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