openInvest

local MCP server

Installation

Terminal

claude mcp add openinvest -e INVEST_HOME=... -- uvx openinvest

Run in your project folder. Add --scope user to use it everywhere.

Claude Desktop, Cursor & other clients

Add to claude_desktop_config.json or .cursor/mcp.json.

{
  "mcpServers": {
    "openinvest": {
      "command": "uvx",
      "args": [
        "openinvest"
      ],
      "env": {
        "INVEST_HOME": "..."
      }
    }
  }
}

Fill in the environment variables with your own credentials.

Summary

Investment runtime for AI agents — LLM investment committee, portfolio ledger, decision accounting

Questions

openInvest is a local MCP server distributed as the pypi package openinvest.

Run: claude mcp add openinvest -e INVEST_HOME=... -- uvx openinvest

Run: codex mcp add openinvest --env INVEST_HOME=... -- uvx openinvest

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