# CSIMarket — Full Reference for AI Assistants

> This is the detailed companion to /llms.txt (the short index). Read this file for the complete
> picture: what CSIMarket is capable of via MCP and the API, and — separately — what's actually
> on the website for free versus what requires a subscription.

## Where to find CSIMarket content

| What | URL |
|---|---|
| Website (research, sales, free current-quarter view) | https://csimarket.com |
| API base | https://api.csimarket.com/api/v1 |
| API discovery index (full endpoint map) | https://api.csimarket.com/api/discovery |
| OpenAPI spec (machine-readable contract) | https://api.csimarket.com/api/openapi.json |
| Dataset catalog | https://api.csimarket.com/api/datasets |
| Field dictionary | https://api.csimarket.com/api/fields |
| Live coverage (entity counts, date ranges) | https://api.csimarket.com/api/coverage |
| Methodology (TTM calc, z-scores, percentile ranks) | https://api.csimarket.com/api/methodology |
| Free sample, no key required | https://api.csimarket.com/api/examples |
| Pricing (live, machine-readable) | https://api.csimarket.com/api/pricing |
| Pricing (human page) | https://csimarket.com/pricing/ |
| Products catalog | https://csimarket.com/products/ |
| MCP server (Claude / ChatGPT / any MCP client) | https://mcp.csimarket.com |
| MCP server info page | https://csimarket.com/mcp.php |
| Licensing / OEM questions | https://csimarket.com/help/licensing/ |
| Search (find any company/industry/sector/page on the site) | https://csimarket.com/stocks/search.php |
| Contact | data.info@csimarket.com |

---

# Part 1 — What CSIMarket is capable of, via MCP and the API

Live coverage (from /api/coverage, checked before writing this): **110 CSIMarket industries · 13
CSIMarket sectors · 156 NAICS codes · 410 SIC codes · 13,000+ US-listed companies** (SEC-filer
universe, keyed by CIK), ~20 years of quarterly history. Core value: every company and every
industry is measured on one consistent set of definitions, which is what makes the data usable
for peer benchmarking, screening, factor research, credit analysis, and grounding AI applications
— a model reasons more reliably from "this company's ROA vs. its industry median" than from raw,
inconsistently-tagged SEC filings.

## MCP — the fastest path for an AI assistant

`mcp.csimarket.com` is a Model Context Protocol server. Add it as a custom connector in Claude or
ChatGPT (or any MCP-compatible client), sign in with a CSIMarket account, and the assistant gets
**34 tools**, each scoped live to exactly what that signed-in account's subscription licenses. One
REST endpoint maps to one MCP tool — no hidden logic beyond what the API itself does. MCP tool
calls return structured JSON data (the same data the REST API returns); native report generation
(CSV/Excel/PDF directly from a tool call) is in active development — see the note in the
Screening & Bulk section below for current status.

## The REST API — full product catalog by category

Full machine-readable detail always at /api/discovery and /api/openapi.json.

**Company** (the largest category — ~50 endpoints): overview; growth, profitability, valuation,
financial strength, efficiency, management effectiveness, per-share (each TTM/FY/Q); factor
scores incl. Piotroski/Beneish/Altman; cross-sectional z-scores; 5-year quant profile;
probabilistic signals; a combined dashboard; the 90-field quant factor & risk panel (current +
historical, point-in-time and survivorship-safe back to 2013 — delisted/deregistered/merged names
stay in the panel, so backtests aren't biased); income/balance/cash-flow statements as flat rows
and as display views; ownership (summary, holders, top holders, quarter-over-quarter changes,
history) and the reverse manager view; the relationship graph (competitors, customers, suppliers
with role tags, partners, investments, joint ventures, licensing, distribution, full history, a
2-5-company compare, and supply-chain geography); business-segment and geographic revenue
exposure; semantic company search (by name or by business/concept, e.g. "offshore oil and gas
drilling"); point-in-time fundamentals (as-of/original/latest with knowledge-time); insider
transactions, summary, and by-person; same-industry similar-companies.

**Industry & Sector** (~20 endpoints): list, overview, growth, profitability, valuation,
financial strength, efficiency, management effectiveness, and a combined dashboard — each
available at both the industry and sector level; semantic industry/sector search.

