io.github.simonmak-ascent/fair-value
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
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
} |
| logging | {} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| valuation_dcfA | Value a company by discounting projected free cash flows to present value. Supply explicit assumptions, or omit them to derive from current market data. Use this for going-concern cash-flow businesses; for asset-heavy holding companies use valuation_nav, and for peer-based pricing use valuation_cca. Returns fair value per share plus the WACC and terminal value. |
| valuation_navA | Value an asset-heavy or holding company as the sum of its listed and unlisted holdings less liabilities. Use this when value is asset-based rather than cash-flow-based; for cash-flow businesses use valuation_dcf. Returns net asset value and NAV per share. |
| valuation_ccaA | Value a company by applying median peer multiples (P/E, P/B, P/S, EV/EBITDA) to the target's metrics. Use this for market-based pricing when comparable peers are available; for intrinsic value use valuation_dcf. Returns an implied value per multiple and an average. |
| review_reportA | Analyze an existing valuation report (spreadsheet, PDF, Word document, or image) and check methodology, formulas, WACC and terminal value, key assumptions, and data sources. Use this to audit a document rather than to produce a valuation. Macro-enabled and unsafe files are rejected, and external-data formulas are flagged. Returns findings plus a review report. |
| get_valuation_summaryA | Return a company profile with key market metrics (price, market cap, beta, P/E), price, and historical volatility. Use this to gather inputs for a valuation or to sanity-check a fair value against the market. Read-only and fetches live market data. |
| calculate_waccA | Compute WACC = weke + wdkd*(1 - tax) from capital weights and costs. Use this when you already have the weights and component costs; to derive them from market data use get_valuation_summary first. Returns the WACC and its equity/debt contributions. |
| calculate_eclA | Compute IFRS 9 / HKFRS 9 expected credit loss as EAD x PD x LGD. Use this for a single exposure; for portfolio or staging PD models use the delegated credit-risk tools. Returns the ECL amount in the exposure's currency. |
| black_scholes_priceA | Price a European call or put with the Black-Scholes-Merton model. Use this for a single European option; for swaps, convertible bonds, futures, or greeks use the delegated derivatives tools. Returns the option price and the inputs used. |
| valuation_advancedB | Valuation Advanced (valuation_advanced) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_advanced' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_biotechB | Valuation Biotech (valuation_biotech) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_biotech' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_capmA | Valuation Capm (valuation_capm) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_capm' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_comparablesA | Valuation Comparables (valuation_comparables) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_comparables' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_complianceA | Valuation Compliance (valuation_compliance) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_compliance' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_coreA | Valuation Core (valuation_core) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_core' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_cost_approachB | Valuation Cost Approach (valuation_cost_approach) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_cost_approach' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_customerA | Valuation Customer (valuation_customer) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_customer' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_discount_rateB | Valuation Discount Rate (valuation_discount_rate) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_discount_rate' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_emergingA | Valuation Emerging (valuation_emerging) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_emerging' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_fintechA | Valuation Fintech (valuation_fintech) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_fintech' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_goodwill_ppaB | Valuation Goodwill Ppa (valuation_goodwill_ppa) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_goodwill_ppa' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_hardwareA | Valuation Hardware (valuation_hardware) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_hardware' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_human_capitalA | Valuation Human Capital (valuation_human_capital) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_human_capital' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_impairmentB | Valuation Impairment (valuation_impairment) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_impairment' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_income_methodsB | Valuation Income Methods (valuation_income_methods) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_income_methods' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_internationalB | Valuation International (valuation_international) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_international' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_ipB | Valuation Ip (valuation_ip) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_ip' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_market_approachA | Valuation Market Approach (valuation_market_approach) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_market_approach' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_marketplaceA | Valuation Marketplace (valuation_marketplace) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_marketplace' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_probabilityA | Valuation Probability (valuation_probability) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_probability' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_royalty_analysisA | Valuation Royalty Analysis (valuation_royalty_analysis) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_royalty_analysis' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_saasA | Valuation Saas (valuation_saas) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_saas' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_simulationB | Valuation Simulation (valuation_simulation) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_simulation' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_stakeholderA | Valuation Stakeholder (valuation_stakeholder) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_stakeholder' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_technologyA | Valuation Technology (valuation_technology) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_technology' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
| valuation_time_valueB | Valuation Time Value (valuation_time_value) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_time_value' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
| value_company_dcf | Guide a discounted cash flow valuation for a listed company. |
| review_valuation_report | Guide a structured review of an existing valuation report file. |
| explain_cost_of_capital | Guide a cost-of-capital explanation using profile data and WACC. |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| valuation_methods | Machine-readable catalog of valuation methods, formulas, and standards. |
TDQS
Scored across 35 tools
The eight native tools (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, black_scholes_price, review_report, get_valuation_summary) are clearly distinct, but the ~27 delegated tools share template-identical descriptions differing only in name. An agent cannot reliably tell valuation_saas from valuation_marketplace, valuation_fintech, or valuation_capm, causing frequent misselection.
Nearly all tools use a consistent snake_case convention with a dominant 'valuation_' prefix, plus calculate_*, black_scholes_price, review_report, and get_valuation_summary. The pattern is predictable and readable despite a few verbless names. Consistency of style is good even though names alone do not disambiguate purpose.
35 tools far exceeds a reasonable scope for a valuation server, and the bulk are near-duplicate delegated endpoints. This is heavy and redundant rather than a well-earned surface. A much smaller set of distinct valuation methods would serve better.
Core valuation workflows are covered (DCF, NAV, CCA, WACC, ECL, options, report review, market data), which is solid for a read-only compute server. However, the delegated tools are opaque about their actual operations, so it is unclear whether the claimed corporate/startup/intangible coverage is real or just an error-envelope stub, leaving meaningful gaps in the effective surface.