Startup Valuation MCP Server

io.github.simonplmak-cloudv2.0.0更新于 Sep 30, 2026

Startup valuation for AI agents: 14 tools, 80+ pre-revenue formulas.

已验证Streamable HTTP可网页运行FinanceData & Analytics

概览

AI 生成的概览

让助手使用 80 多个未产生营收阶段的估值公式(从评分卡法、VC 法到 Black-Scholes 及行业模型)计算初创企业估值。

功能
提供 14 个 MCP 工具,将《Startup Valuation》教材中的 80 多个估值公式按方法族折叠,每个工具通过 method 参数选择具体公式。覆盖概率、货币时间价值、CAPM、核心未营收估值方法、期权、可比公司、SaaS、市场平台、金融科技、生物科技、硬件、国际、股东权益、新兴方法以及三角化综合分析。每个函数返回 ValuationResult,包含估值、假设与敏感性分析,便于审计。同一软件包还以 Python 库和 AI 代理技能定义的形式发布。
适用场景
适合助手需要进行结构化、可审计的初创或未营收企业估值时使用,例如评分卡法、Berkus 法、VC 法、风险因素加总、期权定价,或 SaaS 的 LTV 与 CAC 等行业模型。也适用于情景分析与蒙特卡洛分析、稀释与清算优先权问题,以及 SAFE 或加密货币估值公式。
运行要求
可作为托管 Streamable HTTP 端点使用提供方网址,无需安装、无需 API 密钥;也可通过 PyPI 包 startup-valuation 在本地运行,用 pip 安装或用 uvx 临时运行,需要 Python。未声明任何环境变量或请求头。
安装前请注意
该服务器只做计算,不获取实时市场数据,输入与假设由调用方提供,结果应视为模型输出而非财务建议。使用托管端点时,你提供的估值输入会发送到第三方服务。未声明凭据、支付或写入操作。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Startup Valuation MCP Server,将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

{
  "mcpServers": {
    "startup-valuation": {
      "type": "http",
      "url": "https://startup-valuation.simonmak.com/api"
    }
  }
}

README

Startup Valuation Engine

Comprehensive startup valuation library implementing 80+ formulas from the Startup Valuation textbook. Python library + MCP server + AI-Agent Skills.

[PyPI] [CI] [License: MIT] [Python 3.10+] [Docs] [Coverage] [OpenSSF Scorecard] [Glama MCP] [MCP tools]

Overview

A production-grade Python library for startup valuation, implementing every formula from the Startup Valuation textbook by Simon Mak (Valuation in Practice Series, Ascent Partners). Designed for developers, financial analysts, and AI agents who need auditable, structured valuation computations.

Three-layer architecture:

mermaid
graph TB    subgraph Library["Python Library"]        MOD["14 Modules<br/>80+ Functions"] --> VR["ValuationResult"]    end    subgraph MCP["MCP Server"]        VR --> SVR["FastMCP Server<br/>14 Tools"]    end    subgraph Skills["AI-Agent Skills"]        SVR --> CORE["Core"]        SVR --> ADV["Advanced"]        SVR --> IND["Industry"]        SVR --> STAKE["Stakeholder"]        SVR --> EMER["Emerging"]    end    style Library fill:#0083AB,color:#fff    style MCP fill:#4CAF50,color:#fff    style Skills fill:#9C27B0,color:#fff
  1. Python Library — 14 modules, 80+ typed functions, all returning ValuationResult (value + assumptions + sensitivity)
  2. MCP Server — 14 folded tools (80+ formulas) for AI agents via stdio and hosted Streamable HTTP
  3. AI-Agent Skills — 6 skill definitions with workflow guidance for valuation domains

Installation

bash
pip install startup-valuation          # library onlypip install startup-valuation[mcp]     # + MCP serverpip install startup-valuation[dev]     # + pytest, ruff, mypy

Quick Start

Python Library

python
from startup_valuation.core import scorecard_valuation, vc_method_post_moneyfrom startup_valuation.advanced import black_scholes, scenario_analysisfrom startup_valuation.types import Scenario
# Scorecard Method (pre-revenue startups)result = scorecard_valuation(    average_valuation=1_500_000,    weights=[0.30, 0.25, 0.15, 0.10, 0.10, 0.05, 0.05],    scores=[1.25, 1.50, 1.20, 0.75, 1.00, 0.90, 1.00],)print(f"Scorecard: ${result.value:,.0f}")  # $1,800,000
# Black-Scholes for real options (startup equity)result = black_scholes(    underlying=20_000_000, strike=5_000_000,    risk_free_rate=0.05, volatility=0.40, time_to_maturity=1.0,)print(f"Option value: ${result.value:,.0f}")  # $15,240,000
# Scenario Analysisscenarios = [    Scenario("bull", 0.20, 10_000_000),    Scenario("base", 0.60, 5_000_000),    Scenario("bear", 0.20, 1_000_000),]result = scenario_analysis(scenarios)print(f"Expected value: ${result.value:,.0f}")  # $5,200,000

MCP Server (for AI Agents)

The server exposes 14 tools, each folding a family of formulas behind a method argument — probability, time value, CAPM, core pre-revenue methods, options, comparables, SaaS, marketplaces, fintech, biotech, hardware, international, stakeholder equity, emerging methods, and a triangulated full analysis.

