generated: '2026-07-21'
method: searched
status: published
source: https://docs.standardmetrics.io/guides/mcp-setup
description: 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.
servers:
- name: standard-metrics
  role: portfolio-data
  transport: http
  url: https://mcp.standardmetrics.io/mcp
  auth: standard-metrics-login
  docs: https://docs.standardmetrics.io/guides/mcp-setup
- name: standard-metrics-api-docs
  role: api-documentation
  transport: http
  url: https://docs.standardmetrics.io/mcp
  docs: https://docs.standardmetrics.io/guides/api-docs-mcp
tools:
- name: list_companies
  description: List all companies associated with your firm.
- name: get_company
  description: Get a specific company by ID.
- name: search_companies
  description: Search companies by name, sector, or city.
- name: get_company_metrics
  description: Get metrics for one or many companies, filterable by date range, category, and cadence.
- name: get_metrics_options
  description: Get available metric categories and options.
- name: get_company_recent_metrics
  description: Get the most recent metrics for a company.
- name: get_company_performance
  description: Get comprehensive performance data for a specific company.
- name: get_company_financial_summary
  description: Get a financial summary for a company including key metrics over time.
- name: list_budgets
  description: List all budgets associated with your firm.
- name: get_custom_columns
  description: Get custom column data for companies.
- name: get_custom_column_options
  description: Get all custom columns and their available options.
- name: list_documents
  description: List all documents associated with your firm.
- name: list_funds
  description: List all funds associated with the firm.
- name: list_information_requests
  description: List all information requests associated with the firm.
- name: list_information_reports
  description: List all information reports associated with the firm.
- name: list_notes
  description: List all notes associated with a specific company.
- name: get_company_notes_summary
  description: Get a summary of notes for a company.
- name: list_users
  description: List all users associated with your firm.
- name: get_share_classes
  description: Get share classes including pricing and company context.
- name: get_financing_events
  description: Get financing events (rounds) including valuation, round size, and investors.
- name: get_transactions
  description: Get investment transactions including type, shares, amounts, and proceeds.
- name: get_securities
  description: Get securities including investment amounts, shares, and classifications.
- name: get_excel_plugin_guide
  description: Returns an instruction guide for an LLM to use the Standard Metrics Excel plugin.
- name: whoami
  description: Get information about the current user — name, role, and authenticated firm.
deployment:
  mode: remote
  endpoint: https://mcp.standardmetrics.io/mcp
  verified: probed
  probe: gated
  checked: '2026-08-12'
  source: catalog MCP census