Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Financial statements, ratios, findings, screens and peer comparisons from official filings. Keyless.
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
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claude mcp add --transport http annalist https://annalist.io/mcpPaste 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.
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.
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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_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), identifiers, sources and latest snapshot.
get_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 year) with their change against a year earlier, the latest value of each measure of the directory (margins, returns, growth,
get_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 each value is reported or derived, and the source document ids of its values; item units are in `items`, and the answer nam
get_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 figures it was computed from, each with its value and source document ids. Banks use the bank template (quarterly values annuali
get_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, Strengthened, Weakened), the period, the measure and the figures it states with their source document ids. Modules: overview (growth
screen_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 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_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 different months stand in the same quarter. Measures are ratio ids (corp.operating_margin, corp.roic, corp.revenue_growth, bank
get_eventsCorporate 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_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 withheld, with the meaning of each measure; every withheld value with its reason and documents; and every restated figure wit
get_snapshot_infoThe 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_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 of the coverage. Its dates are values of the at parameter of the other tools, which then return the figures as they stood
get_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 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_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 address of the page (entry, exit_mult, years, debt, growth, margin, tax, base and the others that the starting values list
search_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 company. Returns each entity's id (used by get_relationships and find_connections), its country, LEI, the covered company t
get_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 credit agreement where its schedule proves it), its customers and its suppliers (a supplier is a company whose own annual repo
find_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 customers of both, a common owner), each link with its summary, evidence and document ids. By default an entity of a covered grou
searchSearch 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
fetchThe 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.
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
The publisher (rawsd10) is not the repo owner (rawsd10); someone else may have listed it
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
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Read 18 tool descriptions and found no hidden instructions to the AI
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
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.
The registry does not list a required key, though some servers ask you to sign in on first use.
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.
The GitHub repo last changed –, and the latest version (1.3.0) reached the registry 7 days ago.
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.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
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Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
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No README found in the repo