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Last updated 2026-07-07

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.