INDIVIDUAL MCP TOOL

list_investment_holdings

List the user's current investment positions.

driggsby.comnone authenticationAvailability not checked

Input schema

{}

Inferred read-only · medium confidence · heuristic, not a guarantee.

No write-capable action terms were found; this is not proof that invocation has no side effects.

CONNECT WITH APPROVAL

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

Codex

~/.codex/config.toml

[mcp_servers.driggsby-com]
url = "https://app.driggsby.com/mcp"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "driggsby-com": {
      "type": "http",
      "url": "https://app.driggsby.com/mcp"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: driggsby-com
Remote MCP URL: https://app.driggsby.com/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": {
    "driggsby-com": {
      "url": "https://app.driggsby.com/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "driggsby-com": {
      "type": "http",
      "url": "https://app.driggsby.com/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "driggsby-com",
  "transport": "streamable-http",
  "url": "https://app.driggsby.com/mcp"
}

MCP Inspector

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

archive_custom_asset_or_liability — Archive one existing custom asset or liability by reference.
create_custom_asset_or_liability — Create a new custom asset or liability that should count toward the user's net worth.
email_me — Send a Driggsby-rendered email to the authenticated account owner's verified address.
export_cash_transactions — Create a downloadable CSV file of cash transactions for a required date window, then return a short-lived Driggsby download URL.
get_overview — Summarize the user's overall financial state in an agent-first format.
list_accounts — List the user's active linked accounts with stable opaque refs and account balance context.
list_assets_and_liabilities — List the user's assets and liabilities in one normalized balance-sheet view.
list_outstanding_debts — List linked debts with positive current_balance values, along with consumer-readable balances, payment fields, due dates, `account_type`, and `account_subtype`.