@equidam/mcp-server
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Equidam MCP Server - Bridge between AI assistants and Equidam's company valuation API
285 lines (250 loc) • 10.3 kB
JavaScript
/**
* Company Valuation Tool for MCP
* Handles the get_company_valuation tool calls
*/
/**
* Tool definition for company valuation
*/
const VALUATE_TOOL_DEFINITION = {
name: "get_company_valuation",
description: `Calculate company valuation using Equidam's professional five-method synthesis approach.
METHODOLOGY OVERVIEW: Equidam's comprehensive valuation integrates five distinct methodologies to provide a transparent, objective, and stage-appropriate valuation:
1. **Qualitative Methods** (for early-stage companies):
• Scorecard Method - Compares startup to average peers across 6 criteria
• Checklist Method - Values company as sum of core achievements
2. **Discounted Cash Flow (DCF)** (intrinsic value based on future cash):
• DCF with Long-Term Growth - Assumes perpetual growth
• DCF with Multiple - Assumes exit at industry EBITDA multiple
3. **Venture Capital Method** (investor ROI perspective):
• Works backward from exit value using stage-specific required returns
The methods are weighted based on company stage, with qualitative methods weighted more heavily for early-stage companies and financial methods for mature companies.
IMPORTANT DISCLAIMERS:
• This quick estimate is based on limited input (10 questions) and should NOT be considered financial advice
• For serious negotiations, financial planning, or investment decisions, obtain a detailed valuation report from Equidam
• The full report includes 50+ data points, detailed methodology explanations, and defendable documentation
WORKFLOW:
1. First use 'classify_company_industry' tool to get the industry_code
2. Ask user for revenue and company details following the validation guidance
3. Call this tool with complete information
RESOURCES FOR USERS:
• Detailed methodology explanation: https://www.equidam.com/resources/Equidam-Valuation-Methodology.pdf
• How the valuation estimate works: https://support.equidam.com/en/articles/9149899-how-the-10-question-valuation-estimate-works
• Sample full valuation report: https://www.equidam.com/resources/Equidam-Benchmarked-Valuation-Report-Sample.pdf
• For more support: Visit Equidam's documentation at https://support.equidam.com
When presenting valuations to users, always mention these resources and recommend the full report for serious use cases.`,
inputSchema: {
type: "object",
properties: {
industry_code: {
type: "string",
description: "10-digit TRBC industry classification code (REQUIRED: obtain from classify_company_industry tool first). Example: 5720102010",
pattern: "^[0-9]{10}$",
},
revenue_y1: {
type: "number",
description: "Annual revenue for most recent year in specified currency (REQUIRED). Enter 0 if no revenue yet. Examples: 500000 for $500K, 1200000 for $1.2M",
minimum: 0,
},
revenue_y4: {
type: "number",
description: "Projected annual revenue 3 years from now in specified currency (REQUIRED). Should typically be higher than revenue_y1. Examples: 2000000 for $2M projected",
minimum: 0,
},
country: {
type: "string",
description: "2-letter country code where company is based (REQUIRED). Examples: US, GB, DE, FR, CA, AU. Use GB for United Kingdom",
pattern: "^[A-Z]{2}$",
},
currency: {
type: "string",
description: "3-letter currency code for revenue figures (optional, defaults to country's currency). Examples: USD, EUR, GBP, CAD",
pattern: "^[A-Z]{3}$",
},
employees: {
type: "integer",
description: "Current number of employees (optional but recommended for accuracy). Include full-time and part-time, exclude contractors",
minimum: 0,
},
founders: {
type: "integer",
description: "Number of company founders (optional, affects equity assumptions). Count original co-founders only",
minimum: 0,
},
started_year: {
type: "integer",
description: "Year company was founded (optional, affects growth stage assessment). Examples: 2020, 2018, 2022",
minimum: 1800,
maximum: new Date().getFullYear() + 1,
},
},
required: ["industry_code", "revenue_y1", "revenue_y4", "country"],
},
};
/**
* Handle company valuation tool calls
* @param {object} apiClient - Equidam API client instance
* @param {Function} debugLog - Debug logging function
* @returns {Function} - Tool handler function
*/
function createValuationHandler(apiClient, debugLog) {
return async (params) => {
debugLog('Processing company valuation request:', {
industry_code: params.industry_code,
revenue_y1: params.revenue_y1,
revenue_y4: params.revenue_y4,
country: params.country,
currency: params.currency,
employees: params.employees,
founders: params.founders,
started_year: params.started_year
});
try {
// Validate required parameters
const validationError = validateValuationParams(params);
if (validationError) {
throw new Error(validationError);
}
// Call the API
const result = await apiClient.getValuation(params);
debugLog('Company valuation successful:', {
valuation_range: result.valuation ? `${result.valuation.lower} - ${result.valuation.higher}` : 'N/A',
average: result.valuation?.avg,
currency: result.valuation?.currency
});
// Format response for MCP
return formatValuationResponse(result, params);
} catch (error) {
debugLog('Company valuation error:', error.message);
// Return enhanced error information for LLM
return {
isError: true,
error: error.message,
code: 'VALUATION_ERROR',
llm_guidance: 'This error contains validation details. Please read the error message carefully and ask the user for the specific missing information. If an industry_code is needed, use the classify_company_industry tool first.'
