# Jolv API

> Read-only access to Jolv fund and valuation data. Read-only, under the rights of the Jolv account that authorised the access.

## Get started

- [Introduction](https://www.jolv.app/api/introduction.md): Read-only access to Jolv fund and valuation data, for fund administrators, BI tools, Excel and AI agents.
- [Quickstart](https://www.jolv.app/api/quickstart.md): Authorise once, then read the published NAV of your funds.
- [Authentication](https://www.jolv.app/api/authentication.md): OAuth 2.1 with consent in Jolv. Tokens are issued by Jolv's own authorisation server and carry the rights of the account that authorised the access.

## Integrate

- [Excel and Power BI](https://www.jolv.app/api/excel-power-bi.md): Read Jolv data with Power Query, in Excel or Power BI Desktop, without code.
- [Server integrations](https://www.jolv.app/api/server-integrations.md): Unattended access for fund administrators and scheduled jobs, always within a Jolv subscription and under a user profile.
- [AI agents (MCP)](https://www.jolv.app/api/ai-agents.md): Connect Jolv to Claude, ChatGPT, Gemini Enterprise, Microsoft 365 Copilot, Cursor or VS Code through the Model Context Protocol. Read-only, under each user's own permissions.

## Reference

- [Conventions](https://www.jolv.app/api/conventions.md): Verbs, parameters, units, filters, caching, rate limits and versioning.
- [Errors](https://www.jolv.app/api/errors.md): Every error is a JSON object with a stable code.
- [Changelog](https://www.jolv.app/api/changelog.md): What changed in the Jolv API and MCP server.

