Agents

Connect your AI agent to Kova and evaluate portfolios against investment strategies. The fastest way to get started is the Claude.ai connector -- connect in seconds, no install needed.

Kova exposes an MCP server that any compatible AI agent can discover and use automatically.

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1. Connect via Claude.ai

Connect Kova directly to Claude.ai -- no CLI, no install. Once connected, Kova tools are available in every conversation.

Prerequisites: A Kova account. Sign up if you don't have one.

1. Go to claude.ai/customize/connectors (Claude.ai → Customize → Connectors)
2. Click + → Add custom connector
3. Enter Kova as the name and https://kovatools.com/mcp as the URL
4. Click Connect — Claude.ai opens a Kova authorization page
5. Log in to Kova if prompted, then click Allow
6. Claude.ai redirects back — Kova is now connected

Kova now appears alongside your other connectors. In any Claude.ai conversation, just ask naturally — no special syntax needed. Claude discovers and calls Kova tools automatically.

Example prompts:

• "List my Kova strategies"
• "Evaluate this portfolio: AAPL 100 shares, MSFT 50 shares, $12k cash"
• "What would my alignment score be if I moved 20% into bonds?"
• "Create a strategy: 40% VOO, 30% QQQ, 20% IBIT, 10% cash — rebalance at 5% drift"
• "Show me the latest brief for my dividend strategy"

Troubleshooting: If the connector shows an error, make sure you're logged in to kovatools.com and try re-authorizing from the Integrations page.

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2. Connect via CLI

For Claude Code, Cursor, Claude Desktop, or any MCP-compatible client. Install the CLI, authenticate, then register Kova with your agent.

Install

Homebrew (macOS / Linux):

brew install kovatools/kova/kova

Or download the latest binary from GitHub Releases.

Verify the installation:

kova --version

Authenticate

Browser login (recommended):

kova auth login

Opens your browser for secure authentication. Your token is stored locally at ~/.config/kova/config.json.

Manual token: Generate a token in Settings, then:

kova auth login --token kova_tk_xxxxxxxxxxxxxxxxxxxx

Set up your agent

Automatic setup

kova agent install

This detects Claude Code and Claude Desktop on your system and registers Kova as an MCP tool provider. Restart your client after installation.

That's it -- Kova is now available inside your coding agent. Just ask it to list your strategies, evaluate a portfolio, or create a new strategy. No special syntax, no imports -- your agent discovers Kova automatically.

Manual configuration

For other MCP-compatible clients, add this to your MCP configuration:

{
  "mcpServers": {
    "kova": {
      "command": "kova",
      "args": ["mcp", "serve"]
    }
  }
}

Config file locations:

Client	Config File
Claude Code	~/.claude.json
Claude Desktop	~/Library/Application Support/Claude/claude_desktop_config.json

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3. What your agent can do

Once connected, your AI agent has access to these tools:

Tool	Description
kova_list_strategies	List all strategies with alignment scores and labels
kova_show_strategy	Read a strategy's full content and metadata
kova_create_strategy	Create a new investment strategy with a name and content
kova_save_strategy	Update an existing strategy's name, content, or both
kova_list_strategy_versions	List all versions of a strategy
kova_show_strategy_version	Read a specific version's content
kova_restore_strategy_version	Restore a strategy to a previous version
kova_evaluate_portfolio	Submit a portfolio, run evaluation, return the completed brief
kova_simulate_portfolio	What-if evaluation against a hypothetical portfolio — no data is saved
kova_show_brief	Read a completed brief by ID (or "latest")
kova_list_briefs	List all briefs for a strategy

kova_evaluate_portfolio handles polling internally. The agent submits the portfolio and gets back the completed brief -- no manual polling required.

Example prompts for your agent:

• "List my Kova strategies"
• "Create a strategy: 40% VOO, 30% QQQ, 20% IBIT, 10% cash — rebalance at 5% drift"
• "Update my growth strategy to add a 5% gold allocation"
• "Show me the version history of my growth strategy"
• "Restore version 2 of my dividend strategy"
• "Check my portfolio against my growth strategy"
• "Show me the latest brief for my dividend strategy"
• "Evaluate this portfolio: AAPL 100 shares, MSFT 50 shares, $12k cash"
• "What would my alignment score be if I moved 20% into bonds?"
• "Simulate this hypothetical portfolio against my growth strategy: 60% VTI, 40% BND"

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4. CLI quick reference

kova strategies list                    # List all strategies
kova strategies show <uuid>             # Show strategy details
kova strategies create --name "Growth" \
  --content "40% VOO, 30% QQQ..."       # Create a strategy
kova strategies create --file strat.md  # Create from file
kova strategies update <uuid> \
  --content "updated content"           # Update a strategy
kova strategies delete <uuid>           # Delete a strategy
kova strategies versions <uuid>        # List version history
kova strategies versions <uuid> \
  --show 3                             # Show version 3 content
kova strategies restore <uuid> 3       # Restore to version 3
kova brief run --strategy <uuid> \
  --portfolio portfolio.csv             # Generate a brief
kova brief run --strategy <uuid> \
  --portfolio "AAPL 100, MSFT 50"       # Inline portfolio
kova brief show latest --strategy <uuid>  # Most recent brief

All commands support --format json for machine-readable output.

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API Reference

The REST API that powers both the CLI and MCP server is documented at API Docs.