Connect any LLM agent to our analysis. Natively.

• list_valuation_calculators()Beta

  List every valuation calculator, model id, applicability map, methodology variant, and sensitivity-axis whitelist.

  args: none
• calculate_valuation_model()Beta

  Run one stateless valuation calculator with user-supplied assumptions. No workbook or report mutation.

  args: model, assumptions, market, capital_structure
• calculate_valuation_suite()Beta

  Run the full calculator suite for one payload and return the same backend-kernel response envelope.

  args: assumptions, market, capital_structure
• calculate_sensitivity_matrix()Beta

  Generate a two-axis matrix by recomputing each cell through the calculator kernel. Capped at 7 x 7.

  args: model, row_axis, column_axis, offsets
• get_stock_calculator_defaults()Beta

  Fetch ticker-calibrated calculator defaults, including variant-scoped fields when requested. Requires the enterprise-only valuation:defaults scope.

  args: ticker, model?, methodology_variant? | suite?
• explain_valuation_formula()Beta

  Return catalog metadata, formula notes, variants, and model caveats for one calculator.

  args: model
• list_financial_calculators()Beta

  List the standalone financial planning calculators exposed through the same MCP server.

  args: none
• calculate_lump_sum_investment()Beta

  Calculate compound-interest future value for a one-time investment with fees, taxes, inflation, schedule, and scenarios.

  args: initial_investment, return, years, frequency?, currency?
• calculate_lump_sum_sensitivity()Beta

  Generate a recomputed sensitivity grid for lump-sum return, years, or initial investment assumptions.

  args: inputs, row_axis, column_axis, grid_size?
• calculate_sip_investment()Beta

  Calculate recurring investment future value with explicit contribution frequency, timing, rate convention, fees, tax, inflation, and scenarios.

  args: contribution_amount, frequency?, expected_return, years, timing?, currency?
• calculate_sip_sensitivity()Beta

  Generate a recomputed sensitivity grid for SIP return, years, or contribution assumptions.

  args: inputs, row_axis, column_axis, grid_size?
• solve_sip_monthly_contribution()Beta

  Solve the recurring contribution required to reach a target corpus under SIP assumptions.

  args: target_future_value, inputs
• calculate_goal_based_sip()Beta

  Solve the required recurring contribution for a target corpus under goal-based SIP assumptions.

  args: target_wealth, target_amount_basis?, return, years, frequency?, timing?
• calculate_goal_based_sip_sensitivity()Beta

  Generate a recomputed sensitivity grid for required goal-based SIP contributions.

  args: inputs, row_axis, column_axis, grid_size?
• solve_goal_based_sip_tenure()Beta

  Solve the tenure needed for a fixed recurring contribution to reach the target corpus.

  args: contribution_amount, inputs
• get_goal_based_sip_ticker_defaults()Beta

  Fetch editable ticker-prefill assumptions for goal-based SIP with source audit. Requires financial-calculators:defaults.

  args: ticker
• backtest_goal_based_sip_ticker()Beta

  Run a historical goal-feasibility backtest using available price history. Requires financial-calculators:backtest.

  args: ticker, start_date, end_date, inputs
• explain_goal_based_sip_formula()Beta

  Return formula notes and caveats for the goal-based SIP required-contribution calculator.

  args: none
• calculate_sip_time_to_goal()Beta

  Solve the contribution periods, months, and years a recurring investment may need to reach a target corpus.

  args: target_wealth, contribution_amount, return, frequency?, timing?, currency?
• calculate_sip_time_sensitivity()Beta

  Generate a recomputed sensitivity grid for SIP time-to-goal return, contribution, or target assumptions.

  args: inputs, row_axis, column_axis, grid_size?
• get_sip_time_ticker_defaults()Beta

  Fetch editable ticker-prefill assumptions for SIP time-to-goal with source audit. Requires financial-calculators:defaults.

  args: ticker
• backtest_sip_time_to_goal()Beta

  Run a historical periodic target-hit backtest using available price history. Requires financial-calculators:backtest.

  args: ticker, start_date, end_date, inputs
• explain_sip_time_formula()Beta

  Return formula notes and caveats for the recurring investment solve-for-time calculator.