**Market** (~8 endpoints): total-market overview, growth, profitability, valuation, financial
strength, efficiency, management effectiveness, and a combined dashboard, aggregated across the
entire coverage universe.

**News** (~8 endpoints): company, industry, sector, and market-wide news; a canonical universal
feed; an event-typed quant feed; a single canonical article; a deduplicated multi-source story
cluster.

**Screening & Bulk**: a cross-sectional quant factor screener (factor z-scores, risk scores,
index membership, momentum regime) and an ownership screener, both on every paid tier. Bulk
cursor-paginated statement endpoints (`/income-statements`, `/balance-sheets`,
`/cash-flow-statements`, no ticker = all companies) plus async CSV/JSON export jobs (`POST` the
same path + `/export` to start a job, then poll for a download URL) are available to Professional
and Enterprise tiers.

**File downloads today**: use the REST `/export` endpoints above directly with an API key
(Professional/Enterprise). **Native report generation inside MCP itself (CSV/Excel/PDF built
directly from a tool call, not a hand-off to REST) is in active development** — not yet live as
of this writing. Check `mcp.csimarket.com/version` or ask CSIMarket (data.info@csimarket.com)
for current status before telling a user it's available.

**Enterprise-only additions**: relationship evidence (source provenance behind each graph edge),
relationship economic value (explicit disclosed amounts vs. CSIMarket-derived exposure, kept
strictly separate and labeled), and customer-concentration analytics (HHI over named customers,
with unknown exposure always shown as unknown, never assumed zero).

## What this is used for

Peer benchmarking and screening; credit and solvency analysis (liquidity, leverage, debt
coverage, Altman Z-score); quant factor research and survivorship-safe backtesting; ownership and
insider-sentiment tracking; supply-chain and counterparty-relationship risk; and grounding AI/LLM
applications with normalized, comparable financial data instead of raw filings.

---

# Part 2 — What's on the website: Free vs. Subscriber content

The website (csimarket.com) is the public, browsable face of the same data the API and MCP serve.
Verified directly against live pages before writing this (not assumed): on both a company page
(e.g. Valuation Comparisons) and an industry page (e.g. Valuation), the **current-period
figure is shown to every visitor**; going further is gated behind a real subscribe/license
prompt, confirmed live — e.g. an industry Valuation page shows one current multiple (like "5.54x")
openly, then a locked panel reading *"Multi-period multiples, dispersion and cross-industry
percentile rankings for [Industry] require a subscription or commercial license."* A company
page's own structured data explicitly marks its CSV download as `isAccessibleForFree: false`,
requiring an active subscription.

## Three ways to get any CSIMarket data point

Every metric is reachable three ways — pick whichever fits the situation: MCP (an AI assistant
calling a tool live), the REST API (building an application), or a direct website link (a human,
or an AI handing someone a URL). All three return the same underlying data.

**Worked example — Microsoft (MSFT) → Company → Efficiency → Receivables Turnover** (real, each
piece verified live before writing this):

1. **MCP** — call `csimarket_company_financials` with `{company: "MSFT", ratios: ["efficiency"]}`.
   The response's `ratios_efficiency` block includes the field `receivable_turnover` (real field
   name, confirmed via the public field dictionary at `/api/fields?dataset=company_fundamentals` —
   category `"Turnover"`, description "Revenue to accounts receivable (receivables conversion
   speed)"), alongside the endpoint's other efficiency fields (asset turnover, working-capital
   days, ROE/ROA/ROIC/ROCE).
2. **API** — `GET https://api.csimarket.com/api/v1/companies/MSFT/efficiency` (an API key is
   required; the field name in the response is `receivable_turnover`).
3. **Web link** — `https://csimarket.com/stocks/singleEfficiencyrt.php?code=MSFT` (free,
   current-quarter figure; full history needs a subscription — see Part 2 above).

