Mantafin provides investment research through MCP in ChatGPT and Claude, covering U.S. stocks, ETFs and funds. Its submitted capabilities include financial statement and filing research, analyst estimates, market history, investment screening and custom portfolio backtesting. Advisors and investment analysts could use it to research securities and prepare market context for client reviews.
Provides data. A read-only feed from one provider; it answers questions, doesn't act, and doesn't expect other servers alongside it. More on Source servers →All seven roles →
Capabilities are vendor-reported and not independently verified. The fetched page documents ChatGPT setup but does not enumerate tools or substantiate the submitted Claude and backtesting capabilities.
The vendor documents research and analysis workflows, not order placement or writes to brokerage accounts.
Vendor-reported coverage is U.S. stocks, ETFs and funds; international coverage is not established by the supplied materials.
An active Mantafin subscription is required. The submission reports plans starting at $39 per month and a seven-day trial, but the fetched setup page does not confirm those terms.
The connection URL appears only in a screenshot referenced by the page, so no MCP endpoint can be copied from the supplied text.
The supplied materials do not explain retention or handling of prompts and portfolio information shared through the connection.
No documented MCP endpoint or install command was found in the submitted source, so connection details are unconfirmed. Check the vendor's own documentation before connecting.
Start with read-only scopes and keep client-side approval prompts on until the connection is proven.
Rate this server
How to connect Mantafin
Step 1
Check the vendor's documentation
This listing does not publish a public endpoint or install command yet. Open the vendor documentation above for access details, then follow the general steps in our connection guide.
Step 2
Authenticate with OAuth
Your client opens a browser sign-in with the vendor. Approve only the scopes you need, and use a read-only account first when the platform offers one.
Step 3
Verify, then widen access
Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.
Trade & RebalanceCustody & ClearingMarket & Financial Data
Read-only: for the proposed sells in <account>, review tax lots at the custodian and flag short-term gains, large realised gains, and any purchase in the last 30 days that could create a wash sale. Then use market-data tools to value each lot at the latest available price and to check for splits, mergers or other corporate actions that would change basis or share count. Output Symbol / Lot / Acquired / Basis / Market value / Gain-loss / Flag / Source. Do not place or modify trades. Tell me where the data may be delayed or incomplete.
Guardrail · Read-only. Confirm lot data with the custodian before acting on it.
Scenario comparison brief
A side-by-side read on two planning scenarios.
Financial PlanningFinancial PlanningMarket & Financial Data
Read-only: compare the existing plan for <client name> against the scenario <describe change, e.g. retire two years earlier>. Pull the plan's stored return, inflation and yield assumptions, then use market-data tools to show current comparable figures for the same inputs. Present outcome differences, an assumptions table of Plan assumption / Current market reading / Source / Date, and which assumption the result is most sensitive to. State every assumption explicitly. Do not save, overwrite or publish any scenario in the planning system.
Guardrail · Read-only. Plan illustrations are not advice, review before sharing.
Market context talking points
Three to five neutral talking points on recent market moves.
Client Review Meeting PrepWealth PlatformsMarket & Financial Data
Read-only: pull <client name>'s current holdings and sector or asset-class weights from the wealth platform, then use market-data tools to explain what moved those specific exposures over the last quarter. Return three to five neutral talking points, each tied to a holding or weight and to the market data behind it. No forecasts, no recommendations to buy or sell, no performance promises. Cite the source and date for both the holdings figure and the market figure so I can verify before I use it with a client.
Guardrail · Educational framing only. Avoid forward-looking or promissory language.
