Connect an AI agent

InvestViews runs an MCP (Model Context Protocol) server. It gives an AI agent this API as tools, so the agent can find a place and read its market figures without you writing any code.

The main way is the hosted server. There is nothing to install and no token to copy:

https://mcp.investviews.ai/mcp

Add this URL to your agent as a remote MCP server (the steps for each agent are below).
Your agent opens a sign-in window on investviews.ai. Sign in and click Allow.
Ask your question.

You do this once per agent. The tools need a PRO plan, the same as the API.

Where to paste the URL

Claude on the web (claude.ai) and Claude Desktop

Open Customize, then Connectors. If you do not see Customize, look for Settings, then Connectors.
Click + Add, then Add custom connector.
Name it InvestViews. Paste the URL. Click Add.
Click Connect. Sign in to InvestViews and click Allow.

On a Team or Enterprise plan?

The account owner adds the connector first, in Organization settings. Then you open Connectors and click Connect.

ChatGPT on the web

Open the Plugins page. Click the plus button, then Add custom MCP server.
Name it InvestViews. Paste the URL in Server URL.
Set Authentication to OAuth. Tick I understand and want to continue. Click Create as a plugin.
Install it, then sign in to InvestViews and click Allow.

Not yet tried in a real account. Menu names change

These steps follow OpenAI's guide, but we have not tried them in a real ChatGPT account yet. ChatGPT sometimes calls this "Apps" and may ask you to turn on developer mode first. On a work plan, your workspace admin may need to allow custom connections.

Claude Code

Run this in your terminal:

claude mcp add --transport http investviews https://mcp.investviews.ai/mcp

Then type /mcp inside Claude Code and pick investviews. Your browser opens. Sign in to InvestViews and click Allow.

If you installed the Claude Code plugin (see The skill), you do not need this command.

Codex

Run these two lines in your terminal. The second opens your browser to sign in.

codex mcp add investviews --url https://mcp.investviews.ai/mcp
codex mcp login investviews

Or add this to ~/.codex/config.toml, then run the second line above:

[mcp_servers.investviews]
url = "https://mcp.investviews.ai/mcp"

Cursor

Add this to ~/.cursor/mcp.json to use it in all your projects. Or open Customize in Cursor and add a custom server. If the file already has mcpServers, add only the investviews entry inside it.

{
  "mcpServers": {
    "investviews": {
      "url": "https://mcp.investviews.ai/mcp"
    }
  }
}

Cursor then asks you to sign in to the server. Click the sign-in prompt, sign in to InvestViews, and click Allow.

Not yet tried with every Cursor version

These steps follow Cursor's docs, but we have not tried the sign-in end to end yet. The InvestViews sign-in page marks Cursor as "unverified". That is expected. Check that the address it shows is www.cursor.com, localhost or anysphere.cursor-mcp.

Another agent

Look for a setting called "remote MCP server" or "custom connector", and give it the URL above.

You stay in control

Connecting gives your agent its own read-only API token. It is listed on the API tokens page of your InvestViews account, under the agent's name. Revoke it there and the agent is disconnected. Each agent you connect gets its own token, so you can remove one without touching the others.

The token works like any other: the same quota, the same plan check, the same errors. Finding places is free. Market figures are metered, and every metered answer reports what it cost.

Run it on your computer instead

Most people do not need this. It is for people who want the server as a program on their own machine. It needs the InvestViews CLI v0.3.0 or newer — older versions do not have investviews mcp.

Install the CLI and log in with a token from the API tokens page:

brew install Investviews/tap/investviews
investviews auth login --token iv_live_xxxxxxxx

Already installed? Check the version, then upgrade:

investviews version
brew upgrade --cask Investviews/tap/investviews

Then add the local server to your agent. Your agent starts it; you never run investviews mcp by hand.

# Claude Code
claude mcp add investviews -- investviews mcp

# Codex
codex mcp add investviews -- investviews mcp

For Claude Desktop, Cursor and other agents, add this to the agent's MCP settings file and restart the agent. For Claude Desktop on a Mac that is ~/Library/Application Support/Claude/claude_desktop_config.json. For Cursor it is ~/.cursor/mcp.json.

{
  "mcpServers": {
    "investviews": {
      "command": "investviews",
      "args": ["mcp"]
    }
  }
}

If Claude Desktop cannot start it, put the full path in command. Run which investviews to see it.

The skill

Prefer a skill to a server? The skill is a short guide that teaches your agent how to use InvestViews through the CLI.

Claude Code plugin. Run both lines inside Claude Code. The plugin also adds the local server, so do not add it again.

/plugin marketplace add Investviews/investviews-cli
/plugin install investviews@investviews-cli

Other agents. The skill is a plain Markdown file. Give it to your agent as its guide. See skills/investviews/SKILL.md in the InvestViews CLI repository.