Investboard MCP

Give your AI your investment rules and decision history.

Bring your own mandate into the conversation. After you authorize a supported assistant, it can read your rules, check a stated change and retrieve the records your plan permits.

Your authorizationYour rulesYour decision

Access boundaries

Authorized tools

An authenticated connection is required.

OAuth

Records

History, theses and journal reads depend on your plan.

Premium

Execution

Investboard does not submit orders or change your mandate through MCP.

Your decision

What MCP does

Your assistant asks Investboard for permitted context.

MCP, the Model Context Protocol, lets a supported assistant call Investboard tools after you authorize the connection. It retrieves available records when called. It is different from uploading a policy snapshot or using the built-in portfolio assistant.

01Read your policy and current mandate status.
02Check a clearly stated intended change and retain its evidence.
03Record the decision you report; retrieve history, theses and journal entries where your plan permits.

Know what your assistant can ask.

These are the external connection's seven tools. A tool name describes a specific operation, not unrestricted access to your account.

get_policy: Reads your mandate and saved instructions.
get_status: Reads where your mandate stands.
check_action: Checks a proposed change and records its evidence.
get_reflection_history: Reads checks an assistant ran. Checks made in Investboard itself are not listed.
record_decision: Records the decision you have stated after a check.
get_own_record: Reads the thesis you recorded for one instrument.
get_journal: Reads your journal entries, newest first.

The built-in assistant and external MCP have different data scopes.Read the AI access details

Read the rules. Check the idea. Keep the decision.

Start with context before asking for an interpretation. The following questions illustrate a workflow; they are not a transcript or a completed investment check.

Read: Ask: What rules are recorded in my current investment policy?
Check: State the intended change and supply the information the tool needs. An incomplete proposal can require clarification rather than a verdict.
Record: Tell the assistant your own decision after the check. Recording it does not send an order to a broker.
Return: With Premium, retrieve prior assistant checks or permitted journal entries when reviewing your reasoning.

A saved rationale gives a later review something concrete to return to.Explore your investing second brain

Authorize a supported assistant.

You need an active Investboard account and a client supporting remote MCP over Streamable HTTP with OAuth. Client availability also depends on its own account and workspace settings.

Before connecting: Complete the account setup and record your mandate. Free supports one assistant connection; Premium removes the connection limit.
Add the connection: Follow the client instructions in Help, add the published MCP address, and sign in to authorize access.
First question: Ask the assistant to retrieve your policy before attempting a check. Authorization alone does not mean a tool call succeeded.
Disconnect: Revoke the connection in Investboard when you no longer want it to have access. If setup fails, check your client settings, account access and connection limit.

Help contains the current Claude, ChatGPT and other MCP client instructions. TradingAgents is not available to install.Open the connection instructions

A connection has a defined scope.

The external MCP connection reads no holding values or account numbers. It cannot submit orders or change your mandate. It can write the check record and the decision you report.

Plan access: Core policy, status, check and decision-recording tools require active account access. Reflection history, theses and journal retrieval require Premium.
Freshness: Tools retrieve the available record at the time of the call. That does not guarantee every underlying data source is current.
Separate provider: Your chosen assistant processes the information it receives under its own terms. EU processing statements for Investboard's built-in AI do not describe every external provider.
Policy snapshot: If you prefer a file, investing.md carries your policy at its export date. It does not authorize a connection or update itself.

Take a policy snapshot with you, with its date and format version.Read about investing.md

Investor-owned context

Your assistant can change. Your reasoning has a place to return to.

Policy, checks and permitted records

Free and Premium

Free includes one connection and core tools with active account access. Premium adds reflection history, thesis and journal retrieval, and unlimited connections. Your assistant provider may have separate requirements.

FAQ

Does Investboard MCP execute trades?

No. A check examines a proposal, and record_decision records the outcome you report. Neither operation submits an order or changes broker holdings.

Does MCP give my assistant the same access as the built-in AI?

No. External MCP has the tools described on this page and reads no holding values or account numbers. The built-in assistant has a separate portfolio toolset.

Is every MCP tool included in Free?

No. Free supports one connection and the core policy, status, check and decision-recording tools while account access is active. Reflection history, theses and journal retrieval require Premium.

Will uploading investing.md connect my assistant?

No. The file is a policy snapshot. A live MCP connection requires a supported client and your authorization.

