Connect to Claude Desktop

Configure Claude Desktop to use Investra AI via the MCP JSON config file.

Prerequisites

Claude Desktop installed (macOS or Windows).
An Investra API key — generate one at Profile > Developer.

Find Your Config File

Claude Desktop reads MCP server configuration from a JSON file on disk. The location depends on your operating system:

OS	Path
macOS	`~/Library/Application Support/Claude/claude_desktop_config.json`
Windows	`%APPDATA%\Claude\claude_desktop_config.json`

If the file does not exist yet, create it with an empty JSON object: {}

Add Investra Configuration

Open the config file in a text editor and add (or merge) the following:

{
  "mcpServers": {
    "investra": {
      "type": "http",
      "url": "https://www.investraapp.com/api/mcp"
    }
  }
}

If you already have other MCP servers configured, add the "investra" key alongside them inside the mcpServers object.

Make sure the JSON is valid before saving. A misplaced comma or missing brace will prevent Claude Desktop from loading any MCP servers.

Restart Claude Desktop

Completely quit and relaunch Claude Desktop. It reads the config file on startup, so changes will not take effect until you restart.

Authenticate

When you start a new conversation, Claude Desktop will detect the Investra MCP server and prompt you to authenticate. Enter your API key (starting with inv_) when requested. The key is stored securely by the application.

Verify and Test

Look for the MCP tools icon (hammer icon) in the Claude Desktop input area. Clicking it should reveal the 13 Investra tools. Try a test prompt:

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If the tools appear and return data, you are all set.