MCP Server / Available tools

Available tools

Norn's MCP server exposes 20+ tools scoped to your organization, workspaces, and connected accounts. Tools are grouped below by what they do. Every tool respects your subscription tier — Pro-only tools return

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Permission denied

on a BASIC organization.

Identity & scoping

Use these first to figure out what the assistant has access to.

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list_organizations
— organizations you're a member of, with your role (
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OWNER
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/
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STANDARD
```
) and subscription tier.
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list_workspaces
— workspaces under an organization. Every account and saved portfolio lives inside a workspace.
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list_accounts
— connected brokerage accounts under a workspace.

NOTE

Most tools require you to pass an

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organization_id

and a

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workspace_id

. If you don't, the assistant will pick your default or ask you to choose.

Brokerage data

Read-only access to whatever you've connected. Requires Pro.

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get_account_positions
— current positions with market value, weight, unrealized P&L.
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get_account_performance
— 1M / 3M / 6M / 1Y / YTD returns joined with Norn's quant metrics (Sharpe, expected return, volatility).
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get_account_transactions
— buys, sells, dividends, transfers, fees. Paginated at 100 rows.

Asset discovery

Search Norn's asset database.

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check_tickers_tracked
— verify Norn has quant data for a set of tickers before running deeper analysis on them.
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screen_assets
— filter Norn's universe by asset type (
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EQUITY
```
,
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ETF
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,
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CRYPTO
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), subtype (large-cap, mid-cap, etc.), and any quant filter (Sharpe > 1.5, volatility < 20%, etc.). Returns a ranked list.

Single-ticker analytics

Deep dive on one ticker. Requires Pro.

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get_stock_details
— 252-day return, volatility, Sharpe, expected return, plus identity metadata (sector, industry, exchange).
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get_stock_price
— OHLCV price history. Daily bars for ranges ≤30 days, weekly bars for anything longer.

Multi-ticker analytics

Compare or correlate multiple tickers at once.

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get_quant_summary_for_tickers
— one row per ticker, ranked by Sharpe. Fastest way to compare a candidate list.
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get_ticker_correlations
— pairwise weekly-returns correlation matrix. Great for spotting concentration risk.

Portfolio optimization

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optimize_portfolio
— run mean-variance (historical) or Black-Litterman optimization on any list of tickers.
- Mean-variance: uses 252-day empirical means.
- Black-Litterman: combines the market-implied prior with your own forward "views" (e.g. "AAPL will outperform SPY by 5%"). Supports min/max weight bounds; the assistant validates feasibility before returning.

json

{
  "tickers": ["AAPL", "MSFT", "NVDA", "GOOG"],
  "method": "black_litterman",
  "views": [
    { "ticker": "NVDA", "vs": "SPY", "expected_bp": 500 }
  ],
  "constraints": { "min_weight": 0.05, "max_weight": 0.5 }
}

Saved portfolios

Persistent, optimizable watchlists. Requires Pro for reads;

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mcp:write

scope for edits.

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list_portfolios
— portfolios in the current workspace.
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get_portfolio
— allocations, computed weights, projections, constraint set.
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create_portfolio
— new portfolio with a set of starting tickers.

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add_tickers_to_portfolio
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remove_tickers_from_portfolio
— edit constituents.

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update_portfolio_projections
— set Black-Litterman views on the portfolio.
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delete_portfolio
— permanent. Owner-only.

Error semantics

All tools return structured errors so the assistant can react intelligently.

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NO_ACCOUNT_SELECTED
```
— you haven't told the assistant which account to work with. Call
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list_accounts
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and pass one.
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PERMISSION_DENIED (Pro required)
```
— the caller's org is on BASIC. Upgrade or switch orgs.
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INFEASIBLE_CONSTRAINTS
```
— the optimization can't satisfy your min/max weights. Relax them.
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NOT_TRACKED
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— Norn doesn't have quant data for that ticker. Call
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check_tickers_tracked
```
first.

What Norn cannot do

The MCP server is strictly read + saved-portfolio-write. It has no tools for:

Placing trades or transferring funds
Modifying your brokerage credentials or account settings
Reading anything from your AI client's memory, chat, or files

See Security for the full trust model.

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