fdic-mcp-server 1.17.0 → 1.18.0

package/README.md

@@ -206,8 +206,16 @@ More examples are in [docs/usage-examples.md](./docs/usage-examples.md).
 | `fdic_compare_bank_snapshots` | Compare two reporting snapshots across banks and rank growth and profitability changes |
 | `fdic_peer_group_analysis` | Build a peer group and rank an institution against peers on financial metrics |
 | `fdic_analyze_bank_health` | Run a CAMELS-style health assessment for a single institution |
+| `fdic_ubpr_analysis` | Run a UBPR-equivalent ratio analysis (ROA, ROE, NIM, efficiency, capital, liquidity, growth) |
 | `fdic_compare_peer_health` | Rank a group of institutions by CAMELS-style health scores |
 | `fdic_detect_risk_signals` | Scan institutions for early warning risk indicators |
+| `fdic_analyze_credit_concentration` | Analyze loan portfolio composition and CRE/construction concentration relative to capital |
+| `fdic_analyze_funding_profile` | Analyze deposit composition, wholesale funding reliance, and funding risk signals |
+| `fdic_analyze_securities_portfolio` | Analyze securities portfolio size, MBS concentration, and interest rate exposure |
+| `fdic_franchise_footprint` | Map branch and deposit distribution across MSA markets using SOD data |
+| `fdic_market_share_analysis` | Rank institutions by deposit market share in an MSA or city market and compute HHI |
+| `fdic_holding_company_profile` | Profile a holding company and its FDIC-insured subsidiaries with aggregated metrics |
+| `fdic_regional_context` | Provide regional economic context (unemployment, interest rate environment) for a bank's market |
 
 Server-side analysis helpers:
 
@@ -215,6 +223,16 @@ Server-side analysis helpers:
 - `fdic_peer_group_analysis` builds a peer group from asset size, charter class, and geography criteria and then ranks an institution against peers
 - `fdic_analyze_bank_health` returns a full `public_camels_proxy_v1` proxy assessment; `fdic_compare_peer_health` returns per-institution summary scores with a full proxy for the subject; `fdic_detect_risk_signals` uses the proxy engine to generate per-institution risk signals — all are analytical proxies, not official regulatory CAMELS ratings
 
+## Claude Code Skills
+
+This repository includes a [Claude Code](https://claude.ai/claude-code) slash command that chains multiple FDIC MCP tools into a structured analysis workflow.
+
+| Skill | Command | Description |
+|-------|---------|-------------|
+| Bank Deep Dive | `/fdic-bank-deep-dive` | Comprehensive single-institution analysis report covering health assessment, financial performance, peer benchmarking, credit concentration, funding profile, securities portfolio, franchise footprint, and economic context. Accepts a bank name or CERT number with an optional report date. |
+
+Skills are defined in `.claude/commands/` and are available to any Claude Code session with this MCP server configured. See [docs/usage-examples.md](./docs/usage-examples.md) for a usage example.
+
 ## Data Notes
 
 - Monetary values are generally reported in thousands of dollars.

package/dist/index.js

@@ -32,7 +32,7 @@ var import_types = require("@modelcontextprotocol/sdk/types.js");
 var import_express2 = __toESM(require("express"));
 
 // src/constants.ts
-var VERSION = true ? "1.17.0" : process.env.npm_package_version ?? "0.0.0-dev";
+var VERSION = true ? "1.18.0" : process.env.npm_package_version ?? "0.0.0-dev";
 var FDIC_API_BASE_URL = "https://banks.data.fdic.gov/api";
 var CHARACTER_LIMIT = 5e4;
 var DEFAULT_FDIC_MAX_RESPONSE_BYTES = 5 * 1024 * 1024;
@@ -37277,7 +37277,7 @@ NOTE: This is an analytical tool based on public financial data. AFS/HTM breakdo
 var import_zod15 = require("zod");
 
