Standard Metrics

You set up a Model Context Protocol (MCP) server to connect Claude Desktop and other MCP clients to your Standard Metrics data. With this server, you can analyze your portfolio, query financial metrics, filter and search companies, generate reports, and track trends using up-to-date data from your Standard Metrics account.

How to use

You interact with the Standard Metrics MCP server through your MCP-enabled client. Once connected, you can ask Claude to summarize your whole portfolio, fetch key metrics for individual companies, compare sectors, generate financial reports, and run custom queries on your data. Use natural language prompts to request overviews, trends, and specific metrics, then refine results by applying filters such as sector, time range, or performance criteria.

How to install

Prerequisites: install the MCP runtime tools and have OAuth2 credentials from Standard Metrics.

Option A: Install via UVX (preferred for development and testing)

1. Ensure you have the uvx tool available in your environment. If you don’t have it yet, install the uv python package manager.

2. Create or open your Claude Desktop MCP configuration file where your MCP servers are defined.

3. Add the following configuration block to your Claude Desktop MCP configuration file, replacing the placeholders with your actual OAuth2 credentials and the path to uvx on your system.

{
  "mcpServers": {
    "standard-metrics”: {
      "command": "/path/to/uvx",
      "args": ["smx-mcp"],
      "env": {
        "SMX_CLIENT_ID": "your_client_id_here",
        "SMX_CLIENT_SECRET": "your_client_secret_here"
      }
    }
  }
}

Option B: Run via Docker

If you prefer running the MCP server in a Docker container, use the Docker-based configuration shown here.

Add this to your Claude Desktop MCP config to run the Docker image with your credentials.

{
  "mcpServers": {
    "standard-metrics": {
      "command": "docker",
      "args": [
        "run", "--rm", "-i",
        "-e", "SMX_CLIENT_ID=your_client_id_here",
        "-e", "SMX_CLIENT_SECRET=your_client_secret_here",
        "-p", "8000:8000",
        "quaestorapp/smx-mcp:latest"
      ]
    }
  }
}

Available tools

list_companies

List all companies associated with your firm with optional pagination.

get_company

Retrieve a specific company by its ID.

search_companies

Search companies by name, sector, or city with pagination options.

get_company_metrics

Fetch metrics for a given company across optional date ranges and cadence.

get_metrics_options

Retrieve available metric categories and options.

get_company_recent_metrics

Get the most recent metrics for a specific company.

get_portfolio_summary

Produce a comprehensive summary of the portfolio including metrics per company.

get_company_performance

Provide detailed performance data for a specific company over a set period.

get_company_financial_summary

Return a financial summary for a company over time.

list_budgets

List all budgets available for the firm.

get_custom_columns

Fetch custom column data for companies.

get_custom_column_options

List all custom columns and their available options.

list_documents

List documents associated with the firm and filter by various criteria.

list_funds

List funds linked to the firm.

list_information_requests

List information requests sent to portfolio companies.

list_information_reports

List information reports tied to information requests.

list_notes

List notes for a specific company with pagination and sorting.

get_company_notes_summary

Summarize recent notes for a company.

list_users

List users associated with the firm.