Revelata deepKPI

Revelata deepKPI MCP Server — Documentação

Dados fundamentais, incluindo KPIs operacionais, que você nem encontra na Bloomberg — pré-estruturados, totalmente referenciados e prontos para agentes.

Dados fundamentais profundos para IA financeira, entregues via MCP

Os dados fundamentais que realmente impulsionam a análise — vendas comparáveis, ARPU, contagem de unidades, backlog, receita por segmento, guidance da administração, aberturas não-GAAP — vivem no texto, nas tabelas e nos gráficos dos registros na SEC. O deepKPI da Revelata extrai e pré-estrutura exatamente essas informações em séries temporais de KPIs, com citações em nível de sentença para cada ponto de dado, para que você e seu agente possam confiar nos números.

Combinamos isso com o contexto textual e comentários subjacentes, para que seus agentes de IA se tornem analistas nos quais você pode finalmente confiar.

O que você obtém:

• 3,3 milhões de séries temporais de KPIs específicas por empresa em empresas públicas dos EUA (S&P 500, 400, 600), estruturadas como séries temporais consultáveis com mais de 10 anos de histórico e atualizações diárias
• Descoberta de KPIs em linguagem natural e busca semântica — pergunte "tráfego de clientes Olive Garden" ou "guidance de capex em IA" e encontre a métrica correta sem saber a redação exata do registro
• Registros na SEC (10-K, 10-Q, 8-K) convertidos para markdown com tabelas, gráficos e estrutura preservados — recuperáveis na íntegra para que seu agente possa citar a administração literalmente
• Descoberta temática de empresas — busca semântica em resumos derivados do 10-K para encontrar empresas pelo que elas realmente fazem, não apenas pelo código SIC
• Resumos de empresas e detalhamento por segmento sob demanda, derivados do 10-K mais recente de cada empresa

Construído para agentes que precisam estar certos.

Fornecemos contexto confiável para seus agentes de IA financeira. Cada ponto de dado de KPI retornado carrega sua unidade, escala, período e um link para a sentença fonte exata. Cada recuperação de registro retorna markdown literal, para que os agentes não parafraseiem fatos materiais.

Habilidades de agente também disponíveis

Habilidades agentivas de código aberto que ensinam os agentes a usar essas ferramentas para fluxos de trabalho comuns — análise de sazonalidade, derivação de métricas implícitas, teste de pressão de relatórios de analistas, benchmarking e mais — podem ser encontradas no GitHub.

Grátis para testar.

100 créditos grátis/mês por usuário. Consultas e listagens de registros são sempre gratuitas; chamadas de extração e busca são precificadas por resultado. Cobertura internacional (Japão, China, Hong Kong e Singapura) disponível para clientes empresariais.

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Instruções de Configuração

Primeiro, crie uma conta gratuita na Revelata — Cadastre-se.

Depois, siga as instruções abaixo para usar o servidor com Claude Desktop, Claude.ai e clientes similares.

Nota: O OpenClaw não usa nosso servidor MCP; ele usa a API REST e DEEPKPI_API_KEY. Veja skills/_common/deepkpi-api.md. Documentação da API hospedada: deepkpi-api.revelata.com/docs.

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Configuração básica (Claude)

1. Copie a seguinte URL do servidor MCP https://deepkpi-mcp.revelata.com/mcp

2. Allow required capabilities — In Claude, enable Code execution and file creation by navigating to Settings → Capabilities on Claude.ai. For other clients, consult your documentation for connecting to MCP servers.

3. Add a custom connector —
   Claude Desktop: Settings → Connectors → Add custom connector.
   Claude.ai (web): Use Settings → Customize.

4. Configure the connector — Enter Revelata deepKPI under name and paste the server URL from step 3 exactly as copied. Click 'Add'.

5. Complete OAuth — Begin a chat or task. When prompted to authenticate, sign in with your Revelata account in the browser.

6. Begin using deepKPI data in your analyses!

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MCP tools

The server exposes the following tools:

query_company_id

Looks up a company’s numeric identifier from a free-text name. Returns matches you can use as company_id in the other tools. For US companies this identifier is the SEC CIK.

Parameters: company_name (string), num_of_res (optional, default 5) — max number of matches to return.

Credits: None — free.

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list_kpis

Lists all KPIs available for a given company, organized by category. Use this as the first step before searching: the returned KPI names help you write precise queries for search_kpis, which saves credits.

Parameters: company_id (string), source (optional) — omit to include all filing types, or set to 10-K, 10-Q, or 8-K to filter.

