Revelata deepKPI

官方

来自SEC文件的深度基本面数据，包括彭博上没有的运营关键绩效指标，专为您的金融AI代理构建。

GitHub

你可以用 Revelata Deep KPI MCP 做什么？

查找公司的数字ID — 使用 query_company_id 将公司名称解析为 SEC CIK，以便在其他工具中使用。
浏览公司的所有 KPI — 使用 list_kpis 查看按类别组织的所有可用指标，然后再进行精确搜索。
通过自然语言搜索 KPI — 使用 search_kpis 查询“橄榄园客流量”或“AI 资本支出指引”，获取带引用的时间序列数据。
按主题发现公司 — 使用 company_summary_search 根据公司实际业务（而非行业代码）查找企业。
获取公司的叙述性摘要 — 调用 get_company_summary 获取基于最新 10-K 报告的散文式概述。
以 Markdown 格式获取 SEC 文件 — 使用 list_sec_filing_markdowns 列出可用文件，并通过 get_sec_filing_markdown 获取逐字 Markdown 内容。

文档

Revelata deepKPI MCP 服务器 — 文档

基本面数据，包括运营关键绩效指标，这些数据甚至在彭博上都找不到——预先结构化、完整引用，且为智能体就绪。

为金融人工智能提供深度基本面数据，通过 MCP 交付

真正驱动分析的基本面数据——可比销售额、每用户平均收入、门店数量、积压订单、分部收入、管理层指引、非通用会计准则细分——存在于美国证券交易委员会文件的文本、表格和图表中。Revelata 的 deepKPI 将这些信息提取并预先结构化为关键绩效指标时间序列，每个数据点都附有句子级别的引用，让您和您的智能体可以信任这些数字。

我们将其与底层的文本上下文和评论相结合，使您的 AI 智能体成为您最终可以信赖的分析师。

您将获得：

330 万条公司特定的关键绩效指标时间序列，覆盖美国上市公司（标普 500、400、600），结构化为可查询的时间序列，拥有 10 年以上历史数据并每日更新
自然语言关键绩效指标发现和语义搜索——询问“Olive Garden 客流量”或“AI 资本支出指引”，无需知道文件中的确切措辞即可找到正确的指标
转换为 Markdown 格式的美国证券交易委员会文件（10-K、10-Q、8-K），保留表格、图表和结构——可完整检索，让您的智能体能够逐字引用管理层表述
主题式公司发现——基于 10-K 摘要进行语义搜索，根据公司的实际业务而非仅凭标准行业分类代码来发现公司
按需提供的公司摘要和分部细分，源自每家公司最新的 10-K 报告

为需要准确无误的智能体而构建。

我们为您的金融 AI 智能体提供可信的上下文。每个返回的关键绩效指标数据点都带有其单位、规模、期间以及指向确切来源句子的链接。每次文件检索都返回逐字的 Markdown，因此智能体不会转述重要事实。

智能体技能也可用

开源的智能体技能，教导智能体如何将这些工具用于常见工作流程——季节性分析、隐含指标推导、分析师报告压力测试、基准比较等——可在 GitHub 上找到。

免费试用。

每位用户每月 100 个免费积分。查询和文件列表始终免费；提取和搜索调用按结果定价。国际覆盖范围（日本、中国、香港和新加坡）面向企业客户提供。

设置说明

首先，创建一个免费的 Revelata 账户 — 注册。

然后，按照以下说明在 Claude Desktop、Claude.ai 及类似客户端中使用该服务器。

注意： OpenClaw 不使用我们的 MCP 服务器；它使用 REST API 和 DEEPKPI_API_KEY。请参阅 skills/_common/deepkpi-api.md。托管 API 文档：deepkpi-api.revelata.com/docs。

基本设置（Claude）

复制以下 MCP 服务器 URL https://deepkpi-mcp.revelata.com/mcp
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.
Add a custom connector —
Claude Desktop: Settings → Connectors → Add custom connector.
Claude.ai (web): Use Settings → Customize.
Configure the connector — Enter Revelata deepKPI under name and paste the server URL from step 3 exactly as copied. Click 'Add'.
Complete OAuth — Begin a chat or task. When prompted to authenticate, sign in with your Revelata account in the browser.
Begin using deepKPI data in your analyses!

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.

`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.

`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.

`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).

`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.

`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.

`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.

`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.

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.

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.

Tools don’t appear

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

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.

Get the Agentic Skills bundle, too

Agent instructions and OpenClaw install:

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

详细信息：README.md。

仍然遇到问题？

请立即联系 support@revelata.com！