An MCP server that transforms standard LLMs into autonomous investment bankers, enabling live market data retrieval, fundamental ratio calculations, DCF valuations, portfolio diversification assessment, and automated emailing of executive reports.
An MCP server that automates extraction of structured financial data from investment memorandums and generates standardized PowerPoint presentations through a RESTful API.
MCP server for deterministic numeric verification and spreadsheet auditing. Enables AI agents to verify math/finance claims, audit rows, and evaluate covenant rules with signed, independently checkable receipts.
Turns financial documents into AI-generated investment briefs by exposing banking tools like search financials, compare companies, and risk flagging as an MCP server, allowing an LLM agent to discover and use them dynamically.