Terms of Service

1. Agreement to terms

By accessing or using ValuationMCP, you agree to be bound by these Terms of Service. If you do not agree, do not use the service. ValuationMCP is an MCP-native valuation application for wealth-management practices.

2. Description of service

ValuationMCP provides a server-side valuation engine, benchmark data, and an MCP server through which your AI agent can supply practice inputs. The service calculates estimated practice values, quality scores, method-level outputs, and explainability insights based on the inputs your agent provides.

3. Your account

You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account. You must provide accurate and complete information when creating an account and keep that information current.

4. Acceptable use

You agree not to misuse the service. Prohibited conduct includes, but is not limited to:

• Attempting to access data or valuations belonging to another user or firm
• Reverse engineering, scraping, or probing the MCP endpoints or API
• Uploading or transmitting malware, spam, or unlawful content
• Using the service to harass, defraud, or violate applicable laws
• Circumventing authentication, rate limits, or access controls

5. Data you provide

You retain ownership of the practice data your agent sends through the MCP server. You grant ValuationMCP a limited license to use that data solely to perform the valuation calculations you request. As described in our Privacy Policy, we do not persist raw input values; only provenance metadata and calculated outputs are stored.

6. Outputs, insights, and intellectual property

ValuationMCP owns the valuation engine, scoring logic, benchmarks, software, and all generated content outside of your underlying data. Calculated outputs produced for your account are provided for your internal planning and discussion purposes. You may use and share your own outputs at your discretion, but you may not resell, white-label, or represent the ValuationMCP service as your own.

7. Disclaimers

ValuationMCP produces estimated practice values for planning discussions only. The outputs are not a formal appraisal, a fairness opinion, an offer to buy or sell, or investment, legal, tax, or accounting advice. You should consult qualified professionals before making any transaction, capital, or strategic decision.

The accuracy of any output depends on the accuracy and completeness of the inputs your agent supplies. ValuationMCP is not responsible for inputs that are incorrect, incomplete, outdated, or misattributed.

8. Limitation of liability

To the fullest extent permitted by law, ValuationMCP and its affiliates, officers, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits, revenue, data, or goodwill, arising out of or relating to your use of the service.

9. Termination

We may suspend or terminate your access to the service at any time, with or without notice, for conduct that violates these terms or for any other reason. You may stop using the service and delete your account at any time.

10. Changes to these terms

We may update these Terms of Service as the product evolves. Material changes will be posted on this page with an updated effective date. Your continued use of the service after changes take effect constitutes acceptance of the revised terms.

11. Governing law

These terms are governed by the laws of the State of Delaware, United States, without regard to conflict-of-law principles. Any disputes arising under these terms shall be resolved in the state or federal courts located in Delaware.

12. Contact

For questions about these Terms of Service, send us a message and we'll get back to you.