Getting Started
Follow these steps to start using the Standard Metrics API:- Set up Authentication - Generate your OAuth2 credentials and API key from your Standard Metrics account
- Make Your First Call - Test your setup by fetching your company list
- Explore Endpoints - Browse our comprehensive API reference to discover available endpoints
Quick Links
Get Started
Generate your API key and make your first API call
API Reference
Explore the documentation for available API endpoints and their usage
MCP Setup
Connect Claude Desktop to your Standard Metrics data
API Cookbook
Learn with practical examples and integration patterns
Core API Endpoints
Access your most important data through these key endpoints:Companies & Portfolio Data
- Get Companies - List all portfolio companies
- Company Metrics - Access financial metrics for specific companies
- Custom Columns - Retrieve your firm’s custom data fields
Financial Information
- Budgets - Access budget and forecast data
- Investment Details - Cap table and financing information
- Documents - Financial reports and uploaded documents
Data Management
- Information Requests - Data collection workflows
- Notes - Internal notes and commentary
- Users - Team member information
Authentication
The Standard Metrics API uses OAuth2 for secure authentication. You’ll need:- Client ID and Client Secret from your Standard Metrics Developer Settings
- Access Token obtained through the OAuth2 flow
- Proper API permissions configured for your application
Need Help?
- API Issues: Check our error documentation
- Questions: Email us at support@standardmetrics.io