Summary
A diligence tearsheet, generated rather than assembled.
The pass an analyst makes over a manager — filings, performance, service providers, risk flags — comes back as one structured PDF instead of a folder of tabs.
What it is
A research pipeline exposed as an MCP server. An agent fleet gathers from SEC EDGAR, filings, news and the web through Firecrawl; an assembler normalizes the result into fund profile, performance, risk signals and service providers; ReportLab formats it as a tearsheet.
What you get
- generate_manager_tearsheet produces the full tearsheet for a named manager
- list_available_managers shows who can be covered
- get_manager_coverage reports what is held on a given manager
- get_pipeline_status reports on a run in progress
- Output follows a diligence framework encoded from institutional buy-side practice, with a sample tearsheet in the repository
Requirements
Nothing local: it runs as a hosted MCP server, callable from Claude Desktop, Cursor or any other MCP client. Behind it sit Python, the Anthropic and OpenAI APIs, Qdrant, n8n, Firecrawl and ReportLab.
Setup effort
One command — smithery mcp add ndatta18-b06a/altbots