Haven Financing

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finance.haven/financingv1.0.0 Domain verified

Read-only Haven portfolio financing rates, simulations, debt comparisons and onboarding links.

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{
  "_meta": {
    "io.modelcontextprotocol.registry/official": {
      "status": "active",
      "isLatest": true,
      "updatedAt": "2026-11-12T09:05:47.628573Z",
      "publishedAt": "2026-11-12T09:05:47.628573Z",
      "statusChangedAt": "2026-11-12T09:05:47.628573Z"
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  "server": {
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          "180x180"
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        "mimeType": "image/png"
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    "title": "Haven Financing",
    "$schema": "https://static.modelcontextprotocol.io/schemas/2025-12-11/server.schema.json",
    "remotes": [
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    "version": "1.0.0",
    "websiteUrl": "https://haven.finance/portfolio-financing",
    "description": "Read-only Haven portfolio financing rates, simulations, debt comparisons and onboarding links."
  }
}

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Try it

Call this server's tools from your browser. Nothing to install.

https://app.haven.finance/api/mcp

Requests go through mcptry because browsers can't call most MCP servers directly. Header values are sent to the server for that request only and are never stored or logged.

Tool list from our last check. Connect live to refresh it.

compare_existing_debt Read-only

Compares an existing loan (margin, SBLOC, HELOC, mortgage, personal loan, credit card) with Haven's all-in cost on every term: annual cost, savings, the lowest-cost option and the collateral Haven would need.

balancenumber, required

Outstanding balance of the existing loan, in USD.

currentRatePercentnumber, required

The existing loan's annual interest rate, in percent (e.g. 8.25).

debtTypestring

Kind of existing debt: margin, sbloc, heloc, mortgage, personal_loan, credit_card or other.

collateralValuenumber

Market value of the brokerage portfolio that would secure Haven financing, in USD.

Try it

Call this server's tools from your browser. Nothing to install.

https://app.haven.finance/api/mcp

Requests go through mcptry because browsers can't call most MCP servers directly. Header values are sent to the server for that request only and are never stored or logged.

Tool list from our last check. Connect live to refresh it.

compare_existing_debt Read-only

balancenumber, required

Outstanding balance of the existing loan, in USD.

currentRatePercentnumber, required

The existing loan's annual interest rate, in percent (e.g. 8.25).

debtTypestring

Kind of existing debt: margin, sbloc, heloc, mortgage, personal_loan, credit_card or other.

collateralValuenumber

Market value of the brokerage portfolio that would secure Haven financing, in USD.

Tools (6)

compare_existing_debt

read-only

Argument	Type	Description
balance*	number	Outstanding balance of the existing loan, in USD.
debtType	string	Kind of existing debt: margin, sbloc, heloc, mortgage, personal_loan, credit_card or other.
collateralValue	number	Market value of the brokerage portfolio that would secure Haven financing, in USD.
currentRatePercent*	number	The existing loan's annual interest rate, in percent (e.g. 8.25).

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "balance",
    "currentRatePercent"
  ],
  "properties": {
    "balance": {
      "type": "number",
      "maximum": 1000000000,
      "description": "Outstanding balance of the existing loan, in USD.",
      "exclusiveMinimum": 0
    },
    "debtType": {
      "enum": [
        "margin",
        "sbloc",
        "heloc",
        "mortgage",
        "personal_loan",
        "credit_card",
        "other"
      ],
      "type": "string",
      "description": "Kind of existing debt: margin, sbloc, heloc, mortgage, personal_loan, credit_card or other."
    },
    "collateralValue": {
      "type": "number",
      "maximum": 10000000000,
      "description": "Market value of the brokerage portfolio that would secure Haven financing, in USD.",
      "exclusiveMinimum": 0
    },
    "currentRatePercent": {
      "type": "number",
      "maximum": 40,
      "minimum": 0,
      "description": "The existing loan's annual interest rate, in percent (e.g. 8.25)."
    }
  }
}

create_onboarding_link

Builds a link that opens Haven's financing simulator prefilled with a scenario, where the investor can review it and apply. Creates nothing and submits nothing; the link carries no personal data.

