Unpublished — this page is visible on staging only and is not on the public site.
Developers
The Fincanva Open API and MCP server: the same operations, called from your own code or from an AI client.
Make a first API call
Make a first call to Fincanva: a REST request to list_allocation_methods with an API key, or an MCP client connected to the Fincanva MCP server with OAuth.
Get started
- Connect an MCP client2 minThe Fincanva MCP server: its address, the Streamable HTTP transport, one tool per operation, what a client receives at connect, and how it authenticates.
- Make a first API call1 minMake a first call to Fincanva: a REST request to list_allocation_methods with an API key, or an MCP client connected to the Fincanva MCP server with OAuth.
- Authentication and API keys1 minHow a call to the Fincanva Open API or MCP server authenticates: the two REST headers, what an API key is, OAuth 2.1 and its discovery documents, and the 401.
- OpenAPI 3.1 specification6 minWhere the Fincanva Open API publishes its OpenAPI 3.1 document, what it describes — every REST operation, request, response and error — and its security scheme.
Reference
Calling Fincanva from code or an AI client: every operation of the Open API and the MCP server, its results and conventions.
Strategy authoring3
- POSTList allocation methodsLists the allocation methods Fincanva offers — how a strategy, or a Combined across its sub-strategies, sets the weight of each holding — with each method's own parameters, their defaults and bounds, the levels it works at, and whether your plan includes it.
- POSTList risk condition presetsLists the ready-made risk conditions a strategy can switch on — the VIX, the VIX ratio, TIPS, the yield-curve rules, the S&P 500 against its 200-day average and its 12-month momentum — each with the rule it applies: the indicator, the risk-off and risk-on thresholds, the weeks of delay and which values you may change.
- POSTDescribe the strategy modelDescribes the Fincanva strategy model one section at a time — the Combined level, risk conditions, allocation, the sub-strategies of a Combined, position exits, selection and simulation settings — listing every field with its type, unit, default, bounds and allowed values, and your plan's limit where one applies.
Screening2
- POSTList screener filtersSearches the screener's filter catalogue — the engine's own, read live — by words in a filter's name or description, by investing concept (value, momentum, quality and more), by level (asset, sector, market), by category or by asset type, and returns each match with the inputs it takes and the kinds of comparison it supports.
- POSTDescribe a screener filterReturns one screener filter in full: what it measures, the inputs it takes (such as how many months or reports ago its value is read), every relation it supports (greater than, between, highest N, against the market or sector aggregate, against its own past), each relation's comparison targets with their allowed values and defaults, and the unit of every value.
Guides
- The Fincanva Open API1 minThe Fincanva Open API and MCP server serve the same operations. How to call one over REST or MCP, and where every operation is documented one page each.
- Authentication and API keys1 minHow a call to the Fincanva Open API or MCP server authenticates: the two REST headers, what an API key is, OAuth 2.1 and its discovery documents, and the 401.
- Errors in the Fincanva Open API3 minEvery error code the Fincanva Open API and MCP server return, with its HTTP status and meaning, and the shape of a failed REST call and a failed MCP tool call.
- Versions of the Open API and the MCP server1 minThe version identifiers of the Fincanva Open API and MCP server: the API version in the REST path, the OpenAPI info.version and the MCP serverInfo.version.
Resources
Fincanva is for education and illustration only. It is not personalised financial advice, and past or simulated results do not predict future ones. Read the Terms Addendum
DOCS · EN — IT