Fair Value MCP Server

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by simonmak-ascent·io.github.simonmak-ascent/fair-value·v0.2.4

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Valuation MCP: DCF/NAV/CCA, cost of capital, derivatives, credit risk, report review.

A91/100grade A

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Fair Value MCP Server tools (35)

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black_scholes_priceFree
Price a European call or put with the Black-Scholes-Merton model. Use this for a single European option; for swaps, convertible bonds, futures, or greeks use the delegated derivatives tools. Returns the option price and the inputs used.
calculate_eclFree
Compute IFRS 9 / HKFRS 9 expected credit loss as EAD x PD x LGD. Use this for a single exposure; for portfolio or staging PD models use the delegated credit-risk tools. Returns the ECL amount in the exposure's currency.
calculate_waccFree
Compute WACC = we*ke + wd*kd*(1 - tax) from capital weights and costs. Use this when you already have the weights and component costs; to derive them from market data use get_valuation_summary first. Returns the WACC and its equity/debt contributions.
get_valuation_summaryFree
Return a company profile with key market metrics (price, market cap, beta, P/E), price, and historical volatility. Use this to gather inputs for a valuation or to sanity-check a fair value against the market. Read-only and fetches live market data.
review_reportFree
Analyze an existing valuation report (spreadsheet, PDF, Word document, or image) and check methodology, formulas, WACC and terminal value, key assumptions, and data sources. Use this to audit a document rather than to produce a valuation. Macro-enabled and unsafe files are rejected, and external-data formulas are flagged. Returns findings plus a review report.
valuation_advancedFree
Valuation Advanced (valuation_advanced) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_advanced' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_biotechFree
Valuation Biotech (valuation_biotech) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_biotech' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_capmFree
Valuation Capm (valuation_capm) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_capm' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_ccaFree
Value a company by applying median peer multiples (P/E, P/B, P/S, EV/EBITDA) to the target's metrics. Use this for market-based pricing when comparable peers are available; for intrinsic value use valuation_dcf. Returns an implied value per multiple and an average.
valuation_comparablesFree
Valuation Comparables (valuation_comparables) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_comparables' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_complianceFree
Valuation Compliance (valuation_compliance) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_compliance' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_coreFree
Valuation Core (valuation_core) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_core' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_cost_approachFree
Valuation Cost Approach (valuation_cost_approach) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_cost_approach' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_customerFree
Valuation Customer (valuation_customer) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_customer' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_dcfFree
Value a company by discounting projected free cash flows to present value. Supply explicit assumptions, or omit them to derive from current market data. Use this for going-concern cash-flow businesses; for asset-heavy holding companies use valuation_nav, and for peer-based pricing use valuation_cca. Returns fair value per share plus the WACC and terminal value.
valuation_discount_rateFree
Valuation Discount Rate (valuation_discount_rate) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_discount_rate' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_emergingFree
Valuation Emerging (valuation_emerging) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_emerging' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_fintechFree
Valuation Fintech (valuation_fintech) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_fintech' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_goodwill_ppaFree
Valuation Goodwill Ppa (valuation_goodwill_ppa) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_goodwill_ppa' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_hardwareFree
Valuation Hardware (valuation_hardware) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_hardware' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_human_capitalFree
Valuation Human Capital (valuation_human_capital) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_human_capital' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_impairmentFree
Valuation Impairment (valuation_impairment) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_impairment' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_income_methodsFree
Valuation Income Methods (valuation_income_methods) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_income_methods' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_internationalFree
Valuation International (valuation_international) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_international' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_ipFree
Valuation Ip (valuation_ip) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_ip' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_market_approachFree
Valuation Market Approach (valuation_market_approach) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_market_approach' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_marketplaceFree
Valuation Marketplace (valuation_marketplace) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_marketplace' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_navFree
Value an asset-heavy or holding company as the sum of its listed and unlisted holdings less liabilities. Use this when value is asset-based rather than cash-flow-based; for cash-flow businesses use valuation_dcf. Returns net asset value and NAV per share.
valuation_probabilityFree
Valuation Probability (valuation_probability) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_probability' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_royalty_analysisFree
Valuation Royalty Analysis (valuation_royalty_analysis) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_royalty_analysis' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_saasFree
Valuation Saas (valuation_saas) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_saas' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_simulationFree
Valuation Simulation (valuation_simulation) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_simulation' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_stakeholderFree
Valuation Stakeholder (valuation_stakeholder) — a startup valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the startup valuation 'valuation_stakeholder' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_technologyFree
Valuation Technology (valuation_technology) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_technology' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.
valuation_time_valueFree
Valuation Time Value (valuation_time_value) — a intangible valuation valuation capability, exposed through this server so one endpoint covers corporate, startup, and intangible valuation. Use it only for the intangible valuation 'valuation_time_value' case that the native tools do not handle; prefer the native tool (valuation_dcf, valuation_nav, valuation_cca, calculate_wacc, calculate_ecl, or black_scholes_price) whenever it applies. Read-only, deterministic computation: no external calls and no authentication required. Pass an 'arguments' object matching that tool's schema; unsupported fields return an error envelope rather than raising. Returns the shared result envelope.

