InvestIQ MCP Server: Stock Research Tools for AI Assistants

At a glance

Address: https://www.getinvestiq.com/mcp
Transport: Streamable HTTP (remote server, nothing to install).
Sign-in: OAuth 2.1 with PKCE; clients register themselves (dynamic client registration). You sign in to InvestIQ on an InvestIQ page.
Registry: listed in the official MCP Registry as com.getinvestiq/research.
Plans: every InvestIQ plan, including Free; each tool uses the plan’s allowance.

What the tools cover

Stock research: InvestIQ’s analysis of a stock and its score, comparisons, fundamentals, valuation, analyst estimates, results history, dividends, technicals, insider trades, peers.
Market: news, macro data, sector performance, ETF composition, screens of the scored universe and themes.
Your portfolio: holdings, audit, risk and performance of your InvestIQ portfolios.
Watchlist and alerts: read your watchlist, add or remove tickers, create price alerts.
Profile: read and, when you ask, update your investor profile.

Each tool is annotated as read-only or as a change, so the assistant and you know which ones modify something. Every result carries the notice that it is informational, not investment advice. How the figures are computed is in the methodology; where the data comes from, in data sources.

Connecting a client

Step-by-step guides: Claude and Claude Code, ChatGPT, Cursor.

Other MCP clients that support remote servers with OAuth use the same address. Their configuration files usually look like this:

Cursor — mcp.json

{
  "mcpServers": {
    "investiq": {
      "url": "https://www.getinvestiq.com/mcp"
    }
  }
}

VS Code — .vscode/mcp.json

{
  "servers": {
    "investiq": {
      "type": "http",
      "url": "https://www.getinvestiq.com/mcp"
    }
  }
}

Security and data

You sign in on getinvestiq.com; the assistant never sees your InvestIQ password.
The sign-in page names the application asking for access and where it will send you back, and warns when that is an application on your own computer.
InvestIQ receives the parameters of each tool call, not your conversation, and keeps a technical log of calls (tool, assistant, duration) without their content.
No tool can trade, move money or reach a brokerage account.

Details in the privacy policy.

Questions

What is an MCP server?

A service that exposes tools to AI assistants through the Model Context Protocol, an open standard. The assistant decides when to call a tool; the server does the work and returns the result.

Is the InvestIQ MCP server free?

It is available on every InvestIQ plan, including Free. Each tool uses your plan’s allowance, as in the app. See pricing.

Which assistants work with it?

Any client that supports remote MCP servers with OAuth: Claude and Claude Code, ChatGPT in developer mode, Cursor, VS Code and others. Each uses the same address.

Does the server send my data to the AI provider?

Tool results go to the assistant you use, which processes them under its own terms. InvestIQ itself receives only the tool parameters, never your conversation.

No InvestIQ account yet?

The connector works on every plan, including Free; each tool uses your plan’s allowance.

Create a free account See pricing

Educational guidance only · Not investment advice. InvestIQ never places orders.