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Investboard production review

Claude connectorCommunity

Your investment rules and decision history in Claude.

View in Claude directory

Read your own investment mandate and status, check a proposed change against your rules, record the decision you state, and retrieve your theses and decision journal. Checks and stated decisions are saved to your account. These tools do not execute trades or expose holding values and account numbers.

Tools
7

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#5039of 7,29469places down24h196places down7d
#4,796#4,940#5,084#5,228Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Rank by trending score

—not ranked—24h—7d
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Popularity score

3,459024h+6527d
7551,4932,2312,969Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Trending score

——24h—7d
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In its category

How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.

Financial services706th of 990 by popularity · not ranked by trending score
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All 998 Financial services connectors

Tools

  • check_action
  • get_journal
  • get_own_record
  • get_policy
  • get_reflection_history
  • get_status
  • record_decision
Categories
Made by
Investboard · Website
Sign-in
Required
Connector URL
https://app.investboard.com/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 12, 2026
More info
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