Okama MCP

MCP (Model Context Protocol) server that exposes the okama investment portfolio toolkit to AI assistants - Claude Desktop, Claude Code, Cursor, Codex, and any other MCP-compatible client. It runs locally over stdio via the published package.

People connecting data & analytics tools to Claude, Cursor, VS Code, or another MCP client. The project is written in Python.

VERIFIED ACTIVE

LAST COMMIT 2026-08-31 · ★ 4 · #36 OF 81 MAINTAINED DATA & ANALYTICS · VERIFIED 2026-09-18

MIT · Python servers · how we verify → /methodology

01 · Install Okama MCP

before you install - you'll need

The README does not document required environment variables for a basic install.

Claude Code

claude mcp add mbk-dev-okama-mcp -- uvx okama-mcp

Claude Desktop / Cursor / VS Code - add to config

{
  "mcpServers": {
    "mbk-dev-okama-mcp": {
      "command": "uvx",
      "args": [
        "okama-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

pypi package okama-mcp - check the name against the project README before installing (PyPI has no namespace ownership)

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

03 · What Okama MCP can do

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

Limitations (from the README)

[!WARNING] <sub With pip, prefer a dedicated virtual environment: on most modern Linux distros the system Python is marked externally managed (PEP 668), so pip install outside a venv fails, and a shared environment risks dependency conflicts. In your MCP client config, point command at the absolute path of the okama-mcp script inside the venv - GUI

Latest releases

v1.9.0 · 2026-08-31

Exposes okama 3.0's FinPlan - a plan modelled as an ordered sequence of portfolio stages, where each stage's terminal balance opens the next one per Monte Carlo scenario. That is what an accumulation phase followed by…

v1.8.0 · 2026-08-31

Changed · Requires okama >= 3.0.0, raised from >= 2.3.1. The old floor allowed an install to resolve to okama 2.3.1, where tracking_error() returned the uncentered root-mean-square of the return differences; since…

v1.7.0 · 2026-08-20

New · search_assets can browse a namespace without a text query, filter by exact asset type, and rank results by the earliest first_date. · search_assets results and get_asset_info now expose each asset’s local_name.…

04 · Who maintains Okama MCP

okama-mcp is maintained by mbk-dev. It's the only MCP server we track from this author; the repo dates to May 2026.

05 · Facts

repository: github.com/mbk-dev/okama-mcp
category: data & analytics - ranked #36 of 81 actively-maintained data & analytics servers as of 2026-09-18.
release cadence: 4 releases in the last 90 days (latest 2026-08-31)
registry: io.github.mbk-dev/okama-mcp (active, first published 2026-06-05 · 10 versions)
packages: pypi:okama-mcp

06 · Okama MCP FAQ

What is Okama MCP?

Is Okama MCP still maintained?

Yes - as of 2026-09-18, its last commit was 2026-08-31 and it shipped 4 releases in the last 90 days. We re-verify nightly.

How do I install Okama MCP?

Run `uvx okama-mcp`. The README does not document required environment variables for a basic install. You can also paste the ready-made client config above.

Does Okama MCP run locally?

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

07 · Alternatives to Okama MCP

Alternatives to Okama MCP

Maintained data & analytics servers if Okama MCP isn't the fit.

Pairs well with

Servers that cover what Okama MCP doesn't - only shown when the pairing reason fits the companion.

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