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HeronIntelligence Financial Intelligence — MCP server for AI assistants

Project description

Heron Intelligence MCP

Heron Intelligence — Financial Research MCP server for AI assistants.

Connect Heron Intelligence's financial research capabilities (earnings call transcripts, due diligence interviews, red flag analysis) directly to Claude, Cursor, or any MCP-compatible client.

Requirements

  • An active Heron Intelligence account with an API key
  • uvx (no other installation needed)

Installation

Claude Desktop

Add to ~/.claude/claude_desktop_config.json:

{
  "mcpServers": {
    "heron": {
      "command": "uvx",
      "args": ["--from", "HeronIntelligence-mcp", "heronintelligence-mcp"],
      "env": {
        "HERON_API_KEY": "heron-key-xxxx"
      }
    }
  }
}

Restart Claude Desktop. Heron Intelligence will appear as an active tool.

Claude Code

claude mcp add heron \
  --command uvx \
  --args "--from HeronIntelligence-mcp heronintelligence-mcp" \
  -e HERON_API_KEY=heron-key-xxxx \
  -s user

Cursor / Windsurf

Add to your MCP config:

{
  "mcpServers": {
    "heron": {
      "command": "uvx",
      "args": ["--from", "HeronIntelligence-mcp", "heronintelligence-mcp"],
      "env": {
        "HERON_API_KEY": "heron-key-xxxx"
      }
    }
  }
}

Available Tools

Tool Description
search_company Find a company by name, ticker, or description
get_recent_transcripts List transcripts for a company over the last N quarters
analyze_red_flags Deep risk analysis with citations — powered by Heron Intelligence's ReAct agent
get_transcript_content Fetch full transcript content by ID

Example Queries

Once connected, ask your AI assistant:

"What are the red flags for Rappi in the last 3 quarters?" "What is Nubank's management saying about churn this year?" "Compare the tone of Mercado Libre vs Kavak interviewees" "Executive summary of the last 3 earnings calls for {company}"

Billing Tiers

Tier Monthly API Calls Agent Calls (analyze_red_flags) RPM Data Window
Trial Free (14d) 100 10 5 Last 2 quarters
Starter $199 500 50 10 Last 4 quarters
Professional $499 2,000 200 30 Last 8 quarters
Enterprise Custom Unlimited Custom 100 Full history

analyze_red_flags counts as both 1 API call and 1 agent call.

Quota Errors

When your quota is exhausted the tool returns a human-readable message:

Heron Intelligence quota limit reached: Monthly request quota exhausted.
Your quota resets at 2026-04-01T00:00:00+00:00.

The API also sets response headers you can inspect:

Header Meaning
X-RateLimit-Limit-Minute Requests allowed per minute
X-Quota-Requests-Remaining Requests left this month
X-Quota-Reset ISO timestamp when the monthly counter resets
Retry-After Seconds to wait (RPM 429 only)

Environment Variables

Variable Description
HERON_API_KEY Your Heron Intelligence API key (from your account dashboard)
HERON_TIMEOUT HTTP timeout in seconds (default: 120.0)

License

Proprietary — requires an active Heron Intelligence subscription.

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