The InvesTeam API & MCP Overview
The InvesTeam API and MCP server let your application or an AI agent run the same analysis pipeline the product runs: turn a free-form investment question into a structured Master Investment Brief, convene an AI investment committee, and read its deliberation and findings. There are two ways to reach it — a REST API you call from your backend, and an MCP server that gives an AI client InvesTeam's analysis as callable tools. Both produce decision-support analysis, not investment advice, and neither executes trades.
What is the InvesTeam API?¶
The InvesTeam API is a public REST interface, versioned at /api/v1, that drives
the full investment-analysis pipeline over HTTP. You submit a question, receive a
session_id, and poll for the result; one id threads the entire run — brief,
committee, and final analysis. It is the same pipeline behind the InvesTeam
product, exposed for programmatic use.
Every call is authenticated with a bearer token. For server-to-server
integration that token is a programmatic API key of the form hfk_… (see
Authentication & API Keys).
Does InvesTeam have an API and an MCP server?¶
Yes — both, over the same pipeline. The REST API is for applications that integrate over HTTP from their own backend. The MCP server is for AI agents: it projects the same endpoints as callable tools so a client like Claude can create a brief and read findings on a user's behalf. The MCP server is itself only a client of the public API — it holds no privileged access and adds no capability the API does not have.
If you are deciding between them, see API or MCP: Which Should I Use?.
What can you build with the InvesTeam API?¶
You can build anything that needs structured investment analysis on demand: a research assistant that frames a thesis, a portfolio tool that runs a committee over a holding, or an agent workflow that reads a question and returns a red-teamed synthesis. The pipeline gives you four artifacts in sequence:
- A Master Investment Brief — the structured analysis mandate distilled from a free-form question.
- A committee — the purpose-built roster of AI members assembled for that mandate, with a task plan.
- A live transcript — the committee's deliberation, streamed turn by turn.
- A final analysis — the synthesized, red-teamed findings.
What you cannot build is a trading system. InvesTeam has no execution or brokerage surface; it produces analysis, and your application and its users own every decision. See Capabilities & Limits for the full boundary.
Where should I start?¶
Start with the Core Concepts if the terms above are new, then
run the API Quickstart for a first session_id in under
fifteen minutes. Integrating over HTTP in earnest begins at
Authentication & API Keys; wiring an AI agent begins
at the MCP Quickstart.
Every response that carries AI-generated output
includes a disclosure object you must pass through to your end
users. It is a contractual obligation, not a formality — see
the Briefs reference and
Capabilities & Limits.