Local (stdio):

bash
pip install "startup-valuation[mcp]"startup-valuation-mcp          # console script installed with the [mcp] extra# or: python -m startup_valuation.mcp# or ephemeral, no clone: uvx --from startup-valuation startup-valuation-mcp

Hosted (Streamable HTTP) — no install, no API key:

https://startup-valuation.simonmak.com/api

OpenCode — add to opencode.json:

json
"startup-valuation": {  "type": "remote",  "url": "https://startup-valuation.simonmak.com/api",  "timeout": 60000}

Claude Desktop / Cursor — add the HTTP URL https://startup-valuation.simonmak.com/api as an MCP server, or run the stdio entrypoint above.

MCP Registry — published as io.github.simonplmak-cloud/startup-valuation (manifest: server.json) and listed on Glama and the Official MCP Registry. The glama.json file holds the Glama maintainer entry.

AI-Agent Skills

Copy the skills/ directory to your agent's skills folder:

  • valuation-core — Scorecard, Berkus, VC Method, Risk Factor Summation
  • valuation-foundations — Probability, time value, CAPM, comparables
  • valuation-advanced — Black-Scholes, Binomial, Monte Carlo, Scenario Analysis
  • valuation-industry — SaaS, Biotech, Fintech, Marketplace, Hardware
  • valuation-stakeholder — Dilution, OPM, PWERM, Liquidation Preference
  • valuation-emerging — SAFE, Crypto (MV=PQ), ESG, Metcalfe's Law

Valuation Methods by Category

CategoryMethodsChapter
ProbabilityExpected value, joint probability, Poisson2
Time ValuePV, NPV, annuity2
CAPMCAPM, portfolio beta, startup-adjusted2
CoreScorecard, Berkus, Risk Factor, VC Method3
AdvancedBlack-Scholes, Binomial, Monte Carlo, Scenario4
ComparablesP/E, P/S, EV/EBITDA, regression-adjusted5
SaaSLTV, CAC, NRR, Magic Number, Rule of 4011
BiotechrNPV, decision tree, peak sales, pipeline11
FintechPayment revenue, lending, neobank, network effects11
MarketplaceGMV, take rate, liquidity, network density11
HardwareTRL-adjusted, break-even, P-weighted DCF11
InternationalPPP, CRP, currency-adjusted DCF, Damodaran12
StakeholdersDilution, OPM, PWERM, liquidation, synergies13
EmergingSAFE, MV=PQ, ESG, Metcalfe's, data moat14

Why This Library?

  • Auditable — Every function returns ValuationResult with value, method, inputs, assumptions, and sensitivity analysis
  • Textbook-accurate — All formulas verified against book example values with unit tests
  • AI-ready — MCP server and Skills for seamless AI agent integration
  • Industry-specific — Dedicated modules for SaaS, biotech, fintech, marketplace, and hardware startups
  • Open source — MIT license, extensible, well-documented

Development

bash
# Install dev dependenciespip install -e ".[dev]"
# Run testspytest
# Run with coveragepytest --cov=startup_valuation --cov-report=term-missing
# Lintruff check .
# Type checkmypy src/startup_valuation --ignore-missing-imports

Documentation

Companion Textbook

Startup Valuation: A Comprehensive Guide to Valuing Fast-Growing Pre-Revenue Companies
Theory, Methods, Regulation, and Practice — Valuation in Practice Series by Ascent Partners
By Simon Mak · 338 pages · 15 chapters · 300+ exercises · 20+ real-world cases

Citing This Project

bibtex
@software{startup_valuation_engine,  author = {Mak, Simon},  title = {Startup Valuation Engine},  year = {2026},  url = {https://github.com/simonplmak-cloud/startup-valuation},  license = {MIT},}

Based on formulas from the Startup Valuation textbook. See output/ for the full textbook source in markdown.

License

MIT — see LICENSE for details.

来源:README.md,提交 9823bc5

工具

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版本历史

1
  1. v2.0.0最新Sep 30, 2026