};
}
};
}
/**
* Validate valuation parameters
* @param {object} params - Parameters to validate
* @returns {string|null} - Error message or null if valid
*/
function validateValuationParams(params) {
// Check required parameters
const required = ['industry_code', 'revenue_y1', 'revenue_y4', 'country'];
for (const field of required) {
if (params[field] === undefined || params[field] === null) {
return `${field} is required`;
}
}
// Validate industry code format
if (!/^[0-9]{10}$/.test(params.industry_code)) {
return 'industry_code must be exactly 10 digits (use classify_company_industry tool first)';
}
// Validate revenue values
if (typeof params.revenue_y1 !== 'number' || params.revenue_y1 < 0) {
return 'revenue_y1 must be a non-negative number';
}
if (typeof params.revenue_y4 !== 'number' || params.revenue_y4 < 0) {
return 'revenue_y4 must be a non-negative number';
}
// Check revenue logic
if (params.revenue_y4 < params.revenue_y1) {
return 'revenue_y4 should typically be greater than or equal to revenue_y1 (projected growth)';
}
// Validate country code
if (!/^[A-Z]{2}$/.test(params.country)) {
return 'country must be a 2-letter uppercase country code (e.g., US, GB, DE)';
}
// Validate optional parameters
if (params.currency && !/^[A-Z]{3}$/.test(params.currency)) {
return 'currency must be a 3-letter uppercase currency code (e.g., USD, EUR, GBP)';
}
if (params.employees !== undefined && (!Number.isInteger(params.employees) || params.employees < 0)) {
return 'employees must be a non-negative integer';
}
if (params.founders !== undefined && (!Number.isInteger(params.founders) || params.founders < 0)) {
return 'founders must be a non-negative integer';
}
const currentYear = new Date().getFullYear();
if (params.started_year !== undefined && (!Number.isInteger(params.started_year) || params.started_year < 1800 || params.started_year > currentYear + 1)) {
return `started_year must be a valid year between 1800 and ${currentYear + 1}`;
}
return null; // No validation errors
}
/**
* Format valuation response for MCP - simplified to only return valuation data
* @param {object} result - API response
* @param {object} params - Original request parameters
* @returns {object} - Simplified MCP response
*/
function formatValuationResponse(result, params) {
// Return only the valuation data - no extra metadata
return result.valuation || {
lower: 0,
higher: 0,
avg: 0,
currency: 'USD'
};
}
/**
* Format currency values for display
* @param {number} amount - Currency amount
* @param {string} currency - Currency code
* @returns {string} - Formatted currency string
*/
function formatCurrency(amount, currency = 'USD') {
if (typeof amount !== 'number') return 'N/A';
// Convert to millions for large amounts
if (amount >= 1000000) {
const millions = amount / 1000000;
return `${millions.toFixed(2)}M ${currency}`;
}
// Convert to thousands for medium amounts
if (amount >= 1000) {
const thousands = amount / 1000;
return `${thousands.toFixed(0)}K ${currency}`;
}
return `${amount.toFixed(0)} ${currency}`;
}
/**
* Get example inputs for the valuation tool
* @returns {Array} - Array of example inputs
*/
function getValuationExamples() {
return [
{
industry_code: "5720102010", // Software Development
revenue_y1: 500000,
revenue_y4: 2000000,
country: "US",
currency: "USD",
employees: 15,
founders: 2,
started_year: 2020
},
{
industry_code: "3010101010", // Electric Vehicle Manufacturing
revenue_y1: 2000000,
revenue_y4: 10000000,
country: "DE",
currency: "EUR",
employees: 50
},
{
industry_code: "6220101010", // Food Delivery Platform
revenue_y1: 1000000,
revenue_y4: 5000000,
country: "GB",
currency: "GBP"
}
];
}
module.exports = {
VALUATE_TOOL_DEFINITION,
createValuationHandler,
formatValuationResponse,
getValuationExamples,
validateValuationParams
};