CompanyIQ MCP Server

# The CompanyIQ Solution: Free Financial Analysis 🎉 ## Problem → Solution ### ❌ The Problem You Identified "The Brønnøysund API doesn't give access to all data info, like economy, employees, etc." **You were right!** The API provides: - ✅ Employee counts (actually works!) - ❌ NO revenue, profit, assets, equity ### ✅ The Solution: Manual Import **CompanyIQ now supports manual financial data import!** Download FREE from Brønnøysund → Import to CompanyIQ → Get automated analysis --- ## 🚀 How It Works ### The Hybrid Approach ``` ┌─────────────────────────────────────────────────┐ │ Step 1: Automated Company Discovery │ │ ✅ CompanyIQ finds all relevant companies │ │ ✅ Employee counts, addresses, NACE codes │ │ ✅ Market landscape, SSB trends │ │ Time: 2 minutes │ └─────────────────────────────────────────────────┘ ↓ ┌─────────────────────────────────────────────────┐ │ Step 2: Manual Financial Data Collection │ │ 📥 Download årsregnskap from Brønnøysund │ │ 📥 Extract key figures (revenue, profit, etc) │ │ 📥 Create CSV or input directly │ │ Time: 5 minutes per company │ │ Cost: FREE │ └─────────────────────────────────────────────────┘ ↓ ┌─────────────────────────────────────────────────┐ │ Step 3: Import to CompanyIQ │ │ ✅ Use 'import_financials' tool │ │ ✅ Data persists in database │ │ Time: 30 seconds │ └─────────────────────────────────────────────────┘ ↓ ┌─────────────────────────────────────────────────┐ │ Step 4: Automated Analysis with Real Data │ │ ✅ Full financial analysis │ │ ✅ Growth calculations │ │ ✅ Risk assessment with actual financials │ │ ✅ Multi-year comparisons │ │ Time: 1 minute │ └─────────────────────────────────────────────────┘ ``` **Total:** ~7 minutes per company for complete analysis **Cost:** FREE **Result:** Professional-grade financial intelligence --- ## 💰 Cost Comparison ### Option A: Proff.no (Commercial) - **Cost:** 5,000-50,000 NOK/year - **Time:** Instant access - **Best for:** >100 companies, frequent updates ### Option B: CompanyIQ + Manual Import (FREE) - **Cost:** ✅ FREE - **Time:** 5 min per company (one-time) - **Best for:** <50 companies, annual updates ### The Math: - 10 companies → Save 45,000 NOK - 50 companies → Save 40,000 NOK (4 hours work) - 200 companies → Maybe worth paying for Proff.no --- ## 🎯 What You Can Now Do ### Before Manual Import: ``` User: "Analyze financials for Equinor" CompanyIQ: "❌ No financial data available. Use Proff.no for actual financials." ``` ### After Manual Import: ``` User: "Import Equinor financials for 2023: Revenue: 1150 billion Profit: 85 billion" CompanyIQ: "✅ Data imported!" User: "Analyze financials for Equinor" CompanyIQ: "💰 FINANSIELL ANALYSE: EQUINOR ASA 📊 SISTE REGNSKAPSÅR (2023): - Omsetning: 1,150,000M NOK - Resultat: 85,000M NOK - Margin: 7.4% ⚠️ RISIKOVURDERING: Risikoscore: 15/100 Anbefaling: LOW RISK - Stable ✅ Using REAL data from: bronnoysund" ``` --- ## 📥 Quick Start: Import Your First Company ### 5-Minute Tutorial **1. Find a company:** ``` Search for "DNB" ``` Result: DNB ASA - Org.nr 984851006 **2. Download årsregnskap:** - Visit: https://www.brreg.no/ - Search: 984851006 - Download: Annual accounts 2023 - Extract figures from PDF **3. Import:** ``` Import financial data for company 984851006: Year: 2023 Revenue: 45000000000 Profit: 8500000000 Assets: 2800000000000 Equity: 285000000000 Source: bronnoysund ``` **4. Analyze:** ``` Analyze financials for company 984851006 ``` **Result:** Complete financial analysis with real data! ✅ --- ## 📁 Bulk Import Example ### Import 10 Companies at Once **Create `it_companies.csv`:** ```csv org_nr,year,revenue,profit,assets,equity,employees,source 912345678,2023,45000000,2300000,18000000,9500000,125,bronnoysund 987654321,2023,87000000,5100000,32000000,15000000,bronnoysund ...8 more companies... ``` **Import:** ``` Import financials from file: /Users/me/Downloads/it_companies.csv format CSV ``` **Result:** ``` ✅ FILIMPORT FULLFØRT ✅ Importert: 10 regnskapsposter ``` **Now Analyze All:** ``` Show high-growth companies with real revenue data ``` **Result:** Rankings based on actual financial performance! --- ## 🎓 Real-World Use Case ### Scenario: M&A Target Screening **Goal:** Find acquisition targets in Norwegian IT sector **Step 1: Market Mapping (2 min)** ``` Find IT companies in Norway with 20-100 employees ``` Result: 50 companies **Step 2: Initial Screening (5 min)** ``` - Check bankruptcy status - Analyze market landscape - Get SSB growth trends ``` Result: 15 interesting companies **Step 3: Download Financials (75 min)** - Visit Brønnøysund for each of 15 companies - Download årsregnskap (5 min each) - Extract key figures **Step 4: Import Data (2 min)** ``` Import financials from file: targets.csv ``` **Step 5: Comprehensive Analysis (10 min)** ``` For each target: - Analyze financials - Calculate growth rates - Assess risk - Compare to industry average ``` **Total Time:** ~95 minutes **Total Cost:** FREE **Result:** Complete M&A target analysis with financial data **vs. Proff.no:** - Time: 20 minutes - Cost: 50,000 NOK/year - You saved: 50,000 NOK --- ## ✅ What's Now Possible ### Financial Analysis That Actually Works: **1. Growth Analysis with Real Revenue** ``` Import 3 years of data → See actual revenue growth % ``` **2. Risk Assessment with Real Financials** ``` Import balance sheet → Calculate debt/equity ratio ``` **3. Multi-Year Trends** ``` Import 2020-2023 → See 4-year trend analysis ``` **4. Competitive Comparison** ``` Import 5 competitors → Rank by profitability ``` **5. Industry Benchmarking** ``` Your company vs. SSB industry average ``` --- ## 📊 Enhanced Tools After Import ### Before Import: - `analyze_financials` → "No data available" - `analyze_growth` → Employee-based only - Risk scoring → Basic status checks ### After Import: - `analyze_financials` → Full P&L and balance sheet analysis - `analyze_growth` → Real revenue/profit growth % - Risk scoring → Debt ratios, profitability, trends **The same tools, but with real data!** --- ## 🔧 Technical Implementation ### Two New MCP Tools: **1. `import_financials`** - Import single company, single year - Input data via Claude conversation - Immediate feedback **2. `import_financials_from_file`** - Bulk import from CSV/JSON - Process multiple companies - Multi-year data ### Data Storage: - Saved in `financial_snapshots` table - Persists across restarts - Can be updated anytime - Source tracking (know where data came from) ### Integration: - All existing tools automatically use imported data - No code changes needed - Seamless experience --- ## 📖 Documentation **New Files Created:** - `MANUAL_IMPORT_GUIDE.md` (13K) - Complete import guide - `templates/financials_template.csv` - CSV template - `templates/financials_template.json` - JSON template - `test_import_example.csv` - Example with real data **Updated:** - README.md - New tools documented - WHAT_YOU_GET.md - Import capabilities - STATUS.md - 10 tools (was 8) --- ## 🎉 Final Status ### CompanyIQ Version 1.2.0 **Total Tools:** 10 (was 8, added 2 import tools) **Core Capabilities:** - ✅ Company search and discovery - ✅ Market intelligence with SSB - ✅ Employee data (real numbers) - ✅ **Financial analysis (when data imported)** - ✅ Multi-year trend analysis - ✅ Growth calculations - ✅ Risk assessment **Data Sources:** - Brønnøysund (automated) - Company registry - SSB (automated) - Statistics with trends - **Manual import (NEW)** - Financial statements **Cost:** ✅ Completely FREE **Trade-off:** 5 minutes manual work per company --- ## 🚀 Get Started ### 1. Configure Claude Desktop See `QUICK_START.md` ### 2. Import Your First Company See `MANUAL_IMPORT_GUIDE.md` ### 3. Run Analysis ``` Analyze financials for [your company] ``` **You now have a complete, FREE Norwegian company intelligence platform with real financial analysis!** 🇳🇴💰✨ --- **The Answer:** YES! Manual download + import is not only possible, it's now **fully implemented** and ready to use! 🎯