Wafergraph MCP

com.wafergraph由 wafergraph.com 發布v1.2.0更新於 Oct 24, 2026

Read-only MCP server for wafergraph.com's semiconductor & AI supply-chain data: 30 tools, no auth.

已驗證Streamable HTTP可網頁執行金融資料與分析商業與電商

概覽

AI 產生的概覽

針對 wafergraph 半導體與 AI 供應鏈資料集的唯讀 MCP 伺服器,提供公司檔案、供應商/客戶關係圖與併購交易查詢。

可以做什麼
  • 在 12 個細分環節的半導體與 AI 供應鏈分類中搜尋、篩選與比較公司,並支援股票代號解析與市值排名
  • 探索供應商/客戶關係圖:依層級走訪、找出兩家公司之間的供應路徑、依連結度排名、列出共同供應商
  • 分析結構與風險:瓶頸企業、單一來源依賴、上游集中度、斷供影響範圍以及投資組合曝險
  • 依地域與環節拆解:國家檔案、國家比較、環節龍頭與子環節清單
  • 檢索並彙整併購交易、整合熱點以及個別公司的交易紀錄
  • 檢視資料集涵蓋範圍與已知限制,避免把資料缺漏當成事實
適用情境
適合回答有關半導體與 AI 供應鏈公司、其供應商與客戶、地域集中度、瓶頸或單一來源風險,以及該產業併購活動的問題。偏向研究與分析用途,而非業務操作或交易執行。
執行需求
需要一個遠端 Streamable HTTP 端點;不需身分驗證、API 金鑰或本機執行環境。任何支援 Streamable HTTP 的 MCP 用戶端皆可連線。
安裝前請注意
所有工具皆為唯讀,不索取任何憑證。伺服器表示僅記錄彙總計數與用戶端軟體名稱與版本,不記錄查詢內容或身分。資料為人工整理的公開資料集,涵蓋並不完整(例如許多公司缺少市值),伺服器聲明內容不構成投資建議,且並非 wafergraph 官方產品。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Wafergraph MCP,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/com.wafergraph%2Fwafergraph-mcp/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "mcpServers": {
    "wafergraph": {
      "type": "http",
      "url": "https://wafergraph-mcp.jwpalm99.workers.dev/mcp"
    }
  }
}

README

wafergraph-mcp

A remote MCP server exposing wafergraph.com's semiconductor & AI supply-chain dataset — 565 companies across 12 segments, the supplier/customer graph, and a 74-deal M&A corpus — as 30 read-only tools any MCP-speaking AI agent can call directly.

No auth, no cost, read-only. Streamable HTTP transport at /mcp. Human landing page at /.

Live: https://mcp.wafergraph.com

Tools

ToolPurpose
search_companies({query?, segment?, country?})Name/description search with segment & country filters. Compact list, capped at 25, with a total match count.
get_company({id})Full allowed profile for one company (by id or name) plus its supplier/customer edges.
get_segments()The 12-segment taxonomy (+ subsegments, market_position enum) with live company counts.
get_supply_chain({id, direction, depth})Walk the supplier/customer graph from a focal company up to 2 tiers up ("up"), down ("down"), or "both".
get_deals({query?, segment?})Search the M&A deal corpus. Compact list, capped at 30, with a total match count.
compare_companies({ids})Side-by-side comparison of 2-6 companies on aligned fields, plus their shared and unique supply-chain counterparties.
get_country_exposure({segment?})Geographic concentration: which countries host a segment's companies, ranked by count, with disclosed market-cap coverage.
find_chokepoints({segment?, limit?})Rank chokepoints by downstream dependency weighted by market position. Transparent heuristic, not a proprietary risk model.
analyze_portfolio_exposure({holdings})Map tickers or ids to segment/country exposure and flag suppliers that several holdings share. Not investment advice.

