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.
What You Can Do With The MCP
Once connected, ask questions that span YipitData research reports and Key Metrics. For example:
- Summarize the latest YipitData reports on [ticker/theme].
- List all YipitData Key Metrics and reports updates from the past 48 hours that relate to U.S. E-commerce.
- Which companies are showing the strongest current-quarter growth at YipitData?
- What YipitData KPIs are available for Nike from both Key Metrics and Reports?
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/mcpThe 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.
- YipitData enables the user's Research & Metrics MCP entitlement.
- User connects through a supported connection path.
- User authenticates using YipitData Portal credentials.
- 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:
- Confirm YipitData Research & Metrics MCP access is enabled with YipitData account representative.
- 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.
- On the left hand navigation bar, click Customize.
- Click Connectors > + symbol to Add Connectors > Add Custom Connector.
- Name: YipitData MCP.
- Remote MCP server URL:
https://mcp.portal.yipitdata.com/mcp- Click Connect to authenticate through the YipitData / Portal login flow when prompted.
- Log in with your YipitData username and password.
- Authorize App by accepting.
- Test by starting a new chat with a simple query.
Example prompt:
List the five most recent YipitData reports with links.Claude Code
Setup:
- Confirm YipitData Research & Metrics MCP access is enabled with YipitData account representative.
- 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.
- Terminal setup command:
claude mcp add --transport http yipitdata-mcp https://mcp.portal.yipitdata.com/mcp- Type /mcp + Enter > Choose the YipitData MCP to Authenticate.
- Log in with your YipitData username and password.
- Authorize App by accepting.
- Test by starting a new chat with a simple query.
Example prompt:
List the five most recent YipitData reports with links.Codex
Setup:
- Confirm YipitData Research & Metrics MCP access is enabled with YipitData account representative.
- 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.
- Enter the following prompt:
codex mcp add yipitdata-mcp --url https://mcp.portal.yipitdata.com/mcp- Log in with your YipitData username and password.
- Authorize App by accepting.
- 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.comWhen 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.