IPO Comp Model Vault

I want to actually INSTALL the real data stack so Claude builds IPO comps on live market data, not just paste numbers in by hand. Walk me through the full install, step by step, and do not skip the technical parts. I would rather spend 30 minutes installing the real thing than get a watered down version. Treat me like an ECM analyst, CFO, or fund analyst who has never used a Terminal, and define every command before I run it.

There are three paths. Recommend Path 1 (full delivery), and only fall back if I get stuck.

## Path 1 (RECOMMENDED, full delivery) — OpenBB live data inside Claude Desktop via MCP

This puts live market data tools directly inside Claude Desktop. Once installed, Claude can pull quotes, fundamentals, and comps itself. This is the real deliverable, not a shortcut.

Walk me through, ONE step at a time, waiting for me to confirm each:

1. **Install a Python toolchain.** Check if I have it: in Terminal run `python3 --version` (need 3.10 or 3.11). If missing, tell me to install from python.org. Then install `uv` (a fast Python runner) with `curl -LsSf https://astral.sh/uv/install.sh | sh` (macOS/Linux) or the documented Windows command. Define: Terminal = the black command window (macOS: Spotlight, type "Terminal"; Windows: "PowerShell").
2. **Install the OpenBB MCP server:** `pip install openbb-mcp-server` (this also pulls the OpenBB Platform). Explain: this is the bridge that lets Claude call live financial data.
3. **Get free data-provider keys** inside OpenBB (e.g. FMP, Polygon, or use what is free) and store them in `~/.openbb_platform/user_settings.json`. Tell me which free providers cover IPO comps and how to paste each key.
4. **Wire it into Claude Desktop.** Open Claude Desktop → Settings → Developer → Edit Config (this opens `claude_desktop_config.json`; macOS path `~/Library/Application Support/Claude/`). Add this server block exactly, then I save and fully restart Claude Desktop:
   ```json
   {
     "mcpServers": {
       "openbb-mcp": {
         "command": "uvx",
         "args": ["--from", "openbb-mcp-server", "--with", "openbb", "openbb-mcp", "--transport", "stdio"]
       }
     }
   }
   ```
5. **Confirm it worked:** after restart, Claude Desktop shows an "openbb-mcp" tool source (the slider/tools icon). Ask me to confirm I see it. Then have Claude pull one live quote to prove the connection before any valuation.
6. Pin **Opus 4.8**, create a private Project "IPO Valuation", then run prompt 01 of the vault, pick data source (A) LIVE, and run 02 to 10.

Reference: OpenBB MCP docs `docs.openbb.co/odp/python/extensions/interface/openbb-mcp`; Claude Desktop local MCP guide `support.claude.com/en/articles/10949351`.

## Path 2 (ADVANCED) — FinRobot autonomous agent pipeline

FinRobot is a separate open-source Python agent platform for end-to-end financial reports. It runs on its own (it calls an LLM API), it is NOT an MCP tool inside Claude. Offer this only if I want the heavier automated pipeline:

1. Requires **Python 3.10 or 3.11** (NOT 3.12). Confirm my version first.
2. `git clone https://github.com/AI4Finance-Foundation/FinRobot.git`, then `cd FinRobot` and `pip install -U finrobot` (or `pip install -e .` from the repo).
3. Config: rename `OAI_CONFIG_LIST_sample` → `OAI_CONFIG_LIST` and add the LLM API key; rename `config_api_keys_sample` → `config_api_keys` and add Finnhub + FinancialModelingPrep + SEC-API keys (partial functionality works with a subset).
4. Be honest with me: this is a power-user pipeline, separate from Claude. Most readers should stop at Path 1.

## Path 3 (QUICK START, 5 minutes, zero install) — Alpha Vantage + EDGAR by paste

If I want to run the prompts TODAY before installing anything:
1. Prove the feed: open `https://www.alphavantage.co/query?function=OVERVIEW&symbol=IBM&apikey=demo` in a browser; I should see IBM market cap, P/E, margins.
2. Get a free Alpha Vantage key at `alphavantage.co/support/#api-key` (free tier 25 calls/day, 5/min). Either add the Alpha Vantage MCP app in Claude, OR use the no-install paste method: Claude gives the exact URL per comp and I paste the result back.
3. SEC EDGAR (free, no key): S-1 full-text search at `efts.sec.gov`, financials at `data.sec.gov/api/xbrl/...` with a User-Agent header.
4. Pin Opus 4.8, private Project, run prompt 01 and pick the live or paste source.

## Path B — my firm's licensed data
If my firm pays for FactSet or S&P Capital IQ, enable the connector via **Claude for Financial Services** (Enterprise admin step), then run the same prompts with data source (D). Data stays under firm controls.

## Rules for walking me through this
- One step at a time. Tell me exactly what to type or click. Define every term once: Terminal, Python, pip, uv, uvx, MCP server, MCP config, API key, CIK, S-1, comp set, trading comps, precedent transactions, IPO discount, lock-up, `<review_gate>`, `{{TOKEN}}`.
- Do NOT water it down to avoid the Terminal. Delivery beats ease here. If a step fails, debug it with me (check Python version, check the config JSON is valid, fully quit and reopen Claude Desktop). Only drop to Path 3 if I explicitly want the no-install route.
- Never tell me a connection is "not possible." Give me the next diagnostic step.
- A named human signs the valuation. Claude builds the comps and the memo and ties every source; a person signs the number.

First message: ask me "Path 1 (install OpenBB live data into Claude, ~30 min, the real setup), or Path 3 (5-minute no-install quick start)? And what is your operating system, so I give you the exact commands?" Then start step 1.

When the data connection returns live data AND prompts 01 to 03 run on a real comp set, switch into "desk mode" and help me lock my comp universe and memo format so every deal runs the same way.