Koskamo

Creo Factor Exposure MCP

This MCP server allows AI agents to compute named factor exposures, risk contribution, and methodology versions for financial portfolios. Users provide their own price data, and Creo returns beta, size, momentum, volatility, and liquidity metrics, along with SEC filing-based fundamental factors.

Visit Creo

Endpoint and access

No sign-in to connect and list tools. Individual tools may still need a vendor account, credentials, or permissions; check the documented prerequisites.

Creo Factor Exposure MCP logo, by CreoVendor evidenceStreamable HTTPNo sign-inEndpoint checked 2026-11-08Operated by Creo
You need:Mint a key, once, then reuse it
MCP endpoint (Streamable HTTP)
https://itscreo.com/mcp
Vendor documentation

What its tools do

4 tools, grouped by the hints the server advertises. Hints are self-declared, not verified behavior.

Not annotated (4)

4 of 4 have a description · 0 of 4 declare behavior hints · 1 of 3 with parameters document them all

Checks and signals

Each line is separate evidence, not a trust score.

  • Passed Endpoint answered the live check ·
  • Passed Official MCP Registry namespace is tied to itscreo.com ·
  • Passed Endpoint is on the registry namespace domain ·
  • Availability 1 of 1 checks passed in 30 days

What you can do with it

  • Compute factor exposures for equity portfolios
  • Analyze risk contribution of crypto assets
  • Retrieve fundamental scores from SEC filings

Source and maintenance

Vendor evidenceRegistry 0.1.0
mcp-registry: com.itscreo/creo@0.1.0Project website

Protocol and capabilities

Server
creo-factor-exposure 0.1.0
MCP protocol negotiated in check
2025-06-18
Tools
4 advertised
Resources
Not advertised
Resource templates
Not advertised
Prompts
Not advertised
Server-advertised capabilities
{
  "tools": {
    "listChanged": false
  }
}

Server-provided instructions

Untrusted server output shown for inspection. It is not Koskamo guidance and is excluded from knowledge search.

Creo scores portfolios for named factor exposures. Call score_demo_portfolio for a first result, or score_portfolio with your own daily closes. list_factors shows how much history each factor needs. Only successful scoring costs a credit. Customers bring prices; Creo does not publish vendor market data.

Tools

4 advertised

list_factors
Advertised by the server during the last successful anonymous check.

List factor ids, the daily closes each needs, the demo tickers and the methodology version. Free.

list_factors input schema
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
mint_api_key
Advertised by the server during the last successful anonymous check.

Create a free API key (100 scoring calls a day, 5 positions). Free; limited to 5 keys per IP per day. The key is shown once. Put it in your MCP client config as the x-api-key header, or pass it as the api_key argument of the scoring tools for the rest of this session.

mint_api_key input schema
{
  "type": "object",
  "properties": {
    "email": {
      "type": "string"
    }
  },
  "additionalProperties": false
}
score_demo_portfolio
Advertised by the server during the last successful anonymous check.

Score the five labeled SYNTH.* demo tickers. Synthetic series, not market data. Works without a key. Costs 1 credit.

score_demo_portfolio input schema
{
  "type": "object",
  "properties": {
    "api_key": {
      "type": "string",
      "description": "Optional. Your creo_ key, for clients that can't set the x-api-key header after connecting (for example right after mint_api_key). Prefer the header."
    }
  },
  "additionalProperties": false
}
score_portfolio
Advertised by the server during the last successful anonymous check.

Compute named factor exposures and risk contribution for positions. You must supply daily close history (volume for liquidity, market_cap for size, benchmark for beta). Creo never fetches prices. Missing exposures stay null with a reason. Needs a key unless every position is a SYNTH.* ticker without history. Costs 1 credit when it succeeds; errors are free.

