standard-metrics-mcp.yml
Standard Metrics publishes two official remote MCP servers. The primary data server connects MCP-compatible clients (Claude, ChatGPT) directly to a firm's portfolio data via Streamable HTTP; the API-docs server exposes the API reference for AI-assisted development. Authentication is a browser login with the same Standard Metrics account used for the web app; logins persist ~30 days.
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Documentation
Documentation link · transport
Tools
list_companies— List all companies associated with your firm.get_company— Get a specific company by ID.search_companies— Search companies by name, sector, or city.get_company_metrics— Get metrics for one or many companies, filterable by date range, category, and cadence.get_metrics_options— Get available metric categories and options.get_company_recent_metrics— Get the most recent metrics for a company.get_company_performance— Get comprehensive performance data for a specific company.get_company_financial_summary— Get a financial summary for a company including key metrics over time.list_budgets— List all budgets associated with your firm.get_custom_columns— Get custom column data for companies.get_custom_column_options— Get all custom columns and their available options.list_documents— List all documents associated with your firm.list_funds— List all funds associated with the firm.list_information_requests— List all information requests associated with the firm.list_information_reports— List all information reports associated with the firm.list_notes— List all notes associated with a specific company.get_company_notes_summary— Get a summary of notes for a company.list_users— List all users associated with your firm.get_share_classes— Get share classes including pricing and company context.get_financing_events— Get financing events (rounds) including valuation, round size, and investors.get_transactions— Get investment transactions including type, shares, amounts, and proceeds.get_securities— Get securities including investment amounts, shares, and classifications.get_excel_plugin_guide— Returns an instruction guide for an LLM to use the Standard Metrics Excel plugin.whoami— Get information about the current user — name, role, and authenticated firm.
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