Screening & discovery

ToolPurpose
filter_companies({...})Structured multi-criteria screen (segment, subsegment, country, position, public, market-cap band, has_ticker) with sorting and pagination.
list_subsegments({segment?})Every subsegment with its live company count and parent segment.
get_subsegment({segment, subsegment})All companies in one subsegment with position and country breakdowns.
find_similar_companies({id})Nearest structural neighbours by Jaccard similarity over segment tags and shared supply-chain counterparties.
rank_by_market_cap({segment?, country?, limit?})Largest companies by disclosed market cap, always with its coverage ratio.
resolve_ticker({inputs})Batch-resolve up to 25 tickers, names, or ids to canonical companies, with suggestions on a miss.

Geography & structure

ToolPurpose
list_countries({segment?})Every country with company counts, segment mix, and public/private split.
get_country_profile({country})One country in depth, including how many supply relationships cross its border in each direction.
compare_countries({countries})2-5 countries side by side, with uniquely-present and dominant segments.
get_segment_leaders({segment?})Who occupies the monopoly and leader positions in a segment.
get_upstream_concentration({id})One company's supplier mix by country and segment with an HHI index and edge-coverage context.

Graph analysis

ToolPurpose
find_paths_between({from, to, max_depth?})Documented supply paths between two companies, shortest first.
`simulate_disruption({company_id?country?
find_single_source_dependencies({segment?, country?})Customer/subsegment pairs served by exactly one documented supplier.
rank_by_connectivity({metric?, limit?})Rank by documented degree. Measures documentation density, not real-world criticality.
`find_common_suppliers({ids?segment?})`

Deals & dataset

ToolPurpose
get_deal({id})One M&A deal in full, with parties resolved to companies where possible.
find_deals_by_company({id})Every deal a company took part in, split by role, with the match method exposed.
get_ma_activity_summary()Deal counts and disclosed values by year, type, and status.
find_consolidation_hotspots()Which segments are consolidating, with unresolvable deals counted rather than dropped.
get_dataset_stats()What this dataset contains, how fresh it is, and where it is thin. Call it to learn what the data cannot answer.

Every response includes:

  • data — the payload.
  • attribution — compiled-by/sources block (SEC, Wikidata, Wikipedia, GLEIF) plus a company_url back to the full sourced profile on wafergraph.com.
  • links — { report, newsletter } pointing back to wafergraph.com and its hand-scored Vendor Exposure Review.

Field discipline

Company records include key_products as of 2026-07-19. That field in wafergraph's own dataset was originally bulk-drafted with a known fabrication/mis-scope history and was withheld here until a verified deep-fill landed upstream; it now has (confirmed live) 564/565 companies filled, with only sk_enpulse empty (defunct, absorbed into SKC 2025-12-23). Every field shipped here — name, ticker, market_cap_usd_b, segments, one_liner, market_position, key_products, key_customers/key_suppliers graph edges, deals — is established, trust-checked data. Fields are still whitelisted (not blacklisted) in src/types.ts (toAllowedCompany), so anything added upstream later stays excluded by default until deliberately added.

What this server records

Counters only, never identities. No IPs, no query contents or tool arguments, no user identifiers, no cookies, no PII. Specifically: how many times each tool was called per day, how many distinct sessions opened per day, and which client software connected (the clientInfo name and version your MCP client already sends in the initialize handshake, e.g. [email protected]).

Sessions are not users — one person reconnecting counts several times. Nothing recorded here can identify who you are.

Install

Claude Code

claude mcp add --transport http wafergraph https://mcp.wafergraph.com/mcp

claude.ai (custom connector)

Settings → Connectors → Add custom connector → paste:

https://mcp.wafergraph.com/mcp

Generic MCP client (Streamable HTTP)

json
{  "mcpServers": {    "wafergraph": {      "url": "https://mcp.wafergraph.com/mcp"    }  }}

Architecture

Cloudflare Worker, TypeScript, built on the agents package's McpAgent (Durable-Object-backed Streamable HTTP MCP server — free on the Workers Free plan; SQLite storage backend). See CLAUDE.md for the file map and the data-source-mode decision (hybrid live-fetch + one vendored snapshot, discovered by E2E-testing the upstream endpoints rather than assumed).

