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openInvest

openInvest is an MCP server that adds finance tools to AI assistants such as Claude Desktop, Claude Code and Cursor. Investment runtime for AI agents — LLM investment committee, portfolio ledger, decision accounting. It has 133 GitHub stars, is released under the MIT license and runs locally with uvx openinvest.

github.com/longsizhuo/openInvest (opens in a new tab)

Data as of from the GitHub API and the official MCP registry; description from the project's repository. Report an error

View on GitHub (opens in a new tab)

Install openInvest

Generated from the server's MCP registry entry. Replace your-value with your own values.

Claude Desktop

claude_desktop_config.json
{
  "mcpServers": {
    "openinvest": {
      "command": "uvx",
      "args": [
        "openinvest"
      ],
      "env": {
        "INVEST_HOME": "your-value"
      }
    }
  }
}

Settings > Developer > Edit Config. macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\. Restart Claude Desktop afterwards.

Claude Code

claude mcp add --env INVEST_HOME=your-value --transport stdio openinvest -- uvx openinvest

Cursor

.cursor/mcp.json
{
  "mcpServers": {
    "openinvest": {
      "type": "stdio",
      "command": "uvx",
      "args": [
        "openinvest"
      ],
      "env": {
        "INVEST_HOME": "your-value"
      }
    }
  }
}

Project file; use ~/.cursor/mcp.json to enable it in every project.

VS Code

.vscode/mcp.json
{
  "servers": {
    "openinvest": {
      "type": "stdio",
      "command": "uvx",
      "args": [
        "openinvest"
      ],
      "env": {
        "INVEST_HOME": "your-value"
      }
    }
  }
}

Config formats checked against the official docs on Oct 7, 2026: modelcontextprotocol.io (opens in a new tab), code.claude.com (opens in a new tab), cursor.com (opens in a new tab), code.visualstudio.com (opens in a new tab).

Environment variables

Variables the server reads at startup.

NameRequiredDescription
INVEST_HOMENoData directory for portfolio/ledgers/.env (default: ~/openInvest)

About openInvest

A self-hosted investment decision engine built for modern AI agents. Multi-agent information isolation and cross-challenge protocol, providing an auditable decision trail (Audit Trail).

  • invest
  • openclaw
  • skills
  • claude
  • claude-code-plugin
  • claude-skills
  • plugin
  • ai-agents
  • algorithmic-trading
  • llm-agents

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FAQ

openInvest FAQ

Still curious? Email info@appsgit.com.

How do I install the openInvest MCP server?

Add the command uvx openinvest to your MCP client: put it in claude_desktop_config.json for Claude Desktop, run claude mcp add for Claude Code, or add it to .cursor/mcp.json (Cursor) or .vscode/mcp.json (VS Code). The snippets on this page are ready to paste.

Is openInvest free?

The server is open source under the MIT license, so running it is free. It does not declare any required API key.

Is openInvest actively maintained?

The most recent commit was on Oct 21, 2026. The latest release is invest-skill-v0.33.0, published Oct 21, 2026. appsgit only lists MCP servers with a commit in the last six months.