Indexa MCP

Indexa MCP (unofficial) Connect your Indexa Capital portfolio to Claude, Cursor, Codex, and other MCP-compatible AI assistants.

CommunityOnlineAPI key requiredGlobalFreeCan modify data

What it can do

Indexa Get Me: Return the authenticated Indexa user profile and the list of their accounts.
Indexa Get Account: Account metadata, profile and holders.
Indexa Get Portfolio: Current portfolio holdings.

What data it sees

Do you need an account

An API key from the service settings is required

Indexa MCP (unofficial)

Connect your Indexa Capital portfolio to Claude, Cursor, Codex, and other MCP-compatible AI assistants.

This unofficial MCP server provides secure read-only access to your Indexa Capital account through the official Indexa API. By supplying your personal API token, AI assistants can access portfolio data, analyze performance, review transactions, and answer investment-related questions using your real account information.

Features

View portfolio holdings and asset allocation
Analyze portfolio performance and historical returns
Access account movements and transaction history
Retrieve and summarize account documents
Compare portfolios and risk profiles
Generate AI-powered insights about diversification, allocation, and portfolio evolution
Explore your investments using natural language

Security

Read-only access (cannot place orders or modify your account)
Uses your Indexa API token for authentication
Tokens are not stored by the server
No persistent access to your account data

Compatibility

Works with MCP-compatible clients, including:

Claude Desktop
Cursor
OpenAI Codex
Other MCP-enabled applications

Disclaimer

This is an independent, unofficial project and is not affiliated with, endorsed by, or operated by Indexa Capital.

How to connect

How to connect Indexa MCP to Claude

The server address to paste into Claude settings:

https://indexa.run.tools

Open Claude (claude.ai or the desktop app).
Go to Settings → Connectors.
Click Add custom connector.
Paste the server address copied below into Remote MCP server URL and click Add.
In a chat, click + → Connectors and switch the new connector on.

Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

Authorization

After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

How to connect Indexa MCP to ChatGPT

The server address to paste into ChatGPT settings:

https://indexa.run.tools

Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
Open Settings → Connectors and click Create.
Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
In a new chat open + → Apps/Connectors and enable the connector.

OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

Authorization

On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

How to connect Indexa MCP to Cursor

The server address to paste into Cursor settings:

https://indexa.run.tools

Fastest: click Open in Cursor below and confirm the prompt.

Manually:

In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
Save the file. The server appears in the MCP list; authorize it there if asked.

Authorization

If the service needs sign-in, an authorize button appears next to the server in the MCP list.

Server tool list (16)

Raw names from tools/list. Only developers need these.

indexa_get_me	Return the authenticated Indexa user profile and the list of their accounts.
indexa_get_account	Account metadata, profile and holders.
indexa_get_portfolio	Current portfolio holdings.
indexa_get_performance	Time-weighted returns and projections.
indexa_get_fiscal_results	Profit-and-loss for tax purposes.
indexa_get_invoices	Fee invoices billed to the account. Returns { items: [...invoices] }.
indexa_list_documents	Contracts and statements for the account.
indexa_list_instrument_transactions	Instrument-level buy/sell transactions. Returns { items: [...transactions] }.
indexa_list_cash_transactions	Cash movements (contributions, withdrawals, fees). Returns { items: [...transactions] }.
indexa_list_pending_transactions	Pending orders and in-flight transfers.
indexa_get_model_plan	Model portfolio allocation for a given product, risk level and investment amount.
indexa_get_plan_history	Historic returns and volatility for a given product, risk level and investment amount.
indexa_get_stats_performance	Historic aggregate returns of Indexa client portfolios. Optional filters: from, to, product, risk, size.
indexa_get_stats_volume	Historic volume under management. Optional filters: from, to.
indexa_get_total_balance	Total balance across all the authenticated user's Indexa accounts. Returns per-account snapshots (cash + instruments) and a grand total in EUR. Use this for 'how much do I have' / 'what's my balance' questions instead of calling indexa_get_portfolio per account.
indexa_get_unrealized_gains	Unrealized capital gains (or losses) across all accounts, computed as (instruments_amount - instruments_cost) per account. Returns per-account breakdown plus totals in EUR and as a percentage. Use this for 'how much have I made' questions.