FinGather fournit un serveur Model Context Protocol (MCP) qui permet aux assistants IA — tels que Claude, ChatGPT ou Cursor — d'interagir directement avec les données de votre portefeuille. Interrogez vos positions, analysez les performances, recherchez des tickers, ajoutez des transactions et générez des rapports fiscaux — le tout par conversation naturelle.
How to connect (3 steps):
- Générez une clé API dans l'application FinGather (Paramètres → Clés API MCP)
- Ajoutez le serveur MCP à la configuration de votre client IA avec l'URL du endpoint et l'authentification Bearer token
- Commencez à interroger votre assistant IA sur votre portefeuille
Configuration typique du client 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_tax_report
Get realized gains, dividends, fees, and taxes for a given year
| Parameter | Type | Required | Description |
|---|---|---|---|
portfolioId |
integer |
Yes | |
year |
integer |
Yes |
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 |