{
  "markdown": "# Investidor B3\n\n### Consolidated B3 portfolio (Área do Investidor) for Claude, Cursor and AI agents\n\nYour consolidated investment portfolio at B3 — Brazil's central securities depository, where custody from ALL of your brokers shows up in a single source. Holdings by asset, net worth and its evolution, trades, dividends and interest-on-equity (received and upcoming), movements and public offerings. Read-only, D-1 data, read from your own Área do Investidor account with your authorization.\n\n- 🏛️ **The source is B3 itself** — the central depository, not an aggregator: whatever sits in your custody is what you get\n- 🧾 **Every broker in one portfolio** — holdings by asset, net worth and net-worth evolution\n- 💸 **Dividends and interest-on-equity**, both received and upcoming, with dates and amounts\n- 📈 **Trades and movements** by period, plus the public offerings you took part in\n- 📊 **14 tools**, all **read-only** (B3's D-1 data)\n- 🔑 **Connects with your Área do Investidor CPF and password** (2FA code when B3 asks) — the platform reads YOUR data, with your consent\n- 🏦 **Pairs with the Banco MCP** (Open Finance): banking and cards there, investment portfolio here\n- 💬 **Works with any MCP client**: Claude Desktop, Cursor, VS Code, Cline, Continue\n\n[Versão em português](README.pt.md) · [Full docs (PT-BR)](docs/) · [Agent skill](skills/)\n\n---\n\n## One-click install\n\n### Claude (Web and Desktop)\n\nAnthropic unified MCP installation at `claude.ai/customize/connectors`. **The same link works for Claude Web and Claude Desktop** (just be logged in):\n\n[➕ Open in Claude and connect](https://claude.ai/new?modal=add-custom-connector#settings/customize-connectors)\n\n**Manual** (if the deeplink does not open): [claude.ai/customize/connectors](https://claude.ai/customize/connectors?surface=cowork) → **+** → **Add custom connector** → paste **Name** `Investidor B3` and **URL** `https://api.mcp.ai/p_b3`.\n\n### Cursor\n\n[➕ Install Investidor B3 in Cursor](cursor://anysphere.cursor-deeplink/mcp/install?name=b3&config=eyJ1cmwiOiJodHRwczovL2FwaS5tY3AuYWkvcF9iMyJ9)\n\n### VS Code (Copilot Chat)\n\n[➕ Install Investidor B3 in VS Code](vscode:mcp/install?name=b3&config=%7B%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fapi.mcp.ai%2Fp_b3%22%7D)\n\n### ChatGPT, Manus, OpenClaw and 40+ other clients\n\nWorks with any MCP client that speaks **MCP over HTTP**. The server URL is always:\n\n```\nhttps://api.mcp.ai/p_b3\n```\n\nPer-client details: [INSTALL.md](INSTALL.md).\n\n---\n\n## Example prompts\n\n```\nWhat's my total net worth at B3 today?\nShow my holdings by asset and each one's share of the portfolio\nHow much did I get in dividends and interest-on-equity in the last 3 months?\nAny upcoming dividends in the next few weeks?\nList last month's trades and the institutions where I hold custody\n```\n\n---\n\n## 14 tools available\n\n| Tool | Description |\n|---|---|\n| `b3_list_accounts` | Lista as contas da Área do Investidor B3 conectadas a este install — id, label. |\n| `b3_get_patrimonio` | Patrimônio total consolidado na B3 (soma de todas as corretoras) numa data. |\n| `b3_get_carteira` | Resumo da carteira agrupado por classe de ativo (ações, FIIs, renda fixa, etc.) com valor e percentual de cada grupo. |\n| `b3_get_posicao` | Posição DETALHADA por ativo numa data: ticker (codigoNegociacao), quantidade, preço de fechamento, valor atualizado, ISIN, instituição. |\n| `b3_list_ativos` | Drill-down nos ativos de UM tipo de produto (informe `codigoProduto`), com valor e percentual de cada ativo do grupo. |\n| `b3_get_evolucao_patrimonial` | Série