Ava Advisor

fund.ava/ava-advisor · v1.0.1

Your AI watches the markets so you can live your life. Financial intelligence for everybody.

Website Source code Set it up

Connect Remote server

Terminal

claude mcp add --transport http ava-advisor https://mcp.ava.fund/mcp

~/.cursor/mcp.json

{
  "mcpServers": {
    "ava-advisor": {
      "url": "https://mcp.ava.fund/mcp"
    }
  }
}

.vscode/mcp.json

{
  "servers": {
    "ava-advisor": {
      "type": "http",
      "url": "https://mcp.ava.fund/mcp"
    }
  }
}

Claude Desktop

Settings > Connectors > Add custom connector
URL: https://mcp.ava.fund/mcp

Tools 37 found in our last check

theme_summary
Pre-composed analyst brief for a megatrend theme: pulse, winners/losers, top entities, aspect heatmap, ripple. `theme` = a theme name or id/slug; `window` = 7d/30d/90d/1y/mtd/qtd/ytd.
brief
The generalized ANALYST BRIEF — one composed "how is <scope> doing right now?" picture (pulse + net direction, top_stories, winners/losers, aspect_heatmap, top_entities, top_assets) for any AND-combination of scopes. ⭐ Use to SUMMARIZE a scope (theme / news category / country /…
search_news
SEMANTIC news search across ALL covered asset classes — stocks, FX, crypto, COMMODITIES (metals like copper/gold, energy like oil), and private companies. Articles matched by MEANING, impact-labeled (title, publisher, entities, direction, why). USE THIS for 'copper news', 'metal…
news_feed
The filtered impact feed — news by megatrend/country/aspect/direction/news_type, across stocks, FX, crypto, COMMODITIES (metals/energy) and private cos. Use for 'negative tariff news on Semiconductors', 'macro news moving European stocks', 'copper / metals news', etc. Near-dupli…
stock_impact
How news moved a specific company/asset (incl commodities like GOLD.COMM) — per-article impact (direction + aspect + why), most recent first. Near-duplicate stories are MERGED by default (each row = one story + `dup_count`); `collapse=false` for the raw feed. `limit` = how many…
options_sentiment
What the US OPTIONS MARKET is saying — the POSITIONING lens (~547 popular US optionable names, stocks + ETFs). Pairs with the news→impact read: for "how is <X> doing?" fetch THIS *and* `stock_impact`/`news_feed` and fuse them (news = what's happening + WHY; options = how the mar…
options_scan
Find STOCKS by an options-behaviour pattern (opana lens) across the ~557 US optionable names — returns ranked UNDERLYINGS each with a plain-language `because` + `metrics` (value, and prev→delta for a trend/flip). STOCK scanner only: it does NOT pick option contracts/strikes/expi…
theme_players
THE roster tool: investable MEMBER companies of a theme (curated membership). Rolls up sub-themes (a parent node returns its children's members too). Use this — not screen_stocks — for 'who are the players / real names in <theme>' (screen_stocks is a NEWS-ranked subset gated to…
private_movers
Off-coverage / private companies the news moved within a theme — the 'beyond tickers' surface. `limit` = how many (default 20, max 50). Returns {companies, count, total, note?} — honor `note` when `total` > `count` (it's a top slice, not the whole set).
relationships
Competitors + peers of a company (news-derived relationship graph). `limit` caps EACH list (default 15, max 50). Each side carries `total`/`count`/`note` — a big `total` (peers often run to hundreds) means you're seeing a TOP slice; say so rather than implying it's the complete…
list_themes
Browse / discover the megatrend taxonomy (25 tier-1 families + sub-nodes) — resolve a theme id.
list_portfolios
List the user's OWN portfolios (id, name, base_currency, account_type, nav, total_return_pct, unrealized_pnl, position_count, …) so you can pick one to analyze. Call this FIRST whenever the user says 'my portfolio' without a number — show the names, then pass the chosen `id` to…
portfolio_context
An LLM-ready snapshot of ONE of the user's OWN portfolios (owner-scoped) — analyze it directly. NO window → default: `meta` · `summary` · a `lifetime`(all-time) + `recent`(~12mo) block, EACH with `performance` (return/cagr/sharpe/sortino/calmar/drawdown/vol/win_rate) + `attribut…
write_note
🔴 WRITE — save a NOTE to the user's account (this PERSISTS data; it is NOT a read/lookup). Typical flow: FIRST give the user your complete answer as usual, THEN — as the final step of the turn — call `write_note` once to keep it. 🔴 IF YOUR ANSWER CONTAINED A TABLE / NUMERIC COMP…
query_notes
Recall the USER'S OWN saved notes — their personal investment knowledge base (owner-scoped, only ever their notes). Two combinable ways: • SEMANTIC recall via `q` — natural language ("what did I say about foundry manufacturing?"); results are ranked by MEANING with a `similarity…
get_note
The FULL saved note (including its `body`) by id — owner-scoped. Use after `query_notes` when you need the complete content, not just the summary.
list_playlists
List the user's OWN feed playlists (id, name, emoji, item_count, items[{kind,ref_id,label}]). 🔴 Call this FIRST whenever the user refers to a playlist BY NAME ("add X to My Tech List") — you match the (possibly mistyped / mis-spaced) name against the REAL names yourself. If the…
create_playlist
🔴 WRITE — create a new feed playlist (owner-scoped). Do NOT auto-create from a possible typo: call `list_playlists` FIRST and only create when the name genuinely doesn't exist, or the user confirms a new one. Returns the created playlist {id, name, …}.
add_to_playlist
🔴 WRITE — add one or more STOCKS/assets to a playlist (batch, idempotent). Each entry may be an exact Ava Advisor ticker OR a name/symbol the server resolves (any asset class: stock/ETF/commodity/crypto/FX). An ambiguous name (e.g. same name across markets) returns a `needs_conf…
