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 |
Capabilities
Features and capabilities supported by this server
| 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 | |
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