A MCP-native valuation appbuilt for wealth management.
ValuationMCP is an MCP-native application: your agent talks directly to ours over the Model Context Protocol, pulls the numbers that already live in your CRM, portfolio accounting, custodian, billing and ledger systems, and turns them into a defensible valuation. No surveys. No spreadsheets. No guessed assumptions — only sourced facts, published benchmarks, and a seven-method blend that weights every input by the confidence of the data behind it.
An account is required before the MCP endpoint will answer: every tool runs as you, over your own data, behind OAuth.
MCP tool surface
Nine tools, one valuation loop
list_practicesEvery practice on your account with data coverage, logged sources and the latest valuation.
list_data_requirementsThe gathering checklist: each fact the math needs, the method it drives, and the kind of platform that normally holds it.
upsert_practiceWrite gathered facts back. Send only what you actually found — omissions lower confidence instead of becoming guesses.
record_data_sourceLog which platform supplied which fields, so every figure in the valuation carries its provenance.
get_benchmarksForm ADV firm-size and client-mix percentiles plus published operating medians, matched to the firm's size tier.
validate_practiceThe pre-flight: what came from your platforms, what you supplied, what is still missing — and any blocking finding to resolve before a valuation is computed.
compute_valuationThe seven-method blend, six-factor quality multiplier, and a sell-side asking price.
list_skillsCatalog of the guided workflows on this server
get_skillFull instructions for one workflow
Skills
Guided workflows, served from the server
Each skill is a written procedure — what to gather, in what order, and what not to claim. A connected assistant loads one with get_skill at the moment it needs it. Nothing to install, nothing to keep in sync.
Valuation Literacy
How the seven-method blend actually works — what drives each method, what the quality multiplier touches, what data confidence measures, and the vocabulary that keeps a valuation honest.
get_skill("valuation-literacy") · v1.3.1
Value my practice
The full sell-side loop: requirements, gathering from the owner's own platforms, provenance, benchmark sanity-checks, and a confidence-weighted blend presented with its caveats in the right order.
get_skill("practice-valuation-run") · v2.3.7
What's missing, and is it worth getting?
Turns a confidence percentage into a to-do list — which missing facts cost the most points, which platform holds each, and what the quality factors are silently assuming in the meantime.
get_skill("data-confidence-triage") · v1.2.2
Do these numbers hold up?
The figures behind a valuation, checked against filed data and published medians — where they disagree, what could explain each gap, and where to go and settle it. Questions for the owner, never corrections to the model.
get_skill("reconcile-the-numbers") · v1.0.0
What's holding my score back?
Which of the six quality factors is moving the multiplier, by how much, and what the arithmetic says a different score would do — sensitivity as math, never as advice to change the business.
get_skill("quality-driver-diagnostic") · v2.1.0
What's the market doing?
The published multiples your valuation priced off — which size tier you fall in and why, what the whole range does to your number, which two of the seven methods run on figures nobody publishes, and how current the data is.
get_skill("market-context") · v1.2.0
What does this number mean?
Reads a completed valuation the way a seasoned practitioner would — why the methods disagree, which number each side of a deal anchors on, what to probe next, and when the situation has outgrown a modeled estimate.
get_skill("valuation-interpreter") · v2.0.3
What changed since last time?
Compare two saved runs and attribute the movement — business figures, data completeness, assumptions, or settings — so a change in modeled value is never mistaken for a change in the market.
get_skill("valuation-delta") · v1.2.2
How do I compare to firms like mine?
The first screen already shows your position on three metrics; this skill goes deeper — state and size cohorts, more metrics, the distribution chart.
get_skill("benchmark-against-cohort") · v1.5.1
Argue it from every side
A completed valuation argued from every seat at the deal table — seller's broker, buyer, lender, practice manager, succession planning, business partner, the CPA's after-tax lens, and the bar a credentialed appraiser would set — with a neutral moderator who surfaces where the seats agree, where they diverge, and where the situation has outgrown a modeled estimate. Each seat is a lens on the same computed number, never a character with invented figures.
get_skill("valuation-council") · v1.1.3
Where the numbers come from
Read live from the same sourced tables the valuation reads, grouped by the role each source plays. Figures stay in the product; this page names the publishers and their as-of dates.
7 Valuation Methods
Blended and weighted by data confidence: Revenue Multiple, EBITDA Multiple, EBOC Multiple, Discounted Cash Flow, Client Value, AUM Percentage, and Comparable Transactions.
Sets the multiples the engine uses
Sica Fletcher, RIA Valuation Multiples (SCF Index)
2024 RIA transaction-multiple ranges by firm size (SCF Index) — the engine's default revenue and EBITDA multiples (tier midpoint). This is the current published edition; the source page is watched weekly for a new edition, and any change is staged for review rather than applied automatically. The engine prices off this index, and the product shows the other published sources alongside it in "What's the market doing?" so a reader sees the spread rather than one number that looks like precision.
Positions the practice and fills gaps
23,740 Form ADV firm records (IAPD)
The SEC filings behind get_benchmarks. Their firm-size and client-mix percentiles position a practice against its live cohort — the backbone of Benchmark-Against-Cohort, drawn on by the Valuation Interpreter, How much should I pay? and Valuation Council, and used to sanity-check every practice-valuation run.
InvestmentNews operating medians
2024 operating medians used to fill gaps and sanity-check figures — revenue per client, margin, productivity and attrition (2025 Advisor Benchmarking Study).
Carried for comparison only
Echelon Partners, 2025 RIA M&A Deal Report
2025 RIA M&A deal activity — deal count and average deal size, for market context (not deal multiples).
CT Acquisitions — RIA and Wealth Management M&A Multiples 2026
Published multiples as of 2026-07-01, shown in "What's the market doing?" for comparison and never an input to a valuation. Published by band of assets under management. A buy-side M&A advisory firm and independent sponsor source.
Succession Resource Group — 2025 Advisor M&A Report (calendar-2024 transactions)
Published multiples as of 2024, shown in "What's the market doing?" for comparison and never an input to a valuation. Published as averages across all firms, not matched to firm size. A succession consulting and M&A advisory firm; a market participant, not a neutral research body.
Benchmarks come from two named sources, kept separate on purpose. Firm size and client-mix percentiles are computed from real filings — U.S. SEC, Investment Adviser Public Disclosure (IAPD) Form ADV compilation feed, 2026-08-12 feed. Revenue per client, operating margin, productivity and attrition come from the InvestmentNews 2025 Advisor Benchmarking Study (Advisory Compensation & Staffing; Pricing & Profitability), InvestmentNews Research (KM Business Information US) — 2024 data, a self-reported survey rather than a census. Transaction multiples come from the published size-tier index (Sica Fletcher SCF Index), the current published edition, watched weekly for a new edition and staged for review; they can be adjusted in the workbench. Other publishers' multiples are carried as versioned sources too and are shown alongside the index for comparison; none of them is ever an input to a valuation. Output is an estimate for planning discussions, not a formal appraisal or an offer.