What brokers does Invormed support?

Invormed supports CSV imports from major UK brokers including Hargreaves Lansdown, AJ Bell, Interactive Investor, and Vanguard. More broker integrations are being added regularly.

Is my financial data secure?

Yes, Invormed uses Firebase Authentication for secure login, encrypts data in transit and at rest, and never stores broker login credentials. Your portfolio data stays in your account.

Can Invormed track ISA and SIPP accounts?

Yes, Invormed is purpose-built for UK investors and supports ISA, SIPP, and GIA account types with proper tax wrapper categorisation.

Does Invormed provide investment advice?

No, Invormed is an analytics and intelligence tool. It helps you understand your portfolio better but does not provide financial advice or recommendations.

What is ETF look-through analysis?

ETF look-through breaks down your ETF holdings into their underlying constituents, showing your true exposure to individual companies, sectors, and geographies across your entire portfolio.

Do I need a paid plan to use the Invormed MCP server?

The Invormed MCP server is available to all registered users. You generate an API key from Settings → Integrations — no paid tier is required on the Invormed side. Note: some MCP clients (e.g. Claude.ai remote MCP) require a Claude Pro subscription independently.

Which MCP clients are supported?

Any client that supports Streamable HTTP MCP servers. Tested configurations are provided for Claude.ai, Claude Desktop, Claude Code, and Cursor.

Can Claude modify my portfolio through MCP?

No. All 7 tools are strictly read-only. There are no write, create, update, or delete operations. Claude can view and analyse your data but cannot make any changes.

Is my portfolio data sent to Anthropic?

When Claude calls an MCP tool, the response data is included in Claude's context window and processed by Anthropic's models. The same data-handling terms apply as to any conversation. No portfolio data is stored by Anthropic beyond the session. Invormed does not transmit data to Anthropic directly.

What is on the MCP roadmap?

Planned additions include an ETF look-through tool (exposing underlying stock-level holdings via the Invormed ETF database), a rebalancing suggestions tool, and support for multi-portfolio comparison queries.

Ask your portfolio anything.

Connect Invormed to Claude, Cursor, or any MCP-compatible AI client. Query your holdings, allocations, and trade history in natural language — using the Model Context Protocol.

Connect to Claude Read the guide

Broker CSVs

HL · ii · T212 · Vanguard

Invormed

Portfolio intelligence

MCP Server

invormed.com/api/mcp

Claude / Cursor

Any MCP client

What is MCP?

The Model Context Protocol (MCP) is an open standard that lets AI assistants connect to external data sources and tools. Instead of copy-pasting data into a chat window, you configure a server once and the AI can query it directly whenever it needs information.

The Invormed MCP server exposes your portfolio data as 7 structured, read-only tools. Claude uses those tools automatically when you ask a portfolio question — no manual data export required.

MCP was designed by Anthropic and is now supported across many AI clients. Full spec at modelcontextprotocol.io.

What you can ask

Illustrative responses — answers depend on your actual portfolio data.

You

Show me my biggest holdings across all accounts.

Claude

Your top 5 holdings by value span your ISA and SIPP. The largest is a global equity ETF at 18.2% of your total portfolio, followed by a UK equity fund at 11.4%.

You

What's my effective US tech exposure across my ETFs?

Claude

Across your holdings, your combined US technology weighting is approximately 28–34% of your total portfolio — primarily through overlapping ETF positions.

You

Which of my holdings is most overweight vs my target?

Claude

Your UK equity theme is currently 3.2 percentage points above its target allocation. Your bonds theme is the most underweight at 2.1 points below target.

You

How much of my SIPP budget is left this tax year?

Claude

Based on your configured budget limits, your SIPP account has used 67% of its allocation. The remaining headroom is shown in your budget data.

You

Compare my ISA concentration to my GIA.

Claude

Your ISA is more diversified across 14 holdings. Your GIA holds 6 positions with the top 2 accounting for over 60% of that account's value.

You

Search my holdings for anything tech-related.

Claude

Found 4 holdings matching 'tech': 2 sector ETFs (IT/technology), 1 direct equity in a semiconductor company, and 1 thematic fund tagged under your Tech theme.

See more worked examples in the full guide. Also related: the ETF look-through guide and best portfolio trackers for UK investors.

Tools exposed

All tools are read-only, scoped to the authenticated user's portfolios, and require an API key. No broker credentials are exposed at any point.

Read-only

User-scoped

API key auth

Revocable

invormed-mcp · 7 tools

list_portfolios: List all portfolios with total value and holding count. Call this first to retrieve portfolio IDs.
get_portfolio_summary: Detailed summary including top 10 holdings by value and allocation breakdown by section.
get_holdings_breakdown: Group holdings by section, account, or theme — returns value and percentage for each group.
search_holdings: Search holdings by name or ticker (case-insensitive). Use this to find holding IDs.
get_holding_detail: Full detail for a single holding: pricing, allocation percentages, target delta, and tranches.
get_holding_trades: Buy/sell trade history for a specific holding, sorted newest first.
get_budget_remaining: Budget utilisation across sections, accounts, and themes — shows amount used vs configured limits.

Connect in 2 steps

1Get your API key from Settings → Integrations.
2Add the configuration for your chosen client using the tab on the right.

MCP endpoint: invormed.com/api/mcp
Transport: Streamable HTTP (stateless)

1. In Claude.ai, open Settings → Integrations.
2. Click "Add integration" and select "Remote MCP server".
3. Paste the URL below — your API key is embedded in it.

URL:
https://invormed.com/api/mcp?key=inv_your_api_key_here

Note: Remote MCP connections require a Claude Pro subscription.
OAuth is not required — authentication is handled via the key= parameter.

Replace inv_your_api_key_here with the key from Settings → Integrations.

Privacy & scope

Read-only
All 7 tools are strictly read-only. No write operations exist. Claude can analyse your data but cannot modify it.
User-scoped access
Each API key is tied to a single authenticated user. Requests only return data belonging to that user — no cross-account access.
No broker credentials exposed
Your broker login details are never stored or transmitted. You upload CSV exports manually — no direct broker connections are made.
Revocable at any time
Delete or deactivate your API key from Settings → Integrations. Keys are SHA-256 hashed before storage — the raw key is never persisted.

Common questions

Do I need a paid plan?

The MCP server is available to all registered Invormed users at no additional cost. You generate an API key from Settings → Integrations. Note that some MCP clients — notably Claude.ai remote MCP — independently require a Claude Pro subscription.

Which clients are supported?

Any client that supports Streamable HTTP MCP servers. Tested and documented configurations are provided for Claude.ai, Claude Desktop (macOS/Windows), Claude Code, and Cursor. Windsurf and other MCP-compatible tools using the same JSON config format should also work.

Can Claude modify my portfolio?

No. All 7 exposed tools are read-only. No write, create, update, or delete operations exist. Claude can query and analyse your data but cannot make any changes to your portfolio.

Is my data sent to Anthropic?

When Claude calls an MCP tool, the returned data enters Claude's context window and is processed by Anthropic's models under their standard terms. Invormed does not transmit data to Anthropic directly. No portfolio data is stored by Anthropic beyond the active session.

How do I revoke access?

Navigate to Settings → Integrations in your Invormed dashboard and delete or deactivate your API key. The key is invalidated immediately. You can generate a new key at any time.

What's on the roadmap?

Planned additions include an ETF look-through tool that exposes underlying stock-level holdings via the Invormed UCITS ETF database, a rebalancing suggestions tool, and multi-portfolio comparison queries.

Start querying your portfolio.

Connect your portfolio to Claude in minutes. Get your API key from Settings once you have an account.

Get started View setup instructions