Parse and query investment statements from multiple institutions (Questrade, Interactive Brokers, Scotia) using natural language or structured queries. Supports semantic search for dividends, holdings, transactions, and account balances with hybrid SQLite and vector database storage.
This server has not been audited yet. Trust score will appear once the first audit completes.
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Parse and query investment statements from multiple institutions (Questrade, Interactive Brokers, Scotia) using natural language or structured queries. Supports semantic search for dividends, holdings, transactions, and account balances with hybrid SQLite and vector database storage.
Yes, Investment Statement MCP Server is completely free to use with no usage limits on the free tier.
Investment Statement MCP Server is listed under the database category in the AgentForge MCP registry.
Investment Statement MCP Server has a current uptime of 99.9% with an average response time of 0ms.
To connect Investment Statement MCP Server, click the "Connect Agent" button on this page to get the configuration snippet. Add it to your MCP client (Claude Desktop, Cursor, or any MCP-compatible tool). Your AI agent will then have access to all of Investment Statement MCP Server's tools via the Model Context Protocol.