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Available tools
get_consensus_estimates
Get Wall Street consensus estimates. Returns mean, median, high, low, and count for metrics like EPS, revenue. Requires FactSet IDs - use match_entity first.
get_actuals
Get actual reported values for financial metrics. Compare actuals vs estimates for earnings analysis. Requires FactSet IDs - use match_entity first.
get_surprise_history
Get earnings surprise history showing beat/miss vs consensus. Returns actual EPS, estimate, surprise amount, and percentage. Requires FactSet IDs.
get_analyst_ratings
Get buy/hold/sell ratings distribution and price targets. Returns rating counts, consensus score, and target prices. Requires FactSet IDs - use match_entity first.
get_guidance
Get company-issued guidance. Returns management's outlook with low, high, and midpoint values for revenue, EPS, etc. Requires FactSet IDs - use match_entity first.
get_calendar_events
Get upcoming/past company events (earnings calls, conferences, investor days). Filter by company, date range, event type. Returns event times, dial-in info.
get_transcripts
Get earnings call transcripts. Returns full text with speaker attribution, Q&A sections. Filter by company, date range. Corrected transcripts available within 24hrs.
get_fundamentals
Get fundamental financial metrics like EPS, revenue, net income, ROE. Use get_fundamental_metrics first to see available metric codes. Requires FactSet IDs from match_entity.
get_company_profile
Get company profile including business description, industry, headquarters, website, employees, and CEO. Requires FactSet IDs - use match_entity first.
get_financial_statements
Get income statement (IS), balance sheet (BS), or cash flow (CF) statement data. Returns last 4 years of data. Requires FactSet IDs - use match_entity first.
get_fundamental_metrics
List available fundamental metrics by category. REQUIRED: Specify category (INCOME_STATEMENT, BALANCE_SHEET, CASH_FLOW, RATIOS, PER_SHARE). Returns metric codes for use with get_fundamentals. Limited to 50 by default.
get_segments
Get business or geographic segment breakdown. Returns revenue, operating income, and assets by segment. Requires FactSet IDs - use match_entity first.
How to set up Merge Agent Handler
In an mcp.json file, add the configuration below, and restart Cursor.
Learn more in the official documentation ↗
1{
2 "mcpServers": {
3 "agent-handler": {
4 "url": "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
5 "headers": {
6 "Authorization": "Bearer yMt*****"
7 }
8 }
9 }
10}
11Open your Claude Desktop configuration file and add the server configuration below. You'll also need to restart the application for the changes to take effect.
Make sure Claude is using the Node v20+.
Learn more in the official documentation ↗
1{
2 "mcpServers": {
3 "agent-handler": {
4 "command": "npx",
5 "args": [
6 "-y",
7 "mcp-remote@latest",
8 "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
9 "--header",
10 "Authorization: Bearer ${AUTH_TOKEN}"
11 ],
12 "env": {
13 "AUTH_TOKEN": "yMt*****"
14 }
15 }
16 }
17}Open your Windsurf MCP configuration file and add the server configuration below.
Click on the refresh button in the top right of the Manage MCP server page or in the top right of the chat box in the box icon.
Learn more in the official documentation ↗
1{
2 "mcpServers": {
3 "agent-handler": {
4 "command": "npx",
5 "args": [
6 "-y",
7 "mcp-remote@latest",
8 "https://ah-api.merge.dev/api/v1/tool-packs/<tool-pack-id>/registered-users/<registered-user-id>/mcp",
9 "--header",
10 "Authorization: Bearer ${AUTH_TOKEN}"
11 ],
12 "env": {
13 "AUTH_TOKEN": "<ah-production-access-key>"
14 }
15 }
16 }
17 }In Command Palette (Cmd+Shift+P on macOS, Ctrl+Shift+P on Windows), run "MCP: Open User Configuration".
You can then add the configuration below and press "start" right under servers. Enter the auth token when prompted.
Learn more in the official documentation ↗
1{
2 "inputs": [
3 {
4 "type": "promptString",
5 "id": "agent-handler-auth",
6 "description": "Agent Handler AUTH_TOKEN", // "yMt*****" when prompt
7 "password": true
8 }
9 ],
10 "servers": {
11 "agent-handler": {
12 "type": "stdio",
13 "command": "npx",
14 "args": [
15 "-y",
16 "mcp-remote@latest",
17 "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
18 "--header",
19 "Authorization: Bearer ${input:agent-handler-auth}"
20 ]
21 }
22 }
23}FAQs on using Merge's FactSet MCP server
FAQs on using Merge's FactSet MCP server
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