Investidor B3

io.github.mcp-dir由 GitHub 帳號 mcp-dir 發布v0.1.0更新於 Oct 26, 2026

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

已驗證Streamable HTTP可網頁執行金融資料與分析

概覽

AI 產生的概覽

唯讀存取巴西 B3 投資人的合併投資組合:持倉、淨資產、交易、股利與個人資料。

可以做什麼
  • 列出已連結的 B3 投資人帳戶與其往來券商
  • 讀取合併淨資產、依資產類別分組的投資組合,以及依股票代號的詳細持倉(含 ISIN 與機構)
  • 查看淨資產歷史變化,並依產品類型深入查看個別資產
  • 列出交易、資產異動、公開申購,以及已收與待收的股利
  • 查詢投資人資料與資料更新日期(資料基準為 D-1)
  • 平台輔助功能:連線狀態、工具組資訊、市集搜尋、版本與問題回報
適用情境
適合讓助理回答關於本人 B3 持倉、資產變化、交易紀錄或股利收入的問題,不必匯出試算表。也適合在依賴資料前確認資料的新鮮度。
執行需求
遠端 streamable HTTP 端點,無需本機安裝。B3 帳戶須先連結到該 install;平台的 authenticate 工具建議在 Authorization 標頭放入 bearer token 以維持長期登入。清單未宣告環境變數或標頭。
安裝前請注意
此伺服器會暴露個人財務與身分資料(資料、持倉、券商),連線權杖應視為機密。authenticate 工具要求貼上存取權杖:貼上的權杖僅限本次工作階段,寫入標頭的權杖會存於設定中。資料為 D-1 而非即時,市集與問題回報工具可能送出對話內容。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Investidor B3,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.github.mcp-dir%2Fb3-mcp/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

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

README

該儲存庫沒有 README。

工具

20

b3_list_accounts

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

輸入參數account

b3_get_patrimonio

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

輸入參數dataaccount

b3_get_carteira

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

輸入參數accountquantidadeagrupamento

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.

輸入參數datapaginaaccount

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.

輸入參數accountagrupamentocodigoProduto必填

b3_get_evolucao_patrimonial

Série histórica de evolução do patrimônio na B3.

輸入參數apdataaccount

b3_list_negociacoes

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

輸入參數pageaccountdataFimdataInicio

b3_list_movimentacao

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

輸入參數paginaaccountdataFimdataInicio

b3_list_proventos_a_receber

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

輸入參數datapaginaaccount

b3_list_proventos_recebidos

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

輸入參數pageaccountdataFimdataInicio

b3_list_ofertas_publicas

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

輸入參數pageaccountdataFimdataInicio

b3_get_perfil

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

輸入參數account

b3_list_instituicoes

Instituições (corretoras) vinculadas ao investidor na B3.

輸入參數account

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.

輸入參數account

show_version

Show Version

Show the current MCP platform and adapter versions.

無需輸入參數。

report_bug

Report Bug

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

輸入參數contextmessage必填conversation

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.

無需輸入參數。

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.

無需輸入參數。

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.

輸入參數limitqueryactionmcp_idmessagetool_idargumentsimmediatetier_slugprompt_bodyprompt_slugprompt_tool另有 11 個

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.

輸入參數token

版本歷史

1
  1. v0.1.0最新Sep 16, 2026

評分

已滿足適用檢查項的 75%

該評分衡量此收錄條目的完整程度,依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價,也不表示伺服器安全或目前可用:可連通性是帶日期的檢查結果,評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 圖示10 分
  • 文件15 分

    請宣告包含 README 的 GitHub 儲存庫,或在 OAuth 受保護資源後設資料中提供 resource_documentation。

  • 授權條款10 分

    請在儲存庫或註冊中心條目中宣告授權條款。