## API reference

- [OpenAPI specification](https://jolv-mcp.vercel.app/v1/openapi.json): 34 read-only endpoints, parameters and response schemas.
- [Overview](https://www.jolv.app/api/reference)
- [Fund synthesis](https://www.jolv.app/api/reference/get_fund_synthesis): GET /v1/get_fund_synthesis. Returns the published NAV of one or all accessible funds, with its as-of date: NAV, distributed, cost, MoIC/TVPI, DPI, RVPI, net IRR. A fund without a published finalised campaign is reported as “not published”. Read-only.
- [Fund profile](https://www.jolv.app/api/reference/get_fund_profile): GET /v1/get_fund_profile. Returns the profile of a fund (or of all funds): strategy, vintage, sizes (target / committed / called / distributed), fees, legal structure, metrics (NAV / TVPI / DPI / RVPI / IRR), management team and investment criteria. Read-only.
- [Portfolio overview](https://www.jolv.app/api/reference/get_portfolio_overview): GET /v1/get_portfolio_overview. Returns published NAV aggregates (total and by fund): NAV, invested cost, distributed, TVPI, DPI, active / exited holdings and as-of date. Funds without a published NAV are flagged. Read-only.
- [Portfolio allocation](https://www.jolv.app/api/reference/get_allocation): GET /v1/get_allocation. Returns the breakdown of published NAV by dimension: sector, country, asset type or fund (weights in %). Read-only.
- [Positions by instrument (LP)](https://www.jolv.app/api/reference/get_lp_positions): GET /v1/get_lp_positions. Returns positions by instrument (snapshot): cost, fair value, provision, IFRS level. Read-only.
- [Governance and access (fund)](https://www.jolv.app/api/reference/get_team_access): GET /v1/get_team_access. Returns a fund's access governance: breakdown of effective roles (responsible / validator / viewer…) and attached auditors (firms). Read-only, no personal data.
- [Valuation campaigns](https://www.jolv.app/api/reference/list_campaigns): GET /v1/list_campaigns. Lists valuation campaigns (by fund or all): name, fund, valuation date, status (draft / changes_requested / finalized) and finalisation date. `updated_since` keeps only campaigns created or finalised since that date. Read-only.
- [Valuation sheet](https://www.jolv.app/api/reference/get_valuation_fiche): GET /v1/get_valuation_fiche. Returns a company's persisted valuation sheet: 100% equity, fund share of fair value, IPEV method, provision, comment. Read-only.
- [Valuation method (detail)](https://www.jolv.app/api/reference/get_valuation_method): GET /v1/get_valuation_method. Returns how a company's valuation was built: weighted methods, resulting equity per method, and key inputs (multiple, DLOM, net financial debt, post-money). Read-only.
- [Valuation evolution](https://www.jolv.app/api/reference/get_valuation_evolution): GET /v1/get_valuation_evolution. Returns the evolution of a company's published fair value across its finalised campaigns, by fund (change from one campaign to the next, 100% equity, method, exit, distributed), and the recorded movements. Read-only.
- [Distribution waterfall](https://www.jolv.app/api/reference/get_waterfall): GET /v1/get_waterfall. Returns a company's persisted waterfall: distributable amount, allocation by layer (debt / preference / ratchet / residual) and by holder. Read-only, output of the V4 engine (no recomputation).
- [Audit thread](https://www.jolv.app/api/reference/get_audit_thread): GET /v1/get_audit_thread. Returns the chronological audit thread of a valuation (creation, inputs, method, submission, finalisation). Read-only, immutable audit trail.
- [Listed comparables](https://www.jolv.app/api/reference/get_comparables): GET /v1/get_comparables. Returns a company's panel of listed comparables (most recent research): EV/EBITDA, EV/revenue and P/E medians and the list of listed peers. Read-only.
- [Find a company](https://www.jolv.app/api/reference/find_company): GET /v1/find_company. Finds a company by name (or a fragment of it), ignoring case and accents, and returns its UUID, status, sector and holding funds. Use it to resolve a name before calling UUID-based endpoints. Read-only.
- [Portfolio (holdings)](https://www.jolv.app/api/reference/list_portfolio): GET /v1/list_portfolio. Lists the holdings in the published NAV of a fund (or of all funds): retained fair value, invested cost, distributed at the as-of date, MoIC, sector, ownership %, exits. Read-only.
- [Company financials](https://www.jolv.app/api/reference/get_company_financials): GET /v1/get_company_financials. Returns a company's financial history in IPEV order (revenue → EBITDA → EBIT → net income), with net financial debt and headcount, by year (€m). Read-only.
- [Ownership chain (look-through)](https://www.jolv.app/api/reference/get_company_chain): GET /v1/get_company_chain. Returns a company's ownership chain (HoldCo/OpCo tiers) with the tier-to-parent ownership %, and the cash and debt of each entity. Read-only.
- [Competitors](https://www.jolv.app/api/reference/get_competitors): GET /v1/get_competitors. Returns the competitors identified for a portfolio company (name, website, relevance score, LinkedIn). Read-only.
- [Financial alerts](https://www.jolv.app/api/reference/get_financial_alerts): GET /v1/get_financial_alerts. Returns the financial (risk) alerts of a company or of the organisation: severity, risk score, message, status. Read-only.
- [Cap table](https://www.jolv.app/api/reference/get_cap_table): GET /v1/get_cap_table. Returns a company's cap table: holders (funds and co-investors) with securities by category (shares, preferred shares, bonds, convertible bonds, ORA, warrants, shareholder loans), ownership and fully diluted %, plus the instrument register. Read-only.
- [Instrument detail](https://www.jolv.app/api/reference/get_instrument_detail): GET /v1/get_instrument_detail. Returns the detail of a company's instruments: register (type, holder, value), fair value by instrument type (latest finalised valuation, when computed) and amendments. Read-only.
- [Operations (company history)](https://www.jolv.app/api/reference/get_operations): GET /v1/get_operations. Returns the chronological history of a company's operations (acquisition, follow-on, disposal, exit, dividend) with amounts and instruments. `updated_since` keeps only operations created or modified since that date. Read-only.
- [Distributions and exits](https://www.jolv.app/api/reference/get_distributions): GET /v1/get_distributions. Returns realised distributions (dividends, disposals, exits) and pending conditional distributions (earn-out, escrow) for a company or a fund, with the total distributed. Read-only.
- [Pipeline / deal flow](https://www.jolv.app/api/reference/list_pipeline): GET /v1/list_pipeline. Lists pipeline opportunities by stage (sourcing → closing) with requested ticket and valuation, next action and status (including rejected). Read-only.
- [Deal sheet](https://www.jolv.app/api/reference/get_deal): GET /v1/get_deal. Returns a pipeline opportunity's deal sheet: stage, requested ticket and valuation, brief (summary, strengths, points of attention, next steps) and next actions. Read-only.
- [Intake / inbox](https://www.jolv.app/api/reference/get_intake): GET /v1/get_intake. Returns inbound submissions (intake forms / inbox) with their AI pre-analysis (score, deal-breaker, processing status). Read-only.
- [Activity log](https://www.jolv.app/api/reference/get_activity_log): GET /v1/get_activity_log. Returns the organisation's activity log: interactions recorded on companies (meetings, notes, e-mails, events), most recent first. Read-only.
- [Jolv Network M&A transactions](https://www.jolv.app/api/reference/list_network_deals): GET /v1/list_network_deals. Lists M&A transactions from the Jolv Network (approved cross-organisation transaction comparables): target, sectors, country, EV (€m), EV/EBITDA and EV/revenue multiples, deal type, source. Read-only.
- [Company contacts](https://www.jolv.app/api/reference/get_contacts): GET /v1/get_contacts. Returns the contacts and executives attached to a company (name, role, e-mail, phone, LinkedIn). Read-only.
- [Calendar and events](https://www.jolv.app/api/reference/get_calendar): GET /v1/get_calendar. Returns the calendar of a company or of the organisation: meetings and activities (deal_activities) and milestones (company_events), sorted by date. Read-only.
- [Documents (metadata)](https://www.jolv.app/api/reference/list_documents): GET /v1/list_documents. Lists the documents attached to a company (name, category, date). Metadata only, no content and no download link. `updated_since` keeps only documents uploaded since that date. Read-only.
- [News monitoring](https://www.jolv.app/api/reference/get_veille): GET /v1/get_veille. Returns a company's monitored news (title, opportunity/threat classification, impact score, source) and its synthesis, or the organisation's recent news. Read-only.
- [ESG answers](https://www.jolv.app/api/reference/get_esg): GET /v1/get_esg. Returns the ESG answers recorded for a company, enriched with the framework (indicator, question, section). Read-only.
- [Search valuation guidelines](https://www.jolv.app/api/reference/search_guidelines): GET /v1/search_guidelines. Full-text search in valuation guidelines (IPEV, France Invest, AICPA); returns the relevant excerpts with their source. Read-only.