ROIC.ai Financial Data MCP Server
OfficialServer Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| ROIC_API_KEY | Yes | Your ROIC.ai REST API key | |
| ROIC_API_BASE | No | Override the API base URL | https://api.roic.ai/v2 |
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
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| search_tickersA | Search for stock tickers by ticker symbol or company name. Returns matching companies with exchange info. |
| list_tickersA | List available stock tickers (symbol, name, exchange, type, listed status). Use search_tickers for a targeted lookup. |
| search_ticker_by_identifierA | Look up a stock ticker by CIK (SEC identifier), CUSIP (9-char), or ISIN (12-char international identifier). |
| list_exchangesA | List all stock exchanges with the number of tickers on each. |
| list_sectorsA | List all market sectors with the number of tickers in each. |
| list_industriesA | List all industries with the number of tickers in each. |
| list_countriesA | List all countries with the number of tickers from each. |
| get_company_profileA | Get a detailed company profile: description, CEO, employees, sector, industry, exchange, country, and more. Accepts ticker, CIK, CUSIP, or ISIN. |
| get_company_newsA | Get recent news articles for a company, with pagination and optional date filtering. |
| get_latest_earnings_callA | Get the most recent earnings call transcript for a company. |
| list_earnings_callsA | List available earnings calls for a company (year, quarter, date). Does not include transcript text. |
| get_earnings_call_transcriptA | Get a specific earnings call transcript by year and quarter. Use list_earnings_calls to find available calls first. |
| get_stock_pricesA | Get historical stock price data (OHLCV) for a company, with optional date range and ordering. |
| get_latest_stock_priceA | Get the most recent stock price for a company. |
| get_income_statementA | Get income statement data: revenue, gross profit, operating income, net income, EPS, EBITDA, and margins. |
| get_balance_sheetA | Get balance sheet data: assets, liabilities, debt, equity, shares outstanding, and key balance-sheet ratios. |
| get_cash_flowA | Get cash flow data: operating, investing, and financing cash flows, CapEx, free cash flow, and dividends. |
| get_profitability_ratiosA | Get profitability ratios: ROE, ROA, ROIC, gross/operating/EBITDA/profit margins, effective tax rate, and payout ratio. |
| get_credit_ratiosA | Get credit and debt ratios: net/total debt to EBITDA, debt to equity/capital/assets, and interest coverage. |
| get_liquidity_ratiosA | Get liquidity ratios: cash, current, and quick ratios, cash-flow-to-liabilities, and the Altman Z-Score. |
| get_working_capital_ratiosA | Get working-capital efficiency: receivable/inventory/payable turnover and days, and the cash conversion cycle. |
| get_yield_analysisA | Get yield metrics: free-cash-flow yield, shareholder yield, capital yield, dividends paid, and enterprise value. |
| get_enterprise_valueA | Get enterprise value metrics: market cap, enterprise value, EV/Sales, EV/EBITDA, and EV/EBIT. |
| get_valuation_multiplesA | Get valuation multiples: P/E, P/B, P/S, P/CF, P/FCF, EV/Sales, EV/EBITDA, EV/EBIT (last/avg/high/low). |
| get_per_share_dataA | Get per-share metrics: EPS, diluted EPS, revenue, EBITDA, dividends, book value, cash flow, and free cash flow per share. |
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 25 tools
Most tools have clearly distinct purposes, such as listing exchanges versus searching tickers versus retrieving financial statements. Minor overlaps exist (e.g., get_enterprise_value and get_valuation_multiples both include EV metrics, and list_tickers/search_tickers/search_ticker_by_identifier are similar but with different lookup methods), but descriptions sufficiently clarify scope.
All tools follow a consistent verb_noun pattern using list_, search_, or get_ prefixes. Names are descriptive and predictable (e.g., list_industries, get_cash_flow, search_ticker_by_identifier). There are no mixed naming conventions or vague verbs.
With 25 tools, the set falls into the borderline-heavy range (16-25). Each tool has a specific financial metric or report, but some could be consolidated (e.g., grouping ratio families). The count is justifiable for a broad financial data API but feels slightly high.
The server covers a comprehensive range of financial data: company profiles, news, earnings calls, historical and latest prices, core statements, multiple ratio categories, and valuation metrics. There are no obvious gaps or dead ends for a read-only financial data server.