Briefs Finance MCP Server
Model Context Protocol

Bring Briefs Finance research into your agent

A remote MCP server exposing investment research, financial scoring, watchlists, educational content, and portfolio coaching — callable by any MCP-compatible client, secured behind your Briefs account.

MCP Endpoint
https://mcp-nonprod.briefs.co/mcp

Authentication is OAuth 2.0. Your MCP client will prompt you to sign in with your Briefs account on first connection — no API keys to manage.

How to connect

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

  1. 1

    Add the server

    Use a one-click link, paste a command, or add https://mcp-nonprod.briefs.co/mcp manually in your client's MCP 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 → Apps → Advanced settings
  2. Enable Developer mode
  3. Add connector with URL https://mcp-nonprod.briefs.co/mcp
  4. 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.

Any other MCP client

Transport: Streamable HTTP. URL: https://mcp-nonprod.briefs.co/mcp. Auth: OAuth 2.0, browser flow, no API keys.

Connecting to remote MCP servers

Available Tools (66)

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

General 3
get_guidelineshelpwhoami
Coach 6
coach_foundation_buildcoach_portfolio_buildcoach_profile_reviewcoach_quarterly_reviewcoach_research_nextget_coach_context
Thesis 3
thesis_discoverthesis_planthesis_refine
Market Research 7
compare_competitor_metricsget_briefs_scoreget_cleaned_financialsget_stock_key_metricsget_stock_peersshow_briefs_score_cardshow_stock_quote_card
Profile 3
get_profile_answerslist_profile_questionsset_profile_answer
Watchlists 9
create_watchlistcreate_watchlist_itemdelete_watchlistdelete_watchlist_itemlist_watchlist_itemslist_watchlistsmove_watchlist_itemupdate_watchlistupdate_watchlist_item
Bookmarks 8
create_bookmarkcreate_bookmark_collectiondelete_bookmarkdelete_bookmark_collectionlist_bookmark_collectionslist_bookmarksmove_bookmarkrename_bookmark_collection
Community 15
create_commentcreate_community_postcreate_content_commentcreate_content_comment_replyedit_content_commentget_community_feedget_post_threadjoin_community_roomleave_community_roomlist_community_roomslist_content_commentslist_reactionsreply_to_commentset_content_comment_notificationstoggle_reaction
Learning Content 5
get_articleget_lesson_contentget_module_lessonslist_modulessearch_articles
Reports 3
list_reportsread_report_sectionsearch_report_content
Chat Sessions 4
create_chat_projectcreate_chat_sessionlist_chat_projectslist_chat_sessions