Agents

Kova was built for the way you already work.

Kova gives your agent a persistent strategy layer through MCP, CLI, and REST API surfaces. Your strategy and briefs become tools the agent can call, with one source of truth for every session.

See setup options API Docs

Connection options

Choose how Kova connects.

Hosted connectors, local MCP, and REST API use the same Kova tools. Pick the surface that fits your agent.

ChatGPT app

Open Kova in ChatGPT.

Connect the published Kova app, authorize your Kova account, and use the same saved strategies and briefs inside ChatGPT.

ChatGPT app

chatgpt.com/apps/kova

1. Open Kova in ChatGPT.

2. Sign in to Kova and authorize access.

3. Ask ChatGPT to create a strategy, check a portfolio, or retrieve a brief.

Open Kova in ChatGPT

Claude.ai connector

Authorize once in Claude.

Add Kova on Claude.ai and it syncs to Claude Code and Claude Desktop automatically.

Connector URL

https://kovatools.com/mcp

1. Open Claude.ai connectors.

2. Add Kova using the connector URL.

3. Sign in and authorize access.

Need an account first? Sign up.

Open Claude connectors

Local MCP via CLI

For Codex and other MCP clients.

A local MCP server for clients without hosted connectors.

$ brew install kovatools/kova/kova

$ kova auth login

$ kova agent install

Manual setup? See the config below.

Download binaries from Kova CLI releases.

REST API

Build against the same engine.

Use direct HTTP calls for scripts, dashboards, custom systems, or your own agent integration.

Base URL

https://kovatools.com/api/v1

Read API docs

Also installable via Smithery →

Works with your stack

Same strategy, different agents.

An agent can evaluate a portfolio in conversation. A coding agent can create or update a strategy from files. Both call the same Kova tools and work from the same saved rules.

ChatGPT and Claude · MCP live session

You

Check my Long-Term Growth strategy against my current portfolio. VOO is above target.

Agent

I'll pull your saved strategy and run an evaluation.

-> kova_show_strategy(name: "Long-Term Growth")

-> kova_evaluate_portfolio(portfolio: <current>)

Aligned · 82/100

VOO is 41.2% against a 40% target. That is inside your 5% drift band, so no rebalance is required by rule.

Cursor · MCP workspace session

You

Create a Kova strategy from my notes.md file.

Cursor

I'll read the notes and save the strategy in Kova.

-> read_file("notes.md")

-> kova_create_strategy(name: "Dividend Income")

Strategy created. Future briefs will measure new portfolios against these saved rules.

Same saved strategy. Same tool surface. Same brief format.

23 MCP tools

Every tool your agent needs.

Call them by name. Your agent figures out the rest.

Strategies

Create, read, update, and delete the strategy objects that anchor every evaluation.

Ask your agent

"Create a strategy from these notes."

kova_list_strategies

kova_show_strategy

kova_create_strategy

kova_save_strategy

kova_delete_strategy

Versions

Inspect or restore previous versions when strategy rules change over time.

Ask your agent

"Show what changed since version 3."

kova_list_strategy_versions

kova_show_strategy_version

kova_restore_strategy_version

Evaluations and briefs

Run portfolio checks and retrieve the durable brief history for a strategy.

Ask your agent

"Check this portfolio against my growth strategy."

kova_evaluate_portfolio

kova_show_brief

kova_list_briefs

Portfolio and simulations

Read current holdings or test a what-if allocation without saving new records.

Ask your agent

"Simulate 60% VTI / 40% BND without saving it."

kova_show_portfolio

kova_simulate_portfolio

kova_show_simulation

Assets

Ask your agent

"Add my 401k as a tracked investment account."

kova_create_asset

kova_update_asset

kova_remove_asset

Liabilities

Keep persistent obligations visible to Kova during evaluation.

Ask your agent

"Add my portfolio line of credit before evaluating."

kova_create_liability

kova_update_liability

kova_remove_liability

Cash Flows

Track deposits and withdrawals so performance calculations reflect true investment returns.

Ask your agent

"Record my $5,000 monthly contribution."

kova_record_cash_flow

kova_list_cash_flows

kova_remove_cash_flow

Terminal-native

CLI quick reference.

Your agent can explore every command with kova --help.

Terminal

setup

$ brew install kovatools/kova/kova

- Installs the Kova CLI and embedded MCP server

$ kova auth login

- Opening https://kovatools.com/auth/cli...

- Waiting for authorization...

OK Authenticated

OK Token saved to ~/.config/kova/config.json

$ kova agent install

Installed Kova in Claude Code

Restart your MCP client to discover Kova tools.

Download binaries from Kova CLI releases.

Terminal

manual MCP config

$ kova mcp serve

- The stdio server command your MCP client should run

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

REST API

Build your own client.

The REST API powers the CLI and MCP surfaces: strategies, portfolio state, manual assets, liabilities, simulations, and briefs. Use it when you want Kova inside your own scripts or systems.

Read the API docs Get started