Open Invest MCP Server

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). It runs locally over stdio via the published package.

People connecting finance tools to Claude, Cursor, VS Code, or another MCP client. The project is written in Python.

VERIFIED ACTIVE

LAST COMMIT 2026-08-25 · ★ 81 · #10 OF 283 MAINTAINED FINANCE · VERIFIED 2026-08-25

MIT · Python servers · how we verify → /methodology

01 · Install Open Invest

before you install - you'll need

INVEST_HOME

Environment variables documented in the project's README - it lists which are required and which have defaults.

Claude Code

claude mcp add longsizhuo-openinvest -- uvx openinvest

Claude Desktop / Cursor / VS Code - add to config

{
  "mcpServers": {
    "longsizhuo-openinvest": {
      "command": "uvx",
      "args": [
        "openinvest"
      ]
    }
  }
}

Same JSON for Cursor. For VS Code, rename the top-level key from `mcpServers` to `servers`.

Using another client? Same JSON, different key

Claude Desktop · mcpServers

Cursor · mcpServers

VS Code · servers

Windsurf · mcpServers

Zed · context_servers

Cline · mcpServers

Roo Code · mcpServers

Continue · mcpServers

LibreChat · mcpServers

Gemini CLI · mcpServers

Codex CLI · mcp_servers

Full setup guides: every client.

02 · Evidence

Security posture

What to check before giving this server access to your agent - from the registry, GitHub, and our own probes. We don't score safety; we show what's verifiable.

runs as local process (stdio) - runs on your machine with your user's permissions

license MIT - declared in the repository

pypi package openinvest - check the name against the project README before installing (PyPI has no namespace ownership)

registry namespace io.github.longsizhuo is GitHub-verified and matches the repo owner

03 · What Open Invest can do

Prose above is summarized from the project's README and registry record - no invented capabilities.

Latest releases

v0.34.0 · 2026-07-24

0.34.0 (2026-07-24) · --prospective 前瞻纸面模式 - - 方案二每日舰队入口

v0.33.1 · 2026-07-23

0.33.1 (2026-07-23) · 污染 cutoff 上调 2025-05-31 - - 实测运行时模型已是 deepseek-v4-flash

v0.33.0 · 2026-07-21

0.33.0 (2026-07-21) · user-managed news sources (news_sources / add_news_source / remove_news_source)

04 · Who maintains Open Invest

openInvest is maintained by longsizhuo. It's the only MCP server we track from this author; the repo dates to Dec 2025.

05 · Facts

repository: github.com/longsizhuo/openinvest
category: finance - ranked #10 of 283 actively-maintained finance servers as of 2026-08-25.
release cadence: 10+ releases in the last 90 days (latest 2026-07-24)
registry: io.github.longsizhuo/openinvest (active, first published 2026-07-05 · 43 versions)
packages: pypi:openinvest

06 · Open Invest FAQ

What is Open Invest?

Is Open Invest still maintained?

Yes - as of 2026-08-25, its last commit was 2026-08-25 and it shipped 10+ releases in the last 90 days. We re-verify nightly.

How do I install Open Invest?

Run `uvx openinvest`. The README documents one environment variable (INVEST_HOME) to set first. You can also paste the ready-made client config above.

Does Open Invest run locally?

Yes - it's a stdio server: it runs on your machine (via uvx) with your user's permissions. Your data stays local unless the server itself calls external APIs.

07 · Alternatives to Open Invest

Alternatives to Open Invest

Maintained finance servers if Open Invest isn't the fit.

Pairs well with

Servers that cover what Open Invest doesn't - only shown when the pairing reason fits the companion.

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