SigVest MCP Server

Connect SigVest MCP in one JSON config. 14 finance tools—portfolio analysis, news impact, tax harvesting, earnings, benchmarks—for any MCP-compatible AI agent. Free API key, streamable HTTP at mcp.getsigvest.com.

Endpoint and authentication

• Endpoint: https://mcp.getsigvest.com/mcp (Model Context Protocol, streamable HTTP)
• Auth: bearer token. Create an API key at getsigvest.com/mcp.
• Free tier: 50 credits per month.
• Clients: Claude Desktop, Cursor, Windsurf, and any MCP-compatible agent.

Client configuration

{
  "mcpServers": {
    "sigvest": {
      "url": "https://mcp.getsigvest.com/mcp",
      "transport": "streamable-http",
      "headers": { "Authorization": "Bearer YOUR_API_KEY" }
    }
  }
}

Tools (14)

• analyze_portfolio — Analyze portfolio risk, performance, and health
• check_drift — Check if allocations drifted from targets
• generate_rebalance_plan — Generate a rebalance plan
• run_scenario — What-if scenario analysis
• compare_benchmarks — Compare vs SPY, QQQ, AGG
• screen_positions — Health signals per holding
• get_sector_exposure — Sector and factor exposure
• get_risk_metrics — Sharpe, VaR, beta, drawdown
• get_news_impact — News filtered to portfolio-affecting events
• get_morning_brief — Personalised daily portfolio brief
• get_earnings_calendar — Upcoming earnings with implied moves
• get_sentiment — News sentiment per ticker or sector
• get_implied_moves — Options-implied earnings move estimates
• scan_tax_harvest — Tax-loss harvesting opportunities