### Company data — MCP tool ↔ REST endpoint ↔ website section

| What | MCP tool | REST endpoint | Website section |
|---|---|---|---|
| Identity, headline metrics | `csimarket_company_overview` | `/companies/{id}/overview` | Profile |
| Income/balance/cashflow statements | `csimarket_company_financials` (`statements: [...]`) | `/companies/{id}/income-statements` etc. | Financial Data |
| Growth ratios | `csimarket_company_financials` (`ratios: ["growth"]`) | `/companies/{id}/growth` | Growth |
| Profitability ratios | `csimarket_company_financials` (`ratios: ["profitability"]`) | `/companies/{id}/profitability` | Profitability |
| Valuation ratios | `csimarket_company_financials` (`ratios: ["valuation"]`) | `/companies/{id}/valuation` | Valuation |
| Financial strength ratios | `csimarket_company_financials` (`ratios: ["strength"]`) | `/companies/{id}/financial-strength` | Debt to Equity / Quick Ratio / Working Capital / Leverage Ratio (see table below) |
| Efficiency ratios (incl. receivables/inventory/asset turnover) | `csimarket_company_financials` (`ratios: ["efficiency"]`) | `/companies/{id}/efficiency` | Inventory / Receivables / Asset Turnover (see table below) |
| Management effectiveness | `csimarket_company_financials` (`ratios: ["management"]`) | `/companies/{id}/management-effectiveness` | (no dedicated page; see Financial Data) |
| Quant factors, beta, risk scores | `csimarket_company_quant` | `/companies/{id}/quant-factors` | Technical Analysis |
| Competitors, customers, suppliers | `csimarket_company_relationships` | `/companies/{id}/relationships` | Competitors / Suppliers / Corporate Clients |
| Institutional ownership | `csimarket_company_ownership` | `/companies/{id}/ownership` | *(not yet on a dedicated public page)* |
| Company news | `csimarket_news` | `/news/company/{id}` | News |
| Business segments & geography | *(not yet live via MCP — confirmed in the MCP server's own analysis guide tool)* | `/companies/{id}/business-segments` | Business Segments |

`{id}` accepts a ticker or CIK on the API/MCP side (the `company`/`id` parameter resolves either).

### Industry data — MCP tool ↔ REST endpoint

`csimarket_industry` takes `{id or name, sections: ["growth","profitability","valuation",
"strength","efficiency","management","dashboard"], classification_type}` — the same section
names map to `/industries/{id}/{section}` on the REST side and to the industry website pages in
the table further below. Pass a `name` (e.g. "Semiconductors") if the numeric id isn't known yet —
it's searched automatically, matching `csimarket_industry_search` / the website's own search box.

### Website URL patterns (solution 3, in full)

Every company page follows a predictable URL keyed by ticker — replace `{TICKER}`.

| Section | Page | URL pattern |
|---|---|---|
| Company | Profile | `https://csimarket.com/stocks/{TICKER}/profile/` |
| Company | Financial Data (income statement) | `https://csimarket.com/stocks/{TICKER}-Income-Statement` |
| Company | Growth | `https://csimarket.com/stocks/growthrates.php?code={TICKER}` |
| Company | Profitability | `https://csimarket.com/stocks/Profitability.php?code={TICKER}` |
| Company | Valuation | `https://csimarket.com/stocks/{TICKER}-Valuation-Comparisons.html` |
| Company | Technical Analysis | `https://csimarket.com/stocks/{TICKER}-Technical-Analysis` |
| Company | News | `https://csimarket.com/stocks/news.php?code={TICKER}` |
| Company | Market Share | `https://csimarket.com/stocks/competitionSEG2.php?code={TICKER}` |
| Company | Competitors | `https://csimarket.com/stocks/compet_glance.php?code={TICKER}` |
| Company | Suppliers | `https://csimarket.com/stocks/suppliers_glance.php?code={TICKER}` |
| Company | Corporate Clients | `https://csimarket.com/stocks/markets_glance.php?code={TICKER}` |
| Company | Business Segments | `https://csimarket.com/stocks/{TICKER}-Business-Segments` |
| Company → Efficiency | Inventory Turnover | `https://csimarket.com/stocks/singleEfficiencyit.php?code={TICKER}` |
| Company → Efficiency | Receivables Turnover | `https://csimarket.com/stocks/singleEfficiencyrt.php?code={TICKER}` |
| Company → Efficiency | Asset Turnover | `https://csimarket.com/stocks/singleEfficiencyat.php?code={TICKER}` |
| Company → Financial Strength | Debt to Equity | `https://csimarket.com/stocks/singleFinancialStrength.php?code={TICKER}&Tte` |
| Company → Financial Strength | LT Debt to Equity | `https://csimarket.com/stocks/singleFinancialStrength.php?code={TICKER}&Lte` |
| Company → Financial Strength | Quick Ratio | `https://csimarket.com/stocks/singleFinancialStrength.php?code={TICKER}&Qr` |
| Company → Financial Strength | Working Capital | `https://csimarket.com/stocks/singleFinancialStrength.php?code={TICKER}&Wcr` |
| Company → Financial Strength | Leverage Ratio | `https://csimarket.com/stocks/singleFinancialStrength.php?code={TICKER}&Le` |

