Investboard production review
Claude connectorCommunityYour investment rules and decision history in Claude.
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
#5401of 8,95322places down24h271places down7d
Rank by trending score
—not ranked—24h—7d
—Popularity score
4,000+9324h+4157d
Trending score
——24h—7d
—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 services769th of 1,227 by popularity · not ranked by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 767 |  Frenzeo | 4,000 | — | 451places down |
| 768 | 4,000 | — | — | |
| 769 | 4,000 | — | 271places down | |
| 770 |  MedFIN | 4,000 | — | 31places down |
| 771 |  MoneyMaker | 4,000 | — | 1,095places up |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Intuit QuickBooks Labs | 57,784,459 | 13,209 #93 | — |
| 2 | 1,658,113 | 8,969 #276 | 5places up | |
| 3 | 874,651 | 8,366 #317 | — | |
| 4 |  Schwab Advisor Services | 355,610 | 8,916 #278 | — |
| 5 | 283,621 | 6,870 #440 | 0 |
Also on other marketplaces
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
- Sponsorship
- Promote this connector