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[PAID — vendor subscription required] S&P Global (Kensho) -- Capital IQ financials, earnings call transcripts, company tearsheets, and funding digests via S&P Global MCP
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Based on SOC occupation classification
CFA Chief Analyst skill: institutional-grade coordinator for financial analysis. Decomposes prompts, delegates to 8 CFA specialist agents (equity, credit, fixed-income, derivatives, quant-risk, macro, private-markets, esg-regulatory) via delegate_to_<id> virtual tools, and aggregates their outputs into audit-traceable memos.
CFA Credit Analyst skill: institutional credit analysis covering credit metrics, synthetic ratings, debt capacity sizing, covenant compliance, Altman Z-score distress screening, credit scoring, credit derivatives (CDS, CVA), and credit portfolio analytics.
CFA Derivatives Analyst skill: option pricing, implied volatility, forwards/futures, swaps, option strategies, volatility surface construction, SABR calibration, convertible bonds, structured products, real options, and Monte Carlo simulation.
CFA Equity Analyst skill: institutional equity research covering DCF valuation, WACC, trading comps, SOTP, target price, multistage DDM, H-Model DDM, payout sustainability, TSR, earnings quality (Beneish, Piotroski, accrual/revenue quality), three-statement modelling, Monte Carlo DCF, and financial forensics.
CFA ESG and Regulatory Analyst skill: ESG scoring, carbon markets, regulatory capital (Basel III), compliance reporting (MiFID II, GIPS), AML/KYC, FATCA/CRS, economic substance, fund structuring, transfer pricing, tax treaty optimisation, and regulatory reporting (AIFMD, Form PF).
CFA Fixed Income Analyst skill: bond pricing, yield curve construction, duration/convexity, credit spreads, interest rate models, TIPS, repo financing, mortgage analytics, municipal bonds, and sovereign debt analysis.
| name | vendor-sp-global |
| description | [PAID — vendor subscription required] S&P Global (Kensho) -- Capital IQ financials, earnings call transcripts, company tearsheets, and funding digests via S&P Global MCP |
S&P Global provides institutional financial data via their Kensho-powered MCP server. Access Capital IQ financials, earnings call transcripts, company tearsheets, and funding digests. This is an OPTIONAL premium integration -- users must have their own S&P Global subscription.
Package: @corp-finance/vendor-sp-global
Authentication: Bearer token
Environment Variables:
SP_GLOBAL_API_KEY -- API key for Bearer token authentication| Tool | Purpose |
|---|---|
sp_company_search | Search for companies by name, ticker, CIK, or ISIN across Capital IQ universe |
sp_company_tearsheet | Comprehensive company profile: business description, key metrics, ownership, ratings |
sp_capital_structure | Debt maturity profile, leverage ratios, credit facility details, and capital stack |
sp_ownership | Institutional ownership, insider holdings, activist positions, and ownership changes |
sp_financials | Standardised financial statements (income, balance sheet, cash flow) with Capital IQ quality |
sp_estimates | Broker estimates, consensus forecasts, estimate revisions, and earnings surprises |
sp_segment_data | Business and geographic segment breakdowns, segment-level financials |
sp_earnings_transcript | Full-text earnings call transcripts with speaker attribution and Q&A sections |
sp_credit_rating | S&P credit ratings, outlooks, rating histories, and watchlist status |
sp_peer_analysis | Peer group construction, comparative financial metrics, and relative valuation |
sp_key_developments | Material corporate events: M&A announcements, management changes, regulatory actions |
sp_industry_benchmark | Industry-level financial benchmarks, market sizing, and competitive landscape |
sp_ma_deals | M&A transaction data: deal terms, valuations, advisors, and deal structure |
sp_funding_digest | Private funding rounds, IPO data, and investment activity tracking |
sp_financials and sp_segment_datasp_earnings_transcriptsp_company_tearsheetsp_credit_ratingsp_ma_deals and sp_funding_digestsp_industry_benchmarkS&P Global/Kensho subscription required. Data subject to S&P Global licence terms, including redistribution and usage restrictions. Particularly valuable for earnings transcript analysis and standardised financial data that complements SEC EDGAR raw filings.