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The Standard Metrics MCP provides tools to explore companies, metrics, investments, documents, reports, and firm users, and to support portfolio analysis and Excel workflows.

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Company discovery

Lists companies associated with your firm. Use it to discover company IDs or review onboarding status.
  • page — Page number; defaults to 1.
  • per_page — Results per page; defaults to 100, maximum 100.
  • ids — Limit results to an array of company IDs.
Returns company details such as status, sector, contact information, and website.
  • company_id — Required. Company ID.
Searches by partial company name and can filter the returned page by sector or city.
  • name_contains — Partial company name.
  • sector — Company sector.
  • city — Partial city name.
  • page — Page number; defaults to 1.
  • per_page — Results per page; defaults to 100, maximum 100.

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Metrics and company analysis

Returns metrics for one or more companies, newest periods first. Use it for time-series analysis or to compare actuals with budgets.
  • company_ids — Required. One or more company IDs.
  • from_date — Inclusive start date in YYYY-MM-DD format.
  • to_date — Inclusive end date in YYYY-MM-DD format.
  • category — Metric category.
  • cadence — point_in_time, day, week, month, quarter, half_year, or year.
  • include_budgets — Include budget metrics; defaults to false.
  • page — Page number; defaults to 1.
Returns metric definitions, categories, and choices. Use it before querying when you do not know the exact category name.
  • category_name — Exact category name.
  • is_standard — true for standard metrics or false for custom metrics.
  • page — Page number; defaults to 1.
  • per_page — Results per page; defaults to 100, maximum 100.
Returns a company’s most recent metrics, optionally within one category.
  • company_id — Required. Company ID.
  • category — Metric category.
  • limit — Maximum metrics to return; defaults to 10, maximum 100.
Returns metrics grouped by category, including the latest metric in each category, for a historical period.
  • company_id — Required. Company ID.
  • months — Months of history; defaults to 12, maximum 60.
Combines company details, historical metrics, budgets, notes, and custom columns for a period.
  • company_id — Required. Company ID.
  • months — Months of history; defaults to 12, maximum 60.

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Budgets, notes, and custom data

Lists your firm’s budgets, optionally for one company.
  • company_id — Company ID.
  • page — Page number; defaults to 1.
  • per_page — Results per page; defaults to 100, maximum 100.
Returns qualitative commentary and observations, optionally for one company.
  • company_id — Company ID.
  • sort_by — Field to sort by.
  • page — Page number; defaults to 1.
  • per_page — Results per page; defaults to 100, maximum 100.
Returns note totals, authors, and the most recent notes for a company.
  • company_id — Required. Company ID.
  • recent_notes_limit — Recent notes to return; defaults to 5, maximum 100.
Returns values stored in your firm’s custom columns, optionally for one company.
  • company_id — Company ID.
  • page — Page number; defaults to 1.
  • per_page — Results per page; defaults to 100, maximum 100.
Lists custom columns and their available options.
  • page — Page number; defaults to 1.
  • per_page — Results per page; defaults to 100, maximum 100.

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Investment data

Lists funds associated with your firm, ordered by vintage from newest to oldest.
  • page — Page number; defaults to 1.
  • per_page — Results per page; defaults to 100, maximum 100.
Returns investment metrics as of a date, including IRR, MOIC, fair and realized value, invested capital, ownership, shares, and valuation data.
  • company_ids — Required. One or more company IDs.
  • fund_ids — Fund IDs to include. If omitted, metrics are aggregated across all funds.
  • as_of_date — Calculation date in YYYY-MM-DD format; defaults to today.
Returns share classes with pricing and company context.
  • company_ids — Company IDs.
  • share_class_ids — Share class IDs.
  • purchase_type — primary or secondary.
  • include_fx_details — Include original currency, original value, exchange rate, and custom-rate status. When omitted or false, money fields contain only converted value and currency.
Returns financing rounds with valuations, round sizes, dates, and investors.
  • company_ids — Company IDs.
  • financing_ids — Financing event IDs.
  • is_crypto — Filter by crypto status.
  • co_investors — Investor filters. Each item requires name and role (any, lead, or co).
  • sort_by — closing_date or round_size, optionally prefixed with + or -; ascending by default.
  • include_fx_details — Include original currency, original value, exchange rate, and custom-rate status. When omitted or false, money fields contain only converted value and currency.
Returns transactions with event type, shares, investment amounts, and proceeds.
  • company_ids — Company IDs.
  • transaction_ids — Transaction IDs.
  • event — Transaction event type, such as exercise, conversion, or sale.
  • input_security_id — Input security ID.
  • output_security_id — Output security ID.
  • include_fx_details — Include original currency, original value, exchange rate, and custom-rate status. When omitted or false, money fields contain only converted value and currency.
Returns securities with investment amounts, shares, classifications, and company and fund context.
  • company_ids — Company IDs.
  • security_ids — Security IDs.
  • fund_id — Fund ID.
  • include_fx_details — Include original currency, original value, exchange rate, and custom-rate status. When omitted or false, money fields contain only converted value and currency.

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Documents and reporting

Lists document metadata and processing status, with filters for company, date, parse state, and source.
  • company_id — Company ID.
  • parse_state — not-started, in-progress, completed, needs-input, or not-parseable.
  • from_date — Inclusive start date in YYYY-MM-DD format.
  • to_date — Inclusive end date in YYYY-MM-DD format.
  • source — information-request, implementation, or upload.
  • page — Page number; defaults to 1.
  • per_page — Results per page; defaults to 100, maximum 100.
Lists information requests and their details and status.
  • name — Request name.
  • page — Page number; defaults to 1.
  • per_page — Results per page; defaults to 100, maximum 100.
Lists information reports, optionally for one company or request.
  • company_id — Company ID.
  • information_request_id — Information request ID.
  • page — Page number; defaults to 1.
  • per_page — Results per page; defaults to 100, maximum 100.

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Users and workflows

Lists users associated with your firm, including contact and role information.
  • email — Email address filter.
  • page — Page number; defaults to 1.
  • per_page — Results per page; defaults to 100, maximum 100.
Returns the current user’s name, role, and firm.This tool has no tool-specific inputs.
Gives your AI client instructions for building or modifying spreadsheets with live-updating Standard Metrics formulas. See Excel and MCP for setup and usage details.This tool has no tool-specific inputs.
Records product feedback when a tool is unhelpful, a needed capability is missing, or the available tools cannot complete your goal. Use this tool whenever there is something you want our MCP to do that it can’t. This tool is not intended for authentication errors or transient failures.
  • what_i_tried — Required. Your goal and the tools used.
  • what_went_wrong — Required. The unexpected or blocking result.
  • what_i_needed — Required. The tool, input, format, or behavior that would have helped.