# Stratalize Finance MCP server

Source: https://glimind.com/server/mcp-registry%2Fcom.stratalize%2Ffinance
Registry id: `mcp-registry/com.stratalize/finance`
Status: live (checked 2026-10-27T02:15:24.022Z)

## Measurements (30 days)

- Uptime: 100%
- Checks: 4926
- Outages (90 days): 0

## Install

```json
{
  "mcpServers": {
    "stratalize-finance-mcp-server": {
      "type": "http",
      "url": "https://www.stratalize.com/api/mcp-public?vertical=finance"
    }
  }
}
```

Claude Code:

```sh
claude mcp add --transport http stratalize-finance-mcp-server https://www.stratalize.com/api/mcp-public?vertical=finance
```

## Tools (201)

- `get_13f_holdings_delta`: Use when comparing institutional 13F-HR filing quarters for QoQ holdings change context. Returns current and prior quarter filing pairs with delta summary scaff
- `get_8k_material_events`: Use when monitoring material issuer events via recent 8-K filings for a ticker. Returns 8-K filing metadata from EDGAR submissions with optional item-code filte
- `get_adoption_stage`: Public mode returns FS AI RMF framework reference data only — not org-specific scoring. Use when assessing an organization FS AI RMF governance maturity stage o
- `get_agricultural_commodity_benchmark`: Spot agricultural commodity price from FRED IMF primary commodity series for soybeans, wheat, corn, cotton, or coffee. Returns USD price, unit, and observation 
- `get_ai_consensus_on_topic`: Use when researching how AI systems characterize a vendor, category, trend, or business topic across multiple platforms simultaneously. Returns consensus score,
- `get_ai_regulatory_landscape`: Use when standing up or auditing an AI governance program and need one signed snapshot across NIST AI RMF, EU AI Act, US state AI legislation, Colorado AI Act, 
- `get_aml_regulatory_benchmark`: AML regulatory benchmarks — FinCEN SAR filing rates, OFAC SDN counts and recent additions, BSA enforcement fine history, travel rule thresholds, and compliance 
- `get_asc_benchmark`: Use when benchmarking ASC financial performance, evaluating an ASC acquisition, or preparing an administrator board report. Returns cost per case medians and re
- `get_audit_fee_benchmark`: Use when benchmarking audit costs, evaluating auditor proposals, or preparing an audit committee RFP. Audit fee benchmarks — total fees and fees as a percentage
- `get_bank_counterparty_diligence`: Use when diligencing a bank or financial institution counterparty before onboarding, funding, or transaction approval. Fans in bank regulatory benchmark, AML re
- `get_bank_financial_intelligence`: Use when evaluating a bank for acquisition, partnership, correspondent banking, or competitive analysis in a local market. Returns FDIC-sourced assets, deposits
- `get_bank_regulatory_benchmark`: Bank regulatory capital and financial performance benchmarks — CET1, Tier 1 leverage, NIM, efficiency ratio, charge-off rates, and loan-to-deposit ratio by asse
- `get_billing_coding_risk`: Use when assessing coding compliance risk before an OIG audit, preparing for a RAC review, or building a revenue integrity program. Returns E/M distribution ben
- `get_bls_inflation_components`: Use when analyzing inflation exposure by spending category, structuring or reviewing vendor contract escalation clauses, benchmarking healthcare or real estate 
- `get_bls_sector_employment`: Use when benchmarking workforce planning against sector labor market conditions, assessing industry growth trajectory for strategic planning, providing economic
- `get_brand_momentum`: Use when monitoring a vendor brand trajectory in AI recommendations or tracking week-over-week competitor momentum for a CMO brief. Returns 4-week momentum scor
- `get_cac_benchmark`: Use when evaluating sales and marketing efficiency, setting CAC targets, or benchmarking GTM performance before a board review. Returns CAC payback ranges, LTV/
- `get_cap_rate_benchmark`: Commercial real estate cap rate benchmarks by asset class, market tier, and geography. Source: CBRE and JLL quarterly cap rate surveys. Used by CRE acquisition 
- `get_case_law_synthesis`: Federal case law synthesis across US courts via CourtListener. Returns top cases by relevance for a legal topic with citation counts, court, and precedential st
- `get_category_ai_leaders`: Use when assessing brand visibility in AI-generated recommendations or researching which vendors dominate AI platform responses in a software category. Returns 
- `get_category_disruption_signal`: Use when assessing whether a software category faces near-term displacement risk, or timing a market entry or exit decision. Returns disruption risk score from 
- `get_category_spend_benchmark`: Use when benchmarking total spend in a software category against same-size peers. Returns median monthly spend, p25/p75 band, and sample size for any software c
- `get_cfpb_complaint_intelligence`: Use when assessing consumer finance risk, benchmarking complaint volume against peers, or conducting pre-acquisition due diligence on a financial institution. R
