Skip to main content

​
Standard Metrics MCP Server

A Model Context Protocol (MCP) server that connects Claude and other MCP-compatible clients to the Standard Metrics API, enabling AI-powered analysis of your portfolio data.

​
What This Does

Our MCP server allows MCP-compatible clients (e.g. Claude) to directly access your Standard Metrics data. It can:
  • Analyze Portfolio Performance: Get comprehensive overviews of all your portfolio companies.
  • Query Financial Metrics: Access revenue, growth, burn rate, and other key metrics.
  • Search and Filter: Find companies by sector, performance, or custom criteria.
  • Generate Reports: Create detailed financial summaries and performance analyses.
  • Track Trends: Monitor metrics over time with historical data analysis.

​
Installation

​
MCP Setup

Our MCP is available to any firm that uses Standard Metrics. You can simply log in to our MCP just as you would log into our web app. We support Streamable HTTP through the following URL: 
https://mcp.standardmetrics.io/mcp
MCP setup varies depending on the client you’re using, so be sure to consult your specific client’s documentation. Some clients allow you to simply paste in our MCP URL directly. Some clients use a config file. For example, with Cursor, your mcp.json would look like this: 
{
  "mcpServers": {
    "Standard Metrics": {
      "url": "https://mcp.standardmetrics.io/mcp"
    }
  }
}

​
MCP Clients We Recommend

While our MCP offers our customers the flexibility to leverage Standard Metrics in conjunction with MCP-compatible tools, our team recommends leveraging Claude for its reliability, user experience, accuracy, and organization-wide setup simplicity.

​
Setting up with Claude

​
Custom Connectors

Claude supports many ways to connect an MCP server. We’ve found Custom Connectors to be the most straightforward approach. Any owner of a Claude Enterprise/Team account and any paid personal account is able to add a custom connector:
  1. Navigate to Connectors in Claude Admin Settings.
  2. Click Add custom connector.
  3. Paste the Standard Metrics MCP URL into Remote MCP server URL and click Add.
https://mcp.standardmetrics.io/mcp
  1. Navigate to Connectors on Claude’s regular settings.
  2. You should see the Standard Metrics connector with whatever name you gave it. Hit connect and log in!
Once a Custom Connector has been added from custom settings, anyone within the Enterprise/Team Claude organization can connect using their own Standard Metrics login. We recommend having an Owner add Standard Metrics MCP for their whole Claude org to use. Custom Connectors are supported on both Claude Web and Claude Desktop.

​
ChatGPT

You can connect ChatGPT as an admin/owner of an enterprise account, or as a Plus or Pro user. If your permissions fall under one of these options, turn on developer mode in advanced settings and create an app similar to Claude’s Custom Connectors above.

​
Usage Examples

Once installed, you can ask Claude to analyze your portfolio data:

​
Portfolio Overview

“Show me a summary of my portfolio”

​
Company Analysis

“What are the key metrics for Acme Corp over the last 12 months?”

​
Sector Comparison

“Compare the revenue growth of all my SaaS companies”

​
Financial Deep Dive

“Create a financial summary for AirChair including net burn and runway”

​
Custom Queries

“Find all my notes for companies in the AI sector”

​
Available Tools

​
Companies

list_companies - List all companies associated with your firm
  • page: Page number for pagination (number, optional, default: 1)
  • per_page: Results per page (number, optional, default: 100, max: 100)
get_company - Get a specific company by ID
  • company_id: The unique identifier for the company (string, required)
search_companies - Search companies by various criteria
  • name_contains: Filter companies containing this text in their name (string, optional)
  • sector: Filter companies by sector (string, optional)
  • city: Filter companies by city (string, optional)
  • page: Page number for pagination (number, optional, default: 1)
  • per_page: Results per page (number, optional, default: 100, max: 100)

