Investing
Verified IntegrationClient Configuration
— Connect Investing to Claude Desktop or Cursor in seconds{
"mcpServers": {
"investing": {
"command": "npx",
"args": [
"-y",
"@modelcontextprotocol/server-investing"
],
"env": {}
}
}
}~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows).System Overview
Parse and query investment statements from various institutions using natural language and structured tools.
7/23/2026
Open Source
stdio / SSE RPC
Frequently Asked Questions
Architecture and operational details for Investing
Currently, Investing offers full support for Questrade statements. We are actively working on expanding support to include Interactive Brokers and Scotia, with these integrations coming soon.
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