CompanyIQ MCP Server

# Financial Data Workflow - Complete Guide ## 🎯 The Complete Solution **Goal:** Get full financial analysis for ANY Norwegian company - 100% FREE! **Time:** 5-7 minutes per company **Cost:** ✅ FREE **Data Quality:** Official (Brønnøysund Regnskapsregister) --- ## 🔄 The 3-Step Workflow ### STEP 1: Find Company & Get Download Link (1 minute) **In Claude Desktop:** ``` Get financial link for Equinor (923609016) ``` **Or search first:** ``` Get company Telenor ``` Then: ``` Get financial link for 982463718 ``` **CompanyIQ Returns:** ``` 📄 ÅRSREGNSKAP: EQUINOR ASA 🔗 DIREKTE LINK: https://virksomhet.brreg.no/nb/oppslag/enheter/923609016 📝 STEG-FOR-STEG: 1. Klikk linken oven 2. Scroll til "Årsregnskap" 3. Klikk "Innsendt årsregnskap 2023" 4. PDF lastes ned ``` --- ### STEP 2: Download & Extract Data (3-4 minutes) **2.1 Click the Link** - Opens in your browser - Shows complete company page **2.2 Find Årsregnskap Section** - Scroll down to "Årsregnskap" section - See list of years (2023, 2022, 2021...) **2.3 Click "Innsendt årsregnskap 2023"** - PDF downloads automatically - Contains complete financial statements **2.4 Extract Key Figures from PDF** Open the PDF and find: **Fra RESULTATREGNSKAP (P&L):** ``` Salgsinntekt / Omsetning: 1,150,000,000,000 NOK Årsresultat / Resultat: 85,000,000,000 NOK ``` **Fra BALANSE (Balance Sheet):** ``` Sum eiendeler (Assets): 950,000,000,000 NOK Sum egenkapital (Equity): 380,000,000,000 NOK ``` **Notes:** - Amounts in Norwegian format use space as thousands separator - Remove spaces when importing: 1 150 000 000 → 1150000000 - Use full NOK amounts (not millions) --- ### STEP 3: Import to CompanyIQ (30 seconds) **In Claude Desktop:** ``` Import financial data for company 923609016: Year: 2023 Revenue: 1150000000000 Profit: 85000000000 Assets: 950000000000 Equity: 380000000000 Source: bronnoysund ``` **CompanyIQ Confirms:** ``` ✅ REGNSKAPSDATA IMPORTERT: EQUINOR ASA 📊 IMPORTERTE TALL: 💰 Omsetning: 1,150,000M NOK 📈 Resultat: 85,000M NOK 🏢 Eiendeler: 950,000M NOK 💎 Egenkapital: 380,000M NOK ✅ Data lagret og klar for analyse! ``` --- ### STEP 4: Analyze! (Instant) **Now you can:** ``` "Analyze financials for company 923609016" "Show growth for 923609016" "Compare to industry average" ``` **With REAL DATA!** 🎉 --- ## 📋 Example: Complete Analysis of Telenor ### Finding the Company ``` User: "Get company Telenor" CompanyIQ: "Found multiple matches: 1. TELENOR ASA (982463718) - FORNEBU 2. TELENOR NORGE AS (976967631) - FORNEBU ..." User: "Get financial link for 982463718" ``` ### Download Instructions ``` CompanyIQ: " 📄 ÅRSREGNSKAP: TELENOR ASA 🔗 LINK: https://virksomhet.brreg.no/nb/oppslag/enheter/982463718 📝 STEG: 1. Klikk linken 2. Scroll til 'Årsregnskap' 3. Klikk 'Innsendt årsregnskap 2023' 4. PDF lastes ned " ``` ### Extract from PDF ``` [User clicks link, downloads PDF, extracts]: Omsetning: 88,234,000,000 Resultat: 12,500,000,000 Eiendeler: 150,800,000,000 Egenkapital: 75,200,000,000 ``` ### Import ``` User: "Import financial data for 982463718: Year: 2023 Revenue: 88234000000 Profit: 12500000000 Assets: 150800000000 Equity: 75200000000" CompanyIQ: "✅ Data imported!" ``` ### Analyze ``` User: "Analyze financials for 982463718" CompanyIQ: " 💰 FINANSIELL ANALYSE: TELENOR ASA 📊 REGNSKAPSÅR 2023: - Omsetning: 88,234M NOK - Resultat: 12,500M