Valuation method templates · API reference

Query parameters

No parameters. The response is scoped by the rights of the authenticated user.

Response

Status 200, application/json. Resources outside your rights are absent, never an error.

templatesobject[]
Show child attributes
- template_idstring
- namestring
- descriptionstring · nullable
- methodsobject[]
  Show child attributes
  - method_typestring
  - weight_pctnumber · nullable
  - is_primaryboolean
  - fair_value_levelnumber · nullable
  - currencystring · nullable
  - notesstring · nullable
- created_atstring · nullable
- updated_atstring · nullable

Errors

400 invalid parameter · 401 missing or expired token · 429 too many requests · 500 read failed. See Errors.

Request

cURL

curl "https://jolv-mcp.vercel.app/v1/list_valuation_templates" \
  -H "Authorization: Bearer $JOLV_TOKEN"

Python

import os, requests

r = requests.get(
    "https://jolv-mcp.vercel.app/v1/list_valuation_templates",
    headers={"Authorization": f"Bearer {os.environ['JOLV_TOKEN']}"},
    timeout=30,
)
r.raise_for_status()
data = r.json()

JavaScript

const r = await fetch("https://jolv-mcp.vercel.app/v1/list_valuation_templates", {
  headers: { Authorization: `Bearer ${process.env.JOLV_TOKEN}` },
});
if (!r.ok) throw new Error((await r.json()).error.message);
const data = await r.json();

Power Query

let
    Source = Json.Document(Web.Contents(
        "https://jolv-mcp.vercel.app/v1/list_valuation_templates",
        [Headers = [Authorization = "Bearer <access_token>"]]))
in
    Source

Example response (illustrative values)

200

{
  "templates": [
    {
      "template_id": "2c3d4e5f-6a7b-4c8d-9e0f-1a2b3c4d5e6f",
      "name": "Buyout – multiples and DCF",
      "description": "Default template for mature buyout holdings: listed multiples as primary method, DCF as cross-check.",
      "methods": [
        {
          "method_type": "multiples",
          "weight_pct": 70,
          "is_primary": true,
          "fair_value_level": 3,
          "currency": "EUR",
          "notes": "Median EV/EBITDA of the peer panel, DLOM applied to the multiple."
        },
        {
          "method_type": "dcf",
          "weight_pct": 30,
          "is_primary": false,
          "fair_value_level": 3,
          "currency": "EUR",
          "notes": "Five-year plan, WACC from the organisation's parameters."
        }
      ],
      "created_at": "2025-11-03T10:00:00Z",
      "updated_at": "2026-01-14T15:20:00Z"
    },
    {
      "template_id": "3d4e5f6a-7b8c-4d9e-8f0a-2b3c4d5e6f7a",
      "name": "Venture – last round",
      "description": "Early-stage holdings valued on the last financing round, calibrated.",
      "methods": [
        {
          "method_type": "dernier_tour",
          "weight_pct": 100,
          "is_primary": true,
          "fair_value_level": 3,
          "currency": "EUR",
          "notes": "Calibration at T0, reassessed at each round."
        }
      ],
      "created_at": "2025-11-03T10:05:00Z",
      "updated_at": "2025-11-03T10:05:00Z"
    }
  ]
}

Try it

or paste a token below

The call goes from your browser to the API with your own token; nothing is stored. Token kept in this tab only.