Koyfin MCP: Can Your AI Assistant See Your Koyfin Data?

Scott Blandford

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Koyfin MCP: Can Your AI Assistant See Your Koyfin Data?

Scott Blandford

·

Published

·

Updated

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Get started—it’s free

Koyfin MCP: Can Your AI Assistant See Your Koyfin Data?

Scott Blandford

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Published

·

Updated

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No. As of this review (2026), Koyfin does not appear to publish an MCP server, and we found no public developer API an MCP server could be built on, so there's currently no way for an AI assistant to connect directly to your Koyfin account or pull data from it. The practical workaround is to connect the underlying bank, brokerage and crypto accounts you actually hold — the ones Koyfin's charts and research are helping you analyze — to Truthifi, and let Truthifi give an MCP-capable AI assistant read-only access to that real account data instead.

That's a different answer than "connect Koyfin to your AI." MCP, the Model Context Protocol, is the standard many AI assistants use to call outside data sources. Koyfin shows you market data, while your positions sit at a broker or bank, and today only the second can be connected.

What Koyfin does

Koyfin is a web-based financial analytics, charting and research platform built as a lower-cost alternative to terminal products like Bloomberg. It doesn't hold your money or your positions, so even if an assistant could connect to it, the assistant would see research views rather than your actual holdings.

It's aimed at retail investors and advisors who want institutional-style charting, market data, screening and research tools without an enterprise terminal budget. Koyfin itself isn't a custodian or a brokerage. It's a research and visualization layer that sits on top of market data, which is an important distinction when you start asking what an AI assistant could or couldn't "see" through it. For advisors, Koyfin is often one tool in a wider research stack; for self-directed investors, it's frequently where ideas get tested before trades happen at a broker.

Does Koyfin have an MCP server or API?

As of this review (2026), we could not find evidence of an official or community-built Koyfin MCP server, so there's nothing for an assistant to connect to today. Koyfin also does not appear to offer a public developer API, which is the layer an MCP server would normally be built on. Both gaps point to the same conclusion: no direct route exists for now.

Why Koyfin has no API is unconfirmed. Koyfin hasn't published a formal explanation, and we couldn't verify the reason from a primary source. An MCP server is, functionally, a thin layer that exposes a provider's data or actions through a standard interface an AI assistant can call. Without an underlying API to call, there's nothing for an MCP server to wrap, official or otherwise.

So if you're searching for a "Koyfin API key" or a way to script pulls from your Koyfin workspace, the honest answer is that this path doesn't currently exist for the public. Our other provider MCP guides cover platforms where the picture differs.

How to connect Koyfin to an AI assistant today

Because there's no direct route into Koyfin itself, the practical path runs around it rather than through it. You connect the brokerage, bank and crypto accounts you research in Koyfin to Truthifi, authorize an MCP-capable assistant with read-only access, and revoke that access whenever you choose.

  1. Identify the accounts behind your Koyfin research. These are the real holdings: brokerage, bank, retirement and crypto accounts, not Koyfin itself.

  2. Connect those accounts to Truthifi. According to Truthifi platform data, Truthifi links to 18,000+ financial institutions through Plaid, Yodlee and By All Accounts. Your login credentials are entered with the aggregator, not with Truthifi, and Truthifi never receives, sees or stores them.

  3. Let Truthifi run its checks. Once connected, Truthifi runs 130+ checks across the linked accounts, according to Truthifi platform data, covering things like fee exposure, concentration and account-level diagnostics.

  4. Authorize an MCP-capable AI assistant inside Truthifi. Open Connections, select the assistant you want to use, review the access it's requesting, then click Authorize. Approval grants read-only access, scoped to your bank and brokerage accounts, to the data Truthifi holds about those accounts. Read-only means the assistant can view that data but can't move money or place trades.

  5. Ask your assistant about your real accounts. From there, your AI assistant can reason over your actual holdings and transactions.

  6. Revoke access any time. If you want to end the connection, go to Connections → Agents → ⋯ → Revoke.

One honesty note on connectability: Truthifi bridges accounts that can be aggregated, most consumer bank, brokerage and crypto accounts qualify. Credit bureaus, advisor-only or enterprise SaaS platforms, and pure data vendors generally can't be connected this way, because there's no retail account to aggregate. Koyfin falls into that last category, so there's no "Koyfin account" for Truthifi to link in the first place. What Truthifi connects is the brokerage and bank accounts Koyfin is helping you look at.

