EDIT: Hosted MCP server is down for maintenance at this time. We will
update when it is back online.
You can now connect Claude Desktop to your Standard Metrics data using our Model Context Protocol (MCP) server.
For advanced instructions on how to further utilize the Standard Metrics MCP, please see our developer docs here: https://docs.standardmetrics.io/guides/mcp-setup
Setting up the Standard Metrics MCP Connection
To set up the Standard Metrics MCP connection to Claude Desktop, follow these steps:
In your Standard Metrics application, you will now see a new tab in Settings called “AI & MCP Settings”
Download the Claude Desktop Extension in the AI & MCP Settings settings page
Download Claude Desktop if you don’t already have it (https://claude.ai/download).
Open Claude Desktop
Note: If you previously had the local version of MCP installed, please uninstall that ahead of following this workflow (Settings -> Developer)
Open the extension download from AI & MCP Settings
Note: You don’t need to download Python even if it prompts you to do so
Install the Standard Metrics MCP in Claude Desktop when it pops up
Authenticate via Standard Metrics as it pops up in a browser window
Start a new chat, ensure that the Standard Metrics tool is active, and start asking natural language questions!
Loom video highlighting the steps:
FAQ
Why is my Claude Desktop slowing down?
Claude Desktop can slow down after conversations with lots of tool calls. Start a new chat to speed up the system.
What should I ask?
“Show me a summary of my entire portfolio performance.”
“What are the key metrics for Acme Corp over the last 12 months?”
“Compare the revenue growth of all my SaaS companies.”
“Create a financial summary for company AirChair including burn rate and runway."
How is our firm data processed and/or retained?
With MCP, we allow users to pull out data from SM according to their permissions. The LLM client itself however may retain/train on your data depending on your account configuration with that provider.
Can I connect with other LLM clients?
Our API docs lay out how our remotely hosted MCP can be used in other LLM clients: https://docs.standardmetrics.io/guides/mcp-setup. Some LLM clients like ChatGPT require additional tools that are not yet supported.