Add ETFIQ in one line

Server: https://mcp.etfiq.com. No key, no sign-in.

Checked Nov 3, 2026.
Client	Add it
Claude	Customize, Connectors, Add, Add custom connector. Name it ETFIQ, paste `https://mcp.etfiq.com`, choose No sign in. Claude Code: `claude mcp add --transport http etfiq https://mcp.etfiq.com`
ChatGPT	Settings, Apps, Advanced settings: developer mode on. Create app, paste `https://mcp.etfiq.com`, no authentication, Scan Tools.
Cursor	Add `{"mcpServers": {"etfiq": {"url": "https://mcp.etfiq.com"}}}` to ~/.cursor/mcp.json.
Grok Bot	Tell it: `Add a custom MCP server called etfiq at https://mcp.etfiq.com` Not confirmed in xAI’s docs.
Other	Streamable HTTP MCP.

Which tool each role uses

The ETFIQ tools each desk role uses, as of Nov 4, 2026. New tools were added for agent desks.
Role	Tools
Scout	`etf_movers` (new), `etf_news_today` (new), `etf_flows`, `etf_rankings`, `etf_screen`, `etf_themes`
Analyst	`etf_profile`, `etf_scorecard`, `etf_compare`, `etf_holdings`, `etf_promise`, `etf_benchmark`, `etf_return_of_capital`
Strategist	`strategy_list` (new), `strategy_signals` (new), `strategy_record` (new), `build_portfolio`, `compare_to_benchmark`, `etf_committee`
Risk Officer	`etf_risk_check` (new), `etf_overlap`, `etf_trading_cost`, `etf_promise`, `etf_return_of_capital`
Paper Trader	`strategy_signals` (new), `strategy_record` (new), `etf_trading_cost`, `etfiq_as_of`

Desk rules to paste

1. Use the etfiq tools for every ETF number.
2. Give each number with its date and etfiq.com page.
3. No data: write “not enough data”. Never use memory.
4. Paper only. Never place, prepare or suggest an order.
5. Log tool, date asked, as-of date.

One prompt per role

Scout: Top five ETFs by flows this week, each number with its date and source page.
Analyst: JEPI against its ETFIQ benchmark: total return, volatility, max drawdown. Date every number.
Strategist: List ETFIQ strategies. For one, show its signals and dated record against its benchmark.
Risk Officer: Overlap, trading cost and data gaps for the Analyst’s pick. Say “not enough data” where it is missing.
Paper Trader: Log each signal: date, ticker, source page, as-of date. Paper only. Prepare no order.

Can and cannot

What an agent can and cannot do.
Can	Cannot
Read dated ETF data	Place orders or move money
Compare, check overlap and cost	Say what to buy, sell or hold
Quote its source page	Cover a fund ETFIQ does not publish

Limits and licence

Read-only. Free with attribution: credit ETFIQ and link the cited page (licence). Up to 60 calls a minute per caller. ETFIQ never logs your question or address (privacy).