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Acubic MCP docs

Agentic Investing in your AI assistant: how to connect it, what it can do, and every tool it uses.

Overview

The Acubic MCP server connects your AI assistant to Acubic over the Model Context Protocol, an open standard for linking assistants to outside tools. You ask in plain words; the assistant screens the market, builds a strategy and backtests it with Acubic, right in the chat.

Server URL:

https://mcp.acubic.ai/mcp

Setup

Add Acubic as a custom connector with the server URL. Pick your assistant. Any other MCP client that supports remote servers over HTTP with OAuth sign-in works too.

Claude (web and desktop)

  1. Open Customize, then Connectors.
  2. Click + Add, then Add custom connector.
  3. Name it Acubic, paste the server URL and click Continue.
  4. Keep the detected sign-in settings and click Add.
  5. In a chat, click +, open Connectors and switch Acubic on. Sign in with your Acubic account when Claude asks.

On Team and Enterprise plans an owner adds the connector first, under Organization settings, Connectors. Free accounts can add one custom connector.

Sign-in and access

Six tools work without an account: explaining terms, searching Acubic's guides, looking up instruments, screening the universe and listing the builder options and templates. Everything that reads or saves your own data asks you to sign in with your Acubic account (OAuth). You approve the access on acubic.ai:

  • profile:readRead your profile and plan
  • strategies:readRead your strategies and backtests
  • strategies:writeCreate and edit your strategies
  • backtests:runRun backtests
  • portfolio:readRead your live portfolio positions

No scope gives access to trading, broker connections, billing or account deletion. To disconnect, open Settings, then Connected apps, on acubic.ai and revoke the assistant.

Creating a strategy

  1. Ask in your own words

    A detailed request is built straight away. If it is vague, the assistant asks one short question first, only what it needs.

  2. The assistant builds it

    It picks the universe, ranking and weighting from Acubic's options and saves the strategy to your account.

  3. Test it

    Run a walk-forward backtest against the S&P 500 and read the results in the chat.

  4. Automate it

    The assistant offers a link to automate the strategy on Acubic.

Automate on Acubic

After the assistant creates a strategy, it can give you a link to automate it on acubic.ai through your own eToro or Trading 212 account.

Automate on Acubic

  1. Your assistant creates the strategy with you
  2. It gives you a secure link to acubic.ai, valid for 15 minutes
  3. You connect your own eToro or Trading 212 account there
  4. Acubic keeps the portfolio aligned with your rules

Trades run on acubic.ai, in your own broker account. Your AI assistant never places them.

Strategy options

The assistant has the same options as the strategy builder on acubic.ai. It can narrow the universe by asset class, region and sector, and by include lists: countries and country groups, industries and themes, exchanges, currencies, security types, the index an ETF tracks, and S&P 500 membership, point in time in backtests.

65 filter metrics in 6 families

All point in time, so a backtest uses only data known on each date.

Fundamentals · 45
P/E, EV/EBITDA, ROIC, margins, growth, debt, dividend and buyback yield, Piotroski F-score
Risk · 7
volatility, max drawdown, beta, correlation to the S&P 500
Momentum and RSI · 6
1 to 12-month returns, 12-1 month momentum, RSI (14)
Trend · 3
price against its 50 and 200-day averages
Market cap · 2
market cap, fund size (AUM)
Range and liquidity · 2
distance from the 52-week high and low

Recipes

Ready-made screens and rankings the assistant can start from.

  • Magic Formula
  • Piotroski value
  • Quality
  • Growth at a reasonable price (GARP)
  • Shareholder yield
  • Low volatility
  • Defensive
  • Acquirer's Multiple
  • Small-cap value

Tool reference

24 tools. Public tools work without signing in. Tools marked with a plan allowance count against it, as on the website.

Research and education

  • acubic_explainPublic

    Explain a term or setting. Explains an investing term or an Acubic setting in plain language.

  • acubic_search_knowledgePublic

    Search Acubic knowledge. Searches Acubic's guides, blog, methodology, FAQ and pricing pages, with links.

  • acubic_lookup_instrumentPublic

    Look up an instrument. Finds a stock, ETF, crypto asset or currency pair, and whether eToro and Trading 212 list it.

  • acubic_screen_universePublic

    Screen the tradable universe. Applies filter rules to the instruments available on eToro and Trading 212 and returns counts and examples.

Strategy creation

  • acubic_list_strategy_optionsPublic

    List strategy-builder options. Lists every builder choice: risk levels, filters, include lists, ranking, weighting and recipes.

  • acubic_list_strategy_templatesPublic

    List strategy templates. Lists the presets by experience and risk level, plus Custom (advanced).

  • acubic_create_strategyUses 1 generation

    Create a strategy. Builds and saves a strategy from your settings.

  • acubic_update_strategy

    Update a strategy. Changes the settings of a saved strategy.

  • acubic_rank_candidatesUses 1 generation for a new ranking

    Rank candidates. Ranks the candidate pool of a strategy with a chosen ranking.

  • acubic_regenerate_suggestion

    Regenerate the suggested portfolio. Recomputes a saved strategy's suggested holdings with its saved settings.

  • acubic_get_build_status

    Check a strategy build's progress. Reports how far a strategy build has got.

Backtesting and analysis

  • acubic_run_backtestUses 1 walk-forward backtest

    Run a backtest. Runs a walk-forward backtest of a saved strategy against the S&P 500.

  • acubic_get_backtest_status

    Check a backtest's progress. Reports how far a running backtest has got.

  • acubic_get_backtest

    Get a backtest result. Returns the metrics and chart data of a finished backtest.

  • acubic_cancel_backtest

    Cancel a running backtest. Stops a backtest that is still running.

  • acubic_get_strategy_history

    Get a strategy's historical performance. Returns a strategy's past performance, with an optional custom benchmark.

  • acubic_project_strategy

    Project a strategy (scenario simulation). Simulates a range of possible outcomes over a chosen horizon.

Account, portfolio and automation

  • acubic_get_account

    Get my Acubic account. Shows your plan and what it includes.

  • acubic_list_strategies

    List my strategies. Lists your saved strategies, or the deleted ones.

  • acubic_get_strategy

    Get a strategy. Returns one saved strategy with its settings and holdings.

  • acubic_get_portfolio

    Get my portfolio positions. Reads the positions of your live portfolios.

  • acubic_delete_strategy

    Delete a strategy. Moves a saved strategy to deleted. You can restore it.

  • acubic_restore_strategy

    Restore a deleted strategy. Brings a deleted strategy back.

  • acubic_go_live

    Get a link to go live on acubic.ai. Returns a signed link, valid 15 minutes, to automate the strategy on acubic.ai.

Example prompts

Tap one to copy it.

Plans and limits

The MCP uses the same plan allowances as the website. Creating a strategy or a new ranking uses a generation; a backtest uses a walk-forward backtest. Live portfolios on acubic.ai depend on your plan.

Backtests follow the same methodology as the website. Backtest results are hypothetical, from a historical simulation; past performance does not guarantee future results. Acubic provides software and information for educational purposes; it is not investment advice.

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