MCP

Verbinden Sie Ihren KI-Assistenten mit Ihrem Portfolio

FinGather bietet einen Model Context Protocol (MCP) Server, der KI-Assistenten — wie Claude, ChatGPT oder Cursor — die direkte Interaktion mit Ihren Portfoliodaten ermöglicht. Fragen Sie
 Bestände ab, analysieren Sie die Performance, suchen Sie nach Tickern, fügen Sie Transaktionen hinzu und erstellen Sie Steuerberichte — alles durch natürliche Konversation.

How to connect (3 steps):

  1. Generieren Sie einen API-Schlüssel in der FinGather-App (Einstellungen → MCP-API-Schlüssel)
  2. Fügen Sie den MCP-Server zu Ihrer KI-Client-Konfiguration mit der Endpoint-URL und Bearer-Token-Authentifizierung hinzu
  3. Beginnen Sie, Ihren KI-Assistenten über Ihr Portfolio zu befragen

Typische MCP-Client-Konfiguration:

{
  "mcpServers": {
    "fingather": {
      "url": "https://www.fingather.com/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

search_tickers

Search for tickers by symbol or company name

Parameter Typ Erforderlich Beschreibung
query string Ja Ticker symbol or company name to search for (e.g. "AAPL" or "Apple")
limit integer Nein Maximum number of results (default 20, max 50)
Standard: 20

get_tax_report

Get realized gains, dividends, fees, and taxes for a given year

Parameter Typ Erforderlich Beschreibung
portfolioId integer Ja
year integer Ja

list_strategies

List portfolio allocation strategies with target percentages

Parameter Typ Erforderlich Beschreibung
portfolioId integer Ja

get_rebalancing

Get suggested buy/sell orders to rebalance a portfolio to its strategy target allocations

Parameter Typ Erforderlich Beschreibung
portfolioId integer Ja Portfolio ID
strategyId integer Ja Strategy ID (use list_strategies to find IDs)
cashToInvest string Nein Additional cash to invest in portfolio currency (default "0")
allowSelling boolean Nein Whether the suggestions may include sell orders (default false)

list_goals

List financial goals with current progress towards each target

Parameter Typ Erforderlich Beschreibung
portfolioId integer Ja

list_transactions

List transactions with optional filters for type, date range, and search text

Parameter Typ Erforderlich Beschreibung
portfolioId integer Ja Portfolio ID
limit integer Nein Maximum number of results (default 50, max 200)
Standard: 50
offset integer Nein Pagination offset (default 0)
search null|string Nein Search text (matches ticker symbol or notes)
actionType null|string Nein Filter by type: Buy, Sell, Dividend, Tax, Fee, DividendTax
dateFrom null|string Nein Filter transactions on or after this date (YYYY-MM-DD)
dateTo null|string Nein Filter transactions on or before this date (YYYY-MM-DD)

add_transaction

Record a new buy, sell, dividend, or fee transaction

Parameter Typ Erforderlich Beschreibung
portfolioId integer Ja Portfolio ID to add the transaction to
assetId integer Ja Asset ID (use list_assets to find existing assets)
actionType string Ja Transaction type: Buy, Sell, Dividend, Tax, Fee, DividendTax
units string Ja Number of units (use negative for sells if needed, but prefer "Sell" type)
price string Ja Price per unit in the given currency
currency string Ja ISO 4217 currency code for the price (e.g. USD)
date string Ja Transaction date (YYYY-MM-DD)
fee string Nein Brokerage fee (default "0")
feeCurrency null|string Nein ISO 4217 currency code for the fee (defaults to transaction currency)
tax string Nein Tax paid (default "0")
taxCurrency null|string Nein ISO 4217 currency code for the tax (defaults to transaction currency)
notes null|string Nein Optional notes

list_portfolios

List all portfolios for the user

get_portfolio_summary

Get current value, returns, and performance metrics for a portfolio

Parameter Typ Erforderlich Beschreibung
portfolioId integer Ja

list_assets

List all open holdings in a portfolio with performance data

Parameter Typ Erforderlich Beschreibung
portfolioId integer Ja

get_asset_detail

Get detailed performance data for a single holding

Parameter Typ Erforderlich Beschreibung
assetId integer Ja