> ## Documentation Index
> Fetch the complete documentation index at: https://docs.standardmetrics.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Available Tools

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

## Company discovery

<AccordionGroup>
  <Accordion title="list_companies — Browse portfolio companies">
    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.
  </Accordion>

  <Accordion title="get_company — Get one company's details">
    Returns company details such as status, sector, contact information, and website.

    * `company_id` — **Required.** Company ID.
  </Accordion>

  <Accordion title="search_companies — Find companies by criteria">
    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`.
  </Accordion>
</AccordionGroup>

## Metrics and company analysis

<AccordionGroup>
  <Accordion title="get_company_metrics — Retrieve historical metrics">
    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`.
  </Accordion>

  <Accordion title="get_metrics_options — Discover available metrics">
    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`.
  </Accordion>

  <Accordion title="get_company_recent_metrics — Get the latest metrics">
    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`.
  </Accordion>

  <Accordion title="get_company_financial_summary — Summarize financial metrics">
    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`.
  </Accordion>

  <Accordion title="get_company_performance — Build a comprehensive company view">
    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`.
  </Accordion>
</AccordionGroup>

## Budgets, notes, and custom data

<AccordionGroup>
  <Accordion title="list_budgets — Browse budgets">
    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`.
  </Accordion>

  <Accordion title="list_notes — Browse company notes">
    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`.
  </Accordion>

  <Accordion title="get_company_notes_summary — Summarize note activity">
    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`.
  </Accordion>

  <Accordion title="get_custom_columns — Retrieve custom company data">
    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`.
  </Accordion>

  <Accordion title="get_custom_column_options — Discover custom fields">
    Lists custom columns and their available options.

    * `page` — Page number; defaults to `1`.
    * `per_page` — Results per page; defaults to `100`, maximum `100`.
  </Accordion>
</AccordionGroup>

## Investment data

<AccordionGroup>
  <Accordion title="list_funds — Browse funds">
    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`.
  </Accordion>

  <Accordion title="get_investment_metrics — Analyze returns and ownership">
    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.
  </Accordion>

  <Accordion title="get_share_classes — Retrieve share classes">
    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.
  </Accordion>

  <Accordion title="get_financing_events — Retrieve financing rounds">
    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.
  </Accordion>

  <Accordion title="get_transactions — Retrieve investment transactions">
    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.
  </Accordion>

  <Accordion title="get_securities — Retrieve securities">
    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.
  </Accordion>
</AccordionGroup>

## Documents and reporting

<AccordionGroup>
  <Accordion title="list_documents — Browse firm documents">
    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`.
  </Accordion>

  <Accordion title="list_information_requests — Browse information requests">
    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`.
  </Accordion>

  <Accordion title="list_information_reports — Browse submitted reports">
    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`.
  </Accordion>
</AccordionGroup>

## Users and workflows

<AccordionGroup>
  <Accordion title="list_users — Browse firm users">
    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`.
  </Accordion>

  <Accordion title="get_whoami — Identify the authenticated user">
    Returns the current user's name, role, and firm.

    This tool has no tool-specific inputs.
  </Accordion>

  <Accordion title="get_excel_plugin_guide — Get Excel plugin instructions">
    Gives your AI client instructions for building or modifying spreadsheets with live-updating Standard Metrics formulas. See [Excel and MCP](/guides/mcp-excel-plugin) for setup and usage details.

    This tool has no tool-specific inputs.
  </Accordion>

  <Accordion title="submit_feedback — Report a product limitation">
    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.
  </Accordion>
</AccordionGroup>