> ## 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. # Use Itoflow from your assistant > Example requests for research, portfolios and chat files, the local worker, and the MCP tools. After you [connect and sign in](https://docs.itoflow.ai/mcp/install.md), ask your assistant to use Itoflow. It finds the right Itoflow operation and checks its inputs before calling it, so you can ask in plain language. ## Research Paste this into your assistant: ```text theme={null} Use Itoflow to compare SPY and VTI diversification. Explain the differences, include sources, and wait for the research to finish before summarizing it. ``` > [card] [Open in Claude](https://claude.ai/new?q=Use%20the%20Itoflow%20plugin%20\(https%3A%2F%2Fgithub.com%2Fitoflow%2Fskills\)%20for%20this.%20If%20it%20isn't%20installed%20yet%2C%20first%20tell%20me%20how%20to%20install%20it%20and%20sign%20in%20to%20Itoflow%2C%20and%20wait%20until%20I%20confirm.%20Then%3A%0A%0AUse%20Itoflow%20to%20compare%20SPY%20and%20VTI%20diversification.%20Explain%20the%20differences%2C%20include%20sources%2C%20and%20wait%20for%20the%20research%20to%20finish%20before%20summarizing%20it.) > > Start this in Claude with the Itoflow plugin. > [card] [Open in ChatGPT](https://chatgpt.com/?q=Use%20the%20Itoflow%20plugin%20\(https%3A%2F%2Fgithub.com%2Fitoflow%2Fskills\)%20for%20this.%20If%20it%20isn't%20installed%20yet%2C%20first%20tell%20me%20how%20to%20install%20it%20and%20sign%20in%20to%20Itoflow%2C%20and%20wait%20until%20I%20confirm.%20Then%3A%0A%0AUse%20Itoflow%20to%20compare%20SPY%20and%20VTI%20diversification.%20Explain%20the%20differences%2C%20include%20sources%2C%20and%20wait%20for%20the%20research%20to%20finish%20before%20summarizing%20it.) > > Start this in ChatGPT with the Itoflow plugin. Using another client? Copy the prompt with the button on the code block. The research runs in Itoflow, not in your assistant, and can take several minutes. Your assistant starts it, checks on it and fetches the result with sources when it finishes. Ask it to wait rather than send the question again; a second request starts a second, separately billed run. See [Chat](https://docs.itoflow.ai/features/chat.md#run-research-through-mcp) for choosing a model and handling questions Itoflow asks mid-run. ## Portfolios, strategies and monitors | Try this | What happens | | - | - | | “List my portfolios and summarize the one I choose.” | Reads your portfolios and holdings. | | “Validate this holdings CSV for import. Show me the full draft before saving.” | Your assistant reads the file; Itoflow matches each instrument and returns a draft. Nothing is saved until you confirm. | | “Measure the risk of my portfolio against SPY and VTI.” | Calls the public [risk run operations](https://docs.itoflow.ai/api-reference/risk-runs.md) through `api.*` for a saved portfolio or a what-if, then summarizes the figures. | | “How did my portfolio's factor risk against SPY change over the last year of month-ends?” | Starts one [risk measure](https://docs.itoflow.ai/api-reference/risk-measure.md) over the range, on one model version, and reads it until it ends. A measure takes up to 60 dates and 10 books, so it can also compare books side by side. | | “Explain my strategy's mandate and latest results.” | Reads the strategy and its recent runs. | | “Show my monitors and summarize the latest report.” | Reads your monitors and their reports. | Before you confirm an import, check the holdings, quantities, currencies, cash and totals in the draft. If you change the draft, your assistant validates it again. If a file's tickers don't say which market they trade on, your assistant asks you once: one market for all of them, or one with exceptions. When Itoflow can't match a row from the file alone, such as a share class written `BRK/B` or a company that changed its name, your