Investorean

MCP Server

Connect MCP-compatible AI assistants like Claude, ChatGPT, and Cursor to structured Investorean market data across stocks, ETFs, cryptocurrencies, indices, and forex. The server gives AI agents focused tools to find and screen assets, analyze company fundamentals and price history, track dividends and economic events, and research SEC 13F institutional holdings and US Senate trades, turning natural-language questions into real, data-driven market research for traders and investors.

Available MCP Tools

The Investorean MCP Server currently exposes 11 tools. Each tool returns structured data that an AI client can use in a research workflow.

asset.find

Find assets by text query across one or multiple asset types.

asset.profile

Get a complete asset profile with optional sections such as fundamentals, historical prices, dividends, and earnings.

asset.screen

Run advanced screener queries with many criteria and an optional broker filter.

screener.schema

Get available screener fields, field types, and operators for asset types.

calendar.events

Fetch economic calendar items in a date range.

senate.transactions

Fetch US Senate transactions with optional filters and pagination.

sec13f.report

Get full SEC 13F report details by CIK.

dividends.upcoming

Fetch upcoming dividends with optional symbol and date range filters.

indices.proprietary

Fetch proprietary indices with an optional symbol filter.

seasonality.screen

Run seasonality screener queries to find assets with recurring monthly return patterns. Supports filtering by month, return range, lookback period, asset type, and broker.

How It Works

Add the Investorean server to a client that supports Model Context Protocol. The client can inspect the available tool schemas, select the right operation for your request, and return the structured result in its response. Tool calls remain explicit, so you can review which Investorean capability is used for each task.

Configure the MCP Server

MCP access requires an active PRO plan. Follow these steps to connect an MCP client to Investorean.

1. Create an MCP token

Sign in and open the settings page. In the MCP Tokens section, enter a descriptive token name and select Create token.

2. Copy and secure the token

Copy the generated token when it appears. The full token is shown only once, so store it in a secure credential manager and do not commit it to source control.

3. Add the HTTP server

In your MCP client, add a remote server that uses streamable HTTP transport. Set its URL to https://mcp.investorean.com/mcp.

4. Configure Bearer authentication

Add an Authorization header with the value Bearer <YOUR-MCP-TOKEN>. Replace the placeholder with the token you copied.

5. Connect and verify the tools

Save the configuration and start or refresh the server in your client. Confirm that the Investorean tools appear, then try a request such as "Find Apple and return its asset profile."

Typical Use Cases

  • Find an asset and retrieve its fundamentals, price history, dividends, and earnings in one research flow.
  • Build and run stock, ETF, crypto, index, or currency screens using supported fields and operators.
  • Monitor upcoming dividends and economic events within a date range.
  • Research US Senate transactions and institutional holdings reported in SEC 13F filings.
Explore Markets

FAQ

The Investorean MCP Server is a Model Context Protocol (MCP) endpoint that connects AI assistants like Claude, ChatGPT, and Cursor to structured stock market data and financial research tools. Traders and investors can screen stocks, ETFs, crypto, indices, and forex, pull company fundamentals, and analyze dividends, economic events, and institutional filings directly from an AI chat. Access is available exclusively to users on the PRO plan.

It is built for active traders, long-term investors, dividend investors, and financial analysts who want AI-assisted market research. Instead of switching between screeners, filings, and spreadsheets, you can ask your AI assistant to find opportunities, check fundamentals, and monitor market events using real Investorean data.

The server covers stocks, ETFs, cryptocurrencies, market indices, and forex (currencies). You can research individual tickers, build multi-criteria screens across each asset class, and compare opportunities in a single AI-driven workflow.

It exposes tools for asset discovery, full company and asset profiles, advanced multi-criteria screening, seasonality screening, screener field schemas, economic calendar events, US Senate (congressional) transactions, SEC 13F institutional holdings, upcoming dividends, and proprietary indices - all returned as structured data an AI assistant can reason over.

Yes. The asset.screen and screener.schema tools let your AI assistant build advanced stock and ETF screens using fundamentals, valuation, growth, dividend, and technical criteria, plus an optional broker filter. You can ask in plain language (for example, “find profitable dividend stocks with a payout ratio under 60%”) and get structured results back.

Yes. The dividends.upcoming tool surfaces upcoming ex-dividend and payment dates with optional symbol and date-range filters, while calendar.events returns economic calendar items over a chosen date range useful for dividend investors and traders planning around earnings and macro releases.

Yes. Use sec13f.search and sec13f.report to explore what hedge funds and institutional managers hold in their SEC 13F filings, and senate.transactions to follow US Senate trading disclosures. This helps you track smart-money positioning and congressional stock trades alongside your own research.

Any MCP-compatible client that supports streamable HTTP transport can connect, including assistants such as Claude Desktop, Cursor, and other Model Context Protocol clients. You add the Investorean server URL and authenticate with a Bearer token from your account.

Yes. MCP access requires an active Investorean PRO plan. Once subscribed, you can generate MCP tokens in your settings and connect an unlimited number of MCP clients within the plan’s usage terms.

Create an MCP token on your Investorean settings page, add the streamable HTTP server URL (https://mcp.investorean.com/mcp) to your MCP client, and send the token in the Authorization header as “Bearer <YOUR-MCP-TOKEN>”. Once connected, your AI assistant can discover and call the available market-research tools.

Your MCP token is shown only once at creation, so store it in a secure credential manager and never commit it to source control. Tokens authenticate every request over HTTPS, and you can revoke or rotate them at any time from your settings if a token is exposed.

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