ORBT MCP Server

Advanced MCP (Model Context Protocol) server for ORBT Financial Intelligence API, featuring AI-powered credit rating analysis with Bitcoin treasury insights.

Version: 3.3.0 | Methodology: v0.2.2 - Bitcoin-aware credit ratings where BTC holdings improve creditworthiness

Features

🎯 Direct Rating Lookup (orbt_rating)

• Fetch real-time credit ratings for 10,000+ securities
• Support for ticker symbols and CUSIP identifiers
• Automatic typo correction and validation
• Bitcoin treasury impact analysis
• Sector comparisons and peer benchmarking

🤖 AI Analyst (orbt_analyst)

Powered by Gemini AI, offering 6 core capabilities:

1. Single Company Analysis - Deep dive into any company's credit profile
2. Multi-Company Comparisons - Side-by-side analysis of up to 10 companies
3. Bitcoin Scenario Modeling - What-if analysis for BTC price movements
4. Sector/Industry Analysis - Comprehensive sector risk assessments
5. Historical Trend Analysis - 5-year trends with charts and timelines
6. Explanatory Intelligence - Understand rating methodologies and factors

Installation

NPM Global Installation

npm install -g @orbt-finance/mcp-server

Configuration

Option 1: API Key (Recommended)

Set your ORBT API key as an environment variable:

export ORBT_API_KEY=your_api_key_here

Get your API key at https://orbt.finance

Option 2: Lightning Pay-Per-Query

No API key needed - pay 99 sats per query via Lightning Network

Setup for Claude Desktop

Add to your Claude configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "orbt": {
      "command": "npx",
      "args": ["@orbt-finance/mcp-server"],
      "env": {
        "ORBT_API_KEY": "your_api_key_here"
      }
    }
  }
}

Usage Examples

1️⃣ Single Company Rating

Basic Lookup:

Tool: orbt_rating
Input: { "identifier": "AAPL" }

Response: {
  "rating": {
    "ticker": "AAPL",
    "company": "Apple Inc.",
    "rating": "AA+",
    "outlook": "Stable",
    "bitcoin_holdings": 0,
    "bitcoin_impact": "Neutral"
  }
}

CUSIP Lookup:

Tool: orbt_rating
Input: { "identifier": "037833100" }  // Apple's CUSIP

2️⃣ Multi-Company Comparison

Compare Tech Giants:

Tool: orbt_analyst
Input: { "query": "Compare the credit profiles of AAPL, MSFT, GOOGL, and AMZN" }

Response: Detailed comparison table showing:
- Credit ratings (AA+ to AAA range)
- Financial metrics (debt/equity, interest coverage)
- Bitcoin holdings and impact
- Relative strengths and weaknesses
- Investment recommendations

Bitcoin Treasury Leaders:

Tool: orbt_analyst
Input: { "query": "Compare MSTR vs TSLA vs COIN credit ratings and Bitcoin strategies" }

3️⃣ Bitcoin Scenario Analysis

Price Impact Scenarios:

Tool: orbt_analyst
Input: { "query": "What happens to MicroStrategy's rating if Bitcoin reaches $200,000?" }

Response: 
- Current rating: AAA (with BTC at $100k)
- Projected rating at $200k: AAA (maintained)
- Bitcoin treasury value: $130B+
- Debt coverage improvement: 300%+
- Risk analysis and recommendations

Sector-Wide Impact:

Tool: orbt_analyst
Input: { "query": "How would Bitcoin at $50k affect tech sector credit ratings?" }

Corporate Treasury Analysis:

Tool: orbt_analyst
Input: { "query": "What if Apple bought 100,000 Bitcoin?" }

4️⃣ Sector/Industry Analysis

Banking Sector Risk:

Tool: orbt_analyst
Input: { "query": "Analyze credit risk in the banking sector" }

Response: 
- Sector average rating: A+
- Top performers: JPM (AA), BAC (A+)
- Risk factors: Interest rate exposure, loan defaults
- Bitcoin adoption: Limited (regulatory constraints)
- Outlook and recommendations

Industry Comparisons:

Tool: orbt_analyst
Input: { "query": "Compare tech sector vs financial sector credit profiles" }

S&P 500 Analysis:

Tool: orbt_analyst
Input: { "query": "Which S&P 500 sectors have the best credit ratings?" }

5️⃣ Historical Trend Analysis

5-Year Company History:

Tool: orbt_analyst
Input: { "query": "Show me Tesla's credit rating trend over the past 5 years" }