assistant can ask Itoflow's agent to propose a match. It asks you first, since each request uses Itoflow credits and stays in your account as a chat. It shows you each proposal, with the name Itoflow has for it, and uses it only once you accept it. It measures the file's risk or imports it only after you answer. Live trades always need your approval in Itoflow. A broker accepting an order doesn't mean it filled. See the [portfolio](https://docs.itoflow.ai/features/portfolios.md), [strategy](https://docs.itoflow.ai/features/strategies.md), [monitor](https://docs.itoflow.ai/features/monitors.md) and [broker](https://docs.itoflow.ai/features/brokers.md) guides. ## Risk of a weight book Your file can hold weights only, with shorts as negative weights and several legs side by side. Paste this into your assistant: ```text theme={null} Use Itoflow to measure the risk of the book in weights.csv against SPY, with QQQ and VTI as peers. The weights are fractions of NAV and shorts are negative. Tell me what the run sends before you start it. ``` > [card] [Open in Claude](https://claude.ai/new?q=Use%20the%20Itoflow%20plugin%20\(https%3A%2F%2Fgithub.com%2Fitoflow%2Fskills\)%20for%20this.%20If%20it%20isn't%20installed%20yet%2C%20first%20tell%20me%20how%20to%20install%20it%20and%20sign%20in%20to%20Itoflow%2C%20and%20wait%20until%20I%20confirm.%20Then%3A%0A%0AUse%20Itoflow%20to%20measure%20the%20risk%20of%20the%20book%20in%20weights.csv%20against%20SPY%2C%20with%20QQQ%20and%20VTI%20as%20peers.%20The%20weights%20are%20fractions%20of%20NAV%20and%20shorts%20are%20negative.%20Tell%20me%20what%20the%20run%20sends%20before%20you%20start%20it.) > > Start this in Claude with the Itoflow plugin. > [card] [Open in ChatGPT](https://chatgpt.com/?q=Use%20the%20Itoflow%20plugin%20\(https%3A%2F%2Fgithub.com%2Fitoflow%2Fskills\)%20for%20this.%20If%20it%20isn't%20installed%20yet%2C%20first%20tell%20me%20how%20to%20install%20it%20and%20sign%20in%20to%20Itoflow%2C%20and%20wait%20until%20I%20confirm.%20Then%3A%0A%0AUse%20Itoflow%20to%20measure%20the%20risk%20of%20the%20book%20in%20weights.csv%20against%20SPY%2C%20with%20QQQ%20and%20VTI%20as%20peers.%20The%20weights%20are%20fractions%20of%20NAV%20and%20shorts%20are%20negative.%20Tell%20me%20what%20the%20run%20sends%20before%20you%20start%20it.) > > Start this in ChatGPT with the Itoflow plugin. Using another client? Copy the prompt with the button on the code block. Your assistant resolves the names, up to 3,000 a call, starts a [risk engine run](https://docs.itoflow.ai/features/portfolios.md#measure-risk-through-mcp) and reads it until it ends, which takes minutes. It reports gross and net weight, the weight of names it couldn't resolve or the model doesn't cover, total, factor and specific risk, tracking error and beta against SPY and each peer, and the largest exposures with their signs. It doesn't need a NAV in money, and the book isn't saved as a portfolio. Risk engine runs aren't on for every account yet; on an account without them, the start is refused with `feature_not_enabled` and nothing runs. In Claude Code's auto mode, [tell auto mode about Itoflow](https://docs.itoflow.ai/mcp/install.md#use-itoflow-in-claude-codes-auto-mode) first. ## Work with your local agent Sometimes the data lives on your machine: a returns file, a local database, an internal tool. The **worker skill** in the [Itoflow plugin](https://docs.itoflow.ai/mcp/install.md#install-the-plugin) lets Itoflow direct an analysis that your local Codex or Claude Code session carries out. In Claude Code: ```text theme={null} /itoflow:worker Use my local returns file to compare SPY and VTI drawdowns. ``` In Codex, pick the worker skill, or ask: > Use the Itoflow worker skill to analyze my local returns file. ```mermaid theme={null} sequenceDiagram participant You as You participant Local as