  args: none
• calculate_investment_time_to_goal()Beta

  Solve the years and months a one-time investment may need to reach a target amount under explicit compounding assumptions.

  args: target_wealth, initial_investment, return, convention?, frequency?, currency?
• calculate_investment_time_sensitivity()Beta

  Generate a recomputed sensitivity grid for time-to-goal return, target, or initial-investment assumptions.

  args: inputs, row_axis, column_axis, grid_size?
• get_investment_time_ticker_defaults()Beta

  Fetch editable ticker-prefill assumptions for investment time-to-goal with source audit. Requires financial-calculators:defaults.

  args: ticker
• backtest_investment_time_to_goal()Beta

  Run a historical target-hit backtest for a one-time investment using available price history. Requires financial-calculators:backtest.

  args: ticker, start_date, end_date, inputs
• explain_investment_time_formula()Beta

  Return formula notes and caveats for the one-time investment solve-for-time calculator.

  args: none
• get_sip_ticker_defaults()Beta

  Fetch editable ticker-prefill assumptions for SIP with source audit. Requires financial-calculators:defaults.

  args: ticker
• backtest_sip_ticker()Beta

  Run a historical periodic-investment backtest using available price history. Requires financial-calculators:backtest.

  args: ticker, start_date, end_date, inputs
• explain_sip_formula()Beta

  Return formula notes and caveats for the SIP recurring-investment calculator.

  args: none
• get_lump_sum_ticker_defaults()Beta

  Fetch editable ticker-prefill assumptions with source audit. Requires financial-calculators:defaults.

  args: ticker
• explain_lump_sum_formula()Beta

  Return formula notes and caveats for the lump-sum investment calculator.

  args: none
• calculate_asset_allocation()Beta

  Compute target monthly investment, savings-rate gap, and equity/debt/cash/gold allocation from salary, age, savings, and risk settings.

  args: current_monthly_salary, current_age, current_monthly_savings_investment, risk_profile?, allocation_rule?
• get_asset_allocation_defaults()Beta

  Return default asset allocation settings for currency, savings-rate policy, allocation rule, and supported buckets.

  args: currency?, region?
• get_asset_allocation_model_portfolios()Beta

  Fetch premium/admin model portfolio templates with editable assumptions and source audit. Requires financial-calculators:defaults.

  args: region?, currency?
• explain_asset_allocation_formula()Beta

  Return savings-rate, age-rule, risk-profile, horizon-cap, and emergency-fund formula notes.

  args: target_savings_rate_policy?, allocation_rule?, risk_profile?, current_age?
• calculate_education_savings()Beta

  Estimate the future education cost, funding gap, and required monthly contribution for a child education or college savings goal.

  args: child_current_age, education_start_age, present_education_cost, return, inflation?, savings?, aid?
• calculate_child_education_monthly_investment()Beta

  Convenience wrapper that solves the monthly investment needed for a child's future education goal.

  args: child_current_age, education_start_age, present_education_cost, expected_return_before_start
• get_education_savings_defaults()Beta

  Return default child education savings settings, including USD currency, visible education inflation, and monthly timing assumptions.

  args: currency?
• get_education_savings_market_defaults()Beta

  Fetch premium/admin historical return assumptions for an education-savings ticker or index proxy. Requires financial-calculators:defaults.

  args: symbol, symbol_type?, lookback_years?
• explain_education_savings_formula()Beta

  Return formula notes and caveats for future education cost, aid offset, existing savings, contribution solve, scenarios, and sensitivity.

  args: none
• calculate_fd_vs_equity_returns()Beta

  Compare fixed deposit/RD and equity/SIP future values with compounding, tax, inflation, scenarios, and break-even assumptions.

  args: investment_mode, investment_amount, tenure_years, fd_rate, equity_return, compounding?, tax?
• calculate_fd_vs_sip()Beta

  Convenience wrapper for monthly RD vs SIP comparison using the same deterministic calculator engine.

  args: investment_amount, tenure_years, fd_rate, equity_return, compounding?, timing?
• get_fd_vs_equity_defaults()Beta

  Return default FD/RD vs equity/SIP settings by currency.

  args: currency?
• get_fd_vs_equity_market_defaults()Beta

  Fetch premium/admin historical equity return assumptions with source audit. Requires financial-calculators:defaults.