Response:
- 2020: BBB+ (pre-Bitcoin)
- 2021: A- (Bitcoin purchase)
- 2022: A (despite market downturn)
- 2023: A+ (profitability surge)
- 2024: AA (current)
- Key events and catalysts
- Correlation with BTC price

Rating Migration Analysis:

Tool: orbt_analyst
Input: { "query": "Track MicroStrategy's rating changes since adopting Bitcoin" }

Market Correlation:

Tool: orbt_analyst
Input: { "query": "How have credit ratings correlated with Bitcoin price over time?" }

6️⃣ Explanatory Intelligence

Methodology Explanation:

Tool: orbt_analyst
Input: { "query": "Explain why MicroStrategy has an AAA rating despite high debt" }

Response:
- Bitcoin treasury value: $60B+
- Debt obligations: $6B
- Coverage ratio: 10x
- Methodology factors:
  * Bitcoin treated as Tier 1 asset
  * Mark-to-market valuation
  * Volatility adjustments
  * Scenario stress testing

Rating Factor Analysis:

Tool: orbt_analyst
Input: { "query": "What factors determine a company's credit rating in your methodology?" }

Bitcoin Impact Explanation:

Tool: orbt_analyst
Input: { "query": "How do Bitcoin holdings improve credit ratings?" }

Advanced Queries

Portfolio Optimization

"Which companies should I add to improve my portfolio's credit quality?"
"Suggest 5 companies with improving credit trends"
"Find undervalued companies with strong credit ratings"

Risk Assessment

"What are the biggest credit risks in the market right now?"
"Which companies are most vulnerable to a Bitcoin crash?"
"Analyze concentration risk in tech sector debt"

Predictive Analysis

"Predict rating changes for the next quarter"
"Which companies are likely to be upgraded?"
"What would trigger a downgrade for Apple?"

Error Handling

Common Issues and Solutions

Invalid Ticker:

Input: { "identifier": "APPL" }  // Typo
Response: Automatically corrects to "AAPL" with notice

Missing Data:

Input: { "identifier": "PRIVATE_CO" }
Response: {
  "error": "No data available",
  "suggestions": [
    "Check ticker on financial websites",
    "Try a public company instead",
    "Use S&P 500 constituents"
  ]
}

Query Too Vague:

Input: { "query": "ratings" }
Response: {
  "error": "Query too vague",
  "suggestions": [
    "Specify a company: 'What is Apple's rating?'",
    "Ask about sectors: 'Analyze tech sector ratings'",
    "Request comparisons: 'Compare MSFT and GOOGL'"
  ]
}

Available Resources

Access these resources for additional data:

• orbt://ratings - Complete ratings database (10,000+ securities)
• orbt://bitcoin-treasuries - Corporate Bitcoin holdings tracker
• orbt://market-data - Real-time market intelligence

Available Prompts

Pre-configured prompts for common analyses:

• credit_analysis - Comprehensive credit rating analysis with Bitcoin insights

Environment Variables

| Variable | Required | Description | Default | |----------|----------|-------------|---------| | ORBT_API_KEY | No* | Your ORBT API key | - | | ORBT_API_URL | No | API endpoint URL | https://orbt.finance |

*Required for unlimited queries. Without it, pay-per-query via Lightning (99 sats)

Troubleshooting

API Key Issues

# Verify API key is set
echo $ORBT_API_KEY

# Test the connection
npx @orbt-finance/mcp-server test

Claude Desktop Not Finding Tools

1. Restart Claude Desktop after configuration
2. Check logs: ~/Library/Logs/Claude/
3. Verify config file syntax (valid JSON)

Lightning Payment Issues

• Ensure Lightning wallet is funded
• Invoice expires after 10 minutes
• Minimum channel capacity: 10,000 sats

Rate Limiting

• Free tier: 100 requests/day
• Pro tier: 1,000 requests/day
• Enterprise: Unlimited

Performance Tips

1. Batch Comparisons: Compare multiple companies in one query instead of individual lookups
2. Use Specific Tickers: More accurate than company names
3. Cache Results: Ratings update daily, cache for 24 hours
4. Parallel Queries: The analyst can handle complex multi-part questions

Support

• Documentation: https://orbt.finance/docs/mcp
• API Status: https://status.orbt.finance
• Email: [email protected]
• Discord: https://discord.gg/orbt
• GitHub Issues: https://github.com/orbt-finance/mcp-server/issues

License

MIT License - © 2024 ORBT Technologies

Changelog

See CHANGELOG.md for version history and updates.

Built with ❤️ for the Bitcoin and AI communities