Agents

Connect your AI agent to Kova. Evaluate portfolios against investment strategies from Claude, Cursor, or any MCP-compatible tool.

Kova exposes an MCP server that any compatible AI agent can discover and use automatically. The same CLI binary powers terminal use and agent integration.


1. Install the CLI

The kova binary provides both the terminal CLI and the MCP server that agents connect to.

Homebrew (macOS / Linux)

brew install kovatools/kova/kova

Direct download

Download the latest binary from GitHub Releases.

Verify the installation:

kova --version

2. 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

3. Set up your AI 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

4. 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_evaluate_portfolio Submit a portfolio, run evaluation, return the completed brief
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"
  • "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"

5. 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 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.


API Reference

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