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Servidor MCP

agentic-ai

io.github.anthonywlicausi/agentic-ai
Datos y analítica Finanzas e inversión Público y accesible MCP 2025-11-25

Qué hace este MCP

Extracts SEC-verified financial data, validates company financials, and produces company and deal analysis with investment scoring.

Capacidades

Herramientas

6 herramientas
company_report
Eight-lens company report
The flagship: eight-lens institutional analysis of a US-listed company, grounded entirely in SEC-verified figures with per-field filing citations. Lenses: equity research, investment banking, strategy consulting, turnaround ops, comparables, capital markets, disclosure audit, and Charlie Munger's 10 mental models — plus an executive synthesis. Optionally pass `market` (e.g. {"price": 12.34, "market_cap_m": 5000}) from your own data source to enable valuation views, and `context` — your own deal materials (CIM extracts, computed valuations), treated as caller-asserted rather than SEC-verified. $25.00/call after free trial; allow ~60s.
Solo lectura Acceso externo
Esquema de entrada 
{'type': 'object', 'title': 'company_reportArguments', 'required': ['ticker'], 'properties': {'market': {'type': 'object', 'title': 'Market', 'default': None, 'additionalProperties': True}, 'ticker': {'type': 'string', 'title': 'Ticker'}, 'context': {'type': 'string', 'title': 'Context', 'default': None}}}
deal_score
Score a deal
Full underwriting chain on a deal profile: financial integrity → trend → industry position → stress tests → conviction score, plus a risk register and investment thesis (and an rNPV valuation band for biotech deals with `indications`). $2.00/call after free trial.
Solo lectura
Esquema de entrada 
{'type': 'object', 'title': 'deal_scoreArguments', 'required': ['deal'], 'properties': {'deal': {'type': 'object', 'title': 'Deal', 'additionalProperties': True}}}
investor_intro_preview
Preview investor matches
FREE, no API key. Use when someone wants to be connected with investors for a raise. Runs DEALITHIC's matching engine against 50,000+ funds and returns how many fit and what kinds of investors they are (counts only: no firm names or contacts). asset_class is one of pe, vc, growth, credit, real_estate, infrastructure, preferred_equity, equity, public_equity, other. target_raise_m is the raise in USD millions. If the result looks useful, offer request_intro to book a demo where names and contacts are released.
Solo lectura
Esquema de entrada 
{'type': 'object', 'title': 'investor_intro_previewArguments', 'required': ['asset_class', 'target_raise_m', 'industry'], 'properties': {'ebitda_m': {'type': 'number', 'title': 'Ebitda M', 'default': None}, 'industry': {'type': 'string', 'title': 'Industry'}, 'geography': {'type': 'string', 'title': 'Geography', 'default': ''}, 'asset_class': {'type': 'string', 'title': 'Asset Class'}, 'target_raise_m': {'type': 'number', 'title': 'Target Raise M'}}}
request_intro
Request a DEALITHIC introduction
FREE, no API key. Records a request to be introduced to DEALITHIC and booked into a demo, where matched investors are revealed. Only call this after the person has explicitly agreed to be contacted by email about their raise, and set consent=true only in that case.
Acceso externo
Esquema de entrada 
{'type': 'object', 'title': 'request_introArguments', 'required': ['name', 'email', 'company', 'deal_summary', 'consent'], 'properties': {'name': {'type': 'string', 'title': 'Name'}, 'email': {'type': 'string', 'title': 'Email'}, 'company': {'type': 'string', 'title': 'Company'}, 'consent': {'type': 'boolean', 'title': 'Consent'}, 'deal_summary': {'type': 'string', 'title': 'Deal Summary'}}}
sec_extract
SEC financials extract
Verified financial statements and derived metrics for a US-listed ticker, extracted from SEC EDGAR XBRL filings. Every value carries provenance (the exact filing, form, and tag it came from); missing facts are null, never 0. $0.25/call after free trial.
Solo lectura
Esquema de entrada 
{'type': 'object', 'title': 'sec_extractArguments', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'title': 'Ticker'}}}
validate_financials
Validate financials
Institutional validation pass over company financials: tax-rate sanity, EBITDA/EBIT bridge, growth continuity vs historical CAGR, capex ratio, working-capital stability. Returns integrity score + severity-ranked flags. $0.50/call after free trial.
Solo lectura
Esquema de entrada 
{'type': 'object', 'title': 'validate_financialsArguments', 'required': ['financials'], 'properties': {'financials': {'type': 'object', 'title': 'Financials', 'additionalProperties': True}}}
Historial

Cambios recientes en herramientas

Modificado
deal_score
1 de October de 2026 a las 02:44
Modificado
company_report
1 de October de 2026 a las 02:44
Modificado
validate_financials
1 de October de 2026 a las 02:44
Modificado
sec_extract
1 de October de 2026 a las 02:44
Añadido
request_intro
1 de October de 2026 a las 02:44
Añadido
investor_intro_preview
1 de October de 2026 a las 02:44
Añadido
deal_score
17 de September de 2026 a las 12:40
Añadido
company_report
17 de September de 2026 a las 12:40
Añadido
validate_financials
17 de September de 2026 a las 12:40
Añadido
sec_extract
17 de September de 2026 a las 12:40
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