CompanyIQ MCP Server

# Manual Financial Data Import Guide ## 🎯 Overview Since the Brønnøysund Regnskapsregisteret API is not publicly accessible, CompanyIQ now supports **manual import** of financial data. This allows you to: 1. Download annual accounts **free** from Brønnøysund website 2. Import the data into CompanyIQ 3. Get **full financial analysis** with real numbers **Best of both worlds:** Free data + automated analysis! --- ## 📥 How to Get Financial Data (Free) ### Option 1: Brønnøysund Website (Recommended) **Steps:** 1. Visit: https://www.brreg.no/ 2. Search for company by name or org number 3. Click on "Regnskapsopplysninger" or "Årsregnskap" 4. Download annual accounts (available back to 2010) 5. Extract key figures from the PDF/document **Cost:** ✅ FREE **Data Quality:** ✅ Official source **Time:** 2-5 minutes per company **What You'll Find:** - Omsetning (revenue) - Resultat (profit/loss) - Sum eiendeler (total assets) - Sum egenkapital (total equity) - Antall ansatte (employees) --- ### Option 2: Proff.no (Commercial) If you have Proff.no access: 1. Search for company 2. View "Nøkkeltall" (key figures) 3. Export or copy data 4. Import into CompanyIQ **Cost:** Subscription required **Data Quality:** ✅ Excellent **Time:** 1 minute per company --- ## 🔧 Import Methods ### Method 1: Direct Import (Single Company) **MCP Tool:** `import_financials` **Usage in Claude Desktop:** ``` Import financial data for Equinor (923609016): - Year: 2023 - Revenue: 1150000000000 - Profit: 85000000000 - Assets: 950000000000 - Equity: 380000000000 - Employees: 21552 - Source: bronnoysund ``` **What Happens:** 1. CompanyIQ verifies company exists 2. Data saved to financial_snapshots table 3. Available immediately for all analyses 4. Can import multiple years for trend analysis --- ### Method 2: CSV Bulk Import **MCP Tool:** `import_financials_from_file` **Step 1: Create CSV File** Create `financials.csv`: ```csv org_nr,year,revenue,profit,assets,equity,employees,source 923609016,2023,1150000000000,85000000000,950000000000,380000000000,21552,bronnoysund 923609016,2022,1050000000000,72000000000,920000000000,365000000000,21200,bronnoysund 912345678,2023,450000000,23000000,180000000,95000000,125,bronnoysund ``` **Step 2: Import via CompanyIQ** ``` Import financials from file: /Users/yourname/Downloads/financials.csv format CSV ``` **Result:** ``` ✅ FILIMPORT FULLFØRT ✅ Importert: 3 regnskapsposter ``` --- ### Method 3: JSON Import **Create `financials.json`:** ```json [ { "org_nr": "923609016", "year": 2023, "revenue": 1150000000000, "profit": 85000000000, "assets": 950000000000, "equity": 380000000000, "employees": 21552, "source": "bronnoysund" }, { "org_nr": "923609016", "year": 2022, "revenue": 1050000000000, "profit": 72000000000, "assets": 920000000000, "equity": 365000000000, "employees": 21200, "source": "bronnoysund" } ] ``` **Import:** ``` Import financials from file: /path/to/financials.json format JSON ``` --- ## 📋 CSV File Format ### Required Columns: - `org_nr` - Organization number (9 digits) - `year` - Accounting year (e.g., 2023) ### Optional Columns: - `revenue` or `omsetning` - Revenue in NOK - `profit` or `resultat` - Profit in NOK - `assets` or `eiendeler` - Assets in NOK - `equity` or `egenkapital` - Equity in NOK - `employees` or `ansatte` - Employee count - `source` - Data source (e.g., "bronnoysund", "proff", "manual") **Note:** CompanyIQ accepts both Norwegian and English column names! --- ## 📊 Example Workflow ### Scenario: Analyze 10 Companies in IT Sector **Step 1: Find Companies (CompanyIQ)** ``` Find IT companies in Oslo with 50-200 employees ``` **Result:** List of 10 companies with org numbers **Step 2: Download Financial Data (Manual)** For each company: 1. Visit Brønnøysund website 2. Search by org number 3. Download årsregnskap 4. Note key figures **Time:** 20-30 minutes for 10 companies **Step 3: Create CSV** ```csv org_nr,year,revenue,profit,assets,equity,source 912345678,2023,45000000,2300000,18000000,9500000,bronnoysund 987654321,2023,87000000,5100000,32000000,15000000,bronnoysund ... ``` **Step 4: Import to CompanyIQ** ``` Import financials from file: /Users/me/Downloads/it_companies_financials.csv format CSV ``` **Step 5: Analyze (CompanyIQ)** ``` Analyze financials for company 912345678 ``` **Result:** Full financial analysis with REAL data! --- ## 🔄 Multi-Year Analysis ### Import Historical Data To enable trend analysis, import multiple years: ```csv org_nr,year,revenue,profit,employees 923609016,2023,1150000000000,85000000000,21552 