 // src/tools/shared/ubprRatios.ts
-var UBPR_FIELDS = "CERT,REPDTE,ASSET,ROA,ROE,ROAPTX,NIMY,EEFFR,INTINC,EINTEXP,NONII,NONIX,NETINC,ELNATRY,LNLSNET,LNRE,LNCI,LNCON,LNAG,LNOTH,DEP,COREDEP,DEPDOM,DEPFOR,BROR,FREPP,IDT1CER,IDT1RWAJR,EQV,EQTOT,LNLSDEPR,DEPDASTR,CHBALR,NPERFV,NCLNLSR,NTLNLSR,LNATRESR,LNRESNCR,SC";
+var UBPR_FIELDS = "CERT,REPDTE,ASSET,ROA,ROE,ROAPTX,NIMY,EEFFR,INTINC,EINTEXP,NONII,NONIX,NETINC,ELNATRY,LNLSNET,LNRE,LNCI,LNCON,LNAG,DEP,COREDEP,DEPDOM,DEPFOR,BROR,FREPP,IDT1CER,IDT1RWAJR,EQV,EQTOT,LNLSDEPR,DEPDASTR,CHBALR,NPERFV,NCLNLSR,NTLNLSR,LNATRESR,LNRESNCR,SC";
 function safePct4(num, den) {
   if (num === null || den === null || den === 0) return null;
   return num / den * 100;
@@ -38008,7 +38008,7 @@ function buildSubsidiaryRecord(inst, financials) {
   return {
     cert: typeof inst.CERT === "number" ? inst.CERT : 0,
     name: String(inst.NAME ?? ""),
-    hc_name: inst.NAMHCR ? String(inst.NAMHCR) : null,
+    hc_name: inst.NAMEHCR ? String(inst.NAMEHCR) : null,
     total_assets: typeof inst.ASSET === "number" ? inst.ASSET : 0,
     total_deposits: typeof inst.DEP === "number" ? inst.DEP : 0,
     roa: financials ? asNumber(financials.ROA) : null,
@@ -38019,7 +38019,7 @@ function buildSubsidiaryRecord(inst, financials) {
 }
 
 // src/tools/holdingCompanyProfile.ts
-var INSTITUTION_FIELDS = "CERT,NAME,STALP,CITY,ASSET,DEP,NAMHCR,HCTMULT,ACTIVE,SPECGRP,CHRTAGNT";
+var INSTITUTION_FIELDS = "CERT,NAME,STALP,CITY,ASSET,DEP,NAMEHCR,HCTMULT,ACTIVE,SPECGRP,CHRTAGNT";
 var FINANCIAL_FIELDS2 = "CERT,ROA,EQV";
 function fmtPct5(val) {
   return val !== null ? `${val.toFixed(2)}%` : "n/a";
@@ -38115,7 +38115,7 @@ NOTE: This is an analytical tool based on public financial data.`,
             ENDPOINTS.INSTITUTIONS,
             {
               filters: `CERT:${rawParams.cert}`,
-              fields: "CERT,NAMHCR",
+              fields: "CERT,NAMEHCR",
               limit: 1
             },
             { signal: controller.signal }
@@ -38126,11 +38126,11 @@ NOTE: This is an analytical tool based on public financial data.`,
               new Error(`No institution found with CERT number ${rawParams.cert}.`)
             );
           }
-          const namhcr = certRecords[0].NAMHCR;
+          const namhcr = certRecords[0].NAMEHCR;
           if (!namhcr || String(namhcr).trim() === "") {
             return formatToolError(
               new Error(
-                `Institution with CERT ${rawParams.cert} is not part of a holding company (NAMHCR is empty).`
+                `Institution with CERT ${rawParams.cert} is not part of a holding company (NAMEHCR is empty).`
               )
             );
           }
@@ -38147,7 +38147,7 @@ NOTE: This is an analytical tool based on public financial data.`,
         const instResponse = await queryEndpoint(
           ENDPOINTS.INSTITUTIONS,
           {
-            filters: `NAMHCR:"${hcName}"`,
+            filters: `NAMEHCR:"${hcName}"`,
             fields: INSTITUTION_FIELDS,
             limit: 500,
             sort_by: "ASSET",
@@ -38159,7 +38159,7 @@ NOTE: This is an analytical tool based on public financial data.`,
         if (instRecords.length === 0) {
           return formatToolError(
             new Error(
-              `No institutions found for holding company "${hcName}". Check the name spelling (use NAMHCR value from FDIC data).`
+              `No institutions found for holding company "${hcName}". Check the name spelling (use NAMEHCR value from FDIC data).`
             )
           );
         }

package/dist/server.js

@@ -46,7 +46,7 @@ var import_types = require("@modelcontextprotocol/sdk/types.js");
 var import_express2 = __toESM(require("express"));
 
 // src/constants.ts
-var VERSION = true ? "1.17.0" : process.env.npm_package_version ?? "0.0.0-dev";
+var VERSION = true ? "1.18.0" : process.env.npm_package_version ?? "0.0.0-dev";
 var FDIC_API_BASE_URL = "https://banks.data.fdic.gov/api";
 var CHARACTER_LIMIT = 5e4;
 var DEFAULT_FDIC_MAX_RESPONSE_BYTES = 5 * 1024 * 1024;
@@ -37291,7 +37291,7 @@ NOTE: This is an analytical tool based on public financial data. AFS/HTM breakdo
 var import_zod15 = require("zod");
 
