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Revelata deepKPI

★ 3

from revelata

Deep fundamental data from SEC filings, including operational KPIs not found on Bloomberg, built for your financial AI agents.

🔥🔥🔥🔥✓ VerifiedAccount requiredNeeds API keys
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deepkpi-agents: Revelata Agentic Skills Library

Open-source agentic skills for equity research and analysis, powered by Revelata deepKPI. Pull structured KPI time series, full SEC filing markdown (10-K, 10-Q, 8-K), 10-K-derived company summaries, and more — directly into Claude, ChatGPT, or OpenClaw.

The skills cover a growing set of fundamental workflows for equity research: KPI lookup, filing-text retrieval, derived metric calculation, peer benchmarking, seasonality analysis, and analyst-report pressure-testing.

Data access requires a free Revelata account. Every data point returned by our deepKPI service has a clickable hyperlink back to its source sentence in the original filing. Provenance is preserved through every downstream tool call, so analyses are 1-click auditable — no opaque numbers, no hand-waved citations.

Authentication is via OAuth (Claude, ChatGPT) or API key (OpenClaw). For manual MCP server setup, endpoint URL, and the underlying tool reference, see MCP.md.

Skills

SkillWhat it does
kpiPulls structured KPI time series for US public companies from SEC filings; supports Excel export.
company-summaryDescribes a company's business and segment / geography structure; supports thematic "who does X?" discovery.
filingPulls clean SEC filing markdown into chat; extracts verbatim quotes from MD&A, risk factors, footnotes.
seasonalityComputes seasonal quarterly ratios from historical actuals; splits annual forecasts into quarterly estimates; outputs an Excel workbook.
implied-metricDerives metrics that aren't directly reported — Q4 from FY−(Q1+Q2+Q3), segment remainders, per-unit economics (ARPU, ASP, AUV), take rates.
pressure-testPressure-tests analyst reports against SEC filing data; outputs an interactive HTML report with claim-by-claim evidence and provenance hyperlinks.
benchmarkPerforms operational peer / comp discovery via deepKPI semantic search; aligns KPI fingerprints, generates segment sub-benchmarks, supports HTML and Excel output.
ideasGuides users without a specific company or thesis through idea generation — interactive interview, screen, and deep-dive.
revelataOrchestrates complex multi-step research that crosses multiple workflows.

Examples

Once installed, ask your agent to do your work:

Pull membership data for Planet Fitness and create an Excel workbook
Analyze quarterly sales for Darden restaurants. Impute Q4 sales if necessary.
Model seasonality in Monster Energy's sales by brand
Pull the store count rolls for Planet Fitness into Excel
Pressure test this analyst report on Clorox [attach PDF] — use SEC data and give me the HTML report

In Claude Cowork or Claude Code, you can also invoke a specific skill directly with a slash command:

/revelata:kpi PLNT number of members
/revelata:pressure-test [attach PDF]