Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者提供的说明(英文原文)
Financial statements, ratios, findings, screens and peer comparisons from official filings. Keyless.
这三项永远不会合并成一个分数:意见、测量和人气是不同的东西。
我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。
选择你使用的 AI 应用,然后复制设置。
你需要
你用的是哪个应用?
在上方选择你的应用。我们会记住它,下次按钮会显示“安装到 …”。
适用于网页版、桌面版和手机版 Claude:
https://annalist.io/mcp在终端中运行这条命令
claude mcp add --transport http annalist https://annalist.io/mcp粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"annalist": {
"url": "https://annalist.io/mcp"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
粘贴到项目中的 .vscode/mcp.json
{
"servers": {
"annalist": {
"type": "http",
"url": "https://annalist.io/mcp"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
ChatGPT 只能连接互联网上的服务器:
https://annalist.io/mcp菜单名称可能因套餐和版本不同而略有差异。
你的选择通过 Cookie 保存在这台设备上,无需账户。
这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同,请以 README 为准。
工具名称和描述与服务器在 2026年11月6日 报告的完全一致。这些内容由作者撰写,不是我们写的;我们以纯文本形式显示。
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.
我们检查的是任何人都能看到的信息;我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月7日
发布者(rawsd10)不是仓库所有者(rawsd10);可能是其他人代为上架的
我们还没有从 GitHub 读取这个仓库
我们还没有从 GitHub 读取这个仓库
在 201 毫秒内响应(HTTP 200)
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已读取 18 个工具描述,未发现针对 AI 的隐藏指令
与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时,星标数才计入。
它在 3 项适用的基础检查中通过了 2 项。我们没有阅读代码。在添加密钥或令牌之前,请先看看这个服务器要求哪些权限,并使用只具备所需权限的密钥。
注册中心没有列出必需的密钥,不过有些服务器会在首次使用时要求你登录。
它在作者的云端运行。通过互联网连接,无需安装,但你发送的内容会经过作者的服务器。
GitHub 仓库最后更新于–,最新版本(1.3.0)于7天前进入注册中心。
支持 MCP 的应用,例如 Claude Desktop、Claude Code、Cursor 和 VS Code。它通过 URL 连接,所以接受远程 MCP 服务器的应用也可以使用,例如开启开发者模式的 ChatGPT。
同一分类中有:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同一分类中其他作者的服务器,按星标数排序。
如何看卡片:★ GitHub 星标i三大支柱:评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
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仓库中没有找到 README