923609016,2022,1050000000000,72000000000,21200 923609016,2021,950000000000,65000000000,20800 ``` **Then Analyze:** ``` Analyze growth for company 923609016 ``` **CompanyIQ Will Show:** ``` 📈 VEKSTANALYSE: 2021 → 2023: - Omsetningsvekst: +21.1% - Resultatvekst: +30.8% - Ansattvekst: +3.6% Kategori: High growth ``` --- ## 💡 Smart Tips ### 1. Start with Key Companies Don't import all companies - start with: - Your target company - Top 5 competitors - High-growth candidates ### 2. Use Source Field Track where data came from: - `bronnoysund` - Official registry - `proff` - Proff.no - `manual` - Manual entry - `estimated` - Your estimates ### 3. Import Multiple Years Import 3-5 years for each company to enable: - Trend analysis - Growth calculations - Risk assessment improvements ### 4. Update Regularly Set a reminder to update data: - Annually for most companies - Quarterly for high-priority targets ### 5. Batch Import Create one CSV with all companies: ```csv org_nr,year,revenue,profit company1,2023,1000000,50000 company1,2022,900000,45000 company2,2023,2000000,120000 company2,2022,1800000,100000 ``` One import = all companies + all years! --- ## 🔍 Where to Find Financial Data ### Free Sources: #### 1. Brønnøysund Website **URL:** https://www.brreg.no/ **Data:** Official annual accounts **Cost:** Free **Format:** PDF (manual extraction) **Coverage:** All Norwegian companies #### 2. SSB StatBank **URL:** https://www.ssb.no/statbank **Data:** Aggregated statistics **Cost:** Free **Format:** CSV, JSON, Excel **Coverage:** Industry-level (not individual companies) #### 3. Company Websites Many companies publish annual reports: - Investor relations pages - "Årsrapport" or "Annual Report" - Often as PDF ### Paid Sources: #### 1. Proff.no **URL:** https://proff.no **Data:** Complete financials, credit ratings **Cost:** From ~5,000 NOK/year **Format:** Web interface, API available **Coverage:** ~500,000 companies #### 2. Bisnode **URL:** https://bisnode.no **Data:** Financial + credit data **Cost:** Enterprise pricing **Format:** API available --- ## 📝 Import Templates ### Template 1: Basic CSV ```csv org_nr,year,revenue,profit 123456789,2023,1500000,75000 ``` ### Template 2: Complete CSV ```csv org_nr,year,revenue,profit,assets,equity,employees,source 123456789,2023,1500000,75000,600000,250000,15,bronnoysund ``` ### Template 3: Multi-Year JSON ```json [ { "org_nr": "123456789", "year": 2023, "revenue": 1500000, "profit": 75000, "assets": 600000, "equity": 250000, "employees": 15, "source": "bronnoysund" }, { "org_nr": "123456789", "year": 2022, "revenue": 1400000, "profit": 65000, "assets": 550000, "equity": 240000, "employees": 14, "source": "bronnoysund" } ] ``` --- ## 🎯 Recommended Workflow ### For Market Research (10-20 Companies) **Day 1:** 1. Use CompanyIQ to find companies (1 minute) ``` Find IT companies in Oslo with 100-500 employees ``` 2. Download top 10 from Brønnøysund (30 minutes) - Visit each company page - Download årsregnskap - Extract key figures 3. Create CSV with data (10 minutes) 4. Import to CompanyIQ (1 minute) ``` Import financials from file: financials.csv ``` **Day 2:** 5. Run comprehensive analysis (5 minutes) ``` - Analyze financials for each company - Compare growth rates - Assess market landscape with real data ``` **Total Time:** ~45 minutes for complete analysis of 10 companies **Cost:** FREE --- ## 🔧 Advanced: Automated Extraction (Future) ### Potential Enhancement: Create a script to parse PDF annual reports: ```bash # Extract from PDF (requires pdf-parse library) node scripts/extract-from-pdf.js /path/to/arsregnskap.pdf ``` **Would Extract:** - Resultatregnskap (P&L) - Balanse (Balance sheet) - Key ratios **Status:** Not implemented yet (future enhancement) --- ## ✅ After Import - What You Can Do Once data is imported, all these work with REAL data: ### 1. Financial Analysis ``` Analyze financials for company 123456789 ``` **Returns:** - Real revenue, profit, assets - Trend calculations - Risk assessment based on actual financials - Financial ratios ### 2. Growth Analysis ``` Show high-growth companies in my portfolio ``` **Returns:** - Companies ranked by actual revenue growth - Real percentage changes - Not estimates! ### 3. Comparison ``` Compare financial health of companies A, B, and C ``` **Returns:** - Side-by-side comparison - Real financial metrics - Risk scores based on actual data --- ## 📊 Data Persistence **Where Data is Stored:** - `data/companies.db` → financial_snapshots table - Survives restarts - Can be backed up - Can be updated anytime **Data Management:** ```sql -- View imported data SELECT * FROM financial_snapshots WHERE source = 'bronnoysund'; -- Delete old data DELETE FROM financial_snapshots WHERE year < 2020; -- Update specific entry UPDATE financial_snapshots SET revenue = 1600000 WHERE org_nr = '123456789' AND year = 2023; ``` --- ## 🚀 Quick Start Example ### Import One Company (5 Minutes) **1. Find company in CompanyIQ:** ``` Search for company "Telenor" ``` **2. Note org number:** (e.g., 976820730) **3. Visit Brønnøysund:** https://www.brreg.no/ → Search "976820730" → Download årsregnskap **4. Extract figures from PDF:** - Omsetning: 88 milliarder → 88000000000 - Resultat: 12 milliarder → 12000000000 - Eiendeler: 150 milliarder → 150000000000 **5. Import via Claude:** ``` Import financial data for company 976820730: Year: 2023 Revenue: 88000000000 Profit: 12000000000 Assets: 150000000000 Source: bronnoysund ``` **6. Analyze:** ``` Analyze financials for company 976820730 ``` **Result:** Full analysis with real data! 🎉 --- ## ❓ FAQ **Q: Is manual import a lot of work?** A: First time: Yes (30-60 min for 10 companies). But data persists, so you only do it once. **Q: Can I update existing data?** A: Yes! Re-import with same org_nr + year overwrites. **Q: What if I only have revenue data?** A: That's fine! Import what you have. Other fields are optional. **Q: Can I import estimates?** A: Yes! Use `source: "estimated"` to mark it. **Q: Does imported data work with all tools?** A: Yes! Once imported, all tools use it (growth analysis, risk assessment, etc.) **Q: Can I share my dataset?** A: Yes! Export your CSV and share it. Others can import the same file. --- ## 🎓 Pro Tips ### Tip 1: Create a Standard Process 1. Define your target list (e.g., top 50 IT companies) 2. Download all financials in one session 3. Create master CSV 4. Import once 5. Update annually ### Tip 2: Use Spreadsheet Templates Create a Google Sheet or Excel template: - Columns: org_nr, year, revenue, profit, assets, equity - Pre-fill org numbers from CompanyIQ search - Fill in financials as you download them - Export to CSV - Import to CompanyIQ ### Tip 3: Team Collaboration - Person A: Finds companies in CompanyIQ - Person B: Downloads financials - Person C: Creates CSV - Anyone: Imports and analyzes ### Tip 4: Track Your Sources Always fill the `source` field: ```csv org_nr,year,revenue,source 123456789,2023,1500000,bronnoysund_2024-11-12 ``` Know when data was collected and from where. --- ## 🔄 Workflow Comparison ### Without Manual Import ❌ ``` 1. Find company → ✅ Works 2. Analyze financials → ❌ Shows "No data available" 3. Get growth insights → ❌ No financial trends ``` ### With Manual Import ✅ ``` 1. Find company → ✅ Works 2. Download årsregnskap → 5 minutes manual work 3. Import data → ✅ 30 seconds 4. Analyze financials → ✅ Full analysis with real data! 5. Growth insights → ✅ Real revenue trends! 6. Risk assessment → ✅ Based on actual financials! ``` **Investment:** 5 minutes upfront **Benefit:** Unlimited analyses with real data --- ## 📖 Example: Complete Analysis of 5 Companies ### Scenario: Due Diligence on 5 IT Companies **Time Breakdown:** - Find companies in CompanyIQ: 2 minutes - Download 5 annual accounts: 25 minutes (5 min each) - Create CSV: 5 minutes - Import to CompanyIQ: 30 seconds - Run 10+ analyses: 5 minutes **Total:** ~37 minutes **Cost:** FREE **Result:** Complete financial intelligence on 5 companies **vs. Using Proff.no:** - Time: 10 minutes - Cost: 5,000-50,000 NOK/year - Result: Same data **You Save:** 45,000 NOK (if you have time) --- ## 🎯 Summary ### Manual Import Enables: ✅ **Free financial analysis** - Download from Brønnøysund (free) - Import to CompanyIQ - Get automated analysis ✅ **Full feature access** - Growth analysis with real numbers - Risk assessment based on financials - Trend calculations - Financial ratios ✅ **Data persistence** - Import once, analyze forever - Multi-year comparisons - Historical tracking ✅ **Flexibility** - Import from any source (Brønnøysund, Proff, manual) - Update anytime - Mix automated + manual data ### The Trade-off: **Time Investment:** - 5 minutes per company (manual download + import) - 30-60 minutes for 10 companies - One-time effort (data persists) **vs. Commercial API:** - Instant access - 5,000-50,000 NOK/year - Automated updates **Choose Based On:** - Budget: Manual import = FREE - Volume: <50 companies → Manual OK, >100 → Consider paid - Update frequency: Annually → Manual OK, Monthly → Consider paid --- **Start importing financial data now and unlock CompanyIQ's full potential!** 📊✨