content of a specific YipitData research report. Returns the report in Markdown format.
search_products Browse YipitData's coverage universe of companies and products. Users can search by company name, ticker, sector, or call with no query filter to list available products.

Key Metrics Tools

Tool Purpose
search_key_metrics Discover which companies and products have quantitative time series data available, such as revenue, GMV, orders, and other KPIs.
query_key_metric Fetch historical time series data for a specific product and metric. Supports filters such as metric name, entity, ticker, and date range.
query_key_metrics_grid Screen the current Key Metrics Grid across many metrics for fresh updates, QTD Y/Y growth, trailing-period trends, and WoW/MoM inflections.

Documentation Tools

Tool Purpose
get_started Orientation guide — returns what data is available, when to use reports vs. metrics vs. the grid, and key caveats. Entry point before any analysis.
list_documents Browse all available docs by title/summary — discover what exists before reading.
search_documents Search YipitData documentation for MCP notes, compliance rules, and known limitations.
get_document Fetch a specific documentation page by namespace (e.g., methodology, metrics guide).

Authentication And Entitlements

Access is controlled through YipitData authentication and entitlements.

  1. YipitData enables the user's Research & Metrics MCP entitlement.
  2. User connects through a supported connection path.
  3. User authenticates using YipitData Portal credentials.
  4. YipitData Research & Metrics MCP returns only content the authenticated user is entitled to access.

If a user is not entitled to Research & Metrics MCP, they should contact their YipitData account representative.

Connection Setup By Platform

Claude Desktop & Claude.ai

Setup:

  1. Confirm YipitData Research & Metrics MCP access is enabled with YipitData account representative.
  2. Claude privacy guardrail: before testing in Claude, users should turn off any setting that allows Anthropic to use chats to improve the product or train models, if available in their environment.
  3. On the left hand navigation bar, click Customize.
  4. Click Connectors > + symbol to Add Connectors > Add Custom Connector.
  5. Name: YipitData MCP.
  6. Remote MCP server URL:
https://mcp.portal.yipitdata.com/mcp
  1. Click Connect to authenticate through the YipitData / Portal login flow when prompted.
  2. Log in with your YipitData username and password.
  3. Authorize App by accepting.
  4. Test by starting a new chat with a simple query.

Example prompt:

List the five most recent YipitData reports with links.
Claude Code

Setup:

  1. Confirm YipitData Research & Metrics MCP access is enabled with YipitData account representative.
  2. Claude privacy guardrail: before testing in Claude Code, users should turn off any setting that allows Anthropic to use chats to improve the product or train models, if available in their environment.
  3. Terminal setup command:
claude mcp add --transport http yipitdata-mcp https://mcp.portal.yipitdata.com/mcp
  1. Type /mcp + Enter > Choose the YipitData MCP to Authenticate.
  2. Log in with your YipitData username and password.
  3. Authorize App by accepting.
  4. Test by starting a new chat with a simple query.

Example prompt:

List the five most recent YipitData reports with links.
Codex

Setup:

  1. Confirm YipitData Research & Metrics MCP access is enabled with YipitData account representative.
  2. Codex privacy guardrail: before testing in Codex, users should turn off any setting that allows OpenAI to use chats to improve the product or train models, if available in their environment.
  3. Enter the following prompt:
codex mcp add yipitdata-mcp --url https://mcp.portal.yipitdata.com/mcp
  1. Log in with your YipitData username and password.
  2. Authorize App by accepting.
  3. Test by starting a new chat with a simple query.

Example prompt:

List the five most recent YipitData reports with links.

Contact support

For Research & Metrics MCP setup, access, entitlement, or connection issues, contact:

integrations-support@yipitdata.com

When contacting support, include:

  • The platform you are using.
  • The error message or screenshot, if available.
  • Whether you were able to authenticate through the YipitData / Portal login flow.
  • Whether you can access the relevant report, dashboard, or product directly in the YipitData Portal.

For commercial questions, contact your YipitData account representative.