AI agents & MCP

MCP server

FundFacts runs a remote Model Context Protocol server over Streamable HTTP at https://fundfactsapi.com/api/mcp. It exposes ten tools: the seven read tools get_fund, search_funds, compare_funds, analyze_portfolio, fund_overlap, get_scpi and search_scpi, which behave exactly like the REST endpoints and count the same requests, and watch_fund, unwatch_fund and my_watched_funds, which keep the account's watchlist (not counted). Each fund's data.documents gives the issuer's own KID, factsheet and page links; quote them as the source of a figure. Authentication is your API key as an Authorization: Bearer header, or, for connectors without a header field, a sign-in with your FundFacts account (OAuth 2.1, PKCE). Any MCP client that supports remote servers can use it: Claude Code, Cursor, VS Code, claude.ai and Claude Desktop, ChatGPT in developer mode, or your own agent. New users can ask what FundFacts does, or pick the server's tour prompt, for a short explanation and a live example: get_fund on the example fund IE00B4L5Y983 (iShares Core MSCI World UCITS ETF), which is not counted as a request.

Claude Code
claude mcp add --transport http fundfacts https://fundfactsapi.com/api/mcp

Then run /mcp in a Claude Code session and sign in with your FundFacts account. To use an API key instead, add --header "Authorization: Bearer ffk_your_api_key" to the command, or use the .mcp.json entry below.

Or install the FundFacts plugin, which adds the server together with skills that tell Claude Code how to read the fund data: /plugin marketplace add fundfactsapi/fundfacts-plugin, then /plugin install fundfacts@fundfacts, then /mcp to sign in.

Cursor / VS Code / Claude Code (.mcp.json) — json
{
  "mcpServers": {
    "fundfacts": {
      "url": "https://fundfactsapi.com/api/mcp",
      "headers": {
        "Authorization": "Bearer ffk_your_api_key"
      }
    }
  }
}

Windsurf uses the same shape with serverUrl instead of url.

claude.ai and Claude Desktop: Customize → Connectors → Add custom connector (Team and Enterprise: an Owner adds it under Organization settings → Connectors; the Free plan allows one custom connector). Remote MCP server URL https://fundfactsapi.com/api/mcp; leave the advanced OAuth client fields empty (the client registers itself), click Connect and sign in with your FundFacts account when the consent screen opens.

ChatGPT, in developer mode (Plus, Pro, Business, Enterprise and Edu, on the web): Settings → Security and login → turn Developer mode on, then Plugins (chatgpt.com/plugins) → +, enter a name and the same URL, https://fundfactsapi.com/api/mcp, with Authentication set to OAuth, click Create and sign in. ChatGPT cannot send an API key, so it signs in the same way.

In ChatGPT and in Claude on the web and desktop, tool results also render as cards (fund, comparison, portfolio look-through, overlap, SCPI) next to the answer. Each connection shows up in the dashboard under its app name, uses the same plan and quota as an API key and can be disconnected there; header auth stays the recommended form for code and CLIs.

Clients that only speak stdio can bridge with npx -y mcp-remote https://fundfactsapi.com/api/mcp --header "Authorization: Bearer ffk_...".

Machine-readable entry points

AI companion kit

Every paid plan (from Starter at $9.99) includes a kit generated from this very field reference on every download from the AI tab of your dashboard, with your plan and — optionally — a dedicated key baked in. Drop the files at the root of the project your coding agent works in and ask for the tool you want; the agent reads them before it writes code.

The public edition of AGENTS.md — without a key or plan — is /llms-full.txt.