 // src/tools/shared/ubprRatios.ts
-var UBPR_FIELDS = "CERT,REPDTE,ASSET,ROA,ROE,ROAPTX,NIMY,EEFFR,INTINC,EINTEXP,NONII,NONIX,NETINC,ELNATRY,LNLSNET,LNRE,LNCI,LNCON,LNAG,LNOTH,DEP,COREDEP,DEPDOM,DEPFOR,BROR,FREPP,IDT1CER,IDT1RWAJR,EQV,EQTOT,LNLSDEPR,DEPDASTR,CHBALR,NPERFV,NCLNLSR,NTLNLSR,LNATRESR,LNRESNCR,SC";
+var UBPR_FIELDS = "CERT,REPDTE,ASSET,ROA,ROE,ROAPTX,NIMY,EEFFR,INTINC,EINTEXP,NONII,NONIX,NETINC,ELNATRY,LNLSNET,LNRE,LNCI,LNCON,LNAG,DEP,COREDEP,DEPDOM,DEPFOR,BROR,FREPP,IDT1CER,IDT1RWAJR,EQV,EQTOT,LNLSDEPR,DEPDASTR,CHBALR,NPERFV,NCLNLSR,NTLNLSR,LNATRESR,LNRESNCR,SC";
 function safePct4(num, den) {
   if (num === null || den === null || den === 0) return null;
   return num / den * 100;
@@ -38022,7 +38022,7 @@ function buildSubsidiaryRecord(inst, financials) {
   return {
     cert: typeof inst.CERT === "number" ? inst.CERT : 0,
     name: String(inst.NAME ?? ""),
-    hc_name: inst.NAMHCR ? String(inst.NAMHCR) : null,
+    hc_name: inst.NAMEHCR ? String(inst.NAMEHCR) : null,
     total_assets: typeof inst.ASSET === "number" ? inst.ASSET : 0,
     total_deposits: typeof inst.DEP === "number" ? inst.DEP : 0,
     roa: financials ? asNumber(financials.ROA) : null,
@@ -38033,7 +38033,7 @@ function buildSubsidiaryRecord(inst, financials) {
 }
 
 // src/tools/holdingCompanyProfile.ts
-var INSTITUTION_FIELDS = "CERT,NAME,STALP,CITY,ASSET,DEP,NAMHCR,HCTMULT,ACTIVE,SPECGRP,CHRTAGNT";
+var INSTITUTION_FIELDS = "CERT,NAME,STALP,CITY,ASSET,DEP,NAMEHCR,HCTMULT,ACTIVE,SPECGRP,CHRTAGNT";
 var FINANCIAL_FIELDS2 = "CERT,ROA,EQV";
 function fmtPct5(val) {
   return val !== null ? `${val.toFixed(2)}%` : "n/a";
@@ -38129,7 +38129,7 @@ NOTE: This is an analytical tool based on public financial data.`,
             ENDPOINTS.INSTITUTIONS,
             {
               filters: `CERT:${rawParams.cert}`,
-              fields: "CERT,NAMHCR",
+              fields: "CERT,NAMEHCR",
               limit: 1
             },
             { signal: controller.signal }
@@ -38140,11 +38140,11 @@ NOTE: This is an analytical tool based on public financial data.`,
               new Error(`No institution found with CERT number ${rawParams.cert}.`)
             );
           }
-          const namhcr = certRecords[0].NAMHCR;
+          const namhcr = certRecords[0].NAMEHCR;
           if (!namhcr || String(namhcr).trim() === "") {
             return formatToolError(
               new Error(
-                `Institution with CERT ${rawParams.cert} is not part of a holding company (NAMHCR is empty).`
+                `Institution with CERT ${rawParams.cert} is not part of a holding company (NAMEHCR is empty).`
               )
             );
           }
@@ -38161,7 +38161,7 @@ NOTE: This is an analytical tool based on public financial data.`,
         const instResponse = await queryEndpoint(
           ENDPOINTS.INSTITUTIONS,
           {
-            filters: `NAMHCR:"${hcName}"`,
+            filters: `NAMEHCR:"${hcName}"`,
             fields: INSTITUTION_FIELDS,
             limit: 500,
             sort_by: "ASSET",
@@ -38173,7 +38173,7 @@ NOTE: This is an analytical tool based on public financial data.`,
         if (instRecords.length === 0) {
           return formatToolError(
             new Error(
-              `No institutions found for holding company "${hcName}". Check the name spelling (use NAMHCR value from FDIC data).`
+              `No institutions found for holding company "${hcName}". Check the name spelling (use NAMEHCR value from FDIC data).`
             )
           );
         }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "fdic-mcp-server",
-  "version": "1.17.0",
+  "version": "1.18.0",
   "description": "MCP server for the FDIC BankFind Suite API",
   "mcpName": "io.github.jflamb/fdic-mcp-server",
   "main": "dist/server.js",