# MCP Server

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.termina.ai/introduction/mcp-server/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.termina.ai/_mcp/server.

The Termina MCP server lets AI agents that speak the [Model Context Protocol](https://modelcontextprotocol.io) work with your Termina data in natural language. Once connected, an agent such as ChatGPT, Claude, Claude Code, Cursor, or Codex can find deals, read financials, compare a company with its benchmark peers, pull retention and unit economics, quote the analyst's write-up and investor deck, and check macro market conditions, all with your Termina permissions.

* **Endpoint:** `https://mcp.termina.ai` (Streamable HTTP)
* **Authentication:** OAuth. The client opens Termina in your browser, you sign in, and you approve the connection. No key to copy.
* **Access:** read-only, scoped to the groups and deals your account can see. The server never reads data your account cannot.

## Connect

#### Claude Code

```bash
claude mcp add --transport http termina https://mcp.termina.ai
```

Run `/mcp` inside Claude Code and choose **Authenticate** to sign in.

#### Claude.ai

Open **Settings › Connectors › Add custom connector**, enter `https://mcp.termina.ai`, and choose **Connect**. Claude walks you through the sign-in. The connector then works on the web, the desktop app, and mobile.

#### Cursor

Open **Cursor Settings › MCP** and add the server to your `mcp.json`:

```json
{
  "mcpServers": {
    "termina": {
      "url": "https://mcp.termina.ai"
    }
  }
}
```

Cursor prompts you to sign in the first time a tool is used.

#### Codex CLI

```bash
codex mcp add termina --url https://mcp.termina.ai
```

Sign-in opens in your browser. If it does not, run `codex mcp login termina`. Verify with `codex mcp list`.

#### Windsurf

Open **Settings › Cascade › MCP Servers › View raw config** (`~/.codeium/windsurf/mcp_config.json`) and add:

```json
{
  "mcpServers": {
    "termina": {
      "serverUrl": "https://mcp.termina.ai"
    }
  }
}
```

API keys are not accepted by the MCP server. For scripted access, use an API key with the SDKs (see [Authentication](/introduction/authentication)).

## Try it

Once connected, ask in plain language. Naming Termina in the prompt helps the agent pick the right connector.

#### Size up a deal

"Find the Acme deal in Termina and summarize revenue growth, gross margin and burn multiple against its benchmark peers."

#### Explain the growth

"Break down Acme's revenue movement over the last four quarters: new, expansion, contraction, churn."

#### Retention and unit economics

"Show Acme's 2024 cohorts: logo and revenue retention by month, and the LTV/CAC per cohort."

#### Concentration risk

"How much of Acme's revenue sits with its top 10 customers, and how has that changed?"

#### What the analyst said

"What did the analyst flag in the Acme write-up? Quote the key findings."

#### Compare deals

"Compare growth accounting for our two most recent fintech deals in Termina."

#### Team

"Which functions is Acme hiring into, and how long has the leadership team been there?"

#### Market weather

"How does the fundraising market look for SaaS right now?"

Coding agents can combine these tools with their other abilities, for example turning a benchmark comparison into a chart or a memo section.

## Tools

Every tool is read-only. Ask in plain language and the agent chooses the tool. Naming one in the prompt steers it. Arguments, return shape, and when to prefer a neighbouring tool are in the [tools reference](/introduction/mcp-server/tools).

### Discovery

Find a deal before reading its data. A session usually starts with `search_deals` or `get_diligence_metadata`.

| Tool                     | Description                                                                                   |
| ------------------------ | --------------------------------------------------------------------------------------------- |
| `search_deals`           | Search the deals you can access by company, round, notes, or tags, and return their ids.      |
| `get_deal`               | Return one deal and which datasets exist for it: financials, product, talent, benchmarks.     |
| `list_companies`         | List the companies in a group, so a company name can be matched to its deals.                 |
| `get_diligence_metadata` | List every group, deal, and metric type your account can access.                              |
| `get_metric_definition`  | Look up Termina's definition of a metric or acronym, such as CMGR, LTV/CAC, or burn multiple. |

### Financials

Reported figures from the company's statements. Margins and ratios are already computed in `get_derived_metrics`.