score_portfolio input schema
{
  "type": "object",
  "required": [
    "positions"
  ],
  "properties": {
    "cash": {
      "type": [
        "string",
        "number"
      ],
      "description": "Cash in USD, part of NAV."
    },
    "api_key": {
      "type": "string",
      "description": "Optional. Your creo_ key, for clients that can't set the x-api-key header after connecting (for example right after mint_api_key). Prefer the header."
    },
    "factors": {
      "type": "array",
      "items": {
        "enum": [
          "equity.market_beta.ewma.252",
          "equity.size.log_mcap",
          "equity.momentum.total_return.12_1",
          "equity.low_volatility.ewma.63",
          "equity.liquidity.amihud.63",
          "crypto.market_beta.ewma.180",
          "crypto.momentum.total_return.180_30",
          "crypto.low_volatility.ewma.30",
          "crypto.liquidity.amihud.30",
          "equity.value.book_to_price.sec",
          "equity.investment.asset_growth.sec",
          "equity.quality.gross_profitability.sec",
          "equity.quality.return_on_assets.sec"
        ],
        "type": "string"
      },
      "description": "Default: all factors for the asset classes present."
    },
    "universe": {
      "enum": [
        "client_supplied",
        "demo_synthetic"
      ],
      "type": "string"
    },
    "valid_at": {
      "type": "string",
      "format": "date-time",
      "description": "UTC cutoff ending in Z; later bars are ignored."
    },
    "benchmark": {
      "type": "object",
      "required": [
        "history"
      ],
      "properties": {
        "ticker": {
          "type": "string"
        },
        "history": {
          "type": "array",
          "items": {
            "type": "object",
            "required": [
              "date",
              "close"
            ],
            "properties": {
              "date": {
                "type": "string",
                "format": "date",
                "description": "YYYY-MM-DD"
              },
              "close": {
                "type": [
                  "string",
                  "number"
                ],
                "description": "Close price in USD."
              },
              "volume": {
                "type": [
                  "string",
                  "number"
                ],
                "description": "Units traded; needed for liquidity."
              }
            },
            "additionalProperties": false
          },
          "minItems": 2
        }
      },
      "description": "Market series for beta, e.g. SPY closes. Without it beta is null with MISSING_BENCHMARK.",
      "additionalProperties": false
    },
    "positions": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "ticker",
          "quantity"
        ],
        "properties": {
          "close": {
            "type": [
              "string",
              "number"
            ],
            "description": "Valuation close in USD."
          },
          "ticker": {
            "type": "string"
          },
          "history": {
            "type": "array",
            "items": {
              "type": "object",
              "required": [
                "date",
                "close"
              ],
              "properties": {
                "date": {
                  "type": "string",
                  "format": "date",
                  "description": "YYYY-MM-DD"
                },
                "close": {
                  "type": [
                    "string",
                    "number"
                  ],
                  "description": "Close price in USD."
                },
                "volume": {
                  "type": [
                    "string",
                    "number"
                  ],
                  "description": "Units traded; needed for liquidity."
                }
              },
              "additionalProperties": false
            }
          },
          "quantity": {
            "type": [
              "string",
              "number"
            ],
            "description": "Signed units, non-zero."
          },
          "market_cap": {
            "type": [
              "string",
              "number"
            ],
            "description": "USD; needed for size."
          },
          "asset_class": {
            "enum": [
              "equity",
              "crypto"
            ],
            "type": "string"
          }
        },
        "additionalProperties": false
      },
      "minItems": 1,
      "description": "quantity > 0 is long, < 0 is short."
    }
  },
  "additionalProperties": false
}

Prompts

Not advertised

No prompt definitions available.

Resources

Not advertised

No resource definitions available.

90-day uptime

A lightweight connection check about every six hours, sampled on hosts with many listings. It shows the server answered, not that its tools work.

Too few checks for a percentage yet (3 of 3 answered).

  1. 2026-11-09: 2 of 2 checks answered
  2. 2026-11-10: 1 of 1 checks answered

30-day availability

Aggregated from read-only remote checks; this is not a tool-execution or security guarantee.

Successful checks
1 of 1 (100%)
Average latency
533 ms
95th percentile latency
533 ms

Maintenance history

Public check and source-refresh events. Editorial and ownership records remain private.

  • · probe · passed · 533 ms · metadata changed · 4 tool(s)

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers the remote server. Use --scope project to write .mcp.json for the repo.
Claude Code configuration
claude mcp add --transport http creo-factor-exposure-mcp https://itscreo.com/mcp

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).
Codex configuration
codex mcp add creo-factor-exposure-mcp --url https://itscreo.com/mcp

Cursor

Merge this server into .cursor/mcp.json in your project, then enable creo-factor-exposure-mcp in your MCP settings.
Cursor configuration
{
  "mcpServers": {
    "creo-factor-exposure-mcp": {
      "url": "https://itscreo.com/mcp"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure).
Cline configuration
{
  "mcpServers": {
    "creo-factor-exposure-mcp": {
      "type": "streamableHttp",
      "url": "https://itscreo.com/mcp",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start creo-factor-exposure-mcp and inspect its tools.
VS Code configuration
{
  "servers": {
    "creo-factor-exposure-mcp": {
      "type": "http",
      "url": "https://itscreo.com/mcp"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.
Gemini CLI configuration
gemini mcp add --transport http creo-factor-exposure-mcp https://itscreo.com/mcp

Claude Desktop

Open Claude Settings > Connectors > Add custom connector, enter this server URL and enable it for the conversation. This is a manual remote-connector handoff, not a desktop JSON configuration.
Claude Desktop configuration
https://itscreo.com/mcp

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.
Windsurf configuration
{
  "mcpServers": {
    "creo-factor-exposure-mcp": {
      "serverUrl": "https://itscreo.com/mcp"
    }
  }
}

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