CharterBench
Every U.S.
Что умеет
- Screen Institutions: Find banks and credit unions matching filters. Returns a ranked list with key financials and ratios. Use for territory planning, prospect lists, and 'which institutions…' question
- Get Institution: Full profile of one bank or credit union: identity, size, YoY growth, all 17 ratios, peer medians for its asset band, and this quarter's change signals. Use the id from screen_institu
- Search Institutions: Look up institutions by name to get their ids. Cheap and fast; use before get_institution when you only know a name.
Какие данные видит
Нужен ли аккаунт
Нужен API-ключ из настроек сервиса
Every U.S. bank and credit union — size, growth, 17 ratios vs. peers, change signals and mergers — from FDIC and NCUA call reports, refreshed weekly.
Tools: screen_institutions (filter by state, asset band, any ratio; ranked), search_institutions, get_institution (profile + ratios + peer medians + this quarter's signals), get_financial_history, get_signals, get_peer_medians, compare_institutions.
Built for people who sell to financial institutions: prospect lists, call prep, territory planning. Try: "Which Georgia credit unions over $500M grew loans faster than deposits, and what would I lead with?"
Requires a CharterBench Pro API key (cb_live_…) — create one at https://www.charterbench.com/account. Setup for every client: https://www.charterbench.com/claude
Список инструментов сервера (7)
Технические названия из tools/list. Нужны только разработчикам.
| screen_institutions | Find banks and credit unions matching filters. Returns a ranked list with key financials and ratios. Use for territory planning, prospect lists, and 'which institutions…' questions. Money in dollars, ratios in percent. |
| get_institution | Full profile of one bank or credit union: identity, size, YoY growth, all 17 ratios, peer medians for its asset band, and this quarter's change signals. Use the id from screen_institutions or search_institutions (e.g. 'ncua-66357', 'fdic-9846'). |
| search_institutions | Look up institutions by name to get their ids. Cheap and fast; use before get_institution when you only know a name. |
| get_financial_history | Quarterly call-report history for one institution (assets, deposits, loans, equity, income lines) with computed ratios per quarter, newest first. |
| get_signals | Change signals for one institution across its history: deposits down/up, loans up/down, delinquency up, efficiency worsening, crossed $1B/$10B, net loss, thin capital, members down — each with plain-English text and why it matters to a seller. |
| get_peer_medians | Median of every ratio for a peer group (charter type × asset band). Use to say how an institution compares. |
| compare_institutions | Side-by-side comparison of 2–5 institutions on size, growth and ratios, plus a link to the interactive compare page. |