Standard Metrics MCP Server
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 |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| 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_companiesB | 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_companyB | Get a specific company by ID. Args: company_id: The unique identifier for the company |
| search_companiesA | 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_metricsB | 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_optionsC | 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_budgetsB | 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_columnsB | 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_optionsC | 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_documentsB | 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_fundsA | 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_requestsB | 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_reportsA | 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_notesB | 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_usersA | 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_summaryA | 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_performanceC | 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_summaryC | 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_metricsB | 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_summaryC | 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 | |
TDQS
Scored across 19 tools
Most tools have distinct purposes (e.g., get_company vs list_companies), but some overlap exists between get_company_financial_summary and get_company_performance, as both retrieve historical data; also get_company_metrics and get_company_recent_metrics differ mainly by recency vs. range, which could cause confusion.
All tool names follow a consistent verb_noun pattern (e.g., get_company, list_companies, search_companies), with no mixing of styles or irregular naming, ensuring predictability.
19 tools is slightly on the high side but remains reasonable for a portfolio management server covering companies, funds, budgets, documents, notes, and users. A few tools overlap in functionality (e.g., get_company_recent_metrics vs get_company_metrics), but overall each tool serves a clear purpose.
The tool set is predominantly read-only, with no create, update, or delete operations for any entity. While this may align with a reporting-focused server, agents will hit dead ends if they need to modify data. Missing operations like creating notes or updating companies are notable gaps.