Use SoFo from your AI agent

Do your research in Claude, ChatGPT or another agent and keep it in your SoFo journal: notes on your positions, stocks you're watching, and positions only you can see.

Connect

Address

https://api.getsofo.com/mcp

  • Claude

    Settings → Connectors → Add custom connector. Paste the address, connect, then sign in to SoFo and press Allow.

  • ChatGPT

    Add a custom connector (MCP) with the address in ChatGPT's connector settings, then sign in to SoFo and press Allow.

  • Claude Code

    Run the command below, then /mcp to sign in to SoFo.

    claude mcp add --transport http sofo https://api.getsofo.com/mcp

  • Cursor and other tools

    Make a key in Settings (Connect your AI agent) and add the address with an Authorization: Bearer header.

    Make a key

Try asking

These three also come built in: in Claude they're under the + menu once SoFo is connected.

  • Save research to my journal

    “Research NVDA's last quarter and save what matters as a note on my position.”

  • Review my open positions

    “Go through my open positions against this week's news and tell me which need attention.”

  • Argue the other side

    “Make the strongest case against my TSLA position and check what I said would prove me wrong.”

What it can do

Research

  • get_stock_overviewCompany profile, today's price, recent news, analyst ratings, earnings and how SoFo members' public positions lean
  • get_quoteToday's price and move
  • search_symbolsFind a ticker by name: US stocks and ETFs, crypto, currencies

Your journal

  • list_positionsYour positions, open or closed
  • get_positionOne position: your reasoning, what would prove you wrong, every update and note
  • list_watchesStocks you're researching without a side
  • get_track_recordYour returns, process and calibration
  • critique_positionA strict read of one of your positions: claims with nothing behind them, timing, what's missing. Saves nothing; a few a day

Saving research

Private, and only once you've said yes
  • add_noteA note on one of your open positions: findings, sources, ideas
  • watch_stockStart a watch on a stock you haven't taken a side on

Your record

Asks you first: these can't be undone
  • open_private_positionA position only you can see, at today's price
  • close_positionClose a private position with a closing note

What stays yours

  • It reads your own journal and never anyone else's. How members lean on a stock is a count of public positions, with no names.
  • Everything it writes is visible only to you. It can't post, comment, follow or close a public position.
  • It acts only with your say-so: you approve each app, and it asks before anything goes on your record.
  • Disconnect an app or revoke a key any time in Settings. What it saved stays in your journal; download it with Your data.
  • SoFo doesn't give investment advice, and agents are asked not to tell you to buy or sell.