# openInvest (MCP server)

> 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.

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).

## Key facts

| Fact | Value |
|---|---|
| Repository | https://github.com/longsizhuo/openInvest |
| GitHub stars | 133 |
| License | MIT |
| Language | Python |
| Transport | stdio |
| Packages | pypi: openinvest |
| Remote URL | none |
| Needs API key | no |
| Official | no |
| Works with | Claude Desktop, Claude Code, Cursor, VS Code |
| Category | Finance |
| Latest release | invest-skill-v0.33.0 (Oct 21, 2026) |
| Last commit | Oct 21, 2026 |
| MCP registry name | io.github.longsizhuo/openinvest |

## Install

### Claude Desktop (claude_desktop_config.json)

```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

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

### Cursor (.cursor/mcp.json)

```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)

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

Config formats checked against the official docs on 2026-10-07.

## Environment variables

- `INVEST_HOME`: Data directory for portfolio/ledgers/.env (default: ~/openInvest)

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