Hebbia

Overview

Bring Hebbia's institutional intelligence into ChatGPT and Codex. The Hebbia MCP server lets you tap into your firm's knowledge and premium public to make better decisions on deals and investments and run financial workflows from research to reports, slides, and financial models.

Tools

ask_project

ChatGPT

Ask a natural-language question scoped strictly to a specific Hebbia project. Does not query public sources — only the documents within the specified project. BEFORE calling this tool: you MUST have an org_id that was either explicitly provided by the user or confirmed by the user after calling list_organizations. Do NOT infer or guess an org_id. If none has been confirmed, call list_organizations and wait for the user to pick one before calling this tool. Use list_projects to discover valid project IDs within the org. Args: org_id: The organization containing the project. Reuse from earlier in the conversation if available; otherwise resolve via list_organizations. project_id: The ID of the project to query. Use list_projects to find valid IDs. query: The natural-language question to ask. use_deep_research: If True, runs a thorough multi-step deep research query (slower, takes several minutes). Defaults to False for a fast response. Returns an AskResult with: answer: The text response from Hebbia. citations: List of citations supporting the answer. Each citation has: id, kind, quote, title, doc_id, url. The url field is populated for web sources; doc_id identifies the source document for document citations.

ask_sources

ChatGPT

Ask a natural-language question over data sources in a Hebbia organization. Uses auto-source selection by default, or restricts to an explicit list of source IDs. BEFORE calling this tool: you MUST have an org_id that was either explicitly provided by the user or confirmed by the user after calling list_organizations. Do NOT infer or guess an org_id. If none has been confirmed, call list_organizations and wait for the user to pick one before calling this tool. Use list_sources to discover valid source IDs within the org. Args: org_id: The organization to query within. Reuse from earlier in the conversation if available; otherwise resolve via list_organizations. query: The natural-language question to ask. source_ids: Optional list of source identifiers to restrict the search. If omitted, Hebbia's auto-source selection is used across all available sources. Use list_sources to find valid IDs. use_deep_research: If True, runs a thorough multi-step deep research query (slower, takes several minutes). Defaults to False for a fast response. Returns an AskResult with: answer: The text response from Hebbia. citations: List of citations supporting the answer. Each citation has: id, kind, quote, title, doc_id, url. The url field is populated for web sources; doc_id identifies the source document for document citations.

list_organizations

ChatGPT

List the organizations the authenticated user belongs to. Call this first if no org_id has been confirmed in the conversation. STRICT RULES — these override any other reasoning: 1. If exactly one org is returned: use its id for all subsequent calls. 2. If multiple orgs are returned: show them to the user as a numbered list, ask "Which organization would you like to use?", and STOP. Do not call any other tool — including list_projects, list_sources, ask_project, or ask_sources — until the user has replied with their choice. It does not matter what the user's original request was; org selection always comes first.

list_projects

ChatGPT

List all projects accessible in a Hebbia organization. Returns project names, IDs, and descriptions. BEFORE calling this tool: you MUST have an org_id that was either explicitly provided by the user or confirmed by the user after calling list_organizations. Do NOT infer or guess an org_id. If none has been confirmed, call list_organizations and wait for the user to pick one before calling this tool. Args: org_id: The organization to list projects for. Reuse from earlier in the conversation if available; otherwise resolve via list_organizations.

list_sources

ChatGPT

List all sources available for querying in a Hebbia organization. Returns shared document collections (UUID IDs) and built-in integrations like CapIQ, Web, and PitchBook (field-name IDs such as "capiq", "web"). Pass returned source IDs to ask_sources. BEFORE calling this tool: you MUST have an org_id that was either explicitly provided by the user or confirmed by the user after calling list_organizations. Do NOT infer or guess an org_id. If none has been confirmed, call list_organizations and wait for the user to pick one before calling this tool. Args: org_id: The organization to list sources for. Reuse from earlier in the conversation if available; otherwise resolve via list_organizations.

ping

ChatGPT

Health-check tool that returns pong.

Capabilities

Writes

Links

Documentation ↗Privacy Policy ↗

App Stats

Tools

ChatGPT

Platforms

Works with

ChatGPT

Data refreshed daily