- `get_chain_tvl_benchmark`: Live TVL by blockchain — Ethereum, Base, Solana, Arbitrum, and 50+ chains from DeFiLlama. Rankings, 1D and 7D change, protocol counts, Ethereum dominance, and B
- `get_citation_authority`: Citation authority analysis — how many times a case has been cited, by which courts, and authority signal (landmark / highly cited / frequently cited / limited)
- `get_climate_risk_benchmark`: Climate financial risk benchmarks — physical risk (flood, hurricane, wildfire, heat), transition risk (carbon pricing scenarios, stranded assets), and lender im
- `get_climate_risk_score`: Use when pricing physical climate risk for a location — real estate acquisition, commercial property underwriting, construction site selection, or climate-relat
- `get_cms_facility_benchmark`: Use when benchmarking hospital operating costs against CMS peer cohort or preparing a healthcare CFO board presentation. Returns peer_group context, benchmark_p
- `get_cms_open_payments_profile`: Use when assessing physician payment transparency risk, evaluating manufacturer relationships, or preparing Sunshine Act compliance reporting. Returns CMS Open 
- `get_cms_star_rating`: Use when advising on CMS Hospital Star Rating strategy or benchmarking a hospital quality performance trajectory. Returns domain weights, national distribution 
- `get_colorado_ai_act_requirements`: Use when building an AI governance compliance roadmap, advising on high-risk AI deployment obligations in Colorado, or briefing boards on upcoming US state AI r
- `get_commodity_benchmark`: Live commodity price benchmarks — WTI crude, natural gas, gold, copper, wheat, soybeans. Weekly and monthly price changes, inflation pressure signal. Source: FR
- `get_company_intelligence_synthesis`: Live company intelligence synthesis: recent litigation, regulatory exposure, financial and news developments for a named company with ML-DSA-65 signed receipt f
- `get_company_salary_disclosure`: Use when benchmarking compensation against disclosed employer wages or assessing H-1B wage practices before a talent acquisition or competitive hire. Returns DO
- `get_competitive_displacement_signal`: Use when tracking competitive threats to an incumbent vendor or identifying switching trends in a software category. Returns vendors mentioned as replacements f
- `get_competitive_landscape_synthesis`: Competitive landscape synthesis for a market category: current leaders, positioning, and dynamics synthesized from live web sources with a signed provenance rec
- `get_construction_cost_benchmark`: Construction cost benchmarks — hard cost per SF by building type and region, soft cost ratios, contingency standards, and live material cost escalation signals.
- `get_consumer_sentiment_benchmark`: Live consumer sentiment benchmarks from FRED — University of Michigan sentiment, Conference Board confidence, retail sales, PCE, personal saving rate. Strong/mo
- `get_copper_price_benchmark`: IMF Grade A copper price in USD per metric ton with year-over-year change and industrial demand significance note. Use as a coincident indicator for global manu
- `get_corporate_debt_benchmark`: Use when assessing a company debt capacity, benchmarking leverage against sector peers, or preparing a refinancing or credit rating discussion. Corporate levera
- `get_cost_plus_price`: Use when a patient, benefits manager, or procurement agent needs Mark Cuban Cost Plus Drugs transparent retail pricing for a specific NDC. Returns medication_na
- `get_cra_performance_ratings`: Use when evaluating a bank's Community Reinvestment Act track record before a merger application, charter acquisition, branch expansion approval, or community l
- `get_cre_acquisition_diligence`: Use when underwriting a CRE acquisition and need one signed composite across cap rates, CRE debt, operating costs, property tax, debt-stress, and location clima
- `get_cre_debt_benchmark`: Commercial real estate debt benchmarks — DSCR minimums, LTV maximums, and spread ranges by property type and lender type (bank, agency, CMBS, life company). Sou
- `get_credit_spread_benchmark`: Live investment grade and high yield credit spread benchmarks from FRED ICE BofA indices — OAS by rating tier, TED spread, 2s10s Treasury spread, and distress s
- `get_credit_union_benchmark`: Credit union financial performance benchmarks — capital ratios, net interest margin, loan growth, and delinquency rates by asset size. Source: NCUA quarterly ca
- `get_crypto_correlation_benchmark`: 30-day rolling correlation matrix for BTC, ETH, and SOL — Pearson correlation pairs, beta to BTC, dominance context, and portfolio diversification signal. Sourc
- `get_dao_treasury_benchmark`: DAO treasury benchmarks — top DAOs by treasury size, stablecoin percentage, runway, and governance token concentration. Median benchmarks: $550M treasury, 61% s