Public scan report

scanner v0.1.10 · 2026-10-03 · same rubric, same numbers if you re-run it

no findings

Code scan42 source files scanned25/25
Live reliabilityremote reachable in 429ms20/20
Tool poisoning35 tool descriptions checked15/15
Auth qualityopen endpoint, read-only tools10/15
Maintenancelast push 0 days ago15/15
Maintainer identityregistry namespace matches repository owner6/10

Overall 91/100. Components that don't apply are left out of the denominator. Any critical finding is an F.Rubric Appeal a finding JSON

Install Fair Value MCP Server in Claude Code, Cursor or VS Code

claude mcp add --transport http fair-value https://fair-value.ascent-partners.com/

Add to Cursor

What the publisher says

From the Fair Value MCP Server repository's README, as published. We do not edit it. Read it on GitHub

Fair Value

Professional financial valuation system for OpenCode with IFRS/IVS compliance.

mcp-name: io.github.simonmak-ascent/fair-value

Overview

This project provides comprehensive financial valuation capabilities including:

DCF, NAV, and CCA valuations
Fama-French 5-Factor cost of equity
KMV credit risk model
Derivatives pricing (Options, Swaps, CB)
Excel model review and validation
PDF/Word/Image document analysis

Installation

pip install -r requirements.txt   # dev workflow (unchanged)
# or, as a package:
pip install .                     # base library
pip install ".[mcp]"              # + MCP server dependencies (A-004)

The console command fair-value-mcp runs the MCP server (stdio; add --http for Streamable HTTP).

Hosted (zero install): https://fair-value.ascent-partners.com/ (Streamable HTTP).

MCP Server

# run locally without installing (stdio)
uvx --from "fair-value[mcp]" fair-value-mcp

# or install and run
pip install "fair-value[mcp]"
fair-value-mcp            # stdio
fair-value-mcp --http     # Streamable HTTP

The server exposes the native valuation, cost-of-capital, derivatives, credit-risk, and report-review tools, and delegates the startup-valuation and intangible-valuation tool families, so it is a strict superset of both.

Adoption target: ≥ 100 PyPI downloads and ≥ 1 directory listing within 90 days of the first release (tracked via the PyPI stats API and the directory listing).

Quick Start

from valuation_engine import run_valuation, review_report, scan_directory

# Run DCF valuation
result = run_valuation('9988.HK', 'dcf')

# Review Excel model
review = review_report('/path/to/model.xlsx')

# Scan for valuation files
files = scan_directory('/path/to/reports/')

Module Structure

src/
├── constants.py           # Standards references
├── fetch_data.py          # Data fetching (yfinance)
├── valuation/             # DCF, NAV, CCA
├── cost_of_capital/       # WACC, FF5, KMV
├── credit_risk/           # ECL calculations
├── derivatives/            # Options, Swaps, CB
├── report_review/          # Excel, PDF, Word, Image analysis
└── output/                # Report formatting

Requirements

Python 3.8+
yfinance
pandas, numpy, scipy
QuantLib-Python
openpyxl
pdfplumber
python-docx

Documentation

See SKILL.md for the capability spec; the machine-readable method catalog is served by the MCP server at the valuation://methods resource, and a docs site is configured via mkdocs.yml.

Standards Compliance

IVS 2025
IFRS 13 (Fair Value Measurement)
IAS 36 (Impairment)
HKFRS 9 (ECL)

License

Released under the MIT License.

Nothing above is checked by us. What we check is on the safety report.

Fair Value MCP Server: common questions

Is Fair Value MCP Server safe?: Yes, by our scan: it is graded A (91/100). Read the Fair Value MCP Server safety report
How do I install Fair Value MCP Server?: It runs remotely at fair-value.ascent-partners.com. Add it to Claude Code, Cursor, VS Code or Claude Desktop with the snippets above, or call it through the mcp.market gateway without installing anything.
Does Fair Value MCP Server need an API key?: Not as far as the registry entry and our scan can tell: no credentials are declared or required.
Is Fair Value MCP Server maintained?: The last commit was 3 days ago (2026-10-03). The latest release is v0.2.4.
Is Fair Value MCP Server up?: 100% of our last 12 checks got an answer. We check remote servers about four times a day.

Run it through the gateway

With the gateway added, ask your agent for it by name:

agent prompt

call io.github.simonmak-ascent/fair-value → black_scholes_price

Free per call. Metered, capped by your key, logged for reliability.

Add the gateway (gw.mcp.market)

Rating: —
Safety grade: A · 91/100
Stars: 0
Downloads/wk: –
Price: Free
Licence: MIT
Transport: Remote · mixed
Uptime: 100% · 12/12 checks
Version: 0.2.4
Category: Everything else
Last release: 2026-10-03

Endpoint

https://fair-value.ascent-partners.com/

streamable-http

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