Documentation

Fortunest MCP server

Fortunest's MCP server connects Claude, ChatGPT, Codex and other MCP agents to your real multi-broker portfolio — European brokers and crypto exchanges in one view; reads run on their own, and every change needs your approval in the app — per action or as an allowance you set. Free to try on a demo portfolio, your own portfolio on Pro. It is a standard Model Context Protocol server run by Fortunest itself: your agent calls the same tools, calculations and context the in-app Assistant uses, and brings its own model — Fortunest needs no provider API key for the connection. This page is the reference; the step-by-step client setup lives in Your own agent — Pro.

Endpoints

Enter a URL exactly as written, without a trailing slash.

Transport and authentication

• Streamable HTTP on all three endpoints, JSON responses, the 2026-07-28 protocol with the older handshakes (2025-06-18 and later) still answered; tool-list changes are announced with listChanged.
• OAuth 2.1 with PKCE on /mcp and /mcp/mini. Claude, ChatGPT, Codex, Claude Code and MCP Agent register themselves (dynamic client registration); there is no client ID or secret to enter and no token to paste. Access tokens are short-lived, each connection is its own grant that expires after 30 days, and the published redirect callbacks of the hosted clients are allowlisted.
• No authentication on /mcp/demo: it holds nothing of anybody’s.
• The desktop app is reached through a STDIO bridge named fortunest-desktop — the command /Applications/Fortunest.app/Contents/MacOS/Fortunest with --mcp-agent=codex or --mcp-agent=claude-code. It needs a compatible desktop release, a synchronized hosted portfolio and the app left running; see the desktop bridge.

Supported clients

These are the documented clients; any agent that speaks MCP over Streamable HTTP can use the same URLs. Each line is the short version — the full steps, with screenshots and troubleshooting, are linked.

• Claude (web, Desktop, mobile, Cowork): Settings → Connectors → Add custom connector, Remote MCP server URL https://app.fortunest.ai/mcp, then Connect and allow it in Fortunest. Full steps.
• ChatGPT: turn on Developer mode, Apps & Connectors → Create, MCP server URL https://app.fortunest.ai/mcp, Authentication OAuth, then sign in and allow it. Full steps.
• Codex (app and CLI): codex mcp add fortunest --url https://app.fortunest.ai/mcp, then codex mcp login fortunest. Codex app · Codex CLI.
• Claude Code: claude mcp add --transport http fortunest https://app.fortunest.ai/mcp, then /mcp → fortunest → authenticate. Full steps (they add a fixed --callback-port).
• MCP Agent on iPhone (Siri): add a server with the URL https://app.fortunest.ai/mcp/mini for the on-device engine, or /mcp with your own cloud key, and sign in. Full steps.

For the free demo, use https://app.fortunest.ai/mcp/demo in the same places with no sign-in — in ChatGPT with Authentication: No authentication; in Claude Code claude mcp add --transport http fortunest-demo https://app.fortunest.ai/mcp/demo.

The tool catalogue

The full endpoint lists 94 tools, generated from the same capability registry the in-app Assistant uses. A connection sees the ones its permissions allow; the demo mark shows the seventeen the demo endpoint serves. Each tool’s own description, arguments and limits come with the listing your agent receives; the reads are described in the Assistant chapter.

Read your portfolio — 27

Holdings, performance, allocation, risk, the value chart, trades, money flow, taxes, the trade plan, simulations, warnings, the watchlist, your notes, memories and skills, and this documentation. Reads never change anything.

• backtest_trades
• tax_free_summary demo
• sell_plan
• docs_lookup demo
• docs_search demo
• get_context
• get_trade_plan demo
• get_workload
• get_operation
• list_notes
• list_memories
• list_skills
• report_context
• allocation demo
• risk demo
• chart_values demo
• get_core demo
• events demo
• holdings demo
• holding demo
• simulation demo
• trade_candidates demo
• recent_trades demo
• money_flow demo
• tax_lots demo
• warnings demo
• watchlist

Markets and research — 6

Quotes and fundamentals, historical prices, asset search, market lists, insider filings and news, for any ticker — up to 25 tickers in one call.

• search_assets
• market_lookup
• price_on
• read_market_list
• insider_activity
• news

Social reads — 5

Friends’ and groups’ shared, relative portfolios, Super Investors’ 13F holdings, the feed and friend requests — only what their owners chose to share.

• friend_portfolio
• group_portfolio
• super_investor_portfolio
• social_feed
• social_requests

Dashboard control — 29

Reading and steering an open Fortunest tab: show a card, open an asset or a breakdown, filter and sort, set the chart, run a what-if, travel to a past date, present a result. They move the screen you are looking at; each action asks for your approval unless you allowed it.

• show_card
• tutorial
• filter_holdings
• set_chart
• open_asset
• open_breakdown
• whatif
• dca_goal
• set_simulation
• explore
• sort_table
• show_trades
• show_taxes
• show_social
• open_settings
• show_simulation
• set_as_of_date
• expand_trades
• set_theme
• simple_view
• social
• friends
• feed
• get_dashboard_state
• get_changes
• present_result
• acquire_dashboard_control
• release_dashboard_control
• read_attachment

Write actions, with approval — 27

Changes to stored data: favourites and lists, targets, hand-added assets and lots, categories, notes, memories and skills, settings, Super Investor follows, a Social snapshot and a connector sync. Every one waits for your approval in Fortunest.

• toggle_favourite
• favourite_list
• set_asset_target
• set_sector_target
• add_manual_lot
• transfer_action
• add_note
• save_memory
• set_currency
• set_model
• add_manual_asset
• add_market_asset
• edit_asset
• toggle_asset
• toggle_account
• set_category
• follow_super_investor
• publish_snapshot
• sync_connector
• set_setting
• update_note
• delete_note
• update_memory
• delete_memory
• create_skill
• update_skill
• delete_skill

No tool places an order with a broker or moves money: Fortunest is a tracker, and a trade plan is a recommendation, not an order.

Security and permissions

• Reading is all a connection does on its own. Every write and every dashboard action waits for your approval in the Fortunest app — approve once, reject, allow matching bounded actions, or allow everything within the connection’s permissions for 1 hour or 8 hours. Sensitive actions (publishing to Social, skills) need an approval for that connection.
• You choose the permissions at sign-in and can change them or revoke the connection any time in Settings → Assistant → External agents, where every call the agent made is listed.
• Tokens: only SHA-256 digests are stored; access tokens last minutes, a grant at most 30 days, and every response is re-checked against the grant, so a revocation or a lapsed Pro plan cuts a running connection off.
• Never exposed: your Fortunest password and login, your provider API keys and exchange keys, and your raw CSV files. Notes, documents and posts an agent reads are marked as untrusted content — they cannot grant a permission or approve an action.
• What does leave: whatever the agent reads goes to its own provider (Anthropic, OpenAI…) under that provider’s terms. See Privacy.
• The demo endpoint reads only the shared synthetic demo portfolio, changes nothing, keeps no record per call and is rate-limited. See its privacy note.

Example prompts

• "Use Fortunest to summarize my top five holdings and their combined weight. Do not change anything." — the read-only check.
• "How diversified is my portfolio, and what is my biggest concentration risk?"
• "Compare my time-weighted and money-weighted return. What does the gap say about my timing?"
• "Which of my tax lots become tax-free in the next twelve months?"
• "What does the trade plan recommend this month, and why?"
• "Open my Nvidia position in the dashboard and show its chart since January." — a dashboard action, approved in the app.

Questions people ask