  args: symbol, symbol_type?, lookback_years?
• explain_fd_vs_equity_formula()Beta

  Return formula notes and caveats for FD/RD, equity/SIP, tax, inflation, break-even, scenario, and sensitivity calculations.

  args: none
• calculate_ppf_maturity()Beta

  Calculate India Public Provident Fund maturity from deposits, tenure, rate, and fifth-day timing. Resources expose schema, current-rate source links, and examples. No workbook mutation.

  args: deposit_amount, frequency?, rate?, tenure?, timing?
• calculate_gst()Beta

  Calculate GST-exclusive or GST-inclusive taxable value, GST amount, invoice value, and CGST, SGST, UTGST, or IGST split. Resources expose schema, formula notes, and official-source links. No workbook mutation.

  args: amount, gst_rate, calculation_mode?, amount_unit?, currency?, supply_type?, rounding_precision?, rounding_mode?
• calculate_fixed_deposit_returns()Beta

  Calculate fixed deposit, term deposit, or CD maturity value with compounding, payout mode, and optional tax assumptions. Resources expose schema and formula notes. No workbook mutation.

  args: deposit_amount, rate, tenure_years, compounding_frequency?, tax_rate_on_interest?, withholding_rate?
• calculate_cagr()Beta

  Calculate compound annual growth rate, absolute return, gain or loss, and value multiple from beginning value, ending value, and period. Resources expose schema and formula notes. No workbook mutation.

  args: beginning_value, ending_value, period_years, period_months?, beginning_value_unit?, ending_value_unit?
• calculate_compound_interest()Beta

  Calculate compound-interest future value for a lump sum plus optional recurring deposits, with selectable compounding frequency, contribution frequency, fees, inflation, and tax assumptions. Resources expose schema and formula notes. No workbook mutation.

  args: initial_investment_amount, annual_interest_rate, tenure_years, regular_contribution_amount?, contribution_frequency?, contribution_timing?, annual_fee_rate?, inflation_rate?, tax_rate_on_gains?
• calculate_recurring_deposit_returns()Beta

  Calculate recurring deposit maturity value from monthly deposits with compounding, deposit timing, and optional tax assumptions. Resources expose schema and formula notes. No workbook mutation.

  args: monthly_deposit_amount, rate, tenure_years?, tenure_months?, compounding_frequency?, deposit_timing?
• calculate_education_loan_emi()Beta

  Calculate education-loan EMI after course duration and moratorium, including moratorium interest treatment. Resources expose schema and formula notes. No workbook mutation.

  args: loan_amount, rate, loan_tenure_years, course_duration_years, moratorium_months?
• calculate_step_up_sip()Beta

  Calculate a recurring investment that steps up over time, compare it with a regular flat contribution, and optionally solve a target corpus. No workbook mutation.

  args: initial_contribution_amount, amount_unit?, currency?, step_up_rate, expected_return, tenure_years, goal_target_corpus?
• compare_step_up_sip_vs_regular_sip()Beta

  Return a compact comparison of step-up SIP corpus, regular SIP corpus, extra invested principal, and extra growth.

  args: initial_contribution_amount, annual_step_up_rate, expected_annual_return, tenure_years
• solve_step_up_sip_goal()Beta

  Solve the required starting contribution or required annual step-up rate for a target corpus.

  args: goal_target_corpus, goal_solve_for, expected_annual_return, tenure_years
• get_step_up_sip_defaults()Beta

  Return the editable Step-Up SIP default assumption set and supported input ranges.

  args: currency?, locale?, region?
• get_step_up_sip_market_defaults()Beta

  Fetch premium/admin historical return assumptions for a ticker/index/fund proxy. Requires financial-calculators:defaults.

  args: symbol, symbol_type?, lookback_years?
• explain_step_up_sip_formula()Beta

  Return formula notes for rate conversion, contribution schedule, comparison, inflation, tax, and goal solve.

  args: none
• list_reports()Preview

  Return the coverage universe with current rating and fair-value mid for each ticker.

  args: sector?, archetype?, limit?
• get_report()Preview

  Full latest monthly report for a single ticker. Same shape as the REST /reports/{ticker} endpoint.

