Investidor B3

io.github.mcp-dirPublished by GitHub account mcp-dirv0.1.0Updated Oct 26, 2026

Your consolidated B3 investment portfolio (the central depository): position by asset, net worth, tr

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

Read-only access to a Brazilian B3 investor's consolidated portfolio: positions, net worth, trades, dividends and profile.

What you can do
  • List connected B3 investor accounts and the brokers linked to them
  • Read consolidated net worth, portfolio by asset class, and detailed positions by ticker with ISIN and institution
  • Review historical net worth evolution and drill down into assets of one product type
  • List trades, asset movements, public offers and dividends received or still to be received
  • Check investor profile and the data freshness date (base is D-1)
  • Platform helpers: connection status, toolkit info, marketplace search, version and bug reporting
When to use it
Useful when someone wants an assistant to answer questions about their own B3 holdings, performance over time, trades or dividend income without exporting spreadsheets. Also handy for checking how current the data is before relying on it.
Requirements
A remote streamable HTTP endpoint; nothing to install locally. The B3 account must be connected to the install, and the platform's authenticate tool suggests a bearer token in an Authorization header for a persistent login. No environment variables or headers are declared in the manifest.
Before you install
The server exposes personal financial and identity data (profile, positions, brokers), so treat the connection token as a secret. The authenticate tool asks for a pasted access token; a pasted token is session-only, while a header token is stored in config. Data is D-1, not real time, and the marketplace and bug-report tools can send conversation content.

Installation

In SourceWeft

  1. Open Investidor B3 in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.github.mcp-dir%2Fb3-mcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "investidor-b3": {
      "type": "http",
      "url": "https://api.mcp.ai/p_b3"
    }
  }
}

README

This repository has no README.

Tools

20

b3_list_accounts

Lista as contas da Área do Investidor B3 conectadas a este install — id, label.

Parametersaccount

b3_get_patrimonio

Patrimônio total consolidado na B3 (soma de todas as corretoras) numa data. Retorna { valor, data }.

Parametersdataaccount

b3_get_carteira

Resumo da carteira agrupado por classe de ativo (ações, FIIs, renda fixa, etc.) com valor e percentual de cada grupo.

Parametersaccountquantidadeagrupamento

b3_get_posicao

Posição DETALHADA por ativo numa data: ticker (codigoNegociacao), quantidade, preço de fechamento, valor atualizado, ISIN, instituição. Agrupado por tipo de produto. Paginado.

Parametersdatapaginaaccount

b3_list_ativos

Drill-down nos ativos de UM tipo de produto (informe `codigoProduto`), com valor e percentual de cada ativo do grupo. Para a posição COMPLETA de todos os ativos, use b3_get_posicao.

ParametersaccountagrupamentocodigoProdutorequired

b3_get_evolucao_patrimonial

Série histórica de evolução do patrimônio na B3.

Parametersapdataaccount

b3_list_negociacoes

Negociações (compras/vendas) num intervalo de datas. Paginado por `page`.

ParameterspageaccountdataFimdataInicio

b3_list_movimentacao

Movimentação de ativos (entradas/saídas: transferências, subscrições, bonificações, etc.) num intervalo. Paginado.

ParameterspaginaaccountdataFimdataInicio

b3_list_proventos_a_receber

Proventos provisionados a receber (dividendos/JCP futuros) numa data de referência.

Parametersdatapaginaaccount

b3_list_proventos_recebidos

Proventos já recebidos (dividendos/JCP pagos) num intervalo de datas. Paginado.

ParameterspageaccountdataFimdataInicio

b3_list_ofertas_publicas

Ofertas públicas (IPOs/subscrições) do investidor num intervalo. Paginado por `page`.

ParameterspageaccountdataFimdataInicio

b3_get_perfil

Cadastro/perfil do investidor (identidade da conta B3 conectada).

Parametersaccount

b3_list_instituicoes

Instituições (corretoras) vinculadas ao investidor na B3.

Parametersaccount

b3_get_ultima_atualizacao

Data/hora da última carga de dados da B3 (a base é D-1). Use para saber quão fresca está a posição.

Parametersaccount

show_version

Show Version

Show the current MCP platform and adapter versions.

Takes no parameters.

report_bug

Report Bug

Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.

Parameterscontextmessagerequiredconversation

connect

Connection Status

Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns connect_url for the toolkit and per-install URLs.

Takes no parameters.

toolkit_info

Toolkit Info

Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.

Takes no parameters.

marketplace

Marketplace

The official mcp.ai marketplace — the in-platform catalog of every MCP/tool, AND the way to run them. Covers capability requests like "find an MCP that does X", "consulta um CPF", "is there a tool for Y". Core flow: action=search discovers MCPs by intent → describe returns one MCP's full profile (every tool with its id + params, pricing, auth) so you pick the right tool_id → invoke RUNS that tool. KEY: invoke works even when the MCP is NOT installed — it runs the tool pontualmente (one-off), without adding the MCP to the toolkit and without bloating the tool list. If the MCP needs a credential/login, invoke returns a connect link; if it is paid and the wallet is empty, invoke returns a checkout/top-up link (the user opens it, then you retry). Use install only to make an MCP PERMANENT in the active toolkit (its tools then show up natively in future sessions); prefer invoke for a single/occasional use. list_tools lists what is callable right now. subscribe/cancel handle per-MCP billing; report_bug sends feedback; request_mcp asks us to build a NEW MCP when nothing fits. Search/describe flag installed_in_toolkit vs installed_in_workspace. Writes (install/uninstall/subscribe/cancel and the one-off install behind invoke) require workspace owner/admin. It also carries the mcp.ai PROMPT LIBRARY, which is about ready-made prompt TEXT rather than MCPs: search_prompts finds one, get_prompt returns its full text with {{variables}} filled, and publish_prompt saves a prompt and returns a shareable mcp.ai/p/<slug> link that opens without login.

Parameterslimitqueryactionmcp_idmessagetool_idargumentsimmediatetier_slugprompt_bodyprompt_slugprompt_tool+11 more

authenticate

Authenticate

MCP.AI for IDE agents (Cursor, etc.): log in in the browser, copy the access token. Best: add it to this server's config as a header `Authorization: Bearer <token>` for a permanent, non-expiring connection. Or paste it here for a session-only login: call with { token: "<jwt>" } after the user pastes, or with no args to get the link.

Parameterstoken

Version history

1
  1. v0.1.0LatestSep 16, 2026

Score

75% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • License10 pts

    Declare a license in the repository or the registry entry.