OpenInvest MCP Server

OpenInvest MCP server exists for a simple reason — assistants are far more useful when they can act on OpenInvest directly instead of describing what you should do. Investment runtime for AI agents — LLM investment committee, portfolio ledger, decision accounting.

What you get

OpenInvest is a self-hosted investment decision engine built for modern AI agents.

• Multi-Agent Investment Committee — Isolated analysis and round-rebuttal debate
• Coordinator-Worker Architecture — Prevents context contamination and role hallucination
• Information Isolation — Rigidly blocks quant and risk analysts from out-of-boundary contexts
• Auditable Decision Trail — Clean logs showing exactly "why" each decision was made
• Markdown-as-a-Database — Frontmatter (YAML) + Markdown (Body) as the single source of truth
• Long-Horizon Backtesting — Built-in test harness with lookahead bias protections

Configuration and credentials

You will need 2 environment variables: LLM_API_KEY, DEEPSEEK_API_KEY. The server will not start without them, which is usually why the tools fail to appear on a first run. Keep credentials in your client's env block or a secrets manager rather than in a file you might commit.

Setting it up

Being a remote server, there is no local install. You register the endpoint with your client, authorise it once, and the tools appear.

Choosing this one

Plenty of knowledge and memory servers cover similar ground. The differences that matter in practice are scope of access and how much setup stands between you and a working tool call. It is maintained by longsizhuo; worth a glance at recent repository activity before you build anything load-bearing on it.

We check each listing at SyncDev against the project's documentation before it goes live — if something here drifts out of date, it is a bug worth reporting.

Before you rely on it

• Your data travels to the provider's service, so the usual questions apply about what you send and what they retain.
• Missing credentials fail quietly in some clients — if no tools show up, check the environment block first.
• MCP clients confirm each tool call by default. Leave that on until you have watched what the openinvest mcp server does with a few real requests.