| Tool                   | Description                                                                                 |
| ---------------------- | ------------------------------------------------------------------------------------------- |
| `get_income_statement` | Return the income statement by period, with Termina's category and the company's own label. |
| `get_balance_sheet`    | Return the balance sheet as a tree of subtotals and line items, including forecast periods. |
| `get_derived_metrics`  | Return margins, growth, burn multiple, rule of 40, magic number, and liquidity ratios.      |

### Benchmarks

The company next to Termina's peer set. Peers are anonymized: the response has the peer count and revenue range, not names.

| Tool                        | Description                                                                                        |
| --------------------------- | -------------------------------------------------------------------------------------------------- |
| `get_available_categories`  | List the peer categories available for this company.                                               |
| `get_benchmark_metrics`     | Compare the company's latest growth, margins, retention, and efficiency with the peer percentiles. |
| `get_benchmark_time_series` | Return the monthly history of those benchmarked metrics.                                           |
| `get_tradeoff_at_scale`     | Show how peers trade growth against efficiency at this company's revenue scale.                    |

### Product and unit economics

Movement, retention, concentration, and contribution from the company's product data.

| Tool                       | Description                                                                   |
| -------------------------- | ----------------------------------------------------------------------------- |
| `get_growth_accounting`    | Split each period's revenue into new, expansion, contraction, and churn.      |
| `get_user_accounting`      | The same split for user counts, so logo churn is separate from dollar churn.  |
| `get_cohorts`              | Return retention curves and cumulative LTV by cohort.                         |
| `get_customer_cohorts`     | Return the top customers behind a cohort. Customers are opaque ids.           |
| `get_concentration`        | Return how much revenue the largest customers hold, and how that share moves. |
| `get_contribution`         | Return CAC, LTV, and LTV/CAC by cohort and period.                            |
| `get_contribution_summary` | Return the headline unit-economics summary shown on the deal view.            |

### Talent

| Tool                         | Description                                                            |
| ---------------------------- | ---------------------------------------------------------------------- |
| `get_executive_profiles`     | Return the leadership roster and each person's role history.           |
| `get_team_growth_accounting` | Return headcount by function, split into new, retained, and returning. |
| `get_seniority_count`        | Return the current headcount by seniority.                             |

### Documents

| Tool                     | Description                                                                    |
| ------------------------ | ------------------------------------------------------------------------------ |
| `get_deal_document`      | Return the analyst's write-up, including key findings and notes on the charts. |
| `get_investor_deck_data` | Return the company's parsed pitch deck, page by page, so figures can be cited. |

### Macro

Market-wide signals that are not tied to a deal.

| Tool                        | Description                                                                             |
| --------------------------- | --------------------------------------------------------------------------------------- |
| `list_market_segmentations` | List market cuts such as geography and sector.                                          |
| `get_market_gauges`         | Return the fundraising weather score for a market, from colder than expected to hotter. |
| `get_market_context`        | Return funding activity: amounts raised, round counts, and time between raises.         |

## Good to know

* **Permissions follow you.** The agent holds a short-lived token tied to your Termina account and its roles. A deal you cannot open in the app is not visible to the agent either. A client that supports token refresh renews it in the background. Otherwise, or once you revoke the connection, it asks you to sign in again.
* **Nothing is written.** The tools only read. Deals, files and users are managed in the app or through the [API](/api-reference).
* **Peers are anonymized.** Benchmark comparisons report how many companies the peer cohort holds and its revenue range, never which companies.
* **Long results are capped.** Multi-year series and large cohort grids are truncated with a note. Date, cohort and period parameters narrow a request to the slice you need; the [tools reference](/introduction/mcp-server/tools#shared-parameters) lists the formats.
* **Figures match the app.** The benchmark tools return the same pipeline as the deal view. Ask the agent to report returned figures rather than recompute them, and to say when it derives one itself.
* **Tool lists can change between releases.** Reconnecting refreshes them.

If you have suggestions for additional tools, contact us at [dev-support@termina.ai](mailto:dev-support@termina.ai).

## Docs

- [Tools](https://docs.termina.ai/introduction/mcp-server/tools.md)