Skip to main content
Glama
roicai

ROIC.ai Financial Data MCP Server

Official
by roicai

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
ROIC_API_KEYYesYour ROIC.ai REST API key
ROIC_API_BASENoOverride the API base URLhttps://api.roic.ai/v2

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
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

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/roicai/agents-plugin'

If you have feedback or need assistance with the MCP directory API, please join our Discord server