Deep fundamental data from SEC filings, including operational KPIs not found on Bloomberg, built for your financial AI agents.
Revelata DeepKPI MCP server is a locally run integration for AI assistants that speak the Model Context Protocol. Deep fundamental data from SEC filings, including operational KPIs not found on Bloomberg, built for your financial AI agents.
The skills cover a growing set of fundamental workflows for equity research: KPI lookup, filing-text retrieval, derived metric calculation, peer benchmarking, seasonality analysis, and analyst-report pressure-testing.
Once Revelata DeepKPI is connected, these are the calls the assistant has available:
Skill — What it doeskpi — Pulls structured KPI time series for US public companies from SEC filings; supports Excel exportcompany-summary — Describes a company's business and segment / geography structure; supports thematic "who does X?" discoveryfiling — Pulls clean SEC filing markdown into chat; extracts verbatim quotes from MD&A, risk factors, footnotesseasonality — Computes seasonal quarterly ratios from historical actuals; splits annual forecasts into quarterly estimates; outputs an Excel workbookimplied-metric — Derives metrics that aren't directly reported — Q4 from FY−(Q1+Q2+Q3), segment remainders, per-unit economics (ARPU, ASP, AUV), take ratespressure-test — Pressure-tests analyst reports against SEC filing data; outputs an interactive HTML report with claim-by-claim evidence and provenance hyperlinksbenchmark — Performs operational peer / comp discovery via deepKPI semantic search; aligns KPI fingerprints, generates segment sub-benchmarks, supports HTML andideas — Guides users without a specific company or thesis through idea generation — interactive interview, screen, and deep-diverevelata — Orchestrates complex multi-step research that crosses multiple workflowsOpenClaw — OpenClaw uses the deepKPI REST API (no MCP). Get an API key at revelata.com/ai-credits, then:You will need one environment variable: DEEPKPI_API_KEY. The server will not start without them, which is usually why the tools fail to appear on a first run. Keep credentials in your client's env block or a secrets manager rather than in a file you might commit.
Setup follows the usual MCP pattern — install or clone the server, register it in your client's configuration file, restart the client.
This sits in the developer tooling group, where several servers overlap in what they claim to do but differ sharply once you actually set them up. Revelata DeepKPI's toolset — Skill, kpi, company-summary and 8 more — is a fair guide to whether it matches your workflow.
This entry was verified against Revelata DeepKPI's own documentation before publication; SyncDev keeps the directory reviewed rather than auto-generated.
| Tool | What it does |
|---|---|
| Skill | What it does |
| kpi | Pulls structured KPI time series for US public companies from SEC filings; supports Excel export. |
| company-summary | Describes a company's business and segment / geography structure; supports thematic "who does X?" discovery. |
| filing | Pulls clean SEC filing markdown into chat; extracts verbatim quotes from MD&A, risk factors, footnotes. |
| seasonality | Computes seasonal quarterly ratios from historical actuals; splits annual forecasts into quarterly estimates; outputs an Excel workbook. |
| implied-metric | Derives metrics that aren't directly reported — Q4 from FY−(Q1+Q2+Q3), segment remainders, per-unit economics (ARPU, ASP, AUV), take rates. |
| pressure-test | Pressure-tests analyst reports against SEC filing data; outputs an interactive HTML report with claim-by-claim evidence and provenance hyperlinks. |
| benchmark | Performs operational peer / comp discovery via deepKPI semantic search; aligns KPI fingerprints, generates segment sub-benchmarks, supports HTML and Excel output. |
| ideas | Guides users without a specific company or thesis through idea generation — interactive interview, screen, and deep-dive. |
| revelata | Orchestrates complex multi-step research that crosses multiple workflows. |
| OpenClaw | OpenClaw uses the deepKPI REST API (no MCP). Get an API key at [revelata.com/ai-credits](https://www.revelata.com/ai-credits), then: |
| Variable | Description | Required |
|---|---|---|
| DEEPKPI_API_KEY | Credential the server authenticates with. | Yes |
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