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Annalist Financial Statements

by rawsd10version 1.3.0i★ –iRuns in the cloud
Registry nameio.github.rawsd10/annalist

Install

Overview

Description from the maker (original English)

Financial statements, ratios, findings, screens and peer comparisons from official filings. Keyless.

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

  • Connection: Runs in the cloud
  • Transport: Streamable HTTP
  • Category: Accounting, finance & tax

Install

Pick the AI app you use, then copy the settings.

Before you install

You need

Which app do you use?

Pick your app above. We remember it, so next time the button says “Install in …”.

Works in Claude on the web, desktop and mobile:

  1. Open Settings → Connectors
  2. Press Add custom connector
  3. Paste the address below and press Add
  4. If it asks you to sign in, sign in with the maker
SettingsConnectors1+ Add2https://…3
https://annalist.io/mcp

Run this in your terminal

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

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

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

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

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

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

ChatGPT connects only to servers on the internet:

  1. Open ChatGPT on the web → Settings → Connectors (Apps)
  2. Press Create or Add (some plans need Developer mode under Advanced first)
  3. Paste the address below, give it a name and save
  4. If it asks you to sign in, sign in with the maker
SettingsConnectors1+ Create2https://…3
https://annalist.io/mcp

Menu names can differ slightly by plan and over time.

Your choice stays on this device in a cookie; no account needed.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

Tool names and descriptions exactly as the server reported them on Nov 6, 2026. The maker wrote them, not us; we show them as plain text.

  • 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 nam

  • 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 annuali

  • 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 (growth

  • 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 (h

  • 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, bank

  • 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 an

  • 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 wit

  • 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 dat

  • 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 i

  • 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 list

  • 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 t

  • 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 repo

  • 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 grou

  • 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 f

  • 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.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 7, 2026

  • ! Caution

    Maker matches the repo

    The publisher (rawsd10) is not the repo owner (rawsd10); someone else may have listed it

  • … Not checked yet

    Still maintained

    We have not read this repo from GitHub yet

  • … Not checked yet

    Has a licence

    We have not read this repo from GitHub yet

  • ✓ Pass

    Endpoint responds

    Responded in 201 ms (HTTP 200)

  • – Not applicable

    Sign-in with OAuth

    No sign-in needed

  • ✓ Pass

    No hidden instructions in tool descriptions

    Read 18 tool descriptions and found no hidden instructions to the AI

Compared with others in Accounting, finance & taxi

  • More stars than 0% of the other 1726 servers in this category
  • Published to the registry more recently than 84% of the other 1726 servers in this category
  • Basic checks equal to or better than 43% of the other 1726 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is Annalist Financial Statements safe?

It passed 2 of 3 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

The registry does not list a required key, though some servers ask you to sign in on first use.

Does it run on my computer or in the cloud?

It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.

Is it still maintained?

The GitHub repo last changed –, and the latest version (1.3.0) reached the registry 7 days ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.

What can I use instead?

In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator

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README from the maker

No README found in the repo

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