INDIVIDUAL MCP TOOL

create_dividend

Manually records a dividend payment received for a position in the portfolio.

moneypeak.ainone authenticationAvailability not checked

Input schema

{}

Potential side effects detected · medium confidence · heuristic, not a guarantee.

CONNECT WITH APPROVAL

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.moneypeak-ai]
url = "https://mcp.moneypeak.ai/mcp"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "moneypeak-ai": {
      "type": "http",
      "url": "https://mcp.moneypeak.ai/mcp"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: moneypeak-ai
Remote MCP URL: https://mcp.moneypeak.ai/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "moneypeak-ai": {
      "url": "https://mcp.moneypeak.ai/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "moneypeak-ai": {
      "type": "http",
      "url": "https://mcp.moneypeak.ai/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "moneypeak-ai",
  "transport": "streamable-http",
  "url": "https://mcp.moneypeak.ai/mcp"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

fetch_holdings_performance — Fetches the aggregated performance data for all portfolio holdings across all user portfolios.
get_share_details — Retrieves comprehensive details about a stock, ETF, fund, or other financial instrument.
search_shares — Searches for financial instruments (stocks, ETFs, funds, bonds, crypto, indices) by name, ISIN, WKN, or ticker symbol.
search_shares_quotes — Searches for financial instruments and includes current price quotes in the results.
get_share_performance — Retrieves historical performance metrics for a financial instrument over various time periods.
request_share_analysis — Triggers an AI-generated analysis for a specific stock/ETF by its ISIN.
get_share_analysis — Returns existing AI analyses for a specific instrument.
get_share_analysis_response — Returns a specific AI analysis response by its message ID.