Your local agent participant Itoflow as Itoflow You->>Local: Ask for the analysis Local->>Itoflow: Describe the goal, data and tools available Itoflow-->>Local: Ask for a sample or a calculation Local->>Local: Run it on your machine Local->>Itoflow: Send back results and how they were made Itoflow-->>Local: Next step or final conclusion Local-->>You: Result and file links ``` Itoflow plans the research and writes the conclusion. Your local agent runs each step on your machine and reports what it did. It may suggest a better source or method; Itoflow decides whether to change course. What stays on your machine: * Your files. Itoflow sees only the results your local agent sends back, not the files themselves. * Your credentials. The worker uses the access your session already has, and the skill tells it not to send credentials or unrelated files to Itoflow. The plugin doesn't add database access or install tools. If the work needs nothing from your machine, Itoflow does it in the cloud instead. ## Read files from an Itoflow chat Paste this into your assistant: ```text theme={null} Use Itoflow to find the CSV produced by my latest research chat and read it. ``` > [card] [Open in Claude](https://claude.ai/new?q=Use%20the%20Itoflow%20plugin%20\(https%3A%2F%2Fgithub.com%2Fitoflow%2Fskills\)%20for%20this.%20If%20it%20isn't%20installed%20yet%2C%20first%20tell%20me%20how%20to%20install%20it%20and%20sign%20in%20to%20Itoflow%2C%20and%20wait%20until%20I%20confirm.%20Then%3A%0A%0AUse%20Itoflow%20to%20find%20the%20CSV%20produced%20by%20my%20latest%20research%20chat%20and%20read%20it.) > > Start this in Claude with the Itoflow plugin. > [card] [Open in ChatGPT](https://chatgpt.com/?q=Use%20the%20Itoflow%20plugin%20\(https%3A%2F%2Fgithub.com%2Fitoflow%2Fskills\)%20for%20this.%20If%20it%20isn't%20installed%20yet%2C%20first%20tell%20me%20how%20to%20install%20it%20and%20sign%20in%20to%20Itoflow%2C%20and%20wait%20until%20I%20confirm.%20Then%3A%0A%0AUse%20Itoflow%20to%20find%20the%20CSV%20produced%20by%20my%20latest%20research%20chat%20and%20read%20it.) > > Start this in ChatGPT with the Itoflow plugin. Using another client? Copy the prompt with the button on the code block. Your assistant lists the chat's files and reads the one you want. It can read files up to 32 MiB. For bigger files, use the [download endpoint](https://docs.itoflow.ai/features/chat.md#download-files-from-a-chat) with an [API access token](https://docs.itoflow.ai/authentication.md). You can't upload files to Itoflow through MCP. To work with a local file, use the worker skill, or upload it in the Itoflow app. ## MCP tools Itoflow exposes three tools. Your assistant uses them for you; you don't call them yourself. | Tool | Purpose | | - | - | | `search` | Find Itoflow operations and read their inputs. | | `execute` | Run operations, including starting, checking and queueing research. | | `workspace_list` | List files in one of your chats. Files are then read with the MCP `resources/read` method. | Itoflow can also serve these skills from the server, and will turn this on for accounts gradually. Once your account has it, an assistant that supports the MCP Skills extension can list and load the `itoflow` and `worker` skills from Itoflow, without installing the [plugin](https://docs.itoflow.ai/mcp/install.md#install-the-plugin). Until then, or if your assistant doesn't support the extension, install the plugin to get the skills. `search` looks through Itoflow's operation list, not the web. Short phrases such as `list portfolios` work best. No match means the wording didn't fit, not that you lack access. Itoflow returns every result in full, including long research answers and every `search` match. Your assistant may still shorten a very large result to fit its own limits. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.