> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.termina.ai/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.termina.ai/_mcp/server. The tools the [Termina MCP server](/introduction/mcp-server) exposes, by area. You rarely call them by name: ask the agent a question and it chooses. Naming a tool in a prompt ("use `get_cohorts` for 2024") steers it when you want a specific view. The agent receives each tool's full description and argument schema from the server when it connects. Every tool is read-only and runs with your Termina permissions. ## Shared parameters Most tools take the same handful of arguments. | Parameter | Meaning | | ---------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ | | `group_id`, `deal_id` | Identify the deal. Find them with `search_deals` or `get_diligence_metadata`. | | `user_type` | The customer segment to read (for example `business` or `consumer`). Omit it to use the deal's own segment; pass it only to ask about a different one. | | `metric` | The measured quantity for product tools, for example `revenue`. `get_deal` lists the `user_type` and `metric` combinations a deal has. | | `freq` | `M` (monthly, the default) or `Q` (quarterly). | | `date_start`, `date_end` | An inclusive period range, each like `2024-01`, `2024Q1` or `2024`. Pass either or both. | | `cohort_start`, `cohort_end` | The same, applied to a cohort's start period. | | `max_period` | Drops cohort periods beyond it, counted in `freq` units since the cohort began: with monthly data, `12` keeps about each cohort's first year. | Long results are capped and marked as truncated. A request for a specific period or cohort should always carry the matching range parameters rather than rely on the cap to include it. ## Discovery Start here. A session usually opens with `search_deals` or `get_diligence_metadata` to find a `group_id` and `deal_id`, then drills into the data tools. | Tool | Description | | ---------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `search_deals(query, page_size=10)` | Searches the deals you can access by free text (company, round, notes, tags) and returns compact summaries with their ids. Returns the first `page_size` matches, at most 50. | | `get_deal(group_id, deal_id)` | Returns one deal's metadata and which data exists for it: financials, talent, product metrics, unit economics, benchmark segments. | | `list_companies(group_id, page_size=25)` | Lists the companies in a group, for mapping a company name to its deals. Returns the first `page_size` companies, at most 100. | | `get_diligence_metadata()` | Describes every group, deal and metric type available to you. A good orientation call when you do not yet know an id. | | `get_metric_definition(metric)` | Looks up Termina's own definition of a metric, ratio or acronym (`CMGR`, `LTV/CAC`, `burn multiple`). Matching is fuzzy; up to three candidates come back best-first. | ## Financials Reported figures from the company's own statements. Margins, growth and ratios are already computed: read them from `get_derived_metrics` or the benchmark tools instead of working them out from the raw lines. | Tool | Description | | --------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `get_income_statement(group_id, deal_id, date_start, date_end)` | Returns the reporting frequency and unit plus one row per period and line item, with Termina's normalized category and the company's own label. | | `get_balance_sheet(group_id, deal_id, date_start, date_end)` | Returns the balance sheet as a flattened tree: aggregate nodes carry pre-computed subtotals, leaves carry their categories, and `forecast` marks projected periods. | | `get_derived_metrics(group_id, deal_id, date_start, date_end)` | Returns the financials-derived series per period: gross and operating margins, rule of 40, magic number, burn multiple, ROAS, revenue growth, and balance-sheet liquidity and leverage ratios (current, quick, cash, debt to equity). | ## Benchmarks The company's computed metrics next to Termina's proprietary peer dataset. Call `get_available_categories` first when you want a peer group other than the deal's own. Peers are anonymized: the response carries the peer count and revenue range, never names. | Tool | Description | | ------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `get_available_categories(group_id, deal_id)` | Lists the benchmark categories available for the deal's company. | | `get_benchmark_metrics(group_id, deal_id, category, user_type)` | Returns the deal view's benchmark table: the company's latest figures (growth, margins, capital efficiency, retention, unit economics, concentration, headcount) beside the peer distribution by percentile, plus