- `get_data_freshness_attestation`: Use when an examiner or compliance workflow needs a post-quantum signed attestation of screening-list currency. Returns list_version and as-of metadata for sync
- `get_defi_yield_benchmark`: DeFi lending and stable yield benchmark from DeFiLlama Yields — top pools by APY with p25/p50/p75 APY bands, TVL, chain, and pool id. Optional protocol (project
- `get_development_pro_forma_benchmark`: Development pro forma benchmarks — yield on cost, profit-on-cost, construction-to-perm spread, and return hurdles by product type. For developers underwriting n
- `get_device_clearances`: FDA 510(k) device clearance history from OpenFDA by device name. Returns K numbers, applicants, decisions, and receipt dates. Use for medtech competitive intell
- `get_docket_intelligence`: Active federal dockets for a named party — open cases only, last filing date, nature of suit, and most active courts. Source: CourtListener. Use for ongoing lit
- `get_dol_labor_violations`: Use when screening an employer, vendor, or acquisition target for wage and hour compliance risk before a contract award, supply chain partnership, PE acquisitio
- `get_drug_adverse_events`: FAERS drug adverse event reports from OpenFDA by medicinal product name. Returns serious event counts, reactions, outcomes, and recent report chronology. Use fo
- `get_drug_label_intelligence`: FDA drug label intelligence from OpenFDA DailyMed extracts. Returns brand and generic names, manufacturer, route, indications summary, and warnings summary. Use
- `get_drug_recall_status`: Use when a pharmacy, supply chain, or compliance agent needs FDA drug recall status for an NDC or drug name. Returns recall records (status, classification, rea
- `get_earnings_quality_benchmark`: Earnings quality and financial statement risk benchmarks — accruals ratio, cash conversion, and revenue recognition risk by sector. Source: SEC EDGAR aggregate 
- `get_ehr_cost_per_bed`: Use when benchmarking EHR maintenance costs before a contract renewal or evaluating health IT budget efficiency. Returns benchmark cost per licensed bed with op
- `get_eia_energy_public_snapshot`: Use when current energy price data is needed for a commodity brief, input cost analysis, or energy sector context in a CFO or investment brief. Returns WTI crud
- `get_elliott_waves`: Use when a technical trader needs wave counts, targets, and invalidation levels for major assets. Returns wave position, degree, target high/low, invalidation, 
- `get_employer_h1b_wages`: Use when analyzing an employer H-1B compensation strategy or benchmarking tech sector wages against DOL prevailing wage data. Returns prevailing wage statistics
- `get_employment_cost_index`: BLS Employment Cost Index year-over-year change for total compensation, wages, and benefits. Use when modeling labor cost inflation, contract escalation, and ma
- `get_esg_benchmark`: ESG benchmarks by sector — carbon intensity Scope 1/2, net zero commitments, SBTi alignment, board independence, pay equity, and ESG composite scores. Sources: 
- `get_eu_ai_act_coverage`: Use when assessing EU AI Act compliance readiness ahead of the August 2, 2026 enforcement deadline or preparing a board AI governance briefing. Returns a compos
- `get_fda_recall_history`: Use when evaluating a pharmaceutical company, medical device manufacturer, or healthcare vendor for product safety risk, supply chain exposure, or regulatory co
- `get_fec_campaign_finance`: Federal campaign finance activity — PAC committees, total political disbursements, receipts, and political footprint signal. Source: FEC electronic filings. Use
- `get_federal_case_law`: Federal court opinion search — keyword or party name search with citation counts, court, date, and excerpt. Optional court filter (e.g. scotus, ca2, dcd). Sourc
- `get_federal_contract_intelligence`: Use when researching a company federal revenue concentration, identifying government contract competitors, or assessing vendor dependency on federal business. R
- `get_federal_court_cases`: Use when screening a company, executive, vendor, or counterparty for federal litigation exposure before a contract award, acquisition, investment, board appoint
- `get_financial_deal_readiness`: Use when assessing financial health and deal-readiness for M&A, lending, or investment committee review. Fans in earnings quality, working capital, WACC, corpor
- `get_fomc_rate_probability`: Use when providing monetary policy narrative context for a macro brief, investment committee, or CFO rate planning session. Returns illustrative cut, hike, and 
- `get_form4_insider_cluster`: Use when detecting insider trading clusters from Form 4 filing density over a window. Returns form4_filing_count, cluster_score, and activity signal for a ticke
- `get_form_d_new_raises`: Use when tracking new private placement activity via SEC Form D filings in a recent window. Returns Form D filings from EDGAR full-text search with optional sta
