Revelata deepKPI MCP Server — Documentation

Fundamental data, including operating KPIs, you can't even find on Bloomberg — pre-structured, fully cited, and agent-ready.

Deep fundamental data for financial AI, delivered over MCP

Fundamental data that actually drives analysis — comparable sales, ARPU, unit counts, backlog, segment-level revenue, management guidance, non-GAAP breakouts — lives in the text, tables, and charts of SEC filings. Revelata's deepKPI surfaces and pre-structures exactly that information into KPI time series, with sentence-level citations for every data point, so you and your agent can trust the numbers.

We pair this with the underlying textual context and commentary, so your AI agents become analysts you can finally trust.

What you get:

• 3.3M company-specific KPI time series across US public companies (S&P 500, 400, 600), structured as queryable time series with 10+ years of history and daily updates
• Natural-language KPI discovery and semantic search — ask "Olive Garden foot traffic" or "AI capex guidance" and find the right metric without knowing the filing's exact wording
• SEC filings (10-K, 10-Q, 8-K) converted to markdown with tables, charts, and structure preserved — retrievable in full so your agent can quote management verbatim
• Thematic company discovery — semantic search across 10-K-derived summaries to surface companies by what they actually do, not just by SIC code
• Company summaries and segment breakdowns on demand, derived from each company's latest 10-K

Built for agents that need to be right.

We provide trusted context for your financial AI agents. Every returned KPI data point carries its unit, scale, period, and a link to the exact source sentence. Every filing retrieval returns verbatim markdown, so agents don't paraphrase material facts.

Agent skills also available

Open source agentic skills that teach agents how to use these tools for common workflows — seasonality analysis, implied metric derivation, analyst report pressure-testing, benchmarking, and more — can be found at GitHub.

Free to try.

100 free credits/month per user. Lookups and filing listings are always free; extraction and search calls are priced per result. International coverage (Japan, China, Hong Kong, and Singapore) available to enterprise clients.

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Setup Instructions

First, create a free Revelata account — Sign up.

Then, follow the instructions below to use the server with Claude Desktop, Claude.ai, and similar clients.

Note: OpenClaw does not use our MCP server; it uses the REST API and DEEPKPI_API_KEY. See deepkpi-api/deepkpi-api.md. Hosted API docs: deepkpi-api.revelata.com/docs.

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Basic setup (Claude)

1. Copy the following MCP server URL 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: company-summary-segments/company-summary-segments.md — use for thematic lists; for a named company’s profile use get_company_summary / get_company_segments first (Workflow A in that doc).

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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: company-summary-segments/company-summary-segments.md.

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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: company-summary-segments/company-summary-segments.md.

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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: retrieve-sec-filing/retrieve-sec-filing.md (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: retrieve-sec-filing/retrieve-sec-filing.md.

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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 deepkpi-api/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

Details: README.md.

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Still stuck?

• Please reach out right away to [email protected]!