Overview
The Stoxiio MCP Server is currently in preview. Only the preview environment (api-preview.stoxiio.com) is available at this time. Features, tools, and behavior may change before the production release.
The Stoxiio MCP Server lets you connect AI assistants — such as GitHub Copilot, Claude, Cursor, or any Model Context Protocol compatible client — directly to your Stoxiio account. Once connected, you can ask natural‑language questions about your portfolios, wealth, dashboards, and more, and the AI will call the right Stoxiio tools behind the scenes.
What is MCP?
The Model Context Protocol (MCP) is an open standard that allows AI models to securely interact with external data sources through a set of declared tools. Instead of copy‑pasting data into a chat window, MCP lets the AI read your data on demand while keeping authentication and authorization under your control.
How it works
┌─────────────────────┐ ┌──────────────────────────┐ ┌─────────────────┐
│ AI Assistant │ MCP │ Stoxiio API │ DB │ Your Data │
│ (VS Code, Claude, │◄──────►│ /mcp endpoint │◄──────►│ Portfolios, │
│ Cursor, etc.) │ HTTP │ API Key auth (Read) │ │ Dashboards… │
└─────────────────────┘ └──────────────────────────┘ └─────────────────┘
- Your AI client connects to
https://api-preview.stoxiio.com/mcpusing a Read‑only API key. - The MCP server advertises a set of tools (e.g.
list_portfolios,get_wealth_summary). - When you ask a question, the AI selects the appropriate tool(s) and sends requests.
- Stoxiio returns the data, and the AI formats a human‑readable answer.
Prerequisites
| Requirement | Details |
|---|---|
| Stoxiio account | Create an account if you don't have one yet. |
| API Key with Read scope | Go to Settings → API Keys in the app, or see Generate an API Key. |
| MCP‑compatible AI client | VS Code (GitHub Copilot), Claude Code CLI, Cursor, Windsurf, etc. |
Endpoint
| Environment | URL | Status |
|---|---|---|
| Preview | https://api-preview.stoxiio.com/mcp | ✅ Available |
| Production | https://api.stoxiio.com/mcp | 🚧 Coming soon |
The MCP endpoint uses Streamable HTTP transport with SSE (Server‑Sent Events) fallback.
During the preview phase, all configurations in this guide point to api-preview.stoxiio.com. Once the feature reaches general availability, the production URL will be enabled and this documentation will be updated.
Security model
- The MCP endpoint only accepts API key authentication (
X-Api-Keyheader). - JWT Bearer tokens are not supported on the MCP endpoint.
- The API key must have at least the Read scope. Write‑scoped keys will also work but no write tools are currently exposed.
- API keys are tied to your user account — the AI assistant sees exactly the same data you see in the Stoxiio app.
Always use a Read‑only API key for MCP integrations. This follows the principle of least privilege and ensures no AI assistant can accidentally modify your data.