Co-Invest MCP Server ★ New (July 3)¶

Overview¶

Co-Invest MCP (co-invest-mcp) enables AI agents to participate in investment research and management workflows. Built on Liquid Trade's investment infrastructure, this MCP server lets agents analyze markets, research assets, and execute investment strategies - all within the agent conversation. Official MCP from Liquid Trade.

Key advantage: Investment management becomes conversational. Instead of switching between Bloomberg, brokerage apps, and spreadsheets, operators can research and manage investments directly through their AI agent.

Key Features¶

Market research: Query real-time and historical market data across asset classes
Portfolio analysis: Review holdings, performance metrics, and risk exposure
Trade execution: Place and manage investment orders (with confirmation gates)
Strategy backtesting: Test investment strategies against historical data
Alert monitoring: Set and monitor price alerts, news triggers, and portfolio thresholds
Web-based platform: Accessible at liquid.trade/coinvest

Installation¶

# Add to Hermes (remote endpoint)
# Verified 2026-10-26: api.liquid.trade does not resolve. Confirm the current
# MCP endpoint with Liquid Trade before installing.
hermes mcp add coinvest --url https://api.liquid.trade/coinvest/mcp

# Authenticate
hermes mcp login coinvest

Manual Configuration¶

{
  "mcpServers": {
    "coinvest": {
      "type": "sse",
      "url": "https://api.liquid.trade/coinvest/mcp",
      "headers": {
        "Authorization": "Bearer ${LIQUID_TRADE_API_KEY}"
      }
    }
  }
}

Prerequisites¶

Liquid Trade Account: Sign up at liquid.trade/coinvest
API Key: Generate from account settings
Linked Brokerage (optional): Connect brokerage for trade execution

Business Use Cases¶

Research Assistant: "Compare the PE ratios and revenue growth of these 5 SaaS companies" - agent pulls live data
Portfolio Review: "Show me my portfolio allocation and flag any positions over 20% concentration"
Alert Monitoring: Agent monitors positions and alerts you when a stock hits your target price
Due Diligence: "Research this company - management team, financials, competitive position, SEC filings"
Strategy Execution: Define investment rules and let the agent monitor for opportunities matching your criteria

Business Relevance¶

Investment management has been fragmented across terminals, apps, and spreadsheets. Co-Invest MCP brings it into the AI agent workflow - operators managing personal or firm investments can research, monitor, and execute without context-switching. The "invest with Claude" paradigm signals where agentic finance is heading.

Integration with CorpusIQ¶

CorpusIQ is the connector layer that lets AI assistants read the systems a business already runs on - accounting, payments, CRM, email, files and analytics - and answer with the source named. It is read-only by design: it retrieves data and never writes to, or acts in, a connected system, which is what makes it safe to point at live accounts.

This page is part of the CorpusIQ directory, the reference we maintain for the MCP server and agent-skill ecosystem. Run alongside CorpusIQ, a third-party server like this one can be combined with a company's own business data in a single answer.

See what CorpusIQ connects

Limitations¶

Trade execution requires confirmation gates (by design - safety feature)
Market data coverage varies by asset class and exchange
Investment advice is AI-generated - not a substitute for professional financial advice
US-focused initially with international expansion planned
Beta product - API and tool surface may change