Development

bash
npm installnpm run dev       # wrangler dev, localnpm run typecheck # tsc --noEmitnpm run deploy    # wrangler deploy

Attribution & licensing

See ATTRIBUTION.md for the full source/license breakdown (SEC EDGAR public domain, Wikidata CC0, Wikipedia CC BY-SA 4.0 — attribution required, GLEIF). Short version: free to use, credit wafergraph.com, not financial advice.

This is an independent project built against wafergraph.com's public dataset; it is not an official wafergraph product.

來源:README.md,提交 bbf62f8

工具

30

search_companies

Search companies

Search wafergraph's semiconductor & AI supply-chain company dataset (615 companies across 12 segments) by name/one_liner substring and/or segment and/or country. Returns a compact list capped at 25 with a total match count. Use get_segments first if you don't know valid segment ids.

輸入參數querycountrysegment

get_company

Get company

Full allowed profile for one company (by id or exact name) plus its supplier/customer supply-chain edges. Includes key_products (short list of named products/lines). Fields are deliberately limited to established/trust-checked data (see README field-discipline note).

輸入參數id必填

get_segments

Get segments

The wafergraph taxonomy: 12 top-level supply-chain segments (materials through ai_datacenter) and their subsegments, each with a live company count, plus the market_position enum. Use this to discover valid `segment` values for search_companies/get_deals. Segment definitions are a versioned snapshot (see data.taxonomy_snapshot_date) while company counts are computed live.

無需輸入參數。

get_supply_chain

Get supply chain

Walk the supplier/customer graph from one focal company, up to 2 tiers up (suppliers), down (customers), or both. Mirrors the chain view on wafergraph.com's Explorer. Returns companies grouped by tier plus the edges between them.

輸入參數id必填depthdirection

get_deals

Get M&A deals

Search wafergraph's semiconductor & AI supply-chain M&A corpus (74 acquisitions/mergers, including notable terminated attempts) by title/summary substring and/or segment. Returns a compact list capped at 30 with a total match count.

輸入參數querysegment

compare_companies

Compare companies

Side-by-side comparison of 2-6 companies on the same fields, plus their shared and unique supply-chain counterparties. Cheaper and more aligned than several get_company calls when the question is comparative.

輸入參數ids必填

get_country_exposure

Get country exposure

Geographic concentration of the supply chain: which countries host the companies in a given segment (or across all 12 segments), ranked by company count. Answers 'how concentrated in Taiwan is advanced lithography' style questions. Country is recorded for all 615 companies.

輸入參數segment

find_chokepoints

Find chokepoints

Rank supply-chain chokepoints: companies many others depend on, weighted by how concentrated their market position is. A chokepoint here means high downstream dependency plus monopoly/leader position, i.e. few substitutes. Scoring is a transparent heuristic over the public dataset, not a proprietary risk model.

輸入參數limitsegment

analyze_portfolio_exposure

Analyze portfolio exposure

Given a list of tickers or company ids, report that basket's aggregate exposure across supply-chain segments and countries, and flag where holdings share the same upstream suppliers (correlated single points of failure). Informational supply-chain analysis over public data, not investment advice.

輸入參數holdings必填

filter_companies

Filter companies

Structured multi-criteria screen over all 615 companies: exact segment/subsegment/country/market_position/public filters plus a market-cap range, sortable and paginated. Use this instead of search_companies when the question is a precise filter ('leader-position analog companies in Japan under $20B') rather than a free-text match. Unknown segment/subsegment/country values just return zero results rather than erroring — call get_segments or list_subsegments first if you're not sure a value is valid.

