Overview
Aktionariat AI is a hosted Model Context Protocol (MCP) server that exposes the Aktionariat tokenized-shares platform to any AI agent. Once connected, an MCP-compatible client — Claude, ChatGPT, Claude Code, Cursor, and others — can answer questions about tokenized companies, read live market data, manage user portfolios, and run issuer workflows, all grounded in the same APIs that power aktionariat.com and the Aktionariat Portfolio App.
The server lives at:
https://mcp.ai.aktionariat.com/mcpWhat an Agent Can Do
Section titled “What an Agent Can Do”The tool surface is split into three layers, gated by what the user has authenticated for.
Public Tools — No Sign-In
Section titled “Public Tools — No Sign-In”Read-only access to data that is already public on the Aktionariat platform.
- Discover the hand-onboarded tokenized companies (
list_tokens,get_token). - Read the current secondary-market order book for any onboarded token (
order_book).
Personal Tools — Signed In as an Investor
Section titled “Personal Tools — Signed In as an Investor”Once the user signs in (a one-time PIN flow inside the MCP client), the agent can act on their behalf.
- Read the signed-in user’s profile (
person). - Read their current holdings (
portfolio). - List their own buy and sell orders on the secondary market (
my_secondary_market_orders). - Request a tax report, generated asynchronously and emailed to the user (
request_tax_report).
Issuer Tools — Signed In as a Company Administrator
Section titled “Issuer Tools — Signed In as a Company Administrator”If the signed-in user is authorized to manage one or more companies, an additional set of tools becomes useful.
- List the companies the user can manage (
list_managed_companies). - Read the top holders of a managed company’s shareholder registry (
shareholder_registry). - Generate a full registry export as a downloadable file (
export_shareholder_registry). - List and sign multisig proposals (
list_proposals,sign_proposal).
Design Principles
Section titled “Design Principles”A few choices shape how the server behaves — they are worth knowing before wiring an agent against it.
Read-Only by Default
Section titled “Read-Only by Default”Every tool that mutates anything sensitive (signing a transaction, exporting personal data) requires either explicit user action in the MCP client or a follow-up confirmation in the Aktionariat mobile app. The agent itself never holds custody of funds or signing keys.
Privacy by Adapter
Section titled “Privacy by Adapter”Tools that touch personal data return slim, model-friendly summaries — email addresses, internal ids, and unused fields are stripped before the response reaches the model. The full data is available, but only through file downloads that bypass the model context entirely (see export_shareholder_registry).
Hand-Onboarded Tokens
Section titled “Hand-Onboarded Tokens”The public token tools are gated by an allowlist. Tokens that have not been hand-onboarded are treated as nonexistent. This keeps the model honest about what the platform actually supports.
Same Data as the Web
Section titled “Same Data as the Web”All tools call the same backend that serves the Aktionariat web app and the Portfolio App. There is no separate index, no staleness, no parallel data path.
Compatible Clients
Section titled “Compatible Clients”Any client that speaks remote MCP over HTTP works. We focus this documentation on three:
- Claude (claude.ai web and Claude Desktop) — via custom connectors.
- ChatGPT — via the Apps & Connectors system.
- Claude Code — via
claude mcp add.
Cursor, Continue, Cline, and any other MCP-aware client accept the same URL via their respective configuration files. The Get Started page walks through the exact steps for each.
Where to Go Next
Section titled “Where to Go Next”- New to the connector? Start with Get Started with Aktionariat MCP.
- Want a single tool’s behavior, inputs, and example prompts? See the per-tool pages under Guides.
- Looking for the canonical product site? ai.aktionariat.com is the public landing page.