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

# Itoflow MCP

> Install the Itoflow plugin in Claude, ChatGPT, Codex, Gemini, GitHub Copilot or Cursor for research, portfolios, strategies and chat files.

**Experimental:** Itoflow MCP may change without notice.

The Model Context Protocol (MCP) lets your AI assistant use Itoflow for you. Install the Itoflow plugin from the public [itoflow/skills](https://github.com/itoflow/skills) repository in Claude, ChatGPT, Codex, Gemini, GitHub Copilot or Cursor, then sign in to your Itoflow account. The plugin connects your assistant to the Itoflow MCP server and adds two skills:

* **Itoflow skill:** guidance that helps your assistant run research and account tasks well.
* **Worker skill:** lets Itoflow direct an analysis that needs files, databases or tools on your own machine. See [Work with your local agent](https://docs.itoflow.ai/mcp/usage.md#work-with-your-local-agent).

The [connection guide](https://docs.itoflow.ai/mcp/install.md) has the steps for each client.

```mermaid theme={null}
flowchart LR
  You[You] --> Client[Claude, ChatGPT, Codex, Gemini, Copilot or Cursor]
  Client -->|Itoflow plugin and sign-in| Itoflow[Itoflow]
  Itoflow --> Research[Research and results]
  Itoflow --> Product[Portfolios, strategies and monitors]
```

## What you can ask for

| Goal | Example request |
| - | - |
| Research an investment question | “Use Itoflow to compare SPY and VTI, with sources and key differences.” |
| Review holdings | “List my Itoflow portfolios, then summarize the holdings in the one I choose.” |
| Import a portfolio | “Validate these holdings and show me the proposed import before saving it.” |
| Check strategies and monitors | “Show my strategies and monitors, and summarize their latest results.” |
| Get research files | “Find the CSV this Itoflow chat produced and read it.” |
| Check connections | “Show my saved integrations and their status.” |

Your assistant can make changes as well as read: it can create monitors, edit strategies and import portfolios. Your plan's limits apply, and live trades still need your approval in Itoflow. Connecting MCP does not connect a brokerage account. See [billing](https://docs.itoflow.ai/features/billing.md) for which models your plan includes.

This page covers connecting your assistant to Itoflow. To connect another MCP server to Itoflow's own chat, see [Connect GitHub and MCP servers](https://docs.itoflow.ai/features/integrations.md).


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