輸入參數limitoffsetpubliccountrysegmentsort_byhas_tickersubsegmentmarket_positionmax_market_cap_usd_bmin_market_cap_usd_b

list_subsegments

List subsegments

Every subsegment across wafergraph's 12-segment taxonomy, each with its live company count and parent segment id/name, optionally filtered to one segment. Use this (or get_segments) to discover valid `subsegment` values before calling get_subsegment or filter_companies. Segment/subsegment names come from a versioned taxonomy snapshot; company counts are computed live and can include subsegment ids present in the company data but not yet in that snapshot (flagged `in_taxonomy: false`).

輸入參數segment

get_subsegment

Get subsegment

All companies in one segment+subsegment pair, as compact refs sorted by market cap descending, plus a market_position breakdown and a country breakdown computed over the FULL matching set (not just the returned page). Use list_subsegments first if you don't know valid segment/subsegment ids.

輸入參數limitoffsetsegment必填subsegment必填

find_similar_companies

Find similar companies

Nearest structural neighbours to one focal company, ranked by a transparent Jaccard-similarity score — not a market or competitive judgment. Use search_companies or resolve_ticker first if you only have a ticker or an approximate name, then pass the resolved id here.

輸入參數id必填limit

rank_by_market_cap

Rank by market cap

Top N companies by market cap, optionally restricted to a segment/country/market_position, with the priced-coverage ratio for that scope attached — about 28% of companies dataset-wide have no market_cap_usd_b on file, so a plain top-N list without the coverage number would look more complete than it is.

輸入參數limitcountrysegmentmarket_position

resolve_ticker

Resolve ticker

Batch-resolve up to 25 strings — tickers, company names, or ids, in any mix — to canonical company refs. Call this FIRST whenever you have raw user input (a ticker list, pasted names) and need valid ids before calling other tools; unresolved entries come back with up to 3 suggested close matches instead of just null.

輸入參數queries必填

list_countries

List countries

Every country in wafergraph's semiconductor & AI supply-chain dataset (29 countries across 615 companies) with company count, which segments are present there (with counts), public/private split, and priced market-cap totals. Sorted by company count descending. Optional segment filter. country is the company's HEADQUARTERS country only, not a manufacturing-footprint field. A company headquartered here may fabricate, assemble, or test elsewhere — do not read this data as production geography.

輸入參數segment

get_country_profile

Get country profile

Deep profile of one country's presence in wafergraph's semiconductor & AI supply-chain dataset: company count, segment breakdown, market-position breakdown, top companies by market cap, notable monopoly/leader companies, and inbound/outbound supplier-relationship edge counts across this country's border (computed from the supply-chain graph). country is the company's HEADQUARTERS country only, not a manufacturing-footprint field. A company headquartered here may fabricate, assemble, or test elsewhere — do not read this data as production geography.

輸入參數country必填

compare_countries

Compare countries

Side-by-side comparison of 2-5 countries: aligned rows for company count, segment mix, market-position mix, and priced market cap, plus which segments each country is uniquely present in or dominant in, and which segments they all share. country is the company's HEADQUARTERS country only, not a manufacturing-footprint field. A company headquartered here may fabricate, assemble, or test elsewhere — do not read this data as production geography.

輸入參數countries必填

get_segment_leaders

Get segment leaders

Who runs a given layer of the semiconductor & AI supply chain: the companies at monopoly/leader market position in one taxonomy segment (or all 12 if none given), with country and market cap, plus a count of how many companies sit at each position (monopoly/leader/major/challenger/niche) in that segment. country is the company's HEADQUARTERS country only, not a manufacturing-footprint field. A company headquartered here may fabricate, assemble, or test elsewhere — do not read this data as production geography.

輸入參數segment

get_upstream_concentration

Get upstream concentration

For one focal company: break its suppliers down by headquarters country and by segment, report an HHI concentration index (0 = spread evenly, 1 = fully concentrated in one bucket) for each dimension, and name the single most concentrated one. Always reports supplier_edge_coverage because key_suppliers is only ~58% filled dataset-wide — a company with few listed suppliers here may be under-documented, not genuinely un-dependent. country is the company's HEADQUARTERS country only, not a manufacturing-footprint field. A company headquartered here may fabricate, assemble, or test elsewhere — do not read this data as production geography.