histórica de evolução do patrimônio na B3. |\n| `b3_list_negociacoes` | Negociações (compras/vendas) num intervalo de datas. |\n| `b3_list_movimentacao` | Movimentação de ativos (entradas/saídas: transferências, subscrições, bonificações, etc.) num intervalo. |\n| `b3_list_proventos_a_receber` | Proventos provisionados a receber (dividendos/JCP futuros) numa data de referência. |\n| `b3_list_proventos_recebidos` | Proventos já recebidos (dividendos/JCP pagos) num intervalo de datas. |\n| `b3_list_ofertas_publicas` | Ofertas públicas (IPOs/subscrições) do investidor num intervalo. |\n| `b3_get_perfil` | Cadastro/perfil do investidor (identidade da conta B3 conectada). |\n| `b3_list_instituicoes` | Instituições (corretoras) vinculadas ao investidor na B3. |\n| `b3_get_ultima_atualizacao` | Data/hora da última carga de dados da B3 (a base é D-1). |\n\nDetails for each tool: [docs/ferramentas.md](docs/ferramentas.md) (PT-BR)\n\n\n---\n\n## How it works\n\n```\n1. Connect your Área do Investidor account (CPF + password; 2FA when B3 asks)\n2. b3_get_patrimonio / b3_get_carteira / b3_get_posicao → consolidated portfolio snapshot\n3. b3_list_proventos_recebidos / _a_receber → dividends and interest-on-equity\n4. b3_list_negociacoes / b3_list_movimentacao → what came in and out over a period\n```\n\nB3 is the **central securities depository**: custody from all of your brokers is already consolidated there. That's why there's no \"connect each broker\" step — one connection covers the whole portfolio. Data is **D-1** (previous close) and **read-only** — no tool places orders, transfers or changes anything.\n\nPairs with the **Banco MCP** (Open Finance) for the full picture: account and cards on one side, portfolio on the other.\n\n---\n\n## Pricing\n\nPlans start at a free tier. See [docs/precos.md](docs/precos.md) (PT-BR).\n\n---\n\n## Privacy & data protection\n\n- **Read-only**, no tool changes data at the source.\n- **Sub-processors**: B3 S.A. — Brasil, Bolsa, Balcão, the LLM host you choose (Claude, ChatGPT, Cursor, your own agent). Full list in [docs/privacidade-lgpd.md](docs/privacidade-lgpd.md).\n- Data returned by the tools is sent to **the LLM host you choose**, a sub-processor outside our control. We recommend plans with training opt-out.\n\n---\n\n## FAQ\n\n**Does this place buy or sell orders?**\nNo. All 14 tools are read-only. The MCP reads your custody at B3 — there's no broker or order routing in the path.\n\n**Do I have to connect each broker?**\nNo. B3 is the central depository: custody from all your brokers is already consolidated in Área do Investidor. One connection covers the whole portfolio.\n\n**Is the data real-time?**\nNo. Área do Investidor works with D-1 data (previous close). For live quotes, use a market-data source.\n\n**How does connecting with 2FA work?**\nYou provide CPF and password on the connect screen and, if B3 asks for a verification code, the dashboard prompts you for it right there and finishes the connection. The credential is encrypted and you can disconnect whenever you want at app.mcp.ai.\n\n**Is the server open source?**\nThe server is proprietary (hosted). This repository is the public wrapper with manifests, docs and skill, all MIT.\n\n\n---\n\n## Support\n\n- 📧 [b3@mcp.ai](mailto:b3@mcp.ai)\n- 🐛 [GitHub Issues](https://github.com/mcp-dir/b3-mcp/issues)\n- 📄 [docs/](docs/)\n\n---\n\n## License\n\nMIT — see [LICENSE](LICENSE). The MCP server at `api.mcp.ai/p_b3` is proprietary (hosted); this repo (manifests, docs, skills) is MIT.\n",
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