MCP

Conecta tu asistente de IA a tu portafolio

FinGather proporciona un servidor Model Context Protocol (MCP) que permite a los asistentes de IA — como Claude, ChatGPT o Cursor — interactuar directamente con los datos de tu portafolio. Consulta posiciones, analiza el rendimiento, busca tickers, añade transacciones y genera informes fiscales — todo a través de conversación natural.

How to connect (3 steps):

Genera una clave API en la aplicación FinGather (Configuración → Claves API MCP)
Añade el servidor MCP a la configuración de tu cliente de IA con la URL del endpoint y autenticación Bearer token
Empieza a preguntarle a tu asistente de IA sobre tu portafolio

Configuración típica del cliente MCP:

{
  "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	Type	Required	Description
`query`	`string`	Yes	Ticker symbol or company name to search for (e.g. "AAPL" or "Apple")
`limit`	`integer`	No	Maximum number of results (default 20, max 50) Default: `20`

`get_ticker_fundamentals`

Get fundamental financial data for a ticker (PE ratio, market cap, margins, dividends, etc.)

Parameter	Type	Required	Description
`tickerId`	`integer`	Yes	Ticker ID (from search_tickers or list_assets)

`get_year_overview`

Get year-by-year performance comparison with interannual changes

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes

`get_tax_report`

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

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes
`year`	`integer`	Yes

`get_dca_projections`

List DCA plans and their projected future values

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes	Portfolio ID
`horizonYears`	`integer`	No	Projection horizon in years (default 10, max 30) Default: `10`

`get_portfolio_allocation`

Get portfolio allocation breakdown by sector, industry, country, or custom group

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes	Portfolio ID
`type`	`string`	Yes	Allocation type: sector, industry, country, group

`get_portfolio_history`

Get portfolio performance history over a time range (value, gain, return over time)

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes	Portfolio ID
`range`	`string`	Yes	Time range: SevenDays, OneMonth, ThreeMonths, SixMonths, YTD, OneYear, All

`get_dividend_data`

Get dividend income history and upcoming dividend calendar

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes	Portfolio ID
`range`	`string`	No	Time range for history: SevenDays, OneMonth, ThreeMonths, SixMonths, YTD, OneYear, All (default All) Default: `All`

`list_strategies`

List portfolio allocation strategies with target percentages

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes

`get_rebalancing`

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

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes	Portfolio ID
`strategyId`	`integer`	Yes	Strategy ID (use list_strategies to find IDs)
`cashToInvest`	`string`	No	Additional cash to invest in portfolio currency (default "0")
`allowSelling`	`boolean`	No	Whether the suggestions may include sell orders (default false)

`list_goals`

List financial goals with current progress towards each target

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes

`list_transactions`

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

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes	Portfolio ID
`limit`	`integer`	No	Maximum number of results (default 50, max 200) Default: `50`
`offset`	`integer`	No	Pagination offset (default 0)
`search`	`null\|string`	No	Search text (matches ticker symbol or notes)
`actionType`	`null\|string`	No	Filter by type: Buy, Sell, Dividend, Tax, Fee, DividendTax
`dateFrom`	`null\|string`	No	Filter transactions on or after this date (YYYY-MM-DD)
`dateTo`	`null\|string`	No	Filter transactions on or before this date (YYYY-MM-DD)

`add_transaction`

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

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes	Portfolio ID to add the transaction to
`assetId`	`integer`	Yes	Asset ID (use list_assets to find existing assets)
`actionType`	`string`	Yes	Transaction type: Buy, Sell, Dividend, Tax, Fee, DividendTax
`units`	`string`	Yes	Number of units (use negative for sells if needed, but prefer "Sell" type)
`price`	`string`	Yes	Price per unit in the given currency
`currency`	`string`	Yes	ISO 4217 currency code for the price (e.g. USD)
`date`	`string`	Yes	Transaction date (YYYY-MM-DD)
`fee`	`string`	No	Brokerage fee (default "0")
`feeCurrency`	`null\|string`	No	ISO 4217 currency code for the fee (defaults to transaction currency)
`tax`	`string`	No	Tax paid (default "0")
`taxCurrency`	`null\|string`	No	ISO 4217 currency code for the tax (defaults to transaction currency)
`notes`	`null\|string`	No	Optional notes

`list_portfolios`

List all portfolios for the user

`get_portfolio_summary`

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

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes

`list_assets`

List all open holdings in a portfolio with performance data

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes

`get_asset_detail`

Get detailed performance data for a single holding

Parameter	Type	Required	Description
`assetId`	`integer`	Yes

`get_asset_history`

Get historical performance data for a single asset over a time range

Parameter	Type	Required	Description
`assetId`	`integer`	Yes	Asset ID (from list_assets)
`range`	`string`	Yes	Time range: SevenDays, OneMonth, ThreeMonths, SixMonths, YTD, OneYear, All