v1.0 — first public release

MCP server

The primary interface to ValuationMCP. Agents connect over Streamable HTTP at /mcp and authenticate with OAuth 2.1, so every tool call runs as the signed-in user.

• OAuth 2.1 authorization with dynamic client registration, an in-app consent screen, and per-user scoping on every read and write.
• `list_practices` — enumerate the practices on the account with current data coverage.
• `upsert_practice` — create a practice or merge newly gathered facts into one; omitted fields are left untouched.
• `list_data_requirements` — the full checklist of facts a valuation needs, which method each fact drives, and which kind of platform normally holds it.
• `record_data_source` — log provenance: which platform supplied which field, and when.
• `get_benchmarks` — sourced SEC Form ADV percentiles and published operating medians for sanity-checking gathered figures.
• `compute_valuation` — run the blend and save the result, returning every method's arithmetic, the quality multiplier, the weighted blend, and the headline.
• Raw-metric intake: recurring revenue %, organic growth %, retention %, average client age, top-10 revenue share %, and advisor tenure are converted to the six 0–100 quality scores server-side with fixed, published anchors, so identical inputs always score identically across runs and clients.
• Composite quality factors: `quality_longevity` is a succession-readiness score weighted across successor presence, written plan, funded buy-sell, owner relationship share, advisor tenure, and years to retirement; `quality_demographics` blends average client age with the asset-weighted decumulator share.
• Server-side derivation of `value_per_client`: capitalizes revenue per household at the firm's revenue multiple, falling back to the tier median when the firm's own figures are missing, so agents no longer invent a capitalization factor.
• Server instructions that steer agents away from inventing figures — a missing field lowers reported data confidence instead of producing a confident-looking guess.

Valuation engine

Seven methods, each reported with the arithmetic behind it, blended by a normalized weighted mean.

• Revenue Multiple, EBITDA Multiple, EBOC Multiple, Discounted Cash Flow, Client Value, AUM Percentage (1.5% base × quality), and Comparable Transactions (2.2× revenue × quality).
• Six-factor quality multiplier — recurring revenue mix, organic growth, client retention, client demographics, concentration, and succession longevity — clamped to 0.5×–1.5×, with each factor shown at its point of effect.
• User-adjustable method weights plus a "weight by data confidence" preset that loads each method's own confidence score into the weight vector (same normalized-mean math, different weights).
• Per-method data-confidence scoring and a weighted coverage score so a thin dataset produces a visibly low-confidence valuation.
• Sell-side headline: a defensible suggested asking price set above the fair-value blend, with the low/high range across contributing methods.
• Client Value method can use a server-derived value per client when the user does not supply one.
• Manual Workbench for exploring the same math by hand, available to signed-in accounts.

Benchmarks

Only sourced figures — no invented industry data.

• SEC IAPD Form ADV panel derived from the official SEC compilation feed covering 23,512 registered investment adviser firms, with firm-size and client-mix percentiles.
• Published industry operating medians (revenue per client, operating profit margin) used for tier-aware starting points.
• Transaction multiples are explicitly left as user-editable inputs, because neither benchmark source publishes deal multiples.
• Benchmark and industry panels surface the source and attribution next to every figure.

Accounts and workspace

Registration gates the MCP server and the valuation surfaces.

• Email and Google sign-in, with a workspace portal that shows connection status and recorded valuations.
• Connection guide mapping wealth-tech platforms — CRM, portfolio accounting, custodian, billing, accounting, payroll — to the exact fields they supply.
• Supported MCP servers directory with a dedicated page per server covering hosting, authentication, and which valuation fields it can feed.
• Recorded-valuation history with labels, notes, provenance summary, and delete.

Admin

Output-only oversight across accounts.

• Valuation ledger showing each account that ran a valuation, the provenance of its data, and the calculated results — never the input data.
• Cross-firm averages across every valuation calculated in the app.
• Management of recorded valuations, and a contact-form inbox with reply and delete.
• Client/Admin mode switch inside the logged-in workspace.

Brand, site and privacy

• ValuationMCP identity on valuationmcp.ai: light and dark logo treatments, favicon and touch icon, blue-violet brand palette and gradients drawn from the mark.
• Dark mode by default with a light/dark toggle that persists.
• Landing page positioned as an MCP-native valuation app built for wealth management, with a standardized footer across every page.
• Contact form that routes inquiries without exposing an email address.
• Privacy policy documenting the core commitment: data pulled from other MCP servers is never synced into ValuationMCP. Only provenance and calculated outputs are stored, and rights are limited to aggregated, de-identified benchmarks.