Investidor B3
Your consolidated B3 investment portfolio (the central depository): position by asset, net worth, tr
Open source Repository Open in the app JSON README (API)
About
Your consolidated B3 investment portfolio (the central depository): position by asset, net worth, tr
Details
- Kind
- MCP servers
- Topic
- Finance & crypto
- Publisher
- mcp-dir
- Origin
- official
- Category
- ferramentas
- Transport
- http
- Version
- 0.1.0
- Last push
- 2026-08-27T05:24:45Z
- Repository state
- ativo
- License
- MIT
- Added
- 2026-08-29 04:00:38
- Updated
- 2026-08-29 04:00:38
- Origin id
io.github.mcp-dir/b3-mcp
README
# Investidor B3 ### Consolidated B3 portfolio (Área do Investidor) for Claude, Cursor and AI agents Your 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. - 🏛️ **The source is B3 itself** — the central depository, not an aggregator: whatever sits in your custody is what you get - 🧾 **Every broker in one portfolio** — holdings by asset, net worth and net-worth evolution - 💸 **Dividends and interest-on-equity**, both received and upcoming, with dates and amounts - 📈 **Trades and movements** by period, plus the public offerings you took part in - 📊 **14 tools**, all **read-only** (B3's D-1 data) - 🔑 **Connects with your Área do Investidor CPF and password** (2FA code when B3 asks) — the platform reads YOUR data, with your consent - 🏦 **Pairs with the Banco MCP** (Open Finance): banking and cards there, investment portfolio here - 💬 **Works with any MCP client**: Claude Desktop, Cursor, VS Code, Cline, Continue [Versão em português](README.pt.md) · [Full docs (PT-BR)](docs/) · [Agent skill](skills/) --- ## One-click install ### Claude (Web and Desktop) Anthropic unified MCP installation at `claude.ai/customize/connectors`. **The same link works for Claude Web and Claude Desktop** (just be logged in): [➕ Open in Claude and connect](https://claude.ai/new?modal=add-custom-connector#settings/customize-connectors) **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`. ### Cursor [➕ Install Investidor B3 in Cursor](cursor://anysphere.cursor-deeplink/mcp/install?name=b3&config=eyJ1cmwiOiJodHRwczovL2FwaS5tY3AuYWkvcF9iMyJ9) ### VS Code (Copilot Chat) [➕ 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) ### ChatGPT, Manus, OpenClaw and 40+ other clients Works with any MCP client that speaks **MCP over HTTP**. The server URL is always: ``` https://api.mcp.ai/p_b3 ``` Per-client details: [INSTALL.md](INSTALL.md). --- ## Example prompts ``` What's my total net worth at B3 today? Show my holdings by asset and each one's share of the portfolio How much did I get in dividends and interest-on-equity in the last 3 months? Any upcoming dividends in the next few weeks? List last month's trades and the institutions where I hold custody ``` --- ## 14 tools available | Tool | Description | |---|---| | `b3_list_accounts` | Lista as contas da Área do Investidor B3 conectadas a este install — id, label. | | `b3_get_patrimonio` | Patrimônio total consolidado na B3 (soma de todas as corretoras) numa data. | | `b3_get_carteira` | Resumo da carteira agrupado por classe de ativo (ações, FIIs, renda fixa, etc.) com valor e percentual de cada grupo. | | `b3_get_posicao` | Posição DETALHADA por ativo numa data: ticker (codigoNegociacao), quantidade, preço de fechamento, valor atualizado, ISIN, instituição. | | `b3_list_ativos` | Drill-down nos ativos de UM tipo de produto (informe `codigoProduto`), com valor e percentual de cada ativo do grupo. | | `b3_get_evolucao_patrimonial` | Série histórica de evolução do patrimônio na B3. | | `b3_list_negociacoes` | Negociações (compras/vendas) num intervalo de datas. | | `b3_list_movimentacao` | Movimentação de ativos (entradas/saídas: transferências, subscrições, bonificações, etc.) num intervalo. | | `b3_list_proventos_a_receber` | Proventos provisionados a receber (dividendos/JCP futuros) numa data de referência. | | `b3_list_proventos_recebidos` | Proventos já recebidos (dividendos/JCP pagos) num intervalo de datas. | | `b3_list_ofertas_publicas` | Ofertas públicas (IPOs/subscrições) do investidor num intervalo. | | `b3_get_perfil` | Cadastro/perfil do investidor (identidade da conta B3 conectada). | | `b3_list_instituicoes` | Instituições (corretoras) vinculadas ao investidor na B3. | | `b3_get_ultima_atualizacao` | Data/hora da última carga de dados da B3 (a base é D-1). | Details for each tool: [docs/ferramentas.md](docs/ferramentas.md) (PT-BR) --- ## How it works ``` 1. Connect your Área do Investidor account (CPF + password; 2FA when B3 asks) 2. b3_get_patrimonio / b3_get_carteira / b3_get_posicao → consolidated portfolio snapshot 3. b3_list_proventos_recebidos / _a_receber → dividends and interest-on-equity 4. b3_list_negociacoes / b3_list_movimentacao → what came in and out over a period ``` B3 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. Pairs with the **Banco MCP** (Open Finance) for the full picture: account and cards on one side, portfolio on the other. --- ## Pricing Plans start at a free tier. See [docs/precos.md](docs/precos.md) (PT-BR). --- ## Privacy & data protection - **Read-only**, no tool changes data at the source. - **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). - 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. --- ## FAQ **Does this place buy or sell orders?** No. All 14 tools are read-only. The MCP reads your custody at B3 — there's no broker or order routing in the path. **Do I have to connect each broker?** No. B3 is the central depository: custody from all your brokers is already consolidated in Área do Investidor. One connection covers the whole portfolio. **Is the data real-time?** No. Área do Investidor works with D-1 data (previous close). For live quotes, use a market-data source. **How does connecting with 2FA work?** You 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. **Is the server open source?** The server is proprietary (hosted). This repository is the public wrapper with manifests, docs and skill, all MIT. --- ## Support - 📧 [b3@mcp.ai](mailto:b3@mcp.ai) - 🐛 [GitHub Issues](https://github.com/mcp-dir/b3-mcp/issues) - 📄 [docs/](docs/) --- ## License MIT — see [LICENSE](LICENSE). The MCP server at `api.mcp.ai/p_b3` is proprietary (hosted); this repo (manifests, docs, skills) is MIT.