​
Financial Metrics

get_company_metrics - Get metrics for a specific company
  • company_id: The unique identifier for the company (string, required)
  • from_date: Start date for metrics (YYYY-MM-DD format) (date, optional)
  • to_date: End date for metrics (YYYY-MM-DD format) (date, optional)
  • category: Filter by metric category (string, optional)
  • cadence: Filter by metric cadence (daily, monthly, etc.) (string, optional)
  • include_budgets: Include budget metrics in results (boolean, optional, default: false)
  • page: Page number for pagination (number, optional, default: 1)
get_metrics_options - Get available metric categories and options
  • category_name: Filter by specific category name (string, optional)
  • is_standard: Filter by standard vs custom metrics (boolean, optional)
  • page: Page number for pagination (number, optional, default: 1)
  • per_page: Results per page (number, optional, default: 100, max: 100)
get_company_recent_metrics - Get the most recent metrics for a company
  • company_id: The unique identifier for the company (string, required)
  • category: Filter by specific metric category (string, optional)
  • limit: Maximum number of recent metrics to return (number, optional, default: 10)

​
Portfolio Analysis

get_company_performance - Get comprehensive performance data for a specific company
  • company_id: The unique identifier for the company (string, required)
  • months: Number of months of historical data to include (number, optional, default: 12)
get_company_financial_summary - Get a financial summary for a company including key metrics over time
  • company_id: The unique identifier for the company (string, required)
  • months: Number of months of historical data to include (number, optional, default: 12)

​
Budgets & Forecasts

list_budgets - List all budgets associated with your firm
  • company_slug: Filter by company slug (string, optional)
  • company_id: Filter by company ID (string, optional)
  • page: Page number for pagination (number, optional, default: 1)
  • per_page: Results per page (number, optional, default: 100, max: 100)

​
Custom Data

get_custom_columns - Get custom column data for companies
  • company_slug: Filter by company slug (string, optional)
  • company_id: Filter by company ID (string, optional)
  • page: Page number for pagination (number, optional, default: 1)
  • per_page: Results per page (number, optional, default: 100, max: 100)
get_custom_column_options - Get all custom columns and their available options
  • page: Page number for pagination (number, optional, default: 1)
  • per_page: Results per page (number, optional, default: 100, max: 100)

​
Documents

list_documents - List all documents associated with your firm
  • company_id: Filter by company ID (string, optional)
  • parse_state: Filter by document parse state (string, optional)
  • from_date: Filter documents from this date (YYYY-MM-DD format) (date, optional)
  • to_date: Filter documents to this date (YYYY-MM-DD format) (date, optional)
  • source: Filter by document source (string, optional)
  • page: Page number for pagination (number, optional, default: 1)
  • per_page: Results per page (number, optional, default: 100, max: 100)

​
Funds

list_funds - List all funds associated with the firm
  • page: Page number for pagination (number, optional, default: 1)
  • per_page: Results per page (number, optional, default: 100, max: 100)

​
Information Requests & Reports

list_information_requests - List all information requests associated with the firm
  • name: Filter by request name (string, optional)
  • page: Page number for pagination (number, optional, default: 1)
  • per_page: Results per page (number, optional, default: 100, max: 100)
list_information_reports - List all information reports associated with the firm
  • company_id: Filter by company ID (string, optional)
  • information_request_id: Filter by information request ID (string, optional)
  • page: Page number for pagination (number, optional, default: 1)
  • per_page: Results per page (number, optional, default: 100, max: 100)

​
Notes

list_notes - List all notes associated with a specific company
  • company_slug: Filter by company slug (string, optional)
  • company_id: Filter by company ID (string, optional)
  • sort_by: Sort notes by specific field (string, optional)
  • page: Page number for pagination (number, optional, default: 1)
  • per_page: Results per page (number, optional, default: 100, max: 100)
get_company_notes_summary - Get a summary of notes for a company
  • company_id: The unique identifier for the company (string, required)
  • recent_notes_limit: The number of recent notes to return (number, optional, default: 5, max: 100)

​
Users

list_users - List all users associated with your firm
  • email: Filter by user email (string, optional)
  • page: Page number for pagination (number, optional, default: 1)
  • per_page: Results per page (number, optional, default: 100, max: 100)

​
Troubleshooting

​
Authentication Issues

  • Logins expire every 30 days. Check that you don’t need to re-authenticate by ensuring your connection is still acitve.
  • Ensure there are no extra spaces in your URL

​
”Connection Failed” Error

  • Try to restart Claude Desktop or Claude Web

​
”No Data Found” Error

  • Confirm your Standard Metrics account has portfolio data
  • Verify your User has the necessary permissions
  • Try a simpler query first: “List my companies”

​
Support