Foresight MCP Server v0.19.1

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:

Portfolio monitoring — look up fund metrics (DPI, TVPI, RVPI, Net IRR), company KPIs, historical financials, and cap tables
Deal flow & diligence — pull round histories, deal lead activity, investment details, and company information
Sourcing — search across Foresight's sourcing database to identify and screen private companies
Ad-hoc analysis — aggregate, compare, and compute across funds, companies, and rounds without building dashboards or SQL queries

Available Tools (40)

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.
`create_fund_scenario`	Create a new fund scenario with optional assumptions. Each assumption combines a rule (hold_at_current, exit_at_pct_fmv, exit_at_multiple, exit_at_valuation, write_off) with a scope (specific companyIds, all_without_assumption, or all_without_base_scenario_or_assumption). Exit `value`s are decimal multipliers, NOT percentages (1.0 = 100%, 3.0 = 3×).
`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.
`find_sourcing_company`	Find a company by domain/website or by name alone. Name-only searches may return multiple matches. IMPORTANT: When multiple results are returned, always present ALL results to the user with Name \| Domain \| Location \| Industry for disambiguation. Never auto-select.
`get_company_cap_table`	Get cap table and ownership data for a company. By default returns only the primary cap table with totals, per-stakeholder ownership, and per-instrument-type summaries (including liquidation preference stack). Use stakeholders to drill into specific shareholders, includeShareClasses for per-share-class detail (waterfall math), or includeAllSources to see every cap table source.
`get_company_commentary`	Get performance commentary for a company. By default returns only the most recent entry.
`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. Customer-specific custom data is also returned here under customData and may include custom metric fields. Some customers override standard info fields and metrics with custom fields, so if a standard field appears missing or empty, look for a similarly named field in customData. Use find_info_for_all_companies for multiple companies, and use list_company_info to discover the available standard and custom fields.
`get_company_investment_thesis`	Get the investment thesis for a company. By default returns only the most recent entry.
`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_notes`	Get published notes linked to a company, most recent first. Returns title, body, and tags for each note.
`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. By default groups by the built-in dealLeadId. Pass customDealLeadField to group by a custom data field instead — useful when a customer tracks deal leads in a custom field rather than the standard one.
`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. By default groups by the built-in dealLeadId. Pass customDealLeadField to group by a custom data field instead — useful when a customer tracks deal leads in a custom field rather than the standard one.
`get_fund_company_scenarios`	Get all financial modeling scenarios for portfolio companies in a fund. Returns scenarios across all users and visibilities (Public, Private, Team). Optional cases filter (Base/Downside/Upside) accepts an array; multiple values are OR-combined (any match). Omit cases to return all.
`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
`get_sourcing_company`	Get detailed enriched company profile.
`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. Custom data fields configured by the customer are also listed here under customData.* paths and may include custom metric fields. Some customers override standard info fields and metrics with custom fields, so when a standard field is unavailable or empty, look for a similarly named custom field.
`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.
`run_fund_scenario`	Execute the fund scenario runner: combines historical actuals with projected future events from company-level scenarios and assumptions, then computes gross IRR/MOIC/TVPI/DPI/RVPI. Persists the result as lastRunResult, overwriting any prior run.
`search_sourcing_companies`	Search for companies using natural language queries. Use for exploratory searches.
`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.
`update_fund_scenario`	Update fund scenario fields and/or replace its assumptions. Only the creator can update. Any field omitted is left unchanged; passing assumptions replaces the existing list entirely. Exit `value`s on assumption rules are decimal multipliers, NOT percentages (1.0 = 100%, 3.0 = 3×).

Claude Desktop Setup

Custom Connector (Recommended)

Open Claude Desktop and go to Settings
Select Connectors
Click Add custom connector
Enter the server URL: https://mcp.demo.foresightdata.com/mcp
Click Add — Claude Desktop will automatically discover OAuth and prompt you to sign in via Frontegg

Config File (Fallback)

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.demo.foresightdata.com/mcp"
    }
  }
}

Authentication is handled automatically via OAuth discovery (/.well-known/oauth-protected-resource). No manual token configuration is needed.

MCP Endpoint

For direct integration, send JSON-RPC requests via POST /mcp:

curl -X POST https://mcp.demo.foresightdata.com/mcp \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer <your-access-token>" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/list"}'

Resources

Foresight · MCP Documentation