Every MCP analysis tool · Included with Testfolio Max

Use Testfolio research inside your AI assistant

Q: What is Testfolio MCP?

It is a hosted connection that lets an AI assistant call the complete Testfolio MCP analysis suite, receive structured results, and continue working with those results in the conversation.

Q: Which Testfolio plan includes MCP access?

MCP access is included with Testfolio Max. Max keeps the same numerical limits as Pro+ and adds MCP access, premium PDF reports, Tactical Strategy Optimizer, and the highest level of priority email support.

Q: Does the AI assistant calculate the portfolio results?

No. Testfolio executes the requested analysis and returns structured results and assumptions. The assistant can explain those returned results and continue the conversation.

Q: What can Testfolio MCP run?

The MCP catalog covers portfolio backtesting and comparison, asset analysis, tactical strategies, optimization, Monte Carlo, retirement, signals, factor and principal component analysis, leveraged ETF research, sensitivity analysis, regression, time value of money, and dividend research. Max also includes website workflows such as premium PDF generation and Tactical Strategy Optimizer.

One secure connection lets your AI assistant call every analysis tool in the Testfolio MCP catalog—from portfolio backtesting and tactical strategies to optimization, Monte Carlo, retirement, signals, factors, leverage, and dividend research—and work directly with structured Testfolio results.

Complete MCP analysis suiteSecure OAuth connectionTestfolio-calculated resultsCodex + Claude Code available now

Sign in to connectMCP access is available to Testfolio Max members.

Connection setup

Connect your AI assistant

Codex and Claude Code are available now using the setup guides below. ChatGPT and Claude connections are coming soon.

A direct Testfolio connection for ChatGPT is coming soon. Once it is available, Testfolio Max members will be able to connect their account and call the complete MCP analysis suite from ChatGPT.

A direct Testfolio connection for Claude is coming soon. Once it is available, Testfolio Max members will be able to connect their account and call the complete MCP analysis suite from Claude.

Run the setup commands below in your terminal.
Complete the Testfolio sign-in and approval flow in the browser.
Run /mcp in Claude Code and confirm Testfolio is connected.

Terminal

claude mcp add \
  --transport http \
  --scope user \
  --client-id f4ef9f49-2192-48c2-b1d3-954c05379751 \
  --callback-port 54546 \
  testfolio https://mcp.testfol.io/mcp

claude mcp login testfolio

Run the setup command below in your terminal.
Open the authorization URL, sign in to Testfolio, and approve access. If the browser flow does not begin, run codex mcp login testfolio.
Run /mcp in Codex and confirm Testfolio is connected.

Terminal

codex mcp add testfolio \
  --url https://mcp.testfol.io/mcp \
  --oauth-client-id 3625ec6c-e0cc-4d18-97d1-af592078850d \
  -c 'mcp_oauth_callback_url="http://127.0.0.1:54545/callback"' \
  -c 'mcp_oauth_callback_port=54545'

Secure authorization

What happens when you connect

1
Start from your AI assistant
Use the client-specific setup above to begin the connection.
2
Sign in to Testfolio
Use the Testfolio account that includes MCP access.
3
Review and approve access
Testfolio shows the requesting app and permissions before you authorize it.

Complete analysis suite

Every MCP analysis tool, one connection

Call the complete MCP catalog across portfolio, asset, tactical, optimization, Monte Carlo, retirement, signal, factor, leverage, sensitivity, regression, and dividend research.
Receive structured results and documented output semantics.
Use Testfolio methodology and ticker references in context.
Create public configuration links when explicitly requested.

Questions

Testfolio MCP FAQ

What is Testfolio MCP?

Which AI assistants can I use?

Which Testfolio plan includes MCP access?

Does the AI assistant calculate the portfolio results?

What can Testfolio MCP run?