HeronIntelligence-mcp 1.6.0

Heron Intelligence — MCP server for AI assistants

Heron Intelligence MCP

Connect Heron Intelligence — curated earnings call transcripts, management interviews, and a guided custom-research intake flow — directly to Claude or any Model Context Protocol-compatible AI client.

Highlights

• Remote HTTPS transport — one URL, zero install for browser clients.
• OAuth 2.1 — Dynamic Client Registration (RFC 7591) with PKCE S256.
• Subsidiary & legacy-name resolution — search by ticker, name, or description; the server auto-maps spinoffs and rebrands to their current parent so coverage is never missed.
• MCP tool annotations — read-only tools auto-approve in supporting clients; write tools always require explicit user confirmation.

Server

https://mcp.heron-intelligence.com/mcp

Skill (recommended — install first)

The repo ships a Claude Code Skill in skills/heron-intelligence/ that primes the model to use these tools automatically — without the user having to type "use Heron MCP to…". It also encodes formatting rules and the canonical Blue Heron (human) vs Heron AI (automated) provenance handling.

Install once per machine (org-wide):

cp -r skills/heron-intelligence ~/.claude/skills/

Restart Claude Code; verify with /list-skills. See skills/heron-intelligence/INSTALL.md for project-level install and team distribution.

Quickstart

Claude.ai (recommended)

1. Open Claude.ai → Settings → Connectors.
2. Click Add custom connector.
3. Enter the server URL above.
4. Click Authorize and sign in to Heron Intelligence.
5. Approve the requested scopes (mcp:read, mcp:write).
6. Start a new chat and ask Claude to use Heron Intelligence.

Claude Desktop

Add to ~/.claude/claude_desktop_config.json:

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

Restart Claude Desktop.

Claude Code

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

Cursor / Windsurf

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

Authentication

The remote MCP server uses OAuth 2.1 with PKCE (S256) and Dynamic Client Registration (RFC 7591). Connecting from Claude.ai:

1. Claude registers itself silently as an OAuth client.
2. You are redirected to Heron Intelligence to sign in.
3. After consent, Claude receives a short-lived access token plus a refresh token. The refresh token is single-use and rotates on every refresh.
4. Scopes mcp:read and mcp:write map to read-only and write tools.

For local stdio mode (Claude Desktop / Claude Code / Cursor / Windsurf), authenticate with a static API key via HERON_API_KEY. Request a key from your Heron Intelligence account dashboard.

Available tools

Read-only — research

Tool	Purpose
whoami	Returns the email of the user authenticated on the current MCP session.
search_company	Resolves a ticker, name, or description to a Heron Intelligence company id; auto-resolves subsidiaries and legacy names.
search_people	Semantic search over interviewed people (executives, channel contacts, former employees).
get_company_overview	Returns transcript counts, date range, and breakdown of available coverage for a company.
get_recent_transcripts	Lists transcript metadata with pagination and filters (due-diligence type, sentiment, call quality, free text).
get_transcript_content	Returns the verbatim Q&A content of a specific transcript.
get_project_status	Returns the current step, completed fields, and last artifact for a research project.

Read-only — watchlists

Tool	Purpose
list_watchlists	Lists every watchlist the user can see (own, firm-level, shared).
get_watchlist	Returns the companies in a watchlist, looked up by exact name (case-insensitive).

Read-only — drops (saved monitoring rules)

Tool	Purpose
list_drops	Lists every drop the user can see (own + firm-shared + team-shared) with visibility and is_owner flags.
get_recent_drops	Returns drop firings across all visible drops in the last N days (default 7, max 90).
get_drop_history	Returns the firing history of a single drop, most recent first.
list_analysis_categories	Lists the catalog categories valid for type=analysis drops.
list_report_templates	Lists the report templates available to the user (user-own + system).

Write — custom research projects

Tool	Purpose
start_research_project	Creates a new research project record.
define_research_brief	Step 1 — refines the Research Brief artifact one user turn at a time.
prepopulate_research_configuration	Step 1 → Step 2 helper that pre-fills configuration fields from the brief.
configure_research_project	Step 2 — fills the project's canonical configuration fields.
generate_research_questions	Step 3 — generates and curates the project's topics and questions.
submit_research_project	Step 4 — submits the project to a Heron Intelligence representative.

Write — watchlists

Tool	Purpose
create_watchlist	Creates a new watchlist, optionally pre-populated with tickers or company names.
rename_watchlist	Renames an existing watchlist.
add_to_watchlist	Adds companies (by ticker or name) to an existing watchlist.
remove_from_watchlist	Removes companies from a watchlist.
delete_watchlist	Permanently deletes a watchlist (requires confirm=true).

Write — drops

Tool	Purpose
create_drop	Creates a new drop (notification / report / analysis) with cadence- or threshold-based triggering.
update_drop	Partially updates a drop, including rename and scope replacement.
pause_drop	Pauses an active drop (stops firing without losing config).
resume_drop	Resumes a paused drop.
delete_drop	Soft-deletes a drop (requires confirm=true).

Example prompts

"How much research coverage does Heron Intelligence have on Amazon?"

"Find Heron Intelligence's research coverage for Facebook and show me what's available under their current corporate entity."

"Show me only the management due diligence transcripts available for Amazon from the last two quarters."

"Set up a weekly digest of new Energy-sector transcripts that mention margin compression."

"What drops do I have set up? Show me the ones that fired this week."

"Add MSFT and NVDA to my Tech watchlist, then create an analysis drop on that watchlist using the Executive Assessment category."

Documentation

Full documentation: https://docs.heron-intelligence.com/mcp

Privacy

https://www.heron-intelligence.com/privacy-policy

Support

• Email: [e-mail]
• Issues: https://github.com/Heron-Intelligence/heron-intelligence-mcp/issues

License

Released under the Apache License 2.0 — see LICENSE. Use of the hosted Heron Intelligence service requires an active account.