v0.16.3 · MCP Protocol
This is a Model Context Protocol server that connects AI assistants like Claude Desktop to Foresight's private markets data and analytics platform. Once connected, you can ask natural-language questions about your funds, portfolio companies, deal flow, and sourcing pipeline — and the assistant will retrieve live data directly from Foresight to answer them.
Typical use cases include:
The tools available to you may vary depending on your licensing agreement.
| Tool | Description |
|---|---|
average | Calculate the average (mean) of an array of numbers |
count | Count the number of items in an array of strings. Returns both total count and distinct count. IMPORTANT: Before using this tool, check if the count is already available in a previous tool response. Maximum 100 items. |
difference | Calculate absolute and percentage differences for pairs of numbers. Returns both absolute difference and percentage change for each pair. |
find_company_fund_metrics_for_fund | Get specific company fund metrics for all companies in a fund. Returns only requested metrics (max 6) for better performance. Use list_company_metrics to discover available metrics. NOTE: This tool does not support KPI data. If you need KPIs for companies in a fund, first use this tool to get the list of company IDs, then use find_kpis_for_all_companies with those company IDs. |
find_info_for_all_companies | Get specific company info fields across portfolio companies. Returns only requested fields for better performance. Use list_company_info to discover available fields. |
find_kpis_for_all_companies | Get specific KPIs across portfolio companies. Returns only requested KPIs for better performance. Use list_company_kpis to discover available KPI IDs. |
find_metrics_for_all_companies | Get specific calculated investment metrics across portfolio companies. Returns only requested metrics for better performance. Use list_company_metrics to discover available metrics. |
find_metrics_for_all_funds | Get specific fund metrics across all funds. Returns only requested metrics for better performance. Use list_fund_metrics to discover available metrics. |
find_rounds | Query investment rounds by attributes across companies and funds. Use list_round_fields to discover filterable fields. |
get_company_cap_table | Get cap table and ownership data for a company. Returns shareholders and security details. |
get_company_fund_metrics | Get per-fund breakdown of calculated investment and financial metrics for a company. Same as get_company_metrics but grouped by fund or fund type. For single company only. |
get_company_historical_financials | Get historical financial data for specific KPIs. Use list_company_kpis to find KPI IDs |
get_company_info | Get info about a company, like identifiers, description, sector, location, people, investment basics, co-investors, and operational details. Use find_info_for_all_companies for multiple companies. |
get_company_investments | BEST tool for investment transaction details. Get investment history, transaction timing, and position performance (MOIC, IRR) for a company. |
get_company_kpis | Get financial and operational KPIs reported by the company. Use find_kpis_for_all_companies for multiple companies. |
get_company_metrics | Get calculated investment and financial metrics for a company, like MOIC, IRR, ownership, valuations. Use find_metrics_for_all_companies for multiple companies. |
get_company_rounds | Get all investment rounds for a specific company with valuation, ownership, and performance data |
get_deal_lead_companies | Get companies grouped by their deal lead (investment partner). Returns list of deal leads with their associated companies. |
get_deal_lead_metrics | Get aggregated performance metrics for deal leads (partners). Returns IRR, MOIC, DPI, TVPI, RVPI, investment amounts, and company counts grouped by partner. |
get_fund_metrics | Get fund performance metrics for a single fund. Returns IRR, DPI, TVPI, RVPI, cash flows, and active company counts. Use find_metrics_for_all_funds for multiple funds. |
get_fund_rounds | Get all investment rounds where a specific fund participated |
health_check | Check MCP server and Foresight API health status. |
list_company_info | List all available company info fields that can be requested, like identifiers, description, sector, location, people, investment basics, co-investors, and operational details |
list_company_kpis | List all available KPIs that can be requested: financial and operational KPIs reported by the companies |
list_company_metrics | List all available calculated investment and financial metrics that can be requested like MOIC, IRR, ownership, valuations |
list_fund_metrics | List all available fund metrics that can be requested |
list_funds | List all funds with id, name, and aliases. |
list_portfolio_companies | List all portfolio companies with just id and name. |
list_round_fields | List all available fields on investment round objects for discovery and filtering. Use this to understand what data is available before querying rounds. |
search_sourcing_companies | Search for companies in the Sourcing database by name or description |
sum | Calculate the sum of an array of numbers. IMPORTANT: Before using this tool, check if the sum is already available in a previous tool response. Maximum 100 items. |
https://mcp.staging.foresightdata.com/mcp
If the custom connector option is unavailable, add the server as a remote MCP server
in your claude_desktop_config.json:
{
"mcpServers": {
"foresight": {
"url": "https://mcp.staging.foresightdata.com/mcp"
}
}
}
Authentication is handled automatically via OAuth discovery
(/.well-known/oauth-protected-resource). No manual token configuration is needed.
For direct integration, send JSON-RPC requests via POST /mcp:
curl -X POST https://mcp.staging.foresightdata.com/mcp \
-H "Content-Type: application/json" \
-H "Authorization: Bearer <your-access-token>" \
-d '{"jsonrpc":"2.0","id":1,"method":"tools/list"}'