- `get_ftc_enforcement_history`: Use when evaluating antitrust exposure, consumer protection liability, data privacy enforcement history, or deceptive practices risk for a company before an acq
- `get_fx_rate_benchmark`: Live major currency pair benchmarks — USD/EUR, USD/JPY, USD/GBP, USD/CNY, USD/CAD, USD/MXN, DXY broad TWI, carry trade spread, and weekly/monthly/YTD rate chang
- `get_gas_benchmark`: Live gas price benchmarks for Ethereum, Base, and Solana. Returns Gwei, USD cost per transfer type, congestion category, and x402 agent economy context. Base vs
- `get_github_ecosystem_intelligence`: Use when assessing a technology vendor open-source presence, evaluating developer community strength, or researching a company GitHub footprint before a technic
- `get_global_equity_benchmark`: Global equity index benchmarks — S&P 500, Nasdaq, Russell 2000, Stoxx 600, DAX, FTSE 100, Nikkei 225, Hang Seng, Shanghai Composite, MSCI EM. YTD returns, P/E r
- `get_gpo_contract_benchmark`: Use when benchmarking GPO contract performance or building a supply chain cost reduction case for a hospital board. Returns typical GPO savings percentage, leak
- `get_healthcare_category_intelligence`: Use when researching which vendors dominate AI recommendations in a healthcare technology category or validating a health IT vendor selection. Returns top recom
- `get_healthcare_vendor_gpo_diligence`: Use when diligencing a healthcare vendor or GPO relationship. Fans in healthcare vendor market rate, GPO contract benchmark, FDA recall history, payer intellige
- `get_healthcare_vendor_market_rate`: Use when benchmarking a healthcare vendor quote or preparing a supply chain contract negotiation. Returns market rates for EHR, staffing, food service, waste ma
- `get_hospital_care_compare_quality`: Use when evaluating hospital quality for a referral network decision, acquisition target assessment, or competitive quality analysis. Returns CMS Hospital Compa
- `get_hospital_supply_chain_benchmark`: Use when benchmarking hospital supply chain efficiency against CMS peer cohort or building a materials management cost reduction case. Returns supply cost as pe
- `get_housing_supply_benchmark`: Live housing supply indicators — starts, permits, completions, and absorption by market tier from FRED and Census. Leading indicator for housing prices 6-12 mon
- `get_hud_fair_market_rent`: HUD Fair Market Rents by metro area and bedroom count. Used for affordable housing underwriting, Section 8 Housing Choice Voucher compliance, LIHTC income limit
- `get_imf_weo_macro_snapshot`: Use when providing global macro context for an international expansion brief, country risk assessment, or board-level economic outlook presentation. Returns IMF
- `get_industry_spend_benchmark`: Use when validating total IT spend against industry peers or building a software budget baseline for a CFO board presentation. Returns median monthly total soft
- `get_industry_spend_profile`: Use when sizing a technology budget for a specific industry and headcount, or identifying category spend outliers. Returns spend bands, category ranges, and out
- `get_inflation_benchmark`: Live inflation benchmarks from FRED — CPI, core CPI, PCE, core PCE, 5Y and 10Y TIPS breakeven expectations, shelter and medical care components. Fed target gap,
- `get_insurance_benchmark`: Insurance financial performance benchmarks — combined ratio, loss ratio, expense ratio, and reserve adequacy by line of business. Source: NAIC annual statistica
- `get_intel_contractor_profile`: Use when vetting a contractor or bidder before a teaming decision or subcontract award. Returns the entity record plus award and bid participation history by ro
- `get_intel_findings_search`: Use when researching tribunal precedent for a specific defect or claim type before filing or defending a construction claim. Returns findings filtered by defect
- `get_intel_join`: Use when researching a contractor's track record with a specific owner before a bid or teaming decision. Returns awards where that contractor (by UEI) participa
- `get_intel_lettings_search`: Use when scoping upcoming or recent construction lettings in a target geography before allocating bid and estimating resources. Returns bid tabulation line item
- `get_intel_owner_profile`: Use when assessing a construction owner's claims history before bidding a contract or negotiating a change order. Returns aggregate finding counts by defect fam
- `get_intel_unit_prices`: Use when benchmarking a bid line-item price against recent public lettings before finalizing an estimate. Returns minimum, maximum, average, and sample count un
- `get_investment_category_signal`: Use when evaluating VC software category attractiveness or assessing portfolio category exposure before an investment decision. Returns growth signal, top brand
- `get_irs_990_intelligence`: IRS Form 990 nonprofit financial data — total revenue, expenses, net assets, program expense ratio, executive compensation, revenue trend, and financial health 

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