The finance MCP server for your AI assistant.

Available tools

Prompts: portfolio_review chains backtest, exposure, macro risks, a stress test and positioning into one written review; stress_scenario turns a scenario described in words into Stress Lab shocks. Results are analytics, not investment advice.

Connect from Claude Desktop

1. 1

   Generate a personal API key

   Sign in to MEDGE Capital and open Account → API keys. Create a key with a label like "Claude Desktop" and copy it — the plaintext is shown exactly once.

2. 2

   Edit the Claude Desktop config file

   Open ~/Library/Application Support/Claude/claude_desktop_config.json on macOS (or %APPDATA%\Claude\claude_desktop_config.json on Windows) and add the medge server entry with your key as the Bearer token.

3. 3

   Restart Claude Desktop completely

   Quit the app fully (Cmd+Q / system-tray Quit) and reopen it — the config is read at startup only.

4. 4

   Verify the tools appear

   In a new chat, open the tools panel: the medge server lists its tools (list_portfolios, backtest_portfolio, stress_test_portfolio and the others). Ask "list my MEDGE portfolios and backtest the first one" to test.

{
  "mcpServers": {
    "medge": {
      "url": "https://medgecapital.com/api/mcp/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_KEY_HERE"
      }
    }
  }
}

Connect from Claude.ai (web)

Claude.ai custom connectors use OAuth 2.1 — no key to paste. Go to Settings → Connectors → Add custom connector, enter https://medgecapital.com/api/mcp/mcp, and Claude walks the OAuth flow: you sign in on medgecapital.com, click Authorize on the consent screen, and the tools appear in your chat. Access tokens expire after 1 hour and refresh automatically for 30 days.

Cursor, Cline, Continue and Zed use the same URL with the Bearer header — the exact same config shape as Claude Desktop, placed in each client’s MCP settings file.

Security & keys

Frequently asked questions

What is the Model Context Protocol (MCP)?

MCP is an open protocol that lets AI assistants like Claude and ChatGPT call external tools over HTTP. An MCP server exposes typed tools the model can invoke mid-conversation. MEDGE runs one at https://medgecapital.com/api/mcp/mcp, so your assistant can pull real MEDGE analytics into a chat instead of guessing.

Is the MEDGE MCP server free to use?

The server is available on every plan. On Free you can list your portfolios and watchlists, run backtests, read technical snapshots and 13F/Form 4 ownership, and classify tickers. Essential (€14.99/month) adds stress tests, optimisation, comparison, full metrics, report data and security profiles; Plus (€39.99/month, 7-day trial) adds measured exposure, macro event risks, COT, central banks, sovereign data and briefings; Pro adds the Workbench. Each tool has a per-user hourly limit, three times higher on Advisor.

Which AI clients are supported?

Any MCP-capable client. Claude Desktop, Cursor, Cline, Continue and Zed connect with a personal API key (Bearer header). Claude.ai web connects as a custom connector via OAuth 2.1 — you authorize it on medgecapital.com with one click. ChatGPT supports MCP connectors on paid plans.

What tools does the server expose?

Fifty-nine tools covering the whole platform, for beginners and experts alike: your portfolios and watchlists; backtests, deep dives, what-if replays, stress tests, Monte Carlo, optimisation, comparison, full metrics and report data; measured exposure and macro event risks; technical snapshots, prices, dashboard, security profiles; 13F, Form 4, FCA shorts and COT; Focus, central banks, and sovereign data; the PAC simulator and model portfolios; live quotes and commodity prices; and quantitative tools for return series, factor regressions, risk decomposition and benchmark comparison. Six tools can change your account (save a portfolio, create, organise or edit watchlists) and are marked so your AI client asks before using them. Five prompts chain the tools: portfolio_review and stress_scenario for a full analysis; first_check, if_markets_fall and monthly_plan for people new to investing, explained in plain words.

Can I revoke access?

Yes, instantly. API keys are per-user and individually revocable from Account → API keys — revoking one key does not affect your other clients. OAuth connections use short-lived access tokens (1 hour) that renew while the app uses them, for up to 90 days; each connected app can be disconnected from Account → API keys, and revoked credentials stop working on the next call. Changing your password can disconnect every key and app at once.

What data can the AI access through MCP?

Your saved portfolios, watchlists and Workbench widgets, the analytics the tools compute on them, and market and regulatory data. The AI can save a portfolio or edit a watchlist only through the six tools marked as account changes, which MCP clients confirm with you first; it cannot delete portfolios and never sees billing, email or other account data. Every call is authenticated, tier-gated and rate-limited server-side.