Revelata deepKPI
About
Deep fundamental data from SEC filings, including operational KPIs not found on Bloomberg, built for your financial AI agents.
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Setup
Install Revelata deepKPI in your MCP client (Claude Desktop, Cursor, Windsurf, and others).
Repository: https://github.com/revelata/deepkpi-agents
Follow the installation instructions in the repository README, then restart your MCP client.
search_kpis
Search for KPIs of a company by semantic similarity. Each result costs 1 credit (max 15). Default is 3 — start small and increase only if needed. Best practice: call list_kpis first (free) to discover exact KPI names, then use those names as targeted queries here instead of requesting many results. Omit source to search across all filing types; set to '10-K', '10-Q', or '8-K' to restrict. For US companies, company_id is the SEC CIK; if you only have a company name, look up company_id with the…
list_kpis
List all available KPIs for a company, organized by category. This is free and the recommended first step before calling search_kpis — use the returned KPI names to craft precise, low-cost searches. Omit source to list all; set to '10-K', '10-Q', or '8-K' to filter. For US companies, company_id is the SEC CIK; if you only have a company name, look up company_id with the query_company_id tool first.
query_company_id
Look up a company's identifier by name. For US companies, this is the SEC CIK value.
get_company_summary
Fetch a narrative company summary derived from the company's latest 10-K. Costs 3 credits per successful call. For US companies, company_id is the SEC CIK; if you only have a company name, look up company_id with the query_company_id tool first.
get_company_segments
Fetch a structured breakdown of business segments derived from the company's latest 10-K. Costs 3 credits per successful call. For US companies, company_id is the SEC CIK; if you only have a company name, look up company_id with the query_company_id tool first.
company_summary_search
Find companies by semantic similarity to their 10-K-derived company summary. Costs 1 credit per company returned (max 15 via top_k_companies); empty results cost nothing. Use when the user wants peers, thematic screens, or companies matching a business description before drilling into KPIs.
list_sec_filing_markdowns
List SEC filings available as markdown for a given CIK. Free (no credits). Use this to discover valid `acc_no` and `seq_no` values before fetching content. `form_type` can be omitted to include all forms under the CIK.
get_sec_filing_markdown
Fetch the markdown content for a specific SEC filing (`acc_no`) and sequence (`seq_no`, default 1). Costs 10 credits per successful call. When the user asks “what did they say” / “what comments were made” / “exact language”, quote verbatim snippets from the returned markdown rather than paraphrasing.
list_sec_markdowns
DEPRECATED alias. Use `list_sec_filing_markdowns`.
get_sec_markdown
DEPRECATED alias. Use `get_sec_filing_markdown`.
What can you do with Revelata deepKPI MCP?
- Find a company’s numeric ID— resolve a company name to its SEC CIK withquery_company_idso you can use it in other tools.
- Browse all KPIs for a company— uselist_kpisto see every available metric organized by category before running a precise search.
- Search KPIs by natural language— ask for “Olive Garden foot traffic” or “AI capex guidance” withsearch_kpisand get cited time series.
- Discover companies by theme— usecompany_summary_searchto find firms by what they actually do, not just their industry code.
- Retrieve a company’s narrative summary— callget_company_summaryfor a prose overview derived from the latest 10-K.
- Fetch SEC filings as markdown— list available filings withlist_sec_filing_markdownsand retrieve verbatim markdown viaget_sec_filing_markdown.
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