io.github.rawsd10/annalist
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Publisher-provided title
Annalist Financial Statements
Publisher-provided description
Financial statements, ratios, screens and who lends to whom, from official filings. Keyless.
Summary by lookupd
Look up company financial statements, ratios, screens and lender links from official filings, with no API key required.
Install
Claude Code, remote (streamable-http)
claude mcp add --transport http annalist https://annalist.io/mcp
Codex, remote (streamable-http)
codex mcp add annalist --url https://annalist.io/mcp
Cursor, remote (streamable-http) → .cursor/mcp.json
{
"mcpServers": {
"annalist": {
"url": "https://annalist.io/mcp"
}
}
}Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.
Tools (20 tools)
Publisher-provided text
search_companiesFind companies covered by Annalist by name, ticker, SEC CIK or id, optionally filtered by country. Returns each company's id (used by the other tools), identifiget_company_overviewOne answer on a company, the first call for a question about it: identity, sector, latest snapshot, revenue and net income of the latest quarter (or fiscal yearget_statementFigures of one statement for one company from its latest snapshot, filtered by period and item. Every row gives its period with start and end dates, whether eacget_ratiosRatios computed from a company's latest snapshot by formulas with stable ids (bank.roe, corp.roic). Every value gives its unit, period and the snapshot figuresget_findingsThe key findings of a company, written by fixed rules from its figures: each a sentence ready to quote with its rule, claim, state (New, Confirmed, Strengthenedscreen_companiesScreen the companies of the coverage as the Screener page of Annalist does, or rank them by one measure. With screen, the conditions of the page joined by commacompare_companies2 to 4 companies side by side, aligned on calendar quarters as Annalist Compare places their fiscal periods, so that companies whose fiscal years end in differeget_eventsCorporate events of a company found by fixed rules in its filings: acquisitions, disposals, spin-offs, discontinued operations, reorganisations, stock splits, rget_data_qualityHow far the figures of a company are proven: the values published, confirmed by a check, confirmed by a second document, derived from reported figures and withhget_snapshot_infoThe latest snapshot of a company: as-of period, release date and time of publication, coverage, conventions (units, signs, fiscal calendar), validation summary,list_snapshotsEvery snapshot that the site has published for a company, oldest first, with its as-of period, dataset hash and time of publication: the point-in-time record ofget_sourcesSource documents of a company's latest snapshot: kind, period, release or filing date (indexed: the date an index added a report that states no date of publicatrun_buyoutRun the buyout model 1.0 of Annalist Deal Lab on a company's published figures, at its starting values or with the caller's assumptions under the keys of the adsearch_entitiesFind a company, a bank or another legal entity in Atlas, the map of the relationships between companies, by part of its name, its LEI or the id of a covered comget_relationshipsThe links of one entity in Atlas, in both directions: the lenders of a company and the borrowers of a bank (with the commitment of each lender under each creditfind_connectionsThe shortest chain of links between 2 entities of Atlas, in either direction, and the counterparties that they share (the banks that lend to both, the customersget_changes_sinceWhat the site published since a date, latest first: every snapshot published (a new report of a company, or its figures built again) with its time of publicatioverify_figureCheck a figure that a text states against the value that Annalist publishes for the item and the period: a revenue of US$114.5 billion for a quarter, a total ofsearchSearch the documents of Annalist for a question in words, as ChatGPT connectors and deep research do: the overview, key findings, statements and ratios of the cfetchThe full text of one document that search returned (an overview, key findings, a statement or the ratios of one frequency of a company), as JSON with its figure
Details
- Version: 1.6.0
- Transports: streamable-http
- Uptime (7 days): 100%
- Median latency: 583 ms
- First indexed:
- Last seen in registry:
- Website: https://annalist.io/agents/
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