agentic-ai
Deal intelligence for agents: SEC-verified financials, validation, institutional deal scoring.
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Deal intelligence for agents: SEC-verified financials, validation, institutional deal scoring.
Server tool list (4)
Raw names from tools/list. Only developers need these.
| sec_extract | Verified financial statements and derived metrics for a US-listed ticker, extracted from SEC EDGAR XBRL filings. Every value carries provenance (the exact filing, form, and tag it came from); missing facts are null, never 0. $0.25/call after free trial. |
| validate_financials | Institutional validation pass over company financials: tax-rate sanity, EBITDA/EBIT bridge, growth continuity vs historical CAGR, capex ratio, working-capital stability. Returns integrity score + severity-ranked flags. $0.50/call after free trial. |
| company_report | The flagship: eight-lens institutional analysis of a US-listed company, grounded entirely in SEC-verified figures with per-field filing citations. Lenses: equity research, investment banking, strategy consulting, turnaround ops, comparables, capital markets, disclosure audit, and Charlie Munger's 10 mental models — plus an executive synthesis. Optionally pass `market` (e.g. {"price": 12.34, "market_cap_m": 5000}) from your own data source to enable valuation views, and `context` — your own deal materials (CIM extracts, computed valuations), treated as caller-asserted rather than SEC-verified. $25.00/call after free trial; allow ~60s. |
| deal_score | Full underwriting chain on a deal profile: financial integrity → trend → industry position → stress tests → conviction score, plus a risk register and investment thesis (and an rNPV valuation band for biotech deals with `indications`). $2.00/call after free trial. |