# MyInvestor MCP

Official MyInvestor connector for Claude.ai and ChatGPT. Browse the public mutual fund catalogue and automated portfolios from a chat conversation.

## What it is

**MyInvestor MCP** is an MCP App (Model Context Protocol) that connects Claude.ai, ChatGPT and other MCP clients to MyInvestor's public catalogue: approximately 2,300 mutual funds with performance data, TER, asset allocation, sectors, regions and managers, plus 13 automated portfolios (robo-advisor) spanning different risk profiles (6 MyInvestor indexed and 7 Finanbest, including the Sostenible). It is read-only: it performs no orders and accesses no client data.

Once added as a connector, you can ask things like "S&P 500 index funds with a TER under 0.2%", "compare DWS Top Dividende with Fidelity Global Dividend" or "which automated portfolios are available for a moderate profile?" and get visual results (carousel, fund detail, comparison view) rendered directly in chat.

## Supported hosts

- **Claude.ai** — web and desktop app.
- **ChatGPT** — via the OpenAI Apps SDK.

## How to add it in Claude.ai

1. Open Claude.ai and go to **Settings → Connectors**.
2. Click **Add custom connector**.
3. Enter a name for the connector (e.g. "MyInvestor").
4. In the URL field, paste: `https://mcp.myinvestor.es/mcp` and select "No authentication" (or equivalent).
5. Confirm. Claude will validate the endpoint and register the tools.
6. Done. In any conversation, type a prompt about funds (e.g. "search for European equity funds") or invoke the connector explicitly with `@MyInvestor`.

## How to add it in ChatGPT

1. Open ChatGPT and go to **Settings → Apps & Connectors → Add app**.
2. Enter a name and icon for the connector (e.g. "MyInvestor").
3. Set the MCP Server URL to: `https://mcp.myinvestor.es/mcp` and choose "No authentication" (or equivalent).
4. The connector is available in any chat — type a prompt about funds and ChatGPT will decide when to invoke it, or invoke it explicitly with `@MyInvestor`.

## Available tools

- **`search_funds`** — search funds by name, ISIN, asset class, sector, region, currency, TER, AUM, rating, ESG, historical performance and more. Returns up to 10 funds per call (top 5 visible in the carousel, the rest in model context for conversational refinement). Supports natural language name search with BM25 ranking (diacritic-insensitive).

- **`compare_funds`** — compare 2 or 3 ISINs side by side. Returns TER, returns by period, asset allocation, sectors and regions in parallel. Useful for deciding between concrete alternatives.

- **`get_funds`** — model-only internal tool: fetches the full profile of one or more funds by exact ISIN (input: `isins[]`, 1–10) without rendering any widget. The model uses it to inspect fichas (overlaps, geography, costs) before answering, without surfacing an unnecessary carousel to the user.

- **`search_portfolios`** — search and filter the catalogue of 13 automated portfolios (robo-advisor): 6 MyInvestor indexed and 7 Finanbest (including the Sostenible). Filters: risk profile, family (myinvestor/finanbest), active/passive management, maximum SRRI risk, free-text search.

- **`compare_portfolios`** — compare 2-3 portfolios by `nameId` (e.g. `CLASSICAL`, `INDIE`, `METAL`). Returns composition, underlying funds with ISIN, fees and annual historical returns.

- **`resolve_funds`** — matches free-text fund names you mention (input: `names[]`, 1–5 entries) to verified catalogue entries. Returns per-name candidates with a confidence verdict (`high` / `ambiguous` with reason). Renders an inline candidate picker when a name is ambiguous; no widget when there is a single high-confidence match. Call this before `compare_funds` to ensure a comparison targets the right ISINs.

- **`list_facets`** — model-only internal tool: returns the values that actually exist in the catalogue per dimension (asset class, category, geographic zone, product type, management company, currency, sector, region) with a fund count for each. No widget. The model uses it to ground `search_funds` filters with real values instead of guessing, and to answer catalogue-level questions (which managers exist, how many indexed funds, which categories are available).

All tools are read-only (`readOnlyHint: true`). The connector never executes buy, sell or subscription operations; actions requiring a contract open MyInvestor's public website in a new tab.

## Example prompts

- "Find S&P 500 index funds with a TER under 0.2%."
- "Compare DWS Top Dividende with Fidelity Global Dividend."
- "Show me the best European fixed income funds over the last 3 years."
- "Which technology sector funds are available."
- "Global equity ESG funds with AUM above €1 billion."
- "What automated portfolios does MyInvestor have for a conservative profile?"
- "Conservative MyInvestor portfolios."
- "I have a moderate risk profile and want to invest €10,000 over 5 years — what are my options?"
- "Compare the Classic, Indie and Metal portfolios."

## Frequently asked questions

**Is it free?** Yes. The connector is free to use. No MyInvestor account is required to browse the catalogue.

**What data does it query?** Only the public catalogue information from MyInvestor (names, ISINs, returns, TER, asset allocation, etc.). It does not access any client data, positions or accounts.

**Who maintains it?** The connector is developed and maintained by MyInvestor's technical team (MyInvestor Banco, S.A.) in collaboration with GPTadvisor.

**What data about me is recorded?** None that is personal. For full details see the [privacy policy](/privacy).

**How do I get in touch if something breaks?** Email `info@gptadvisor.com` or visit the [support page](/support).

## Further information

- [Privacy policy](/privacy)
- [Support and contact](/support)