Open Investment Model MCP Server

OpenIM is an open, MIT-licensed reference model for institutional investment management. It connects a capability map of the firm to a canonical entity model. The same source also generates most machine-readable exports. It runs locally over stdio via the published package.

People who work with asset management, buy side and canonical data model and want it reachable from Claude, Cursor, VS Code, or another MCP client. The project is written in HTML.

VERIFIED ACTIVE

LAST COMMIT 2026-09-01 · ★ 4 · #154 OF 304 MAINTAINED MEMORY · VERIFIED 2026-09-18

MIT · HTML · how we verify → /methodology

01 · Install Open Investment Model

Claude Code

claude mcp add antikas-open-investment-model -- npx -y @openinvestmentmodel/openim-mcp

Claude Desktop / Cursor / VS Code - add to config

{
  "mcpServers": {
    "antikas-open-investment-model": {
      "command": "npx",
      "args": [
        "-y",
        "@openinvestmentmodel/openim-mcp"
      ]
    }
  }
}

Same JSON for Cursor. For VS Code, rename the top-level key from `mcpServers` to `servers`.

Using another client? Same JSON, different key

Claude Desktop · mcpServers

Cursor · mcpServers

VS Code · servers

Windsurf · mcpServers

Zed · context_servers

Cline · mcpServers

Roo Code · mcpServers

Continue · mcpServers

LibreChat · mcpServers

Gemini CLI · mcpServers

Codex CLI · mcp_servers

Full setup guides: every client.

02 · Evidence

Security posture

What to check before giving this server access to your agent - from the registry, GitHub, and our own probes. We don't score safety; we show what's verifiable.

runs as local process (stdio) - runs on your machine with your user's permissions

license MIT - declared in the repository

npm package @openinvestmentmodel/openim-mcp - the @openinvestmentmodel scope differs from the repo owner (antikas); confirm it's the project's official package

registry namespace io.github.antikas is GitHub-verified and matches the repo owner

03 · What Open Investment Model can do

Prose above is summarized from the project's README and registry record - no invented capabilities.

Latest releases

v0.3.1 · 2026-08-28

OpenIM v0.3.1 · OpenIM is an open reference model for investment management: 17 business domains, 171 service domains, 1,033 service operations, 86 entities, and 87 canonical relationships. · This release improves the…

v0.3.0 · 2026-07-22

First citable release of the independent Open Investment Model distribution. OpenIM is an open reference model for the institutional buy-side investment lifecycle, available to any organisation or implementation under…

04 · Who maintains Open Investment Model

Open Investment Model is maintained by antikas. It's the only MCP server we track from this author; the repo dates to Jun 2026.

05 · Facts

repository: github.com/antikas/open-investment-model
category: memory - ranked #154 of 304 actively-maintained memory servers as of 2026-09-18.
release cadence: 2 releases in the last 90 days (latest 2026-08-28)
registry: io.github.antikas/openim (active, first published 2026-07-22 · 3 versions)
packages: npm:@openinvestmentmodel/openim-mcp

06 · Open Investment Model FAQ

What is Open Investment Model?

Is Open Investment Model still maintained?

Yes - as of 2026-09-18, its last commit was 2026-09-01 and it shipped 2 releases in the last 90 days. We re-verify nightly.

How do I install Open Investment Model?

Run `npx -y @openinvestmentmodel/openim-mcp`. You can also paste the ready-made client config above.

Does Open Investment Model run locally?

Yes - it's a stdio server: it runs on your machine (via npx) with your user's permissions. Your data stays local unless the server itself calls external APIs.

07 · Alternatives to Open Investment Model

Alternatives to Open Investment Model

Maintained memory servers if Open Investment Model isn't the fit.

Pairs well with

Servers that cover what Open Investment Model doesn't - only shown when the pairing reason fits the companion.

More memory MCP servers · Tempera · Nahuali · Vlk MemAct · Archetypal AI · Memory Kernel