Claude Aiera connectorWhat Claude can do in your Aiera account.
The Claude Aiera connector exposes 18 tools, and all 18 read. That is 0 tools that write and 0 left undocumented: Aiera describes each one. Below, what Claude can pull from earnings calls, filings and company publications, and what you need before connecting.
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What an analyst gets from Aiera inside Claude
Aiera holds the raw material of equity research: event calendars, call transcripts, SEC filings, investor documents, expert interviews. With the connector on, you ask Claude a question in plain English and it fetches the right items from Aiera, reads them and answers. You stay in one conversation instead of juggling a dozen tabs, and nothing in your Aiera account changes.
Prep for earnings season. get_upcoming_events returns confirmed and estimated events, and get_watchlist_constituents narrows to the names you follow, so Claude can tell you who reports when.
Read the call, not the headlines. find_events locates an earnings call or investor presentation, then get_event brings back its transcript and metadata. Claude can list analyst questions or quote what management actually said.
Check what was filed. find_filings searches SEC filings by date range and other criteria, including form type such as 10-K, 10-Q or 8-K, and get_filing opens one for a closer read. Company-published documents follow the same pattern with find_company_docs and get_company_doc.
What it will not do: every documented tool retrieves data, so by default the directory sheet shows no tool that edits or creates anything in Aiera. Nothing runs by itself either; a new filing does not wake Claude up. It reads only when you ask. To browse other Claude connectors we cover, start from the Integrations hub.
Five terms worth knowing
The minimum vocabulary, one line each.
- Connector
- The link you set up once between Claude and an account you already own, so Claude can use it while it answers you.
- Tool
- One named capability the connector hands to Claude. Claude chooses which to call on its own; the directory sheet lists each one.
- Authorization
- The service's own login screen, where you grant the access Claude will use afterwards. Each person does it once and can revoke it.
- Approval
- The confirmation Claude waits for before a step that changes an account, shown in the conversation at the moment it matters.
- MCP
- The open standard behind connectors: the layer that lets an assistant like Claude query an outside data source such as Aiera.
Set up the Claude Aiera connector
- 01
Find Aiera in your connectors
Open Claude's settings, go to Customize and then Connectors, and search for Aiera. On a Team or Enterprise workspace, an Owner or Primary Owner enables the connector first; members can then authenticate one by one.
- 02
Log in to Aiera
Click Connect on the Aiera row. A login window from the service opens; that page is Aiera's, not Claude's. If the link breaks later, choose Disconnect and connect again, or revoke access from the service side.
- 03
Review the access screen
Read the authorization screen before you accept it. It belongs to the service and decides what the access covers, sometimes in broader words than Claude's daily use. In Claude, approval per action remains the default.
The 18 Aiera tools, all for reading
Aiera gives Claude 18 tools: 18 that read your account, 0 that change something in it.
Aiera's tool reference gives every tool on the sheet its own line, under the same name, and each one retrieves data. Names stay exactly as Claude shows them.
- 18 read
What Claude reads (18)
18 toolsEighteen tools that fetch market, event and document data without changing anything in Aiera.
get_available_indexes
Returns the market indexes Aiera supports. Claude uses that list to know which index names it can work with before going further.
get_index_constituents
Brings back every equity that belongs to a given index, page by page. Claude can then count, sort or cross-check the members for you.
get_sectors_and_subsectors
Gives the full list of sectors and subsectors Aiera uses to classify companies, so Claude knows which classification labels exist before it filters anything.
find_events
Searches corporate events such as earnings calls, investor presentations and shareholder meetings, for specific companies or sectors, or across a watchlist or index.
get_event
Opens one specific event and returns its details, including the transcript and metadata. This is where Claude reads what was said word for word.
get_upcoming_events
Lists events still to come, both confirmed and estimated, which helps plan earnings and conference seasons or track the event calendar of a portfolio.
find_equities
Looks up equities by various identifiers, by search term or by company name, and can convert between ticker formats. Claude uses it to pin down the right security before anything else.
get_equity_summaries
Pulls a detailed summary of specific equities: company profile, key financial metrics, classification and metadata in one answer.
find_filings
Searches SEC filings by date range and other criteria, including form type such as 10-K, 10-Q or 8-K.
get_filing
Retrieves the details of a single SEC filing so Claude can extract figures or compare it with earlier quarters.
get_available_watchlists
Shows the watchlists available in your Aiera account, paged. It is how Claude discovers which personal lists it can filter on.
get_watchlist_constituents
Returns all the equities inside one watchlist, page by page, so Claude can work on exactly the names you follow.
find_company_docs
Searches the documents companies publish themselves, filtered by several criteria, so Claude can find a publication without you knowing its exact title.
get_company_doc
Fetches the raw text of one company document. Claude can then read it in full, quote it or summarize it in your terms.
get_company_doc_categories
Lists every category Aiera uses for company documents. Claude relies on it to filter searches with the exact label.
get_company_doc_keywords
Every keyword Aiera offers for tagging company documents comes back here, so a later search can be narrowed to a precise topic.
find_third_bridge_events
Searches expert insight events from Third Bridge, with an optional content type filter (forum, primer, community).
get_third_bridge_event
Opens one Third Bridge event for its full detail, such as an expert interview transcript, so Claude can analyze the commentary.
Approvals, rights and who can turn it off
All 18 tools fetch data, so none of them sends, edits or deletes anything in Aiera. The approval rules still frame what the connector could ever do for your team.
By default, Claude pauses and asks before each action it would take on an account in your name. On Team and Enterprise, owners decide whether members may let some actions through without a prompt, and they can restrict a connector for the whole organization, for instance to reading; nobody overrides that from their own account. Claude also works within the rights of the person who connected: it sees what that person's service access allows and nothing more. No source says whether Claude asks before calling an Aiera tool.
Plans: what the sources say
No official page says on which plans this connector is available. None of the 819 directory sheets carries that information.
Anthropic's general rule: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile, and on Team and Enterprise an Owner or Primary Owner turns a connector on before members can connect. For Aiera's current status, check its sheet in the official directory. Only Aiera documents this connector; there is no Claude help article about it.
Where the Aiera connector stops
A connector is not an automation. Claude calls these tools while it answers you, so no alert fires when a company files or a call ends.
A sheet that shows only reading is an observed floor, not a guarantee: an administrator can open actions no public sheet lists. The partner badge is not a security audit, and Anthropic says on every sheet that it neither chooses the tools a publisher exposes nor vouches for how they behave. Aiera's own reference also documents more tools than the 18 on the sheet; only those 18 are covered here. For another publisher's approach, see the Claude affinity connector page.
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