MCP Introduction

https://www.caprelay.com/mcp

1. Add CapRelay to your assistant. Use caprelay as the server name and the MCP server URL above.
2. Sign in with CapRelay. Your MCP client opens a browser login flow. Sign in to CapRelay, review the consent screen, and click Approve. No API key, bearer token, or client secret needs to be copied into your agent.
3. Ask the agent to use CapRelay. Your agent will use the relevant CapRelay MCP tools for company lookup, Screener discovery, or research retrieval.

• Bring CapRelay into your agent workflow: Ask Claude, Claude Code, or Codex to use CapRelay while you research, screen ideas, compare companies, or prepare investment memos.
• Higher-quality research inputs for better agent outputs: Your agent can ground summaries, comparisons, diligence questions, and screening work in CapRelay's research library designed for investment professionals instead of less reliable generic web results.
• Let your agent use all core functionality: MCP tools can search companies, use Screener, retrieve clean markdown, inspect supported app pages, and access the same core functionality as a normal site user.

These are just starter ideas, not scripts you have to copy. Ask naturally, the same way you would ask an analyst or teammate, and your agent can choose the right CapRelay tools.

After setup, prompts like Use CapRelay... are usually enough for your agent to properly use the CapRelay MCP tools. If your assistant seems unsure which integration to use, you can try being more explicit: Use the CapRelay MCP tools....

• Company research: Ask for a company by ticker or name. The agent should then search for the company ID and use caprelay_page_markdown on relevant pages like Business Overview, Bull-Bear Debate, Earnings Review, or Print Pack as inputs in answering your research questions.
• Idea generation: Ask for a universe such as software companies above $1B market cap, AI value chain companies, or companies with recurring revenue. The agent should use caprelay_screener.
• Fresh setup check: Ask the agent to list CapRelay MCP tools and resources, read caprelay://getting-started, then use CapRelay to search for AAPL and provide a brief summary of its business overview.

• CapRelay MCP uses OAuth browser login, not copied API keys.
• The agent acts under the CapRelay account you approved, subject to your normal product permissions and usage limits.
• Agentic access is intended for human-directed research, not bulk export. For higher power-user limits or enterprise-level access, please contact us.