A side-by-side look at the Tossinvest MCP and Shareflo MCP servers: transport, auth, tools, quality signals, and the config to install either one in Claude, Cursor, Windsurf or VS Code.
Verdict: choose Tossinvest MCP for finance & fintech work as a local process; choose Shareflo for finance & fintech. You can also run both side by side in one mcpServers block.
TOSSINVEST_API_KEY, TOSSINVEST_SECRET_KEY.get_instruments, create_instrument, get_stakeholders.Rows where the two servers differ are marked.
| Spec | S Shareflo | |
|---|---|---|
| Category | Finance & Fintech | Finance & Fintech |
| Quality signal | 53/100 · Good | 48/100 · Fair |
| Install command | Confirmed | Not confirmed yet |
| Transport | Local subprocess (stdio) | — |
| Auth | API key required | OAuth 2.0 |
| Pricing | Free | Not declared |
| Required env vars | TOSSINVEST_API_KEYTOSSINVEST_SECRET_KEY | None listed |
| Verified owner | Community listing | Community listing |
| GitHub stars | 4 | 0 |
| Directory activity | 3 views 0 installs 0 upvotes | 0 views 0 installs 0 upvotes |
| Tools | Not listed | 9 |
| Full listing | View Tossinvest MCP | View Shareflo |
No tool names declared yet. Check the project README from the listing page.
get_instrumentsReturns all share/option classes for your companycreate_instrumentCreates a new share class or option classget_stakeholdersReturns all stakeholders for your companycreate_stakeholderCreates a new stakeholderget_holdingsReturns holdings (optionally filtered to a stakeholder)create_holdingAllots shares or awards options to a stakeholderget_representativesReturns representatives for a stakeholder or all company usersadd_representativeAdds a new user to manage a stakeholder or company accountunlock_sharefloInternal initialization step called automatically by the client at the start of a session; returns the operating rules the other tools followPaste either block (or both) into your client config, e.g. claude_desktop_config.json or ~/.cursor/mcp.json. We only show a config when the install command is confirmed.
{
"mcpServers": {
"scjang01-tossinvest-mcp": {
"command": "npx",
"args": [
"-y",
"tossinvest-mcp"
],
"env": {
"TOSSINVEST_API_KEY": "YOUR_TOSSINVEST_API_KEY_HERE",
"TOSSINVEST_SECRET_KEY": "YOUR_TOSSINVEST_SECRET_KEY_HERE"
}
}
}
}
No confirmed install command for Shareflo yet — follow the setup steps linked from its listing page rather than a guessed package name.