Annalist Financial Statements

Connect Remote server

claude mcp add --transport http annalist https://annalist.io/mcp

{
  "mcpServers": {
    "annalist": {
      "url": "https://annalist.io/mcp"
    }
  }
}

{
  "servers": {
    "annalist": {
      "type": "http",
      "url": "https://annalist.io/mcp"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://annalist.io/mcp

Tools 20 found in our last check

• search_companies

  Find 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), identifiers, sources and latest snapshot.

• get_company_overview

  One 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 year) with their change against a year earlier, the latest value of each measure of the directory (margins, returns, growth…

• get_statement

  Figures 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 each value is reported or derived, and the source document ids of its values; item units are in `items`, and the answer na…

• get_ratios

  Ratios 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 figures it was computed from, each with its value and source document ids. Banks use the bank template (quarterly values annual…

• get_findings

  The 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, Strengthened, Weakened), the period, the measure and the figures it states with their source document ids. Modules: overview (growt…

• screen_companies

  Screen 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 commas: roic.gt.12 (latest value above 12; lt below), roic.gt.12.y5 (above 12 in each of the last 5 fiscal years), om.up.3 (…

• compare_companies

  2 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 different months stand in the same quarter. Measures are ratio ids (corp.operating_margin, corp.roic, corp.revenue_growth, ban…

• get_events

  Corporate events of a company found by fixed rules in its filings: acquisitions, disposals, spin-offs, discontinued operations, reorganisations, stock splits, restatements, name changes and changes of fiscal year, each with its date, fiscal period, a sentence, the counterparty a…

• get_data_quality

  How 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 withheld, with the meaning of each measure; every withheld value with its reason and documents; and every restated figure wi…

• get_snapshot_info

  The latest snapshot of a company: as-of period, release date and time of publication, coverage, conventions (units, signs, fiscal calendar), validation summary, available statements, files with SHA-256 and the citation format. With at, the snapshot that was the latest on that da…

• list_snapshots

  Every 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 of the coverage. Its dates are values of the at parameter of the other tools, which then return the figures as they stood…

• get_sources

  Source 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 publication), URL of the official document or of the search page of its store, and SHA-256 of the file used. Pass the document…

• run_buyout

  Run 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 address of the page (entry, exit_mult, years, debt, growth, margin, tax, base and the others that the starting values lis…

• search_entities

  Find 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 company. Returns each entity's id (used by get_relationships and find_connections), its country, LEI, the covered company…

• get_relationships

  The 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 credit agreement where its schedule proves it), its customers and its suppliers (a supplier is a company whose own annual rep…

• find_connections

  The 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 customers of both, a common owner), each link with its summary, evidence and document ids. By default an entity of a covered gro…

• get_changes_since

  What 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 publication, every record that the findings ledgers wrote for those snapshots (a finding stated for the first time, confirmed, st…

• verify_figure

  Check 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 of assets at a date, a ratio such as the operating margin for a fiscal year. The answer says whether the claim matches th…

• search

  Search 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 companies that the question names, or the overviews of the companies of an industry or sector it names. Returns ids for…

• fetch

  The 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 figures, units, periods and source document ids, with the address of its page for the citation.

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