> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tryinvesti.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting MCP servers

> Give the analyst your own tools and data sources by connecting any MCP server, from the catalog or by URL.

MCP (Model Context Protocol) servers extend the analyst with tools and data beyond what Investi ships: your data provider, your internal systems, the sources you trust. Bring your own opinions, bring your own process, bring your own data.

Once connected, a server's tools are available to the analyst automatically when relevant, and you can target a specific server by hand with `/` in chat, for example <span className="chip-inline chip-mcp">{"/edgar"}</span>.

<Frame caption="SCREENSHOT: the MCPs view with a connected server and its exposed tools expanded">
  <img src="https://mintcdn.com/investi-2b043b7b/-bImOKewi83djACr/images/placeholders/screenshot.svg?fit=max&auto=format&n=-bImOKewi83djACr&q=85&s=b3101798af9caf207e0f79c451b32601" alt="Placeholder screenshot of the MCPs view" width="960" height="540" data-path="images/placeholders/screenshot.svg" />
</Frame>

## Connecting a server

Open **MCPs** in the left navigation.

<Tabs>
  <Tab title="From the catalog">
    Select **Browse MCP servers** for one-click connections to research sources such as EDGAR (SEC filings), clinical trials and openFDA data, CoinGecko, Alpha Vantage, Similarweb, and web-search tools like Exa, Firecrawl, and Tavily.
  </Tab>

  <Tab title="By URL">
    Paste a server URL into the search box and press <kbd>Enter</kbd>. Investi probes the server and reports what it needs. Servers requiring sign-in are saved in a "Needs auth" state until you authenticate.

    <Note>
      The server must be a public `https` URL. Local (command-based) servers can't be reached from the cloud.
    </Note>
  </Tab>
</Tabs>

## Authentication

Each connected server shows a status: **Connected**, **Needs auth**, or **Error** (with detail underneath).

* For OAuth servers, select **Authenticate**: you sign in with the provider and return to Investi with the connection live.
* For API-key servers, use the edit (pencil) icon to open the server's JSON config and add headers, for example `"Authorization": "Bearer <your-key>"`. **Test** the connection, then **Save**.

## Managing servers

* Expand a connected row to see the tools the server exposes.
* The trash icon disconnects a server entirely (connections are enabled or disabled per server, not per tool).
* Renaming a server changes its `/` slug in chat, so old mentions of the previous name stop resolving.