Koskamo

Financial Portfolios AI MCP

An MCP server that allows AI assistants to access systematic model portfolio data, including holdings, allocations, performance metrics, and research. It enables users to compare their own positions against model books, track changes, and generate rebalance orders using their own brokerage connections.

Visit Financial Portfolios AI

Endpoint and access

OAuth sign-in: the first time you connect, your client opens the vendor's own authorization prompt in a browser.

Financial Portfolios AI MCP logo, by Financial Portfolios AIVendor evidenceStreamable HTTPOAuth sign-inEndpoint checked 2026-11-01Operated by Financial Portfolios AI
You need:Sign in with your accountAn active subscription then unlocks your portfolios' holdings, history and rebalance toolsCommand-line clients (Claude Code, Gemini CLI, Cursor) use an X-API-Key token from API Access instead of the sign-in.
MCP endpoint (Streamable HTTP)
https://financial-portfolios.ai/mcp
Vendor documentation

What you can do with it

  • List and view model portfolio holdings and allocations
  • Compare personal holdings against model portfolios for rebalancing
  • Retrieve historical performance and risk statistics
  • Access quantitative research articles and market commentary

Source and maintenance

Vendor evidenceRegistry 1.4.6
mcp-registry: ai.financial-portfolios/financial-portfolios-ai@1.4.6Source repositoryProject website
Maintenance checked

Tools

Reported by the attributed source; not independently observed by Koskamo.

No tool definitions available.

30-day availability

Aggregated from read-only remote checks; this is not a tool-execution or security guarantee.

Successful checks
1 of 1 (100%)
Average latency
368 ms
95th percentile latency
368 ms

Maintenance history

Public check and source-refresh events. Editorial and ownership records remain private.

  • · probe · passed · 368 ms · metadata changed · refuses unauthenticated initialize (HTTP 401)

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers the remote server. Use --scope project to write .mcp.json for the repo.
Claude Code configuration
claude mcp add --transport http financial-portfolios-ai-mcp https://financial-portfolios.ai/mcp

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).
Codex configuration
codex mcp add financial-portfolios-ai-mcp --url https://financial-portfolios.ai/mcp

Cursor

Merge this server into .cursor/mcp.json in your project, then enable financial-portfolios-ai-mcp in your MCP settings.
Cursor configuration
{
  "mcpServers": {
    "financial-portfolios-ai-mcp": {
      "url": "https://financial-portfolios.ai/mcp"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure).
Cline configuration
{
  "mcpServers": {
    "financial-portfolios-ai-mcp": {
      "type": "streamableHttp",
      "url": "https://financial-portfolios.ai/mcp",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start financial-portfolios-ai-mcp and inspect its tools.
VS Code configuration
{
  "servers": {
    "financial-portfolios-ai-mcp": {
      "type": "http",
      "url": "https://financial-portfolios.ai/mcp"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.
Gemini CLI configuration
gemini mcp add --transport http financial-portfolios-ai-mcp https://financial-portfolios.ai/mcp

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.
Claude Desktop configuration
{
  "mcpServers": {
    "financial-portfolios-ai-mcp": {
      "url": "https://financial-portfolios.ai/mcp"
    }
  }
}

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.
Windsurf configuration
{
  "mcpServers": {
    "financial-portfolios-ai-mcp": {
      "serverUrl": "https://financial-portfolios.ai/mcp"
    }
  }
}

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