Annalist Financial Statements

Connect it to your AI

Claude Code

claude mcp add --transport http annalist https://annalist.io/mcp

Claude, ChatGPT, Cursor and other apps

Add it as a custom connector with this URL (Streamable HTTP):

https://annalist.io/mcp

Cursor, VS Code and other apps (mcp.json)

{
  "mcpServers": {
    "annalist": {
      "url": "https://annalist.io/mcp"
    }
  }
}

Tools it offers

15 tools, as the server itself reported during our check on Oct 31, 2026.

• search_companiesFind companies covered by Annalist by name, ticker, SEC CIK or id, optionally filtered by country. Returns each company's id (used by the other tools), identifiers, sources and latest snapshot.
• get_company_overviewOne answer on a company, the first call for a question about it: identity, sector, latest snapshot, revenue and net income of the latest quarter (or fiscal year) with their change against a year earlier, the latest value
• get_statementFigures of one statement for one company from its latest snapshot, filtered by period and item. Every row gives its period with start and end dates, whether each value is reported or derived, and the source document ids
• get_ratiosRatios computed from a company's latest snapshot by formulas with stable ids (bank.roe, corp.roic). Every value gives its unit, period and the snapshot figures it was computed from, each with its value and source documen
• get_findingsThe key findings of a company, written by fixed rules from its figures: each a sentence ready to quote with its rule, claim, state (New, Confirmed, Strengthened, Weakened), the period, the measure and the figures it stat
• screen_companiesScreen the companies of the coverage as the Screener page of Annalist does, or rank them by one measure. With screen, the conditions of the page joined by commas: roic.gt.12 (latest value above 12; lt below), roic.gt.12.
• compare_companies2 to 4 companies side by side, aligned on calendar quarters as Annalist Compare places their fiscal periods, so that companies whose fiscal years end in different months stand in the same quarter. Measures are ratio ids
• get_eventsCorporate events of a company found by fixed rules in its filings: acquisitions, disposals, spin-offs, discontinued operations, reorganisations, stock splits, restatements, name changes and changes of fiscal year, each w
• get_data_qualityHow far the figures of a company are proven: the values published, confirmed by a check, confirmed by a second document, derived from reported figures and withheld, with the meaning of each measure; every withheld value
• get_snapshot_infoThe latest snapshot of a company: as-of period, release date and time of publication, coverage, conventions (units, signs, fiscal calendar), validation summary, available statements, files with SHA-256 and the citation f
• list_snapshotsEvery snapshot that the site has published for a company, oldest first, with its as-of period, dataset hash and time of publication: the point-in-time record of the coverage. Pass a date of it as at to get_statement, get
• get_sourcesSource documents of a company's latest snapshot: kind, period, release or filing date (indexed: the date an index added a report that states no date of publication), URL of the official document or of the search page of
• run_buyoutRun the buyout model 1.0 of Annalist Deal Lab on a company's published figures, at its starting values or with the caller's assumptions under the keys of the address of the page (entry, exit_mult, years, debt, growth, ma
• searchSearch the documents of Annalist for a question in words, as ChatGPT connectors and deep research do: the overview, key findings, statements and ratios of the companies that the question names, or the overviews of the co
• fetchThe full text of one document that search returned (an overview, key findings, a statement or the ratios of one frequency of a company), as JSON with its figures, units, periods and source document ids, with the address

Questions