Yes, OpenInvest is free to use.

How do I install OpenInvest?

OpenInvest is a local plugin. Install it using PyPI package: openinvest and add the generated configuration snippet to your AI app's MCP config file. Then restart your AI app.

Is OpenInvest safe to use?

OpenInvest scored 5.2/10 (moderate risk) in MCP Marketplace's automated security scan. It has 1 high or critical finding to review. It's listed, but review the security report on this page before installing.

What credentials does OpenInvest need?

OpenInvest requires the following credentials or environment variables: INVEST_HOME. You can find setup instructions on the server detail page.

What AI apps work with OpenInvest?

OpenInvest uses the Model Context Protocol (MCP) and works with any MCP-compatible AI app, including Claude, ChatGPT / Codex, Gemini, Copilot, Cursor, and more.

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OpenInvest MCP Server

by Longsizhuo

Developer ToolsModerate5.2MCP RegistryLocal

Free

Server data from the Official MCP Registry

Investment runtime for AI agents — LLM investment committee, portfolio ledger, decision accounting

About

Investment runtime for AI agents — LLM investment committee, portfolio ledger, decision accounting

Security Report

5.2

Moderate5.2Moderate Risk

OpenInvest is a sophisticated investment decision engine with generally sound architecture and proper multi-agent isolation. However, several security and code quality concerns warrant attention: environment variable handling lacks explicit protection mechanisms, broad network access for financial data is appropriately scoped but not explicitly validated, and the codebase lacks comprehensive input validation on financial data sources. The well-structured test suite demonstrates good security-aware design patterns, but runtime production safeguards could be stronger. Supply chain analysis found 3 known vulnerabilities in dependencies (0 critical, 1 high severity). Package verification found 1 issue.

3 files analyzed · 12 issues found

Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.

Permissions Required

This plugin requests these system permissions. Most are normal for its category.

env_vars

Check that this permission is expected for this type of plugin.

HTTP Network Access

Connects to external APIs or services over the internet.

File System Read

Reads files on your machine. Normal for tools that analyze or process local data.

File System Write

Writes or modifies files on your machine. Check that this is expected for the tool.

process_spawn

Check that this permission is expected for this type of plugin.

What You'll Need

Set these up before or after installing:

Data directory for portfolio/ledgers/.env (default: ~/openInvest)Optional

Environment variable: INVEST_HOME

How to Install

Add this to your MCP configuration file:

{
  "mcpServers": {
    "io-github-longsizhuo-openinvest": {
      "env": {
        "INVEST_HOME": "your-invest-home-here"
      },
      "args": [
        "openinvest"
      ],
      "command": "uvx"
    }
  }
}

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OpenInvest MCP Server

About

Security Report

Findings (12)Action required

Permissions Required

What You'll Need

How to Install

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