Open Investment Model — Claude Code MCP server: guide
Provides read-only access to the OpenIM reference architecture for institutional buy-side firms. It searches domains, entities and ontology exports locally without network requests.
claude mcp add openim -- npx -y @openinvestmentmodel/openim-mcpWhat Open Investment Model does
This server surfaces the Open Investment Model structure directly in AI coding assistants. It covers business domains, service operations, canonical entities and glossary definitions for institutional asset managers. Each response cites the specific OpenIM release and includes links to official sources.
Five tools handle exploration. You can locate items with openim_search, pull specific records via openim_get, or map architecture needs using openim_map_requirement. Exported schemas and graphs appear through openim_list_exports. MCP resources openim://identity and openim://catalog supply baseline metadata.
Node.js 20 or newer is mandatory to run the package. The server operates offline over stdio because the entire catalog compiles into the distribution bundle. It does not place market orders, offer financial advice or run live transactions.
What it helps with
- explore canonical entities and relationships in OpenIM
- map buy-side architecture requirements to model services
- retrieve official ontology schemas and graph export files
- check standardized domain terms for investment management
Example prompts for the agent
- Search OpenIM for service operations related to portfolio accounting.
- Map trade compliance requirements to model elements using
openim_map_requirement. - List available ontology schemas and exports via
openim_list_exports.
How to install Open Investment Model
Platform CLI
claude mcp add openim -- npx -y @openinvestmentmodel/openim-mcpPlatform CLI
codex mcp add mcp -- npx -y @openinvestmentmodel/openim-mcpConfig file
{
"mcpServers": {
"mcp": {
"command": "npx",
"args": [
"-y",
"@openinvestmentmodel/openim-mcp"
]
}
}
}Config file
{
"servers": {
"mcp": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"@openinvestmentmodel/openim-mcp"
]
}
}
}Platform CLI
gemini mcp add mcp npx -y @openinvestmentmodel/openim-mcpStep by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about Open Investment Model
How do I install Open Investment Model in Claude Code?
Run claude mcp add openim -- npx -y @openinvestmentmodel/openim-mcp in your terminal. You must have Node.js 20 or later installed on your system.
What does Open Investment Model do?
It queries the OpenIM reference model for buy-side investment management. The tools return domains, entities, architecture mappings and links to official releases.
Does this server require an API key or an internet connection?
No external network access or keys are needed. The catalog is prebuilt into the npm package and executes locally.