NOK - Margin: 14.2% - Eiendeler: 150,800M NOK - Egenkapitalandel: 49.9% ⚠️ RISIKOVURDERING: Risikoscore: 18/100 Anbefaling: LOW RISK - Stabil Faktorer: ✅ Solid lønnsomhet (14% margin) ✅ God egenkapitalandel (50%) ✅ Ingen konkursindikasjoner 💡 Basert på REELLE tall fra Brønnøysund " ``` --- ## 🚀 Bulk Workflow (10+ Companies) ### For Market Analysis of Multiple Companies **Step 1: Find Target Companies (2 min)** ``` "Find IT companies in Oslo with 50-200 employees" ``` Result: List of 15 companies **Step 2: Get All Download Links (1 min)** ``` For each company: "Get financial link for [org_nr]" ``` Copy all URLs to a document **Step 3: Download All PDFs (30 min)** - Open each link in browser tab - Download each årsregnskap - Create folder with all PDFs **Step 4: Extract Data to CSV (20 min)** Create `companies_financials.csv`: ```csv org_nr,year,revenue,profit,assets,equity,source 982463718,2023,88234000000,12500000000,150800000000,75200000000,bronnoysund 923609016,2023,1150000000000,85000000000,950000000000,380000000000,bronnoysund ...13 more companies... ``` **Step 5: Bulk Import (30 sec)** ``` "Import financials from file: /path/to/companies_financials.csv format CSV" ``` **Step 6: Comprehensive Analysis (5 min)** ``` "Analyze growth for all companies in IT sector" "Compare financial health of top 10" "Show market landscape with real revenue data" ``` **Total Time:** ~60 minutes for 15 companies **Result:** Complete financial intelligence on entire market segment **Cost:** FREE --- ## 💡 Pro Tips ### Tip 1: Start with get_financial_link Always use this tool first - it gives you: - Direct clickable link - Step-by-step instructions - Pre-formatted import command - Saves time and prevents errors ### Tip 2: Use Multiple Browser Tabs - Open 10 company pages at once - Download all PDFs in parallel - Extract data in batch - Much faster than one-by-one ### Tip 3: Create a Template Save this in a spreadsheet: ``` Company | Org.nr | Link | Revenue | Profit | Assets | Equity Telenor | 982463718 | [link] | [fill] | [fill] | [fill] | [fill] DNB | ... | [link] | [fill] | [fill] | [fill] | [fill] ``` ### Tip 4: Import Multiple Years For trend analysis, import 3-5 years per company: ```csv org_nr,year,revenue,profit 982463718,2023,88234000000,12500000000 982463718,2022,82100000000,11200000000 982463718,2021,78500000000,10100000000 ``` Then get automatic growth calculations! ### Tip 5: Team Collaboration - Person A: Uses CompanyIQ to find companies + generate links - Person B: Downloads all PDFs - Person C: Extracts data to CSV - Person D: Imports and runs analysis Parallel workflow = much faster! --- ## 🔍 What's in the PDF? ### Typical Årsregnskap Contents: **Page 1-5: Årsberetning (Annual Report)** - Company overview - Strategic review - Narrative commentary **Page 6-10: Resultatregnskap (P&L)** ``` Salgsinntekt / Omsetning 1,150,000,000 Varekostnad -850,000,000 Lønnskostnad -180,000,000 Annen driftskostnad -35,000,000 ──────────────────────────────────────────────── Driftsresultat 85,000,000 Finansinntekter 5,000,000 Finanskostnader -3,000,000 ──────────────────────────────────────────────── Resultat før skatt 87,000,000 Skattekostnad -15,000,000 ──────────────────────────────────────────────── Årsresultat 72,000,000 ``` **What to Import:** - Salgsinntekt/Omsetning → **Revenue** - Årsresultat → **Profit** **Page 11-15: Balanse (Balance Sheet)** ``` EIENDELER: Anleggsmidler 500,000,000 Omløpsmidler 450,000,000 ──────────────────────────────────────────────── SUM EIENDELER 950,000,000 EGENKAPITAL OG GJELD: Egenkapital 380,000,000 Langsiktig gjeld 350,000,000 Kortsiktig gjeld 220,000,000 ──────────────────────────────────────────────── SUM EGENKAPITAL OG GJELD 950,000,000 ``` **What to Import:** - Sum eiendeler → **Assets** - Egenkapital → **Equity** --- ## ⚡ Quick Reference ### The Workflow Commands: ``` # Step 1: Find company "Get company [name]" # Step 2: Get download link "Get financial link for [org_nr]" # Step 3: [Click link, download PDF, extract numbers] # Step 4: Import "Import financial data for [org_nr]: Year: 2023 Revenue: [number] Profit: [number] Assets: [number] Equity: [number]" # Step 5: Analyze "Analyze financials for [org_nr]" ``` ### For Bulk Operations: ``` # Step 1: Find companies "Find IT companies in Oslo" # Step 2: Get all links For each: "Get financial link for [org_nr]" # Step 3: [Download all, create CSV] # Step 4: Bulk import "Import financials from file: /path/to/data.csv format CSV" # Step 5: Comprehensive analysis "Show high-growth companies with real revenue" "Compare financial health across portfolio" ``` --- ## 🎯 Expected Results ### Before This Workflow: ``` User: "Analyze financials for Telenor" CompanyIQ: "❌ No financial data available" ``` ### After This Workflow: ``` User: "Get financial link for Telenor" CompanyIQ: "[Provides link and instructions]" User: [Downloads PDF, extracts data] User: "Import financial data..." CompanyIQ: "✅ Data imported!" User: "Analyze financials for Telenor" CompanyIQ: " 💰 Full analysis with: - Real revenue and profit - Growth calculations - Risk assessment - Financial ratios - Industry comparison " ``` --- ## 📊 Complete Example: Due Diligence on 5 Companies ### Scenario: M&A Target Screening **Companies to Analyze:** 1. TechCo AS 2. DataNorge AS 3. CloudSolutions AS 4. CodeFactory AS 5. DevOps Norge AS ### Timeline: **Day 1 Morning (30 min):** 1. Find companies in CompanyIQ (5 min) 2. Get financial links for all 5 (2 min) 3. Download all 5 PDFs (15 min - parallel tabs) 4. Quick review (8 min) **Day 1 Afternoon (25 min):** 5. Extract data to CSV (20 min) 6. Import to CompanyIQ (1 min) 7. Initial analysis (4 min) **Day 2 (30 min):** 8. Deep analysis with CompanyIQ (10 min) 9. Compare with SSB industry data (5 min) 10. Generate recommendation report (15 min) **Total: ~85 minutes for complete M&A due diligence on 5 companies** **Cost: FREE** **vs. Proff.no: 50,000 NOK/year** --- ## 🎓 Success Factors ### What Makes This Work: **1. CompanyIQ Automation** - Finds companies instantly - Generates exact links - Provides clear instructions - Automates all analysis **2. Free Official Data** - Brønnøysund = authoritative source - Same data as paid services - Legally available for free - Updated regularly **3. One-Time Effort** - Import data once - Persists in database - Use for unlimited analyses - Update annually --- ## 🔧 Tools in the Workflow | Step | Tool | Purpose | |------|------|---------| | Find | `get_company` | Locate company by name | | Link | `get_financial_link` | Get download instructions | | Download | [Manual] | Click link, download PDF | | Extract | [Manual] | Read PDF, note figures | | Import | `import_financials` | Store in CompanyIQ | | Bulk | `import_financials_from_file` | Multiple companies | | Analyze | `analyze_financials` | Full analysis with real data | | Growth | `analyze_growth` | Revenue growth trends | | Compare | `market_landscape` | Benchmark against market | --- ## 📝 Checklist for First Time ### Preparation: - [ ] Configure Claude Desktop with CompanyIQ - [ ] Restart Claude Desktop - [ ] Test: "Get company Equinor" ### First Company: - [ ] Choose a company to analyze - [ ] Use `get_company` to find org number - [ ] Use `get_financial_link` to get download link - [ ] Click link, navigate to Årsregnskap section - [ ] Download PDF for latest year - [ ] Extract 4 key figures (revenue, profit, assets, equity) - [ ] Use `import_financials` to import - [ ] Use `analyze_financials` to see results ### Verify Success: - [ ] Import shows "✅ Data imported" - [ ] Analysis shows real numbers (not "sample data") - [ ] Growth calculations work - [ ] Can see margin percentages --- ## ⏱️ Time Benchmarks | Activity | First Time | After Practice | |----------|------------|----------------| | Find company | 1 min | 30 sec | | Get link | 30 sec | 10 sec | | Download PDF | 2 min | 1 min | | Extract figures | 4 min | 2 min | | Import | 1 min | 30 sec | | **Total per company** | **8-9 min** | **4-5 min** | **10 companies:** - First time: ~80 minutes - After practice: ~45 minutes --- ## 💰 ROI Calculation ### Time Investment vs. Cost Savings **Scenario: 20 Companies per Year** **Option A: CompanyIQ (Free)** - Setup: 10 minutes (one-time) - Per company: 5 minutes × 20 = 100 minutes - Annual update: 100 minutes - Total time: ~2 hours per year - Cost: FREE **Option B: Proff.no (Paid)** - Setup: 15 minutes - Per company: 1 minute × 20 = 20 minutes - Annual subscription: 25,000 NOK - Total time: 35 minutes per year - Cost: 25,000 NOK **You Save: 25,000 NOK** **Time Cost: 1.5 hours extra** **Your hourly rate:** 16,667 NOK/hour 💰 --- ## 🎯 When to Use This Workflow ### Perfect For: - ✅ <50 companies per year - ✅ Annual updates (not monthly) - ✅ Budget-conscious operations - ✅ One-time deep dives - ✅ M&A target screening - ✅ Market research projects - ✅ Investment thesis validation ### Consider Proff.no Instead If: - ❌ >100 companies per year - ❌ Need monthly updates - ❌ Time is more valuable than cost - ❌ Need automated alerts - ❌ Require credit scores - ❌ Want API automation --- ## 📚 Additional Resources **Learn More:** - `MANUAL_IMPORT_GUIDE.md` - Detailed import documentation - `SOLUTION.md` - Why this approach works - `templates/financials_template.csv` - CSV template **Troubleshooting:** - PDF won't download? Check browser popup blocker - Can't find figures? Look for "Resultatregnskap" and "Balanse" - Import errors? Verify org number is correct - Wrong format? Remove spaces from numbers --- ## 🎉 Summary ### The Magic Formula: ``` CompanyIQ (find) + Brønnøysund Website (download free) + CompanyIQ (import + analyze) = Professional financial intelligence at ZERO cost ``` ### What You Get: - ✅ Find any company - ✅ Download official financials (free) - ✅ Import in seconds - ✅ Automated analysis - ✅ Growth trends - ✅ Risk assessment - ✅ Industry benchmarking - ✅ Unlimited analyses ### What It Costs: - 💰 Money: FREE - ⏱️ Time: 5 minutes per company (one-time) **Start your first company analysis now!** 🚀