Navexa MCP

Connect your AI assistant to your Navexa portfolio. Ask questions, run tax reports, analyse holdings, and manage your data — all through natural conversation.

The Navexa MCP server implements the Model Context Protocol, making your portfolio data available to AI tools like Claude, Cursor, and any other MCP-compatible client.

Connecting to mcp.navexa.com

The Navexa-hosted server is available at https://mcp.navexa.com. No setup required.

Claude Code

This creates (or updates) a .mcp.json in your project root that you can commit and share with your team.

Claude Desktop, Cursor, and other MCP clients

Add this to your MCP config file:

{
  "mcpServers": {
    "navexa": {
      "type": "http",
      "url": "https://mcp.navexa.com/mcp"
    }
  }
}

Config file locations:

Claude Desktop (macOS): ~/Library/Application Support/Claude/claude_desktop_config.json

Claude Desktop (Windows): %APPDATA%\Claude\claude_desktop_config.json

Cursor: MCP settings or project .mcp.json

Authentication

The Navexa MCP server requires authentication on every request. There are two ways to authenticate:

OAuth (recommended) — OAuth-capable clients (Claude Code, Claude Desktop) will open a browser to log in with your Navexa account on first connect. Tokens are stored and refreshed automatically — you won't need to log in again until the refresh token expires.

API key — Generate an API key from Navexa → Settings → API Keys and pass it as a Bearer token. This is the simplest option for clients that don't support OAuth.

Claude Code with API key:

Claude Desktop, Cursor, and other JSON-based clients with API key:

{
  "mcpServers": {
    "navexa": {
      "type": "http",
      "url": "https://mcp.navexa.com/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_NAVEXA_API_KEY"
      }
    }
  }
}

Choosing a mode

The mode query parameter controls which tools are available. The default is full — all tools enabled. Use a more restrictive mode if you want to limit what the AI can do.

Mode	Tools	What the AI can do
`read`	15	Browse portfolios, holdings, trades, transactions, cash accounts, and tax settings. Read-only.
`analysis`	24	Everything in read, plus time-series charts, CGT, income, and gains reports, ATO myTax export, sale simulation, and custom price list.
`manage`	34	Everything in read, plus create/update/delete trades, holdings, cash accounts, transactions, custom prices, and update tax settings. No analysis reports.
`no_delete`	38	Everything in full, except delete operations.
`full`	43	All tools. Default.

Fine-tuning with `enable` and `disable`

Add or remove individual tools on top of any mode using comma-separated enable and disable query parameters. disable always takes precedence over enable.

# Analysis mode, but also allow creating trades
?mode=analysis&enable=trade_create

# Read mode with CGT report added
?mode=read&enable=report_cgt

# Manage mode, but without delete operations
?mode=manage&disable=trade_delete,holding_delete,cash_account_delete,cash_transaction_delete,custom_price_delete

Tool reference

View all tools by mode

read tools (16):
portfolio_list, portfolio_overview, portfolio_performance, portfolio_source_list, holding_list, holding_get, holding_income, trade_list, trade_get, transaction_list, cash_account_list, cash_account_get, cash_account_transaction_list, tax_settings_get, tax_settings_list, security_search

analysis adds (9):
portfolio_timeseries, holding_timeseries, report_cgt, report_capital_gains, report_taxable_income, report_unrealised_gains, report_ato_mytax, holding_simulate_sale, custom_price_list

manage adds (19):
trade_create, trade_update, trade_delete, holding_update, holding_symbol_update, holding_delete, cash_account_create, cash_account_update, cash_account_delete, cash_transaction_create, cash_transaction_update, cash_transaction_delete, income_update, custom_price_create, custom_price_update, custom_price_delete, custom_price_bulk_create, tax_settings_update, holding_tax_settings_update

no_delete — same as full, minus: trade_delete, holding_delete, cash_account_delete, cash_transaction_delete, custom_price_delete

Connecting to mcp.navexa.com#

Claude Code#

Claude Desktop, Cursor, and other MCP clients#

Authentication#

Choosing a mode#

Fine-tuning with enable and disable#