  args: ticker
• get_recommendation()Preview

  Just the headline action, confidence, and one-sentence summary — minimal context cost.

  args: ticker
• get_scenarios()Preview

  Bull/base/bear scenarios with probabilities, target prices, and returns.

  args: ticker
• get_sensitivity()Preview

  5×5 sensitivity matrix across cost-of-equity and terminal growth assumptions.

  args: ticker
• get_risks()Preview

  The kill-scenario risk register: what would have to be true for the bear case.

  args: ticker
• compare_tickers()Preview

  Side-by-side metrics for up to 6 tickers — same payload as the Compare tool.

  args: tickers[]
• get_changes()Preview

  Rating-change feed: what flipped recently across the universe and why.

  args: since?, ticker?
• search_universe()Preview

  Free-text search across covered tickers, sectors, and archetypes.

  args: query
• get_llm_bundle()Preview

  The transferrable bundle — one compact JSON shaped for direct injection into any LLM context.

  args: ticker

The beta endpoint is https://api.stockmarketagent.ai/api/mcp. Every example below reads SMA_KEY from your environment so the credential never lands in version control.

curl https://api.stockmarketagent.ai/api/mcp \
  -H "X-API-Key: ${SMA_KEY}" \
  -H "Content-Type: application/json" \
  -d '{
    "jsonrpc": "2.0",
    "id": 1,
    "method": "initialize"
  }'

curl https://api.stockmarketagent.ai/api/mcp \
  -H "X-API-Key: ${SMA_KEY}" \
  -H "Content-Type: application/json" \
  -d '{
    "jsonrpc": "2.0",
    "id": 2,
    "method": "tools/list"
  }'

curl https://api.stockmarketagent.ai/api/mcp \
  -H "X-API-Key: ${SMA_KEY}" \
  -H "Content-Type: application/json" \
  -d '{
    "jsonrpc": "2.0",
    "id": 3,
    "method": "tools/call",
    "params": {
      "name": "calculate_valuation_model",
      "arguments": {
        "model": "discounted_earnings",
        "assumptions": {
          "sbc_adjusted_eps": 4.75,
          "five_year_growth_rate": 0.12,
          "terminal_growth_rate": 0.03,
          "terminal_pe": 22
        },
        "capital_structure": { "ke_moderate": 0.095 },
        "market": { "current_price": 100 }
      }
    }
  }'

curl https://api.stockmarketagent.ai/api/mcp \
  -H "X-API-Key: ${SMA_KEY}" \
  -H "Content-Type: application/json" \
  -d '{
    "jsonrpc": "2.0",
    "id": 4,
    "method": "tools/call",
    "params": {
      "name": "calculate_sensitivity_matrix",
      "arguments": {
        "model": "discounted_earnings",
        "row_axis": "ke_moderate",
        "column_axis": "terminal_growth_rate",
        "row_offsets": [-0.01, 0, 0.01],
        "column_offsets": [-0.005, 0, 0.005],
        "assumptions": {
          "sbc_adjusted_eps": 4.75,
          "five_year_growth_rate": 0.12,
          "terminal_growth_rate": 0.03,
          "terminal_pe": 22
        },
        "capital_structure": { "ke_moderate": 0.095 },
        "market": { "current_price": 100 }
      }
    }
  }'

• “Run a discounted earnings valuation with EPS 4.75, five-year growth 12%, terminal growth 3%, terminal P/E 22, Ke 9.5%, and current price 100.”

  calculate_valuation_model·Analyst testing one model

• “Run a sensitivity matrix for discounted earnings across Ke and terminal growth using my base assumptions.”

  calculate_sensitivity_matrix·Quant cross-checking a DCF

• “Which calculators apply to a REIT, and which models should be excluded for a pre-profit software company?”

  list_valuation_calculators·Research lead choosing lenses

• “Explain the owner earnings calculator formula and tell me which inputs I need before I run it.”

  explain_valuation_formula·Daily user preparing inputs

• “Run the full valuation suite with my manual assumptions and summarize which models were computed, excluded, or failed.”

  calculate_valuation_suite·Professional analyst triangulating value

• “Fetch ticker-calibrated default inputs for NVDA discounted earnings, then show me which fields I should override manually.”

  get_stock_calculator_defaults·Enterprise user starting from defaults