Credits: None — free.

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search_kpis

Semantic search over KPIs for one company — finds items most relevant to your natural-language query. Each result costs one credit (cap 15 results per call; default 3 — increase only when needed). Best practice: run list_kpis first, then search using exact KPI names from that list when possible instead of requesting many broad results.

Parameters: company_id (string), query (string), num_of_res (optional, default 3), source (optional) — same filing-type filter as list_kpis; omit to search across all filing types.

Credits: Charged per result — check your balance or add credits at AI credits.

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company_summary_search

Semantic search over all companies’ 10-K-derived summaries — returns the best-matching tickers/CIKs for a natural-language query (thematic discovery: “companies that …”, “who operates in …”). 1 credit per company returned (cap 15 via top_k_companies); empty results cost nothing.

Parameters: query (string), top_k_companies (optional, default 10, max 15).

Credits: 1 per company in the response — check your balance at AI credits.

Agent workflow: the company-summary skill — use for thematic lists; for a named company’s profile use get_company_summary / get_company_segments first (Workflow A in that skill).

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get_company_summary

Returns a narrative company summary (derived from the company’s latest 10-K). Primary source for “what does this company do?” — not for pulling numeric KPI time series (use search_kpis for that). May follow company_summary_search when a thematic hit needs full prose.

Parameters: company_id (string) — for US companies, the SEC CIK (same as for list_kpis / search_kpis). If you only have a name, call query_company_id first.

Credits: 3 per successful call.

Agent workflow: the company-summary skill.

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get_company_segments

Returns a structured segment breakdown (derived from the company’s latest 10-K). Use for high-level segment mix and narrative structure; for detailed segment metrics over time, prefer list_kpis + search_kpis.

Parameters: company_id (string) — SEC CIK for US companies; resolve with query_company_id if needed.

Credits: 3 per successful call.

Agent workflow: the company-summary skill.

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list_sec_filing_markdowns

Lists SEC filings available as markdown for a given CIK. Use this to discover valid acc_no and seq_no values before fetching content. Agent workflow: the filing skill (tool-first, before web/SEC.gov).

Parameters: cik (int), form_type (optional string, e.g. 10-K), start_date (optional YYYY-MM-DD), end_date (optional YYYY-MM-DD).

Credits: None — free.

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get_sec_filing_markdown

Fetches the markdown content for a specific SEC filing.

Parameters: cik (int), acc_no (string), seq_no (optional int, default 1).

Credits: 10 per successful call.

Critical quoting rule: When the user asks “what did they say”, “what comments were made”, “exact language”, or similar, you MUST return verbatim quotes/snippets from the markdown (with clear snippet boundaries). Do not paraphrase by default. Full rules: the filing skill.

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Troubleshooting

Authentication issues

Symptom	What to try
Redirect loop or “access denied”	Confirm you’re signed into the expected Revelata account.
Connector works but search / summary / filing markdown calls fail	You may be out of credits. list_kpis, query_company_id, and list_sec_filing_markdowns are free. search_kpis uses 1 credit per result; company_summary_search uses 1 credit per company returned; get_company_summary and get_company_segments each use 3 credits on success; get_sec_filing_markdown uses 10 credits on success. Check your balance at AI credits. Note that all accounts receive 100 free credits each month.

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Network and TLS

• Use HTTPS only for the MCP endpoint.
• Allow outbound HTTPS to your MCP host; some corporate networks interfere with long-lived streaming — try another network to test.
• If auth hangs, try toggling VPN.

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Tools don’t appear

1. Restart Claude after changing the connector.
2. Re-add the connector and complete OAuth again.
3. Confirm your client supports remote MCP with Streamable HTTP (not only legacy SSE docs).

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OpenClaw vs MCP

Runtime	How you use deepKPI
Claude + MCP	Connector URL …/mcp, OAuth — tools query_company_id, list_kpis, search_kpis, company_summary_search, get_company_summary, get_company_segments, list_sec_filing_markdowns, get_sec_filing_markdown.
OpenClaw	Install revelata-deepkpi, set DEEPKPI_API_KEY, call REST per skills/_common/deepkpi-api.md.

Do not paste the MCP URL into OpenClaw as a substitute for the REST skill flow.

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Get the Agentic Skills bundle, too

Agent instructions and OpenClaw install:

curl -fsSL https://raw.githubusercontent.com/revelata/deepkpi-agents/main/install.sh | bash

Detalhes: README.md.

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Ainda travado?

• Entre em contato imediatamente pelo support@revelata.com!