Capital Workbench

Capital Workbench provides reasoning and analytics for company research and finance professionals. Explore company financial statements, performance KPIs, SEC filings, and management commentary narratives using an AI platform. Connect through Smithery with your active, email-verified Capital Workbench account: sign in, review the requested access, and select "Allow". No token pasting is required. Requests use your existing account allowance at CW. You can revoke access at any time under Account → MCP connections.

该来源不提供完整文件导出（国内平台多为平台内托管），仅存元数据与原链

接入信息

传输形态: http
鉴权方式: 鉴权未知
端点: https://general--capital-workbench.run.tools

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{
  "mcpServers": {
    "Capital Workbench": {
      "url": "https://general--capital-workbench.run.tools"
    }
  }
}

能力清单

工具	说明
search_companies	Find companies by exact ticker, ticker prefix, or company name. Results are ordered with an exact ticker match first and are capped at 25.
get_company_snapshot	Return headline KPIs and up to 12 quarters of growth/profitability data.
get_available_kpis	List company KPIs that currently have data and can be queried for history.
get_financial_statements	Return one bounded income, balance-sheet, or cash-flow statement. Values are USD millions. Periods are newest first and capped at four.
get_corporate_filings	Return filing metadata, CW/SEC links, and ownership-filing persons. Defaults to 10-K, 10-Q, 8-K, DEF 14A, and Forms 3/4/5. Dates use YYYY-MM-DD. Filing text is intentionally excluded.
get_kpi_history	Return up to eight quarters for a curated KPI-card metric. The optional page hint is one of performance-overview, working-capital, or cash-analysis. Results contain analytics data plus a cw_url to the CW page that charts the metric, never browser actions.
get_data_quality_notes	Explain missing or unreliable KPI data using CW's curated quality notes. Newest periods first. Follow next_offset with the same filters to continue; pages may contain fewer than limit rows to stay within the byte budget. summary and coverage_scorecard describe the full filtered selection.
get_management_commentary	Return AI Management Commentary takeaways for one filing section. family=mdna reads Management's Discussion & Analysis (10-K Item 7 or 10-Q Part I Item 2); family=risk_factors reads 10-K Item 1A. By default the latest filing of the form is used; pass adsh (from list_commentary_filings or get_corporate_filings) to pin an earlier filing. include_quotes adds the short filing sentences that anchor the cited takeaways (capped by max_quotes). The section text itself comes from get_filing_section_text.
list_commentary_filings	List the filing sections with published Management Commentary for a company. Each row carries the accession number (adsh), form, section family, period, and generation metadata, so get_management_commentary and get_filing_section_text can be pinned to a specific filing.
get_filing_section_text	Return a bounded window of a filing section's plain text. Serves the text of sections Capital Workbench has published Management Commentary for (10-K Item 7 / Item 1A, 10-Q Part I Item 2), by ticker (latest filing of the form) or by adsh. Windows end at paragraph or sentence boundaries; call again with next_offset to continue. Sections CW has not published return status=not-published with SEC and CW links instead of text; nothing is fetched from sec.gov.
get_kpi_catalog	Return the active KPI definitions: ids, labels, units, directionality, inputs. Use the kpi_id values with get_kpi_observations, get_kpi_history, get_peer_benchmark, and get_data_quality_notes.
get_kpi_observations	Return catalog KPI values on a fiscal-quarter or fiscal-year grid. Covers every KPI the engine computes (revenue, gross/operating/net income, cash flows, margins, DSO/DIO/DPO/CCC, net debt), up to 12 quarters or 5 fiscal years, with per-period quality status on the quarterly grid. Omit kpi_id for all KPIs. Fiscal years are derived from four contiguous quarters and never annualized. Values are USD millions, percent, or days.
get_kpi_forecast_drivers	Return the historical driver statistics behind the KPI Forecast page. Medians, quartiles, and slider bounds for revenue growth, margins, cash conversion, working-capital days, and net debt over the last eight fiscal quarters. No forecast values are returned; scenarios are computed on the CW page from these statistics.
get_peer_benchmark	Compare a company with a peer set on the Peer Benchmarking page metrics. Metrics: dso, dio, dpo, ccc, revenue, gross_margin, operating_margin, fcf_margin, net_debt. Omit peers to use CW's saved or sector-suggested set (read peer_quality and caveat before citing); pass up to 12 tickers to override. With kpi_id the response includes per-company rows for that metric; without it, a summary of every metric.
get_industry_benchmark	Place a company within its CWIS industry cohort for a curated KPI. Returns cohort size, median, quartiles, min/max, and the company's direction-adjusted percentile (100 = best in cohort). CW resolves the deepest CWIS level with a usable sample and reports it in cohort.level with a fallback_reason when it had to widen. Omit kpi_id for every curated KPI at once.
get_working_capital	Return the Working Capital page bundle for a company. KPI cards (DSO, DIO, DPO, CCC with quality notes), up to eight fiscal quarters of days history with revenue, and CW's cash-opportunity estimate with its basis.
get_cash_analysis	Return the Cash Analysis page bundle for a company. Up to eight single-quarter EBITDA -> CFO -> FCF bridges (non-cash addbacks, cash taxes, working-capital detail, residual) in USD millions, plus the page's KPI cards and summary.
get_statement_lines	Return raw statement-line values for up to 3 tickers and 8 concepts. Concepts use CW's curated names (e.g. revenue, cogs, operating_income, net_income, accounts_receivable, inventory, accounts_payable, long_term_debt, operating_cash_flow, capex, share_based_comp, dividends_paid, repurchase_of_common_stock); common labels and abbreviations are accepted. Values are USD as filed (not scaled). not_reported explains concepts an issuer does not break out.
get_statement_ratios	Return curated derived ratios for up to 3 tickers and 3 ratios. Ratios: capex_to_revenue, rd_to_revenue, sga_to_revenue, sbc_to_revenue, interest_coverage, effective_tax_rate, current_ratio, debt_to_equity, dividends_payout, buybacks_payout. Computed server-side from statement cells; for margins and working-capital days use get_kpi_observations.
get_insider_transactions	Return insider transaction events (Forms 3/4/5) for a company, newest first. Defaults to the last 12 months and every category except holding snapshots. Dates use YYYY-MM-DD. Page with offset and next_offset; at most 50 rows per call. Pages can contain fewer rows to respect the response byte budget; always use the returned next_offset to continue.
get_insider_persons	Return the reporting persons (officers, directors, 10% owners) for a company. Each row carries roles, latest filing date, filing count, and the latest direct/indirect holdings from Forms 3/4/5. Institutional 10% holders are excluded unless include_institutional is true.

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