Financial research with Cursor: AMD filings and fundamentals

1. Add the connection to the Cursor project

Open the folder where you will keep your research. Merge the JSON below into .cursor/mcp.json under mcpServers, preserving other servers. Use ~/.cursor/mcp.json only if you want the connection available across projects.

Manage the server from Customize and complete its browser OAuth connection to NexusTrade. You can instead use Add to Cursor on the NexusTrade developer page. Verify tool availability inside the same project chat before reading or changing account resources.

{
  "mcpServers": {
    "nexustrade": {
      "url": "https://nexustrade.io/api/mcp"
    }
  }
}

2. Confirm access with an owned-resource read

Ask the client to discover tools and call fetch_portfolios, then pass one returned portfolioId as portfolio_id to get_portfolio. Inspect portfolioId, type, name, isActive and strategies; compare them with the same saved book in NexusTrade. Do not copy IDs from a demonstration. An empty list can be valid for a new account.

A tool-not-found error means revisit discovery. An authorization error means check the selected NexusTrade environment/account and OAuth connection. Do not ask the model to invent a replacement identifier.

Use only NexusTrade read tools. Call fetch_portfolios, then pass one returned portfolioId as the portfolio_id input to get_portfolio. Show portfolioId, type, name, isActive and complete strategies. Do not create, edit, backtest, deploy or place orders.

3. Request a bounded company brief

Create research/amd-q3-2024.md as the evidence record. Keep issuer identity, metric, unit, fiscal period, publication date, URL and the exact source passage together. The worked historical release below is a verification exercise, not the company's latest report.

Using AMD issuer sources, inspect the Q3 2024 release published October 29, 2024. Extract GAAP revenue and operating income for the three months ended September 28, 2024. Compute operating margin using matching units. Save research/amd-q3-2024.md with the source table, arithmetic and a separate interpretation. Show the file diff. Do not mix gross margin or non-GAAP operating income into the calculation. Wait before any paid research submission.

4. Review AMD operating margin beside the source

AMD published Q3 2024 results on October 29, 2024 for the three months ended September 28, 2024. Its GAAP table reports revenue of $6,819 million and operating income of $724 million.

724 ÷ 6,819 × 100 is about 10.6%, consistent with the release's rounded 11% operating margin. This is different from the reported 50% gross margin. The calculation supports a historical operating-margin statement; it does not forecast AMD's share price. Preserve GAAP labels when comparing periods.

Read filing references and statement periods

Call sec_edgar twice with the separate argument objects below. list_filings returns filing references; fundamentals reads inline XBRL metrics. Inspect filing dates, fiscal periods and units before comparing them with the historical release. The five recent filings may not include that older release. Missing evidence is a gap to resolve from the primary source, not permission to fill in a number.

Keep these reads separate from ingest_filings, which persists source text. For AMD, quarterly periods preserve the three-month comparison.

{
  "ticker": "AMD",
  "action": "list_filings",
  "forms": [
    "10-K",
    "10-Q"
  ],
  "limit": 5
}

{
  "ticker": "AMD",
  "action": "fundamentals",
  "periods": "quarterly"
}

From a question to evidence

research_topic is asynchronous. Poll get_research_status with the same job ID instead of launching another billed research run for the same question.

No matching rows. Clear the filter to see all records.

5. Submit research only when the request is approved

If the primary sources leave a specific question unresolved, show the exact message for research_topic first. The accepted response includes researchJobId and status; save them before ending the session. A completed inline response may already contain citations. Otherwise pass the saved researchJobId as research_job_id to get_research_status.

PROCESSING means poll the same job. COMPLETED returns the report content and citations. FAILED returns an error to investigate. A second research_topic call starts another billed run; a missing response is not permission to duplicate it. If no saved ID exists, inspect the original tool response before considering another submission.

6. Finish the brief and recover an interrupted session

If NexusTrade is absent, check the project folder and .cursor/mcp.json location. Restart Cursor after changing custom configuration and inspect the server in Customize. Finish or repeat the requested OAuth flow if authorization has expired. Review file diffs separately from remote operations: reverting an editor change does not cancel an accepted job or undo a deployment.

Open research/amd-q3-2024.md and check each material claim against its link. Keep the original reported value and label each calculation. Leave absent/restated evidence explicit. For a newer-period brief repeat the source checks with the actual latest publication dates instead of carrying these historical figures forward.

The finished artifact should contain the source table, reproducible arithmetic, a bounded interpretation and the next unresolved question. It is a research brief, not a saved strategy or order instruction.

Costs and the next task

The local brief records your sources and calculations. A research_topic submission can consume credits, so review its exact question and your plan before starting it. Reuse the accepted job ID when polling or recovering a session. OAuth confirms account access; it does not verify the claims in a generated report.

For live deployment, review the separate broker guide, exact trading account and permissions. This client connection does not prove a native brokerage connector or a completed live workflow.

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