Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SMX_CLIENT_ID | Yes | Your Standard Metrics OAuth2 Client ID | |
| SMX_CLIENT_SECRET | Yes | Your Standard Metrics OAuth2 Client Secret |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_companies | List all companies associated with your firm. Args: page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100) ids: Filter by specific company IDs |
| get_company | Get a specific company by ID. Args: company_id: The unique identifier for the company |
| search_companies | Search companies by various criteria. Args: name_contains: Filter companies containing this text in their name sector: Filter companies by sector city: Filter companies by city page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100) |
| get_company_metrics | Get metrics for a specific company. Args: company_id: The unique identifier for the company from_date: Start date for metrics (inclusive) to_date: End date for metrics (inclusive) category: Filter by metric category cadence: Filter by metric cadence (daily, monthly, etc.) include_budgets: Include budget metrics in results page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100) |
| get_metrics_options | Get available metric categories and options. Args: category_name: Filter by specific category name is_standard: Filter by standard vs custom metrics page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100) |
| list_budgets | List all budgets associated with your firm. Args: company_slug: Filter by company slug company_id: Filter by company ID page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100) |
| get_custom_columns | Get custom column data for companies. Args: company_slug: Filter by company slug company_id: Filter by company ID page: Page number for pagination (default: 1) per_page: Results per page (default: 30, max: 100) |
| get_custom_column_options | Get all custom columns and their available options. Args: page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100) |
| list_documents | List all documents associated with your firm. Args: company_id: Filter by company ID parse_state: Filter by document parse state from_date: Start date filter (inclusive) to_date: End date filter (inclusive) source: Filter by document source page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100) |
| list_funds | List all funds associated with the firm. Args: page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100) |
| list_information_requests | List all information requests associated with the firm. Args: name: Filter by request name page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100) |
| list_information_reports | List all information reports associated with the firm. Args: company_id: Filter by company ID information_request_id: Filter by information request ID page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100) |
| list_notes | List all notes associated with a specific company. Args: company_slug: Filter by company slug company_id: Filter by company ID sort_by: Sort notes by specific field page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100) |
| list_users | List all users associated with your firm. Args: email: Filter by user email page: Page number for pagination (default: 1) per_page: Results per page (default: 100, max: 100) |
| get_portfolio_summary | Get a comprehensive portfolio summary including companies, funds, and key metrics. Args: company_ids: Specific company IDs to include (if None, includes all companies) max_companies: Maximum number of companies to include metrics for (if None, includes all) include_metrics: Whether to fetch metrics for each company (default: True) metrics_per_company: Number of recent metrics to fetch per company (default: 50) (up to 100) |
| get_company_performance | Get comprehensive performance data for a specific company. Args: company_id: The unique identifier for the company months: Number of months of historical data to include |
| get_company_financial_summary | Get a financial summary for a company including key metrics over time. Args: company_id: The unique identifier for the company months: Number of months of historical data to include |
| get_company_recent_metrics | Get the most recent metrics for a company. Args: company_id: The unique identifier for the company category: Filter by specific metric category limit: Maximum number of recent metrics to return |
| get_company_notes_summary | Get a summary of notes for a company. Args: company_id: The unique identifier for the company recent_notes_limit: The number of recent notes to return. Max 100. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |