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InvestJournal

Connect to Claude


Before you start

The Claude Desktop app installed on your computer.

A paid Claude plan (Pro, Team, or Max) that supports custom connectors.

Connect in Claude Desktop
  1. Open Claude Desktop.
  2. Go to Settings, then Connectors.
  3. Click Add custom connector.
  4. Paste the InvestJournal URL below into the URL field.
  5. Click Connect, then sign in to InvestJournal in the popup and approve access.
  6. That's it. InvestJournal now appears in Claude's tools.
InvestJournal connector URL
https://mcp.investjournal.io/mcp

What you can ask Claude

Look up stocks, tickers, and company summaries.

See your watchlists and rank them by financial ratios.

Review DCF valuations and ratios like ROE, ROA, and FCF/Sales.

Ask questions about the PDFs you've uploaded for a stock.

Add notes and manage your watchlists just by asking.

Claude reads your data and can make changes you ask for. You sign in yourself, and you can disconnect anytime from Claude's Connectors settings.
Advanced: connect with a config file
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