Start with your own investment rules.

Create your Investboard account and complete the setup. Then connect a supported assistant from the connection instructions.

Create your Investboard account Explore the demo

Investboard MCP

Give your AI your investment rules and decision history.

Bring your own mandate into the conversation. After you authorize a supported assistant, it can read your rules, check a stated change and retrieve the records your plan permits.

Your authorizationYour rulesYour decision

Access boundaries

Authorized tools

An authenticated connection is required.

OAuth

Records

History, theses and journal reads depend on your plan.

Premium

Execution

Investboard does not submit orders or change your mandate through MCP.

Your decision

What MCP does

Your assistant asks Investboard for permitted context.

01Read your policy and current mandate status.
02Check a clearly stated intended change and retain its evidence.
03Record the decision you report; retrieve history, theses and journal entries where your plan permits.

Know what your assistant can ask.

These are the external connection's seven tools. A tool name describes a specific operation, not unrestricted access to your account.

get_policy: Reads your mandate and saved instructions.
get_status: Reads where your mandate stands.
check_action: Checks a proposed change and records its evidence.
get_reflection_history: Reads checks an assistant ran. Checks made in Investboard itself are not listed.
record_decision: Records the decision you have stated after a check.
get_own_record: Reads the thesis you recorded for one instrument.
get_journal: Reads your journal entries, newest first.

The built-in assistant and external MCP have different data scopes.Read the AI access details

Read the rules. Check the idea. Keep the decision.

Start with context before asking for an interpretation. The following questions illustrate a workflow; they are not a transcript or a completed investment check.

Read: Ask: What rules are recorded in my current investment policy?
Check: State the intended change and supply the information the tool needs. An incomplete proposal can require clarification rather than a verdict.
Record: Tell the assistant your own decision after the check. Recording it does not send an order to a broker.
Return: With Premium, retrieve prior assistant checks or permitted journal entries when reviewing your reasoning.

A saved rationale gives a later review something concrete to return to.Explore your investing second brain

Authorize a supported assistant.

You need an active Investboard account and a client supporting remote MCP over Streamable HTTP with OAuth. Client availability also depends on its own account and workspace settings.

Before connecting: Complete the account setup and record your mandate. Free supports one assistant connection; Premium removes the connection limit.
Add the connection: Follow the client instructions in Help, add the published MCP address, and sign in to authorize access.
First question: Ask the assistant to retrieve your policy before attempting a check. Authorization alone does not mean a tool call succeeded.
Disconnect: Revoke the connection in Investboard when you no longer want it to have access. If setup fails, check your client settings, account access and connection limit.

Help contains the current Claude, ChatGPT and other MCP client instructions. TradingAgents is not available to install.Open the connection instructions

A connection has a defined scope.

The external MCP connection reads no holding values or account numbers. It cannot submit orders or change your mandate. It can write the check record and the decision you report.

Plan access: Core policy, status, check and decision-recording tools require active account access. Reflection history, theses and journal retrieval require Premium.
Freshness: Tools retrieve the available record at the time of the call. That does not guarantee every underlying data source is current.
Separate provider: Your chosen assistant processes the information it receives under its own terms. EU processing statements for Investboard's built-in AI do not describe every external provider.
Policy snapshot: If you prefer a file, investing.md carries your policy at its export date. It does not authorize a connection or update itself.

Take a policy snapshot with you, with its date and format version.Read about investing.md

Investor-owned context

Your assistant can change. Your reasoning has a place to return to.

Policy, checks and permitted records

Free and Premium

FAQ

Does Investboard MCP execute trades?

No. A check examines a proposal, and record_decision records the outcome you report. Neither operation submits an order or changes broker holdings.

Does MCP give my assistant the same access as the built-in AI?

No. External MCP has the tools described on this page and reads no holding values or account numbers. The built-in assistant has a separate portfolio toolset.

Is every MCP tool included in Free?

No. Free supports one connection and the core policy, status, check and decision-recording tools while account access is active. Reflection history, theses and journal retrieval require Premium.

Will uploading investing.md connect my assistant?

No. The file is a policy snapshot. A live MCP connection requires a supported client and your authorization.

Start with your own investment rules.

Create your Investboard account and complete the setup. Then connect a supported assistant from the connection instructions.

Create your Investboard account Explore the demo