Fundautic

MCP server

Give an AI assistant read-only access to your funds. Our hosted MCP server speaks the Model Context Protocol over streamable HTTP.

Access

The MCP server is read-only and available to any member of a Pro organization (owners, admins, members). It exposes the same data as the read endpoints of the REST API, automatically scoped to your organization; there are no write or trading tools.

Connect

The server URL is https://api.fundautic.com/mcp, authed with your API key (create one under Organization → API & MCP access). Pass it as either X-API-Key: <key> or Authorization: Bearer <key>.

Claude Code / Claude Desktop

These clients will connect to a remote server through the mcp-remote bridge. Add this to your MCP client config (Claude Code: ~/.claude.json or claude mcp add / Claude Desktop: claude_desktop_config.json):

{
  "mcpServers": {
    "fundautic": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://api.fundautic.com/mcp",
        "--header",
        "X-API-Key:${FUNDAUTIC_KEY}"
      ],
      "env": { "FUNDAUTIC_KEY": "fpk_your_key_here" }
    }
  }
}

Or one line in Claude Code:

claude mcp add fundautic -- npx -y mcp-remote \
  https://api.fundautic.com/mcp --header "X-API-Key:fpk_your_key_here"

Native clients

Clients that speak streamable HTTP directly can skip the bridge and point at https://api.fundautic.com/mcp with an X-API-Key header.

Getting started in a session

Call list_funds first to see which funds your key can access.

Tools

list_funds()

Every fund your account can access — slug, display names, sleeve labels, accent.

get_nav(slug)

NAV summary: market value, cost basis, unrealized P/L, today's flow-adjusted move.

get_positions(slug, held_only?, sort_by?, limit?)

Current positions, sortable by market value, today's move, drift, or ticker.

get_top_movers(slug, n?)

Today's biggest dollar gainers and losers among held positions.

get_period_returns(slug)

7d / 30d / 90d / YTD / inception returns vs SPY.

get_constituents(slug)

Active roster with sleeve, band, sub-category, target weight, thesis.

get_constituent_detail(slug, ticker)

One name in depth — target / current / drift, holding, price, market cap, next earnings.

get_recent_transactions(slug, limit?)

Most recent transactions (buy / sell / dividend / rebalance).

get_alerts(slug)

Active strategy alerts (band breach, drift, outgrowth, stop-loss).

list_reviews(slug, limit?)

Recent AI Review summaries with verdict counts.

get_review(slug, review_id)

Full AI Review run — per-constituent KEEP / WATCH / REMOVE verdicts.

list_discoveries(slug, limit?)

Recent AI Discovery runs (new-name candidates).

get_discovery(slug, discovery_id)

Full Discovery run — ADD / WATCH / REJECT verdicts with rationale.

get_strategy(slug)

The fund's strategy doc plus structural metadata (sleeves, thresholds).

get_sleeves(slug)

Per-sleeve performance breakdown.

Notes

The server is stateless, each request is self-contained. Revoking a key immediately cuts off access. Need to place trades or script changes? You need the REST API.