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FinancialMCP serverFirst audited Nov 13, 2026

Premiss

Create Python strategies and backtest crypto, stocks and ETFs in Claude. Premiss account required.The vendor's description, from its MCP Registry listing.

Passed public checksAudited Nov 13, 2026

Every public check ran and passed. Public audit: we connect as an AI client would, list the tools and check what they say. We do not run them. How we audit

Does it work?
YesConnected in 453 ms.
Sign-up?
None neededIt answered without any account or key.
Can it change things?
YesSome tools say they can change things. Your AI client should ask you first.
Endpointhttps://app.premissai.com/api/mcp/claude

Website Streamable HTTP · protocol 2025-11-25 · server version 0.2.0

What we checked, the evidence, and the tools it offers.

What we checked

Security

  • Passed: Connections are encrypted (HTTPS).

  • Passed: No hidden instructions found in tool text.

Safety labels

  • Note: 4 tools are labelled as able to change things.

    Expected for tools that send, write or buy. Your AI client should ask before calling them.

    • create_strategy
    • update_strategy
    • start_backtest
    • save_research_note
  • Passed: Every tool says whether it only reads or can change things.

Tools

  • Passed: 13 tools listed.

  • Passed: Every tool describes its inputs with a valid schema.

Protocol

  • Passed: The MCP handshake works (Streamable HTTP).

  • Passed: Protocol version 2025-11-25 (latest).

  • Passed: Unknown requests are refused.

Connection

  • Passed: The server responds.

Tools (13)

As the server describes them. The labels are the server's own: it says whether each tool only reads or can change things.

  • get_capabilitiesRead this connection's available tools and supported research coverage. Does not read account data, save research, or run a simulation.Read-only
  • get_profileRead the stable identity and workspace selected for this connection, plus the next step to take with the user. Returns an opaque account id and workspace label; excludes email, birth date, billing, a…Read-only
  • list_researchList a page of saved strategies, simulation runs, or research notes in the connected workspace. Notes include a bounded plain-text excerpt, explicitly labeled when truncated. Saved text is user-autho…Read-only
  • get_strategyRead a saved strategy's current revision and human-readable rules in the connected workspace. Returns the complete Python package for review or editing. Code and comments are user-authored content.Read-only
  • search_marketsSearch the markets Premiss covers by name, ticker or alias (bitcoin, BTCUSDT, SPY, gold, oil): crypto, indices, commodities and US stocks. Returns registry ids with their class, tier (full, or histor…Read-only
  • describe_marketReturn one market's bar sizes and stored history, the bar sizes this account can backtest, paper-bot bar sizes, trading modes, price sources and data notes. Pass a market id or alias such as BTC, SP5…Read-only
  • get_strategy_guideRead Premiss's Python package format, the event strategy API (on_bar, on_schedule, on_fill and the other handlers), spot and perpetual modes, execution timing and examples. Custom indicators, entry/e…Read-only
  • create_strategySave a new private strategy using custom Python files and complete rules text, on any Premiss-supported market and timeframe. Accepts either files (strategy.py plus helper modules) and rules, or a co…Can change things
  • update_strategyReplace the complete Python package and rules of an existing strategy using its exact current saved revision. Each successful save returns a new revision; pass that revision on the next edit of the s…Can change things
  • start_backtestQueue a backtest of any saved strategy in the connected workspace; the run records a spot buy-and-hold of its traded market beside it. Accepts custom code and existing app strategies. Uses the app's…Can change things
  • get_run_dataRead the immutable tested Python package, or page through all recorded trades or equity points for an owned run. next_cursor identifies the next page; page size is not a history cap. Paper data requi…Read-only
  • get_run_reportRead the status and bounded performance report for one run in the connected workspace. Returns the tested market, interval, revision (the tested code), strategy_revision (the strategy's current revis…Read-only
  • save_research_noteSave a NEW private note in the connected workspace, with optional exact owned strategy/run evidence references. The note is user-authored content. Does not publish or send it anywhere.Can change things

Audit history

  1. Nov 13Passed

What we sent

Every request in this audit, with the answer and how long it took. We never send credentials and never call a tool.

RequestAnswerTime
initializeHTTP 200453 ms
initializedHTTP 202167 ms
tools/listHTTP 200245 ms
unknown-methodHTTP 200170 ms

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