# easy-equities-mcp

> Use this tool when you need to retrieve investment account information, such as holdings, valuations, and transactions, from Easy Equities and Satrix accounts using natural language queries. It solves problems related to investment tracking and portfolio management by providing easy access to account data. The tool accepts natural language inputs and returns relevant account information as output, making it ideal for users seeking a convenient and intuitive way to monitor their investments.

Canonical page: https://skillsregistry.net/skills/heinrich321-easyequities-mcp  
JSON: https://api.skillsregistry.net/v1/skills/heinrich321-easyequities-mcp

## Description

An MCP server that enables querying Easy Equities and Satrix investment accounts, including holdings, valuations, and transactions, via natural language.

## Trust

- **Trust score (0–1):** 0.69
- **Verification tier:** scanned
- **Last scanned:** 2026-09-03

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** other
- **Updated:** 2026-09-03

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/yvi0kxi5mz)
- **Repository:** <https://github.com/heinrich321/easyequities-mcp>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "heinrich321-easyequities-mcp"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/heinrich321-easyequities-mcp` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/heinrich321-easyequities-mcp/pull`

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SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt