Connect your AI agents to ONEX.

Bring market research, portfolio context and investment operations into your agent’s workflow through the Model Context Protocol (MCP).

Access is by request. Available tools and data depend on your approved connection, permissions and provider coverage.

Financial context, ready for your agent.

From an individual company to the portfolio around it, discover focused tools for the question you are trying to answer.

Markets & price history

Research quote summaries, price and volume history, market pulse and sector performance. Compare assets with their observation times and currencies in view.

• ticker.quote
• ticker.history
• market.pulse
• market.sector_performance
• market.compare

Company research

Find a company, inspect its SEC financial statements, compare compatible reporting periods and explore profitability, cash flow or insider disclosures with filing citations.

• assets.search
• company.profile
• company.financials
• company.compare
• company.diagnostics
• insider.context

News, macro & research briefs

Connect sourced headlines, economic events and macro observations. Assemble focused briefs that keep references, units and missing evidence visible.

• news.context
• market.events
• market.macro
• research.brief

Portfolio context

Understand an authorized portfolio’s summary and exposures by position, asset class, sector, currency or region. Private values follow the connection’s portfolio permissions.

• portfolio.summary
• portfolio.exposures

Operational readiness

Check document coverage, accounting workflow readiness and task activity through aggregate summaries. These tools return counts and states, rather than document contents or ledger rows.

• documents.coverage
• accounting.readiness
• operations.activity_summary

Proposals for human review

With an enabled proposal profile, prepare a report, treasury packet, trade intent or rebalance plan for approval. Preparing a proposal does not execute a trade or payment.

• report.prepare
• treasury.packet_prepare
• trade.intent_prepare
• rebalance.plan_prepare

From your agent to your workspace.

Use a client that supports remote MCP over Streamable HTTP. After access is approved, connect it to the ONEX endpoint with the authentication settings provided for your connection.

1. Request agent access

   Tell us what your agent should research or prepare. We review the use case, data requirements and access needed for your workspace.

2. Choose the tools and permissions

   An authorized administrator selects the available services and access profile. Scope the credential, set its expiry and spending cap, and apply network restrictions where needed.

3. Add ONEX to your MCP client

   Add a remote MCP server using the HTTPS endpoint and authentication method from your approved connection settings. Keep the credential in the client’s secure credential storage.

4. Discover, call and review

   Discover the tools your connection permits, then start with a read request. Review the returned sources, timestamps and coverage before using the result; proposals follow a separate human approval step.

You choose the scope

The agent can discover and call only the tools its connection is authorized to use.

Evidence travels with the answer

Structured results carry source context and freshness; unavailable data stays unavailable.

Access stays in your control

Review usage, limit spending and revoke a connection when its work is done.

Before you connect.

Which AI agents can connect?

Use an MCP-compatible client that supports remote Streamable HTTP and the authentication method supplied for your approved connection. Discuss your preferred client during access review so its connection requirements can be checked.

What market depth is available through MCP?

The current MCP catalog covers quote summaries, OHLCV price history, market and sector context, and research tools. It does not expose a live Level 2 order-book depth feed. Market coverage, delay and freshness depend on the underlying sources and your approved access.

Will an agent see all of my accounts and documents?

No. Each connection is scoped to authorized tools and workspace permissions. Portfolio values need the relevant access, and the document-coverage service returns aggregate counts and states, not files or document text.

Can a connected agent trade or make payments?

The external MCP tools described here support research and, when enabled, proposal preparation. Trade intents, treasury packets and rebalance plans require human review; creating a proposal does not execute a trade or payment.

How do I get an endpoint and credentials?

Start with an agent access request. Once access is approved and the connection is enabled, use the endpoint and scoped authentication settings supplied for that connection. Submitting a request does not activate an account or issue credentials automatically.