Modular Finance Monitor MCP

Use your Monitor data (shareholder registers, ownership, market data, your CRM, transcripts, press releases, targeting, estimates and bonds) from AI assistants and your own applications.

Connect an AI assistant

Add a custom connector (remote MCP server) with this URL:

https://mcp.monitor.modularfinance.com/mcp

1. In Claude, ChatGPT or another MCP client, add a custom connector and paste the URL. No client ID or secret is needed.
2. Sign in with your Modular Finance account when asked, check the application, account and customer on the consent screen, and allow access.
3. The assistant then works as your Monitor user, for the customer selected in Monitor when you connected, and only with the Monitor products that customer has.

To connect for another customer, select it in Monitor and connect again. Your administrator can remove access at any time; connections then stop working.

REST API

The same tools are available as a REST API at https://mcp.monitor.modularfinance.com/v1, authorized with OAuth 2.1 access tokens issued for that URL. The OpenAPI description lists every operation.