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Standard Metrics MCP Server

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

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What This Does

Our MCP server allows MCP-compatible clients (e.g. Claude) to directly access your Standard Metrics data to:
  • 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

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Installation

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Remote MCP Setup

Our remote MCP setup is available to any firm that uses Standard Metrics. You can simply log in to our MCP just like how you would log into our web app. We support both Streamable HTTP and SSE transports:
  • HTTP: https://mcp.standardmetrics.io/mcp (Recommended)
  • SSE: https://mcp.standardmetrics.io/sse
To set up using our URL, simply add it to your MCP config file. For example, with Cursor, your mcp.json would look like this: 
{
  "mcpServers": {
    "Standard Metrics": {
      "url": "https://mcp.standardmetrics.io/mcp"
    }
  }
}
This may look different for different MCP clients. Make sure to check with the documentation of the specific MCP client you are using.

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Claude Desktop Setup

For those using Claude on Desktop, we support Anthropic’s one click MCP installation.
  1. Download our Claude extension
  2. Open Cluade desktop
  3. Open the extensions; this will automatically navigate you to Claude Desktop and prompt you to install our MCP
  4. Follow the authentication prompts to log in with your Standard Metrics account
Standard Metrics MCP setup in Claude Desktop showing the remote connection interface

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Option 2: Manual Configuration (Advanced)

If you prefer to configure manually, add this to your Claude Desktop MCP configuration file: macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%/Claude/claude_desktop_config.json 
{
  "mcpServers": {
    "Standard Metrics": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://mcp.standardmetrics.io/mcp"]
    }
  }
}
This requires that you have Node.js installed on your machine. After configuration, restart Claude Desktop to see the Standard Metrics MCP connection.

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Legacy Installation Method

We are currently in the process of deprecating the old local-only installation method. We recommend using the remote MCP setup above for the best experience. Learn more about legacy installation methods

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Usage Examples

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

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Portfolio Overview

“Show me a summary of my entire portfolio performance”

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Company Analysis

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

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Sector Comparison

“Compare the revenue growth of all my SaaS companies”

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Financial Deep Dive

“Create a financial summary for company ID abc123 including burn rate and runway”

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Custom Queries

“Find all companies with revenue growth above 50% and show their latest metrics”

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Troubleshooting

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”Connection Failed” Error

  • Verify your Client ID and Client Secret are correct
  • Ensure your OAuth2 application is active in Standard Metrics
  • Check that Claude Desktop has been restarted after configuration

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”No Data Found” Error

  • Confirm your Standard Metrics account has portfolio data
  • Verify your OAuth2 application has the necessary permissions
  • Try a simpler query first: “List my companies”

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Authentication Issues

  • Double-check your credentials haven’t expired
  • Ensure there are no extra spaces in your configuration
  • Try regenerating your OAuth2 credentials if needed

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Available Tools

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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)

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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)
  • per_page: Results per page (number, optional, default: 100, max: 100)
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)

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Portfolio Analysis

get_portfolio_summary - Get a comprehensive portfolio summary including companies, funds, and key metrics
  • company_ids: Specific company IDs to include (array of strings, optional, if None includes all companies)
  • max_companies: Maximum number of companies to include metrics for (number, optional, if None includes all)
  • include_metrics: Whether to fetch metrics for each company (boolean, optional, default: true)
  • metrics_per_company: Number of recent metrics to fetch per company (number, optional, default: 50)
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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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Support