{"repo":"Satsuj1n/portfolio-mcp","free":true,"listed":false,"github":"https://github.com/Satsuj1n/portfolio-mcp","clone":"git clone https://github.com/Satsuj1n/portfolio-mcp.git","description":"Local-first, read-only MCP server to talk to your XP Investimentos portfolio through Claude Desktop. TypeScript + SQLite. Zero scraping, zero credentials.","language":"TypeScript","stars":12,"topics":["anthropic","brazil","claude","claude-desktop","fintech","mcp","model-context-protocol","sqlite","typescript","xp-investimentos"],"license":"MIT","category":"mcp-servers","readme_excerpt":"portfolio-mcp Talk to your XP Investimentos portfolio through Claude — 100% local, read-only, zero scraping. --- What is this? portfolio-mcp is a Model Context Protocol server that exposes your XP Investimentos portfolio to Claude Desktop (or any MCP-compatible client). You feed it the official PDF/CSV exports XP already gives you — the server parses them, normalizes everything into a local SQLite database, and answers questions through MCP tools. - 🔒 Local-first — data lives in /.xp-mcp/data.db . Core tools make zero outbound HTTP calls; advisor tools (v0.4+) are opt-in. - 📵 No credentials, no scraping — you control what goes in (PDF/CSV exports). - 👁 Read-only by design — no tool can place orders or modify anything at XP. - 🧱 Stdio transport — Claude spawns the process; nothing listens on a port. Built for personal use, but the architecture works for any custodian that lets you export reports (Rico, NuInvest, Inter, Avenue, ...). PRs welcome. --- Why does this exist? Custodian apps are great at \"show me what I have\" but terrible at: - \"Compare my current allocation against my target portfolio.\" - \"Which of my CDBs mature in the next 12 months?\" - \"What's my real yield-to-maturity weighted by position size?\" - \"How concentrated am I in a single issuer's FGC limit?\" MCP lets you bolt that intelligence onto Claude without giving the LLM provider your credentials, sending your positions to a third-party SaaS, or trusting browser-scraping that breaks every quarter. --- Demo ","default_branch":null,"files":null,"tree":[],"storefront":"/r/Satsuj1n","claimed":false,"request_supported":{"post":"https://gitbuyer.com/r/Satsuj1n/portfolio-mcp/request-supported","requests":0},"note":"indexed from public GitHub; nothing is for sale on this page. Clone it from GitHub. Paid listings live at /search."}