# Synseus Public API — Reference Guide for AI Agents

## Base URL

https://synseus.com

## Authentication

No authentication required for public endpoints.

## Available Endpoints

### GET /api/public/firm-audit

Look up a registered advisory firm and get a practice vulnerability audit.

Parameters:
- query (required): Firm name (partial match) or CRD number (digits only)

Returns:
- firmName: string
- vulnerabilityBand: string — insufficient | limited | moderate | elevated (higher = more vulnerable; precise score withheld)
- signalCount: integer (succession signals detected)
- revenueLeakage: { low: number, high: number } (dollar estimates)
- localTargetCount: integer (acquisition-ready practices within 50 miles)

Example: GET /api/public/firm-audit?query=mercer

### GET /api/public/practice-valuation

Calculate RIA practice value using four-method weighted average.

Parameters (all optional, with defaults):
- arr: Annual recurring revenue in dollars (default: 500000)
- retention: Client retention rate 0–100 (default: 95)
- margin: Profit margin percentage 0–100 (default: 40)
- tenure: Years in business (default: 9)

Returns:
- lowRange, highRange, weightedAverage (dollar values)
- revenueMultiple, ebitdaMultiple (multipliers applied)
- interpretation (plain language summary)

### GET /api/public/succession-signals

Get aggregated succession signal counts for a geographic area.

Parameters:
- lat (required): Latitude
- lng (required): Longitude
- radius_miles (optional): Search radius, default 50, max 200

Returns:
- firms_analyzed: integer
- signals: { NO_SUCCESSION, LONG_TENURED, RETIREMENT_PROXIMITY, REGISTRATION_GAP, SOLO_PRACTICE, AUM_TRANSITION_RANGE, MULTI_STATE_LICENSED }
- total_succession_signals: integer

Note: Returns only aggregate counts — no firm names or identifying information.

### GET /api/public/archetype-assessment

Get the 5-question advisor archetype assessment.

Returns: questions array and archetype profiles for all 5 archetypes.

### GET /api/public/platform-stats

Returns current platform statistics.

## OpenAPI Specification

https://synseus.com/.well-known/openapi.yaml

## MCP Manifest

https://synseus.com/.well-known/ai-plugin.json

## MCP Server

Synseus exposes a Model Context Protocol (MCP) server for AI agent frameworks that support MCP natively (Claude Desktop, Cursor, Continue, and others).

MCP Server URL: https://synseus.com/api/mcp
Protocol: HTTP + SSE transport
Protocol Version: 2024-11-05
Authentication: None required

### Available MCP Tools
- synseus_firm_audit
- synseus_practice_valuation
- synseus_succession_signals
- synseus_archetype_assessment
- synseus_platform_stats

### Claude Desktop Configuration
Add to claude_desktop_config.json:
```json
{
  "mcpServers": {
    "synseus": {
      "command": "npx",
      "args": ["-y", "@modelcontextprotocol/server-fetch",
               "https://synseus.com/api/mcp"]
    }
  }
}
```

### Direct connection
Any MCP client can connect directly:
- GET https://synseus.com/api/mcp (SSE)
- POST https://synseus.com/api/mcp (JSON-RPC 2.0)

## Build with Synseus

For AI builders and developers building advisor tools:
https://synseus.com/build-with-synseus

## Local AI Setup

Connect your local AI (Claude Desktop, AnythingLLM, LM Studio) to Synseus intelligence:
https://synseus.com/guides/local-ai-setup