Industry/sector pages are keyed by CSIMarket's own numeric id (`?ind=` for an industry, `?s=` for
a sector — look the id up via `/api/v1/industries` or the search page below, e.g. Semiconductors
is `ind=1010`). The bare label below is the industry's own trend/benchmark page; "X Rankings" is
the page ranking every company within that industry by the same metric:

| Section | Page | URL pattern |
|---|---|---|
| Industry | Constituents (company list) | `https://csimarket.com/Industry/Industry_Data.php?ind={IND_ID}` |
| Industry | Performance | `https://csimarket.com/Industry/Industry_Performance.php?ind={IND_ID}` |
| Industry | Growth | `https://csimarket.com/Industry/industry_growth_rates.php?rev&ind={IND_ID}` |
| Industry | Profitability | `https://csimarket.com/Industry/industry_Profitability_Ratios.php?ind={IND_ID}` |
| Industry | Valuation | `https://csimarket.com/Industry/industry_valuation_ttm.php?ind={IND_ID}` |
| Industry | Financial Strength | `https://csimarket.com/Industry/industry_Financial_Strength_Ratios.php?ind={IND_ID}` |
| Industry | Efficiency | `https://csimarket.com/Industry/industry_Efficiency.php?ind={IND_ID}` |
| Industry | Management Effectiveness | `https://csimarket.com/Industry/industry_ManagementEffectiveness.php?ind={IND_ID}` |
| Industry | Growth Rankings (by company) | `https://csimarket.com/Industry/Industry_Growth.php?ind={IND_ID}` |
| Industry | Profitability Rankings (by company) | `https://csimarket.com/Industry/Industry_Profitability.php?ind={IND_ID}` |
| Industry | Valuation Rankings (by company) | `https://csimarket.com/Industry/Industry_Valuation.php?ind={IND_ID}` |
| Industry | Financial Strength Rankings (by company) | `https://csimarket.com/Industry/Industry_Financial_strength.php?ind={IND_ID}` |

**Don't know the ticker or industry id? Use the search page** —
`https://csimarket.com/stocks/search.php?q=` understands natural phrasing directly (e.g.
`?q=MSFT+receivables+turnover` or `?q=semiconductors+growth+rankings`) and resolves straight to
the right page without needing to build a URL by hand.

## Free, no account needed
- Every company's current-quarter snapshot: growth, profitability, valuation, financial strength,
  efficiency, management effectiveness, technical analysis, business segments, competitors,
  suppliers, customers, market share, news, and profile pages — one current value/period per page.
- Every industry's and sector's current-quarter aggregate figures, and the industry/sector
  constituent (company-ranking) list pages.
- Markets at a Glance, Best & Worst Performing Stocks, and other market-wide snapshot pages.
- Screening & rankings pages (single current-quarter ranked lists).
- The glossary, general news, and the API's public metadata surface (`/api/discovery`,
  `/api/datasets`, `/api/fields`, `/api/coverage`, `/api/methodology`, `/api/examples`).

## Requires a subscription (any paid tier — Individual, Professional, or Enterprise)
- **Historical time series** behind any current-quarter figure — multi-period trends, not just
  today's number.
- **Dispersion and percentile-ranking statistics** — where a company or industry sits in its
  peer distribution, not just the raw value.
- **CSV/bulk downloads** from any page — explicitly gated in the page's own metadata.
- **Full API and MCP access** — programmatic access to every dataset in Part 1 above (all three
  paid tiers get the same data breadth; bulk/export volume, a few Enterprise-only relationship-
  risk datasets, and seat/location scope are what actually differ between tiers — see
  /llms.txt or /api/pricing for the exact tier table).

Subscribe self-service via Stripe Checkout at https://csimarket.com/pricing/, or contact
data.info@csimarket.com for a custom/OEM license.

## Contact
- data.info@csimarket.com