read-only

Argument	Type	Description
term	string	Fixed-rate term: 3M, 6M, 12M (or 1Y) or 2Y. Ignored for variable financing.
source	string	Optional short label for the client creating the link, e.g. chatgpt. Recorded as utm_source.
rateType	string	fixed: rate set for the term at execution. variable: resets monthly at the 1M rate.
drawAmount*	number	Cash to borrow, in USD. Minimum $50,000.
collateralValue*	number	Market value of the eligible brokerage portfolio pledged as collateral, in USD.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "collateralValue",
    "drawAmount"
  ],
  "properties": {
    "term": {
      "enum": [
        "3M",
        "6M",
        "12M",
        "2Y",
        "1Y"
      ],
      "type": "string",
      "description": "Fixed-rate term: 3M, 6M, 12M (or 1Y) or 2Y. Ignored for variable financing."
    },
    "source": {
      "type": "string",
      "pattern": "^[a-z0-9][a-z0-9-]{0,31}$",
      "description": "Optional short label for the client creating the link, e.g. chatgpt. Recorded as utm_source."
    },
    "rateType": {
      "enum": [
        "fixed",
        "variable"
      ],
      "type": "string",
      "description": "fixed: rate set for the term at execution. variable: resets monthly at the 1M rate."
    },
    "drawAmount": {
      "type": "number",
      "maximum": 1000000000,
      "description": "Cash to borrow, in USD. Minimum $50,000.",
      "exclusiveMinimum": 0
    },
    "collateralValue": {
      "type": "number",
      "maximum": 10000000000,
      "description": "Market value of the eligible brokerage portfolio pledged as collateral, in USD.",
      "exclusiveMinimum": 0
    }
  }
}

fetch

Returns the full text of a document found with search.

read-only

Argument	Type	Description
id*	string	A document id returned by search.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "maxLength": 100,
      "description": "A document id returned by search."
    }
  }
}

get_current_rates

Haven's current financing rates for each fixed term (3M, 6M, 1Y, 2Y) and the monthly variable rate: financing rate, Haven fee, all-in rate, illustrative after-tax rate, as-of time and rate-lock eligibility.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

Searches Haven's reference documents (current rates, fees, collateral limits, rate locks, savings method, risks). Returns ids to pass to fetch.

read-only

Argument	Type	Description
query*	string	What to look for, e.g. 'advisory fee' or 'loan to value'.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "type": "string",
      "maxLength": 500,
      "description": "What to look for, e.g. 'advisory fee' or 'loan to value'."
    }
  }
}

simulate_financing

Calculate indicative financing costs for users considering borrowing against an investment portfolio. Accept portfolio value, requested financing amount, and selected term. When users have authorized access to connected financial information, relevant portfolio values and existing borrowing details may be used as calculation inputs, subject to applicable permissions and user consent. Return current Haven rates, advisory fees, estimated financing costs, loan-to-value ratios, and applicable eligibility and collateral risk disclosures. Do not request account credentials or unnecessarily detailed personal holdings.

read-only

Argument	Type	Description
term	string	Fixed-rate term: 3M, 6M, 12M (or 1Y) or 2Y. Ignored for variable financing.
rateType	string	fixed: rate set for the term at execution. variable: resets monthly at the 1M rate.
drawAmount*	number	Cash to borrow, in USD. Minimum $50,000.
collateralValue*	number	Market value of the eligible brokerage portfolio pledged as collateral, in USD.
existingHavenBalance	number	Haven financing already outstanding against the same collateral, in USD. Default 0.
comparisonRatePercent	number

Haven Financing

Registry entry

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compare_existing_debt Read-only

Haven Financing

Registry entry

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compare_existing_debt Read-only

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Tools (6)

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