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Revelata deepKPI

Pull KPI time series and SEC filing text into the conversation, with a hyperlink from every number back to the sentence it came from.

by revelata ↗Equity & Fund Market DataCommunity

LABSCO SUMMARY

Every number stays clickable back to the sentence it was read from.

Provenance survives the whole chain: a KPI pulled into a benchmark, then into a pressure-test report, still carries the link to the filing sentence behind it. That is what makes the output auditable in one click rather than something an analyst re-derives before trusting it — which is the entire difference between a research tool and a plausible-sounding one.

What it is

Revelata's deepKPI service over MCP, with an open-source library of equity-research workflows built on it. It returns structured KPI series for US public companies drawn from SEC filings, clean 10-K, 10-Q and 8-K markdown, derived metrics, peer benchmarks and seasonality splits.

What you get

  • Structured KPI time series for US public companies, read out of SEC filings, with Excel export
  • Clean filing markdown in the conversation, and verbatim quotes from MD&A, risk factors and footnotes
  • Company business descriptions with segment and geography structure, plus thematic "who does X?" discovery
  • Metrics nobody reports directly — Q4 backed out of the full year, segment remainders, ARPU, ASP, AUV, take rates
  • Seasonal quarterly ratios from historical actuals, splitting an annual forecast into quarters as an Excel workbook
  • Operational peer discovery by semantic search, with aligned KPI fingerprints and segment sub-benchmarks, in HTML or Excel
  • Analyst reports pressure-tested claim by claim against filing data, as an interactive HTML report
  • A guided path for users with no company or thesis yet — interview, screen, deep dive — and an orchestrator for research that crosses several of these at once
  • A clickable link from every returned data point back to its source sentence in the original filing, preserved through downstream calls

Requirements

A free Revelata account. The MCP endpoint is https://deepkpi-mcp.revelata.com/mcp, authorized over OAuth in Claude and ChatGPT — the browser flow runs on first use. The skills install as a plugin from the revelata/deepkpi-agents marketplace, or as a ZIP uploaded to Claude.ai with code execution enabled. A Cowork install propagates to Claude Code; the reverse does not, so install through Cowork if you want both. OpenClaw takes a different route entirely: the REST API with an API key in DEEPKPI_API_KEY, no MCP.

Setup effort

Add the hosted endpoint, then sign in — paste it into your client, then approve the OAuth sign-in

See installation options