MCP

AI-agent format

Draft the quarterly "what changed" memo

Ground the quarter's shifts in imported commentary, then have chat shape it into a memo your PM can forward.

AnalystFinance, Investing & Due Diligencedeep_contextchat
The use case

The problem

Every quarter ends with the same deliverable: the "what changed" memo. Not what happened — what changed: which narratives strengthened, which assumptions broke, where management language moved, what the smart commentary now worries about that it didn't in April. It's the highest-leverage document you write and the one that gets the least time, because it lands exactly when you're most buried.

The raw material is the quarter's accumulated tape — the interviews, calls and expert commentary you (ideally) collected as they happened. The memo is a synthesis problem: read ninety days of record, difference it against the prior quarter, and write it up with sources. Which is precisely the kind of work that shouldn't start from a blank page.

The mechanics

How veridive MCP helps

deep_context does the differencing: with the quarter's commentary imported and tagged in your library, scope questions across it — "what themes emerged this quarter that weren't present before? where did management language shift?" — and get answers cited to the exact chunks. The synthesis runs over what was actually said, not what you happen to remember from June.

chat does the shaping: take the grounded findings and draft the memo in your format — the sections your PM expects, the tone your desk uses, tight. It's the no-retrieval half of the workflow: pure writing over established facts. You review, adjust judgment calls, and ship a memo where every claim has a citation — in an afternoon instead of a lost weekend.

Step by step

How to run it

  1. 1
    Connect veridive MCP

    One-time setup: add the veridive MCP server to Claude, ChatGPT, Cursor or any MCP client and generate your API key. Takes about two minutes.

  2. 2
    Difference the quarter

    Scope deep_context across this quarter's tagged imports and ask the delta questions — new themes, dead narratives, language shifts.

    Across my library items tagged '<coverage> <this quarter>': what themes emerged, what concerns faded, and where did management or expert language shift versus the '<prior quarter>' items? Cite the chunks.
  3. 3
    Pressure-test the deltas

    For each claimed shift, pull the before/after evidence — the memo's credibility lives in these pairs.

    For each shift you found, give me the before-and-after: what was said last quarter versus this quarter, with citations for both sides.
  4. 4
    Draft in your format

    Hand the findings to chat with your memo skeleton. It writes; you exercise judgment and ship.

    Using these findings, draft the quarterly memo in this structure: <sections>. Keep every claim's citation inline. Tone: concise, desk-style.
Before vs after

Problems it solves

  • The quarter's most important memo gets written at the quarter's worst moment, from memory.
  • Recency bias: September's narrative overwrites July's in recall, and the memo misses the actual arc.
  • Before/after evidence pairs — the memo's spine — take hours to reconstruct manually.
  • Unsourced synthesis invites the PM's least favorite question: 'says who?'
The payoff

Why it's valuable

  • The differencing runs over the record, not over memory — the arc survives recency bias.
  • Every shift ships with its before/after citation pair; 'says who' is pre-answered.
  • Drafting starts from grounded findings, not a blank page — an afternoon, not a weekend.
  • The workflow compounds: this quarter's memo file becomes next quarter's baseline automatically.
Copy & paste

Example prompts

Across items tagged '<coverage> <quarter>': what emerged, faded, or shifted vs '<prior quarter>'? Cited.
Before/after quotes for each shift, both sides cited.
Draft the memo in this structure: <sections> — citations inline, desk tone.
Questions

FAQ

What's the split between deep_context and chat here?

deep_context is the grounded half — every factual claim comes from your imported commentary with chunk citations. chat is the writing half — no retrieval, just shaping established findings into your format. Facts from one, prose from the other.

What if I didn't import commentary during the quarter?

Backfill: import the quarter's key interviews and calls now (see the earnings-triage use case for the collection habit), then run the differencing. The workflow is better fed continuously, but it works retroactively.

Can the memo cover multiple names or a whole sector?

Yes — tag imports per name and run the delta questions per tag, or across the sector tag for the thematic layer. deep_context scopes up to 20 items per question, so slice by name or theme.

Keep going

Related use cases

Run this in your own assistant

Connect the veridive MCP server to Claude, ChatGPT or Cursor and paste the prompts above — setup takes about two minutes.