Investboard

com.investboardPublished by investboard.comOfficial publisherv2.0.1Updated Oct 29, 2026

Investment strategy, portfolio intelligence and recorded reasoning for agentic systems.

VerifiedStreamable HTTPWeb executableFinance

Overview

AI-generated overview

Remote MCP endpoint from Investboard that gives an assistant investment strategy, portfolio intelligence and recorded reasoning for agentic systems.

What you can do
  • The listing names no individual tools, so capabilities are known only from the provider's one-line description.
  • It is positioned as a source of investment strategy and portfolio intelligence for agentic systems.
  • It also covers recorded reasoning, suggesting the assistant can work with stored investment rationale rather than only raw holdings data.
When to use it
Consider it when you want an AI assistant to reason about investment strategy or portfolio information inside an agentic workflow, and you are comfortable connecting it to a hosted third-party service over OAuth.
Requirements
A remote MCP client that supports streamable HTTP, connecting to the provider's hosted endpoint. OAuth authentication is required. No environment variables or headers are declared.
Before you install
It is a hosted third-party service reached over OAuth, so the assistant's requests and any portfolio or strategy data you share go to the provider. The listing gives no tool list, so what it can read or change is unverified; confirm permissions and whether any actions are write operations before relying on it for real portfolio decisions.

Installation

In SourceWeft

  1. Open Investboard in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.investboard%2Finvestboard/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "investboard": {
      "type": "http",
      "url": "https://app.investboard.com/mcp"
    }
  }
}

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

2
  1. v2.0.1LatestOct 29, 2026
  2. v2.0.0Oct 12, 2026

Score

83% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.