What You Can Ask

Once your real accounts are connected and an assistant is authorized, you're not asking about Koyfin charts, you're asking about your actual money. Useful prompts cover exposure, fees, concentration and balances in the accounts you've linked, which are figures an assistant can only answer from connected data:

  • "What's my total exposure to tech stocks in my linked brokerage accounts?"

  • "Which of my holdings have the highest fees?"

  • "Summarize how my portfolio's concentration has changed this quarter."

  • "List every account I have linked and their current balances."

With & Without Truthifi

Without Truthifi: Your AI assistant has no way to see your Koyfin workspace or the holdings you track there. It can discuss markets in general terms, but it can't tell you what you actually hold, how concentrated your real portfolio is, or what you're paying in fees, because it isn't connected to your accounts.

With Truthifi: Your AI assistant gets read-only access to the real brokerage, bank and crypto accounts behind your Koyfin research, authorized by you and revocable at any time. It can reason about your actual positions, run the same kind of checks Truthifi performs, and answer questions grounded in your real numbers instead of a chart you're staring at.

How Truthifi Can Help

Truthifi doesn't replace Koyfin's charting and research tools, and it isn't trying to. Koyfin answers what the market is doing; Truthifi answers what you actually own. Truthifi's job is different and complementary, it connects the real accounts those charts are about, so an AI assistant has something concrete to reason over.

Monitoring plans start with a free Free Checkup tier (25 credits/month, up to 10 links, no continuous monitoring), according to Truthifi's published pricing (2026). Paid Monitoring ($8.99/mo or $79.99/yr) adds 24/7 monitoring, 150 credits and the fee, benchmark and concentration detail that make AI-assistant answers worth asking for. Truthifi Connect, the AI-agent product, has a free Explore tier for a single agent and paid tiers for more.

Truthifi is not an investment adviser and doesn't give investment, tax or legal advice.

FAQ

Does Koyfin have an official MCP server? No. As of this review (2026), we could not find evidence of an official or community-built MCP server for Koyfin.

Can I get API access to my Koyfin data? No. Koyfin does not appear to offer a public developer API, and it hasn't published a formal explanation for why.

If Koyfin has no API, how can an AI assistant see anything related to my Koyfin research? It can't see your Koyfin workspace itself. What it can see, through Truthifi, is the real brokerage, bank and crypto accounts behind that research, once you connect them and authorize an assistant.

Will Truthifi ever add a direct Koyfin connection? Not unless Koyfin opens a public API or MCP server for others to build on. As of this review (2026), that doesn't exist.

Is it safe to connect my brokerage accounts to Truthifi instead? Your credentials are entered with the aggregator (Plaid, Yodlee or By All Accounts), never with Truthifi, and Truthifi never receives, sees or stores them. Access for an AI assistant is read-only and scoped to your bank and brokerage accounts.

Read Next

  • Is Plaid safe? A guide to how Truthifi's account aggregation works.

  • Is Yodlee safe? What read-only account linking actually means.

  • The lifetime fee calculator: see what fees cost your portfolio over time.

  • Browse all provider MCP guides

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A useful test for your next Koyfin session: connect one brokerage account, then ask your assistant how that account's real sector weights compare with the screen you just ran. Where the chart and the account disagree is usually where the next decision is hiding.

See exactly what's in your accounts, connect free and run 130+ checks. Access stays read-only, your credentials stay with the aggregator, and you can revoke an agent anytime via Connections → Agents → ⋯ → Revoke.

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Disclaimer: This article is for educational purposes only and does not constitute financial, tax, or legal advice. It should not be construed as a personalized recommendation regarding any investment, financial advisor, or financial product. All calculations use hypothetical scenarios and historical return assumptions; actual results will vary. Past performance does not guarantee future results. Consult a qualified financial professional for guidance specific to your situation. Truthifi is an investment monitoring platform — not a financial advisor, broker-dealer, or tax professional. Truthifi does not manage assets, recommend investments, sell financial products, or provide personalized financial advice. Truthifi earns no revenue from advisor referrals, product commissions, or AUM fees. Statistics and data cited reflect publicly available sources current as of the article’s publication date. Sources are linked throughout.