the size of the peer cohort. | | `get_benchmark_time_series(group_id, deal_id, user_type, date_start, date_end)` | Returns the monthly history of every headline benchmarked metric, in the same shape, without the peer comparison. Use it for how a figure moved over time. | | `get_tradeoff_at_scale(group_id, deal_id, category)` | Returns the models of how peers trade growth against efficiency at the deal's revenue scale. | ## Product and unit economics Movement, retention, concentration and contribution computed from the company's product data, per customer segment. | Tool | Description | | -------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `get_growth_accounting(group_id, deal_id, metric, user_type, freq, date_start, date_end)` | Decomposes each period's amount into new, retained, resurrected, expansion, contraction and churned, with gross retention, quick ratio, net churn and growth rates. Explains why a figure moved. | | `get_user_accounting(group_id, deal_id, metric, user_type, freq, date_start, date_end)` | The same decomposition on user counts rather than revenue, to separate logo churn from dollar churn. | | `get_cohorts(group_id, deal_id, metric, user_type, freq, cohort_start, cohort_end, max_period)` | Returns the retention curve: one row per cohort and period with active users, amount, logo and amount retention, and cumulative LTV per user. | | `get_customer_cohorts(group_id, deal_id, metric, user_type, freq, cohort_start, cohort_end, max_period)` | Returns per-customer rows for the top 25 customers by ACV and lifetime value, to see which customers drove a cohort's movement. Customers are opaque ids. | | `get_concentration(group_id, deal_id, metric, user_type, freq)` | Returns the share held by the top 5, 10 and 20 customers and the top 10% and 20%, with mean, median, percentiles and Gini coefficient per period, plus the largest customers and the cumulative distribution for the latest period. | | `get_contribution(group_id, deal_id, user_type, freq, cohort_start, cohort_end, max_period)` | Returns unit economics per cohort and period: CAC, LTV, gross-margin LTV, LTV/CAC and contribution, with `method` separating actual rows from projected ones. | | `get_contribution_summary(group_id, deal_id, user_type, freq)` | Returns the deal view's unit economics summary: headline LTV, CAC, modeled payback and margins per cohort, with lifetime and rolling variants. | ## Talent | Tool | Description | | --------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------- | | `get_executive_profiles(group_id, deal_id)` | Returns the leadership roster: each executive's position history with titles, dates and which roles were at this company. | | `get_team_growth_accounting(group_id, deal_id, date_start, date_end)` | Returns headcount by function and quarter, decomposed into new, retained and resurrected, for questions like which functions the company is hiring into. | | `get_seniority_count(group_id, deal_id)` | Returns the current headcount by seniority level, as a single snapshot. | ## Documents Two different documents: what Termina's analyst wrote about the deal, and what the company put in its own pitch deck. The write-up is the primary source for narrative; the deck is secondary and its figures are cited by page. | Tool | Description | | ------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `get_deal_document(group_id, deal_id)` | Returns the analyst-authored deal document (often called the memo): narrative, key findings with their signal, embedded charts and tables, reader comments and chart annotations. | | `get_investor_deck_data(group_id, deal_id)` | Returns the parsed investor deck the company uploaded: per-page text, chart and table data series, and context flags, with 1-indexed page numbers for citation. Long page text and long series are clipped with a note. Empty when no deck has been parsed. | ## Macro Market-wide signals that are not tied to a deal. Call `list_market_segmentations` first to learn the valid segmentation names and slugs. | Tool | Description | | ---------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `list_market_segmentations()` | Lists the available market segmentations, such as geography and sector, with their slugs. | | `get_market_gauges(segmentation, slug)` | Returns the market "weather" gauge per date: a score from -3 to +3 for how fundraising compares with what conditions would predict, where 0 is normal and negative is colder. Omit `slug` for every market in the segmentation. | | `get_market_context(segmentation, slug)` | Returns rolling estimates of funding activity per date and stage: annualized amount raised and round count, years between raises, and average raise. |