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Claude connectorCommunity

Your investment rules and decision history in Claude.

View in Claude directory
Tools
7

exposed by this connector

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1,000—24h—7d

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Financial services718th of 738 by popularity · not ranked by trending score
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Read your own investment mandate and status, check a proposed change against your rules, record the decision you state, and retrieve your theses and decision journal. Checks and stated decisions are saved to your account. These tools do not execute trades or expose holding values and account numbers.

Tools

  • check_action
  • get_journal
  • get_own_record
  • get_policy
  • get_reflection_history
  • get_status
  • record_decision
Categories
Made by
Investboard · Website
Sign-in
Required
Connector URL
https://app.investboard.com/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 12, 2026
More info