Briefs Finance Connector
Question 1 of 2

What do you want your portfolio to do?

Skip & use the default prompt →

Which sounds more like you?

You're a General Purpose investor

Your copy-paste prompt below is now personalized to this profile — it leads with the right Briefs Score archetype.

Watch: connecting Briefs Finance to Claude

Bring Briefs Finance into Claude or ChatGPT

Investment research, financial scoring, watchlists, and portfolio coaching — right inside the AI tools you already use, secured behind your Briefs account.

Quickstart

How to connect with other providers

Works with any connector-compatible client — pick yours below.

  1. 1

    Add the connector

    Use a one-click link, paste a command, or add https://mcp-nonprod.briefs.co/mcp manually in your client's connector settings.

  2. 2

    Sign in via OAuth

    Your client opens a browser window. Approve access with your existing Briefs account — no API keys to manage.

  3. 3

    Call tools

    Try whoami or help first to confirm the connection, then explore the catalog below.

Claude

Recommended

claude.ai on web, desktop, and mobile share one connector config.

Add to Claude

Opens Claude's Add custom connector dialog prefilled with this server — you review and confirm. Works on Free, Pro, and Max. Team and Enterprise admins: use Organization settings → Connectors with the same link.

Manual: Customize → Connectors → Add custom connector.

Claude Code

CLI coding agent.

claude mcp add --transport http briefs-finance https://mcp-nonprod.briefs.co/mcp

The OAuth flow opens automatically in your browser. Verify with claude mcp list.

Cursor

One-click install via deep link.

Add to Cursor

OAuth uses automatic dynamic client registration -- nothing to configure.

Manual: Settings → MCP → New MCP Server.

VS Code

GitHub Copilot agent mode.

Add to VS Code
code --add-mcp '{"name":"briefs-finance","type":"http","url":"https://mcp-nonprod.briefs.co/mcp"}'

ChatGPT

Requires Plus or Pro (or Business/Enterprise with admin enablement) — not available on ChatGPT Free.

  1. Settings → Security and Login → Developer Mode — toggle it on (the first toggle only) and exit
  2. Navigate to Plugins in the left sidebar
  3. Click + to add a connector — Name: "Briefs Finance", Connection: https://mcp-nonprod.briefs.co/mcp
  4. Click Create, then Add
  5. Complete the OAuth sign-in

Windsurf

Add to ~/.codeium/windsurf/mcp_config.json.

{"mcpServers":{"briefs-finance":{"serverUrl":"https://mcp-nonprod.briefs.co/mcp"}}}

If OAuth sign-in doesn't trigger, Windsurf may need the mcp-remote local proxy — see the Windsurf docs.

Gemini CLI

Add to ~/.gemini/settings.json.

{"mcpServers":{"briefs-finance":{"httpUrl":"https://mcp-nonprod.briefs.co/mcp"}}}

OAuth is discovered automatically on the first 401.

Manual configuration

Any other connector-compatible client: Streamable HTTP transport, OAuth 2.0 browser-flow auth, no API keys.

Connector Endpoint
https://mcp-nonprod.briefs.co/mcp
Connecting to remote MCP servers

Available Tools (7)

Grouped by capability, derived live from the registered tool catalog.

Help
tier: nullscope: briefs:readwrites: no

Return the available tool catalog grouped by domain, plus the caller's role and capabilities. Use this to discover what actions the agent can perform. Callable by any authenticated token regardless of scope (intentionally not scope-gated so low-scope tokens can discover available tools); the briefs:read scope tag is the closest convention value for this read-only tool. Note: subscription tier information is not available at discovery time; tier-gated tools are checked at call time. Side effects: None Idempotency: Safe to retry

Get score glossary
tier: nullscope: briefs:readwrites: no

Return a short definition for every Briefs score snowflake axis, grouped by investor archetype (income, preservation, growth). Call this to learn what an axis label from get_briefs_score means — e.g. what "Thesis durability" or "Moat" measures — rather than guessing from the name. Each definition describes WHAT the axis measures, never the weights, thresholds, or formula behind it (that methodology is never exposed). Static reference data — takes no arguments and requires no subscription tier. Side effects: None Idempotency: Safe to retry

List reports
tier: nullscope: briefs:readwrites: no

List INDIVIDUAL Briefs research reports, newest first (content-identity design: a report lesson like "Briefs Pro Reports | 2026" is a year-archive, not a report itself — each entry here is one specific report, e.g. "Growth Report | August 2026"). Each entry has the content_id (the primary key for read_report_section), the parent lesson_id/lesson_slug and module_slug, title, published_on, minimum tier, whether it's locked for your current subscription tier, and has_text (false for a stub entry with no extracted body text — skip those). The FIRST entry is the latest report. Use search_report_content to find a specific passage across reports by natural language, or read_report_section with the content_id to page through a specific report deterministically (works even for a just-published report search hasn't ranked yet). Side effects: None Idempotency: Safe to retry

Skills

Prebuilt skills for common Briefs workflows are coming. Tell us which workflows you'd like us to build first.

Tell us what you'd like

Frequently asked questions

Is this free?

Connecting is free — you just need a Briefs account. Individual tools are gated by your Briefs subscription tier (Market Briefs, Briefs Money, Briefs Investor, Briefs Pro); calling a tool above your tier returns a friendly upgrade message instead of an error.

What is an MCP connector?

MCP (Model Context Protocol) is the open standard Claude, ChatGPT, and other AI assistants use to call outside tools. Adding the Briefs connector lets your AI assistant call Briefs Score, watchlists, reports, and portfolio coaching directly inside your normal chat.

Which AI clients does this work with?

Claude, Claude Code, Cursor, VS Code, ChatGPT, Windsurf, and Gemini CLI all have one-click or copy-paste setup below — plus any other MCP-compatible client via manual configuration. See Connect for every provider's steps.

Is my Briefs account secure?

Yes. The connector authenticates through OAuth — you sign in with your existing Briefs account in your browser, and no API keys are ever copied or stored in your AI client.

Does this give financial advice?

No. Every tool call returns educational investment research and data analysis, never a personalized buy/sell/hold recommendation or portfolio allocation advice. For personal decisions, talk to a licensed advisor.

What can I actually ask it to do?

Check the Briefs Score for any ticker, search and compare stocks, manage your watchlists, read your saved reports, and get portfolio coaching grounded in your own investor profile. See the full catalog in Available Tools.

I don't have a Briefs account yet — what do I do?

Step 1 above (Login to Briefs Finance) creates one for free if you don't already have it, so start there.