輸入參數id必填

find_paths_between

Find paths between two companies

Every documented supply path between two companies, following supplier->customer edges (e.g. 'how does NVIDIA actually depend on Shin-Etsu'). Searches up to max_depth hops in one or both directions and returns each path as an ordered list of companies, shortest first. Capped for combinatorial safety; absence of a path means undocumented, not disproven — see edge_coverage.

輸入參數to必填from必填limitdirectionmax_depth

simulate_disruption

Simulate a supply-chain disruption

Remove one company, every company in one country, or every company in one segment from the documented supply graph and report the blast radius: which companies lose a documented supplier, how many alternative suppliers they retain in the same subsegment, and which are left with zero documented alternative (ranked first). This is a documented-edge simulation, not a forecast — see the caveat field.

輸入參數limitcountrysegmentcompany_id

find_single_source_dependencies

Find single-source dependencies

Screen for (customer, subsegment) pairs where the customer has exactly ONE documented supplier in that subsegment — the highest-value documented-concentration risk screen in the dataset. Optionally scoped to customers in one segment or country. Ranked by the sole supplier's downstream importance (its total documented customer count).

輸入參數limitcountrysegment

rank_by_connectivity

Rank companies by connectivity

Rank companies by documented supply-chain degree: customer count (downstream reach), supplier count (upstream dependence), or total. CRITICAL: degree measures how well a relationship is DOCUMENTED in this curated dataset, not how critical the company actually is — a well-covered firm can outrank a more essential but obscure one. See the caveat field in every response.

輸入參數limitmetriccountrysegment

find_common_suppliers

Find common suppliers

The shared-upstream question over a set of companies: given 2-15 company ids/tickers, or a segment id (uses every company in that segment), rank suppliers by how many of the input companies they documentedly serve (e.g. 'serves 9 of 12'), with each supplier's market position and country. Also reports how many input companies had no documented suppliers at all, since that makes a low overlap number ambiguous.

輸入參數limitsegmentcompany_ids

get_deal

Get M&A deal

Full record for one M&A deal by id: title, type, value, announced date, status, all parties with their resolved company refs where a dataset id exists (and the raw party name where it does not), summary, sources, and the per-deal confidence flag. Use get_deals or find_deals_by_company to find a deal id first.

輸入參數id必填

find_deals_by_company

Find deals by company

Every M&A deal a company took part in, split by role (as acquirer, as target, or other). Matches by dataset id first, then falls back to case-insensitive name matching — necessary because a deal's target is frequently not itself a company in this dataset and carries a null id (e.g. AMD's acquisition of Xilinx lists acquirer id 'amd' but target id null, name 'Xilinx'). Each matched deal carries a match_method ('id' or 'name') so weaker name-only matches are visible to the caller.

輸入參數company必填

get_ma_activity_summary

Get M&A activity summary

Aggregate view of the full 74-deal M&A corpus: counts by year (from announced date), by deal type, and by status; total and median disclosed value; and the largest deals by value. Value figures are computed only over the subset of deals with a disclosed value_usd and are never extrapolated to cover the undisclosed ones.

輸入參數top_n

find_consolidation_hotspots

Find consolidation hotspots

Ranks taxonomy segments by M&A activity by mapping each deal's parties onto their companies' segments (matching by id, then falling back to case-insensitive name), then aggregating deal count and disclosed value per segment. Deals whose parties cannot be resolved to any dataset company are counted in unmapped_deals rather than dropped, so thinly-covered segments aren't silently underrepresented.

輸入參數limitsort_by

get_dataset_stats

Get dataset stats

The honesty tool: what this dataset actually contains and where it is thin. Live-computed per-field coverage for companies and deals, last_verified staleness distribution, supply-chain edge coverage, data source mode, and a plain-words list of known limitations. Call this before treating an absence of a company, deal, or edge as evidence it doesn't exist in the real market.

無需輸入參數。

版本歷史

1
  1. v1.2.0最新Sep 16, 2026

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