remove_from_playlist
🔴 WRITE — remove one or more stocks (by ticker) from a playlist (batch). `playlist_id` from `list_playlists`. Returns `{removed, not_found, item_count}` — relay `not_found` (a ticker that wasn't in the playlist) to the user.
stock_prices
Price context for a tradable ticker (stock / ETF / index-ETF / forex / crypto / commodity), split & dividend-ADJUSTED — a DIGESTED read, NOT a raw bar series: windowed changes (1w/1mo/3mo/ytd/1y), 52-week range + `drawdown_from_52w_high_pct` (how far below the peak), realized vo…
latest_quote
The LATEST TRADED PRICE today for US stocks / ETFs — a DELAYED intraday quote (typically ~15 minutes behind), with today's change vs the previous close. Use it when the user asks about TODAY during the US session ("why is UBER down today", "where is NVDA trading"): every other p…
etf_profile
What a US ETF / fund HOLDS: top holdings with % of NAV, sector (GICS) and country weights, plus the fund facts — AUM, expense ratio, benchmark / index or active, holdings count, top-10 concentration, tracking difference (SEC N-PORT / N-CEN filings; `as_of` dates say how fresh).…
price_series
A SMALL, bounded price SERIES for drawing a chart (a device screen, a sparkline) plus headline numbers — the counterpart of `stock_prices`, which is a digested read with no series. Returns ticker, name, metric_kind (`yield` = a bond yield / rate: levels in %, moves in bps via pe…
stock_prices_batch
The same digested price context for UP TO 50 tickers in ONE call — a watchlist / cohort snapshot ("which of these names are most extended, or deepest in drawdown"). Returns `results` (in input order) + `unresolved` (unknown / no-price-history tickers). `to`/`from_` as in `stock_…
positioning
⭐ How the FUTURES market is POSITIONED — the CFTC Commitment of Traders lens for commodities, FX, rates and equity indices (the non-equity TWIN of options_sentiment; the two together cover positioning for every asset class). Answers 'is this trade crowded?', 'is the smart money…
cot_extremes
⭐ FUTURES / CFTC-COT speculative positioning extremes — which commodity / FX / rate / equity-INDEX FUTURES have the CROWD at a 3-year extreme right now (NOT single-stock equity options → for 'stretched put/call' or crowded STOCK names use options_scan). The discovery scan across…
financials
⭐ Company FINANCIAL STATEMENTS — income / balance / cash-flow + auto-detected abnormality signals. Read ONE company or COMPARE up to 8 (revenue, growth, margins, ROE, FCF…), on a clean normalized feed uniform across every industry (banks, insurers, REITs). 🔴 To compare SEVERAL,…
screen_unified
EXECUTE a unified screen = universe ∩ fundamental ∩ technical ∩ options (any leg optional; each grammar resolved server-side — key or plain English). Returns {universe, count, sort, executed_criteria (the resolved request that ran — save/re-run it verbatim), results:[{head_listi…
screen_stocks
⭐ The cohort SCREENER: "which stocks in <a group> are interesting / winning / losing / most-talked-about, and how cheap or expensive do they trade?" Ranks the companies in a scope by how news is hitting them (lead with the winners-vs-losers split), and EVERY row carries its VALU…
screen_dividends
💰 THE income screener — "which stocks pay a high / reliable / growing DIVIDEND?" Ranks the DIVIDEND-PAYING universe (all payers, not just news-covered) and hands you the raw pieces to tell a real income name from a YIELD TRAP (don't trust a headline yield). 🔴 A multi-metric ask…
trade
International TRADE STATISTICS — countries' import/export flows, partners, rankings and balances from UN Comtrade (official customs data). NOT securities trading: it never places, routes or executes an order. Pick `mode`; each mode reads a subset of the params (see each param's…
fred_series
"What is <macro indicator> / is it high vs history / how has it moved" — ONE FRED series, feature-extracted. Pass a macro CONCEPT (the server resolves it to the canonical series_id + the right transform) or an exact id. Returns `series` (transformed points) + an `analysis` block…
wb_series
"<structural indicator> for <country>, over time / vs other countries" — World Bank annual data, feature-extracted (open data, 3 credits). Pass a structural CONCEPT (the server resolves it to the canonical indicator + variant) or an exact indicator id. Returns `results:[{country…
suggest_cta
After answering, propose 1-2 data-backed 'explore further' hooks that pull the user into the graph's moat (ripple/relations/commodity/off-coverage). Server-side: theme_summary(has ripple/ entities/aspects) + a semantic news search, then deepseek curates ONLY data-backed hooks. V…
edit_screen
CHANGE a screener formula you already have — add, remove or replace conditions as ops; the server places, resolves and merges them and checks the result (no engine JSON to write). Use it for EVERY change while building a screen with the user; use screen_unified (mode 'run') when…
pulse
ONE market-pulse read across every subject type — a news + market lens on an asset, a theme/sector, a commodity, a bond/rate/curve, a macro dashboard, or your portfolio. Pick `kind`, put the subject in `target`. Replaces the per-type asset/theme/commodity/bond/macro/portfolio pu…

Details

Endpoint	`https://mcp.ava.fund/mcp` (Streamable HTTP)
First published	5 Nov 2026
Last updated	5 Nov 2026
Registry name	`fund.ava/ava-advisor`

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Live status

Live

Typical response: 416 ms
Answered: 100% of 2 checks
Last check: 13 Nov 2026

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