MCP

Connectez votre assistant IA à votre portefeuille

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):

  1. Générez une clé API dans l'application FinGather (Paramètres → Clés API MCP)
  2. Ajoutez le serveur MCP à la configuration de votre client IA avec l'URL du endpoint et l'authentification Bearer token
  3. 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