charterbench-mcp

charterbench-mcp

MCP server for CharterBench: every U.S. bank and credit union — size, growth, 21 ratios vs. peers, change signals, mergers, branch-level deposit market share — as tools for Claude, ChatGPT, Cursor, Windsurf, Claude Code or any MCP client. Setup guide and demo: charterbench.com/claude.

Requires a CharterBench Pro API key (create one on your account page).

Claude Desktop / Claude Code

{
  "mcpServers": {
    "charterbench": {
      "command": "npx",
      "args": ["-y", "charterbench-mcp"],
      "env": { "CHARTERBENCH_API_KEY": "cb_live_…" }
    }
  }
}

Claude Code: claude mcp add charterbench -e CHARTERBENCH_API_KEY=cb_live_… -- npx -y charterbench-mcp

Tools

• screen_institutions — filter by type, state, asset band, ratio ranges; sort; returns ranked rows
• search_institutions — name → id
• get_institution — full profile + ratios + peer medians + signals
• get_financial_history — quarterly history with ratios
• get_signals — change signals with seller-oriented explanations
• get_peer_medians — medians for a type × asset band
• compare_institutions — 2–5 institutions side by side
• find_markets — counties and metros by name, with totals, leader and HHI
• get_market_share — an institution's markets (share, rank, branch history) or a market's full league table
• get_pending_deals — merger / acquisition / change-in-control applications (Fed, OCC, FDIC, NCUA) before they close
• get_industry_summary — quarterly State of the Industry: totals, growth, median ratios by charter type and asset band, signal counts
• get_branch_changes — branches opened / closed / acquired / sold June-to-June, by state, county, type or institution

Try: "Which Georgia credit unions over $500M lost deposits in the last year, and what would I lead with?"