# Investidor B3 [Health: Active]

**Category:** 💻 Developer Tools  
**Repository:** https://github.com/mcp-dir/b3-mcp  
**GitHub Stars:** 0  
**Views:** 0  
**Installs:** 0  
**Upvotes:** 0  
**Directory Page:** https://allmcps.com/mcp/investidor-b3

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

## Claude Desktop Quick Installation
Remote MCP endpoint (confidence: high). Install path detected from listing signals. Add as a URL/SSE server in your client:

```json
"mcpServers": {
  "investidor-b3": {
    "url": "https://claude.ai/new?modal=add-custom-connector#settings/customize-connectors"
  }
}
```

## Documentation & README

# Investidor B3

### Consolidated B3 portfolio (Área do Investidor) for Claude, Cursor and AI agents

Your consolidated investment portfolio at B3 — Brazil's central securities depository, where custody from ALL of your brokers shows up in a single source. Holdings by asset, net worth and its evolution, trades, dividends and interest-on-equity (received and upcoming), movements and public offerings. Read-only, D-1 data, read from your own Área do Investidor account with your authorization.

- 🏛️ **The source is B3 itself** — the central depository, not an aggregator: whatever sits in your custody is what you get
- 🧾 **Every broker in one portfolio** — holdings by asset, net worth and net-worth evolution
- 💸 **Dividends and interest-on-equity**, both received and upcoming, with dates and amounts
- 📈 **Trades and movements** by period, plus the public offerings you took part in
- 📊 **14 tools**, all **read-only** (B3's D-1 data)
- 🔑 **Connects with your Área do Investidor CPF and password** (2FA code when B3 asks) — the platform reads YOUR data, with your consent
- 🏦 **Pairs with the Banco MCP** (Open Finance): banking and cards there, investment portfolio here
- 💬 **Works with any MCP client**: Claude Desktop, Cursor, VS Code, Cline, Continue

[Versão em português](https://github.com/mcp-dir/b3-mcp/blob/HEAD/README.pt.md) · [Full docs (PT-BR)](https://github.com/mcp-dir/b3-mcp/blob/HEAD/docs/) · [Agent skill](https://github.com/mcp-dir/b3-mcp/blob/HEAD/skills/)

---

## One-click install

### Claude (Web and Desktop)

Anthropic unified MCP installation at `claude.ai/customize/connectors`. **The same link works for Claude Web and Claude Desktop** (just be logged in):

[➕ Open in Claude and connect](https://claude.ai/new?modal=add-custom-connector#settings/customize-connectors)

**Manual** (if the deeplink does not open): [claude.ai/customize/connectors](https://claude.ai/customize/connectors?surface=cowork) → **+** → **Add custom connector** → paste **Name** `Investidor B3` and **URL** `https://api.mcp.ai/p_b3`.

### Cursor

[➕ Install Investidor B3 in Cursor](https://github.com/mcp-dir/b3-mcp/blob/HEAD/cursor://anysphere.cursor-deeplink/mcp/install?name=b3&config=eyJ1cmwiOiJodHRwczovL2FwaS5tY3AuYWkvcF9iMyJ9)

### VS Code (Copilot Chat)

[➕ Install Investidor B3 in VS Code](https://github.com/mcp-dir/b3-mcp/blob/HEAD/vscode:mcp/install?name=b3&config=%7B%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fapi.mcp.ai%2Fp_b3%22%7D)

### ChatGPT, Manus, OpenClaw and 40+ other clients

Works with any MCP client that speaks **MCP over HTTP**. The server URL is always:

```
https://api.mcp.ai/p_b3
```

Per-client details: [INSTALL.md](https://github.com/mcp-dir/b3-mcp/blob/HEAD/INSTALL.md).

---

## Example prompts

```
What's my total net worth at B3 today?
Show my holdings by asset and each one's share of the portfolio
How much did I get in dividends and interest-on-equity in the last 3 months?
Any upcoming dividends in the next few weeks?
List last month's trades and the institutions where I hold custody
```

---

## 14 tools available

| Tool | Description |
|---|---|
| `b3_list_accounts` | Lista as contas da Área do Investidor B3 conectadas a este install — id, label. |
| `b3_get_patrimonio` | Patrimônio total consolidado na B3 (soma de todas as corretoras) numa data. |
| `b3_get_carteira` | Resumo da carteira agrupado por classe de ativo (ações, FIIs, renda fixa, etc.) com valor e percentual de cada grupo. |
| `b3_get_posicao` | Posição DETALHADA por ativo numa data: ticker (codigoNegociacao), quantidade, preço de fechamento, valor atualizado, ISIN, instituição. |
| `b3_list_ativos` | Drill-down nos ativos de UM tipo de produto (informe `codigoProduto`), com valor e percentual de cada ativo do grupo. |
| `b3_get_evolucao_patrimonial` | Série histórica de evolução do patrimônio na B3. |
| `b3_list_negociacoes` | Negociações (compras/vendas) num intervalo de datas. |
| `b3_list_movimentacao` | Movimentação de ativos (entradas/saídas: transferências, subscrições, bonificações, etc.) num intervalo. |
| `b3_list_proventos_a_receber` | Proventos provisionados a receber (dividendos/JCP futuros) numa data de referência. |
| `b3_list_proventos_recebidos` | Proventos já recebidos (dividendos/JCP pagos) num intervalo de datas. |
| `b3_list_ofertas_publicas` | Ofertas públicas (IPOs/subscrições) do investidor num intervalo. |
| `b3_get_perfil` | Cadastro/perfil do investidor (identidade da conta B3 conectada). |
| `b3_list_instituicoes` | Instituições (corretoras) vinculadas ao investidor na B3. |
| `b3_get_ultima_atualizacao` | Data/hora da última carga de dados da B3 (a base é D-1). |

Details for each tool: [docs/ferramentas.md](https://github.com/mcp-dir/b3-mcp/blob/HEAD/docs/ferramentas.md) (PT-BR)


---

## How it works

```
1. Connect your Área do Investidor account (CPF + password; 2FA when B3 asks)
2. b3_get_patrimonio / b3_get_carteira / b3_get_posicao → consolidated portfolio snapshot
3. b3_list_proventos_recebidos / _a_receber → dividends and interest-on-equity
4. b3_list_negociacoes / b3_list_movimentacao → what came in and out over a period
```

B3 is the **central securities depository**: custody from all of your brokers is already consolidated there. That's why there's no "connect each broker" step — one connection covers the whole portfolio. Data is **D-1** (previous close) and **read-only** — no tool places orders, transfers or changes anything.

Pairs with the **Banco MCP** (Open Finance) for the full picture: account and cards on one side, portfolio on the other.

---

## Pricing

Plans start at a free tier. See [docs/precos.md](https://github.com/mcp-dir/b3-mcp/blob/HEAD/docs/precos.md) (PT-BR).

---

## Privacy & data protection

- **Read-only**, no tool changes data at the source.
- **Sub-processors**: B3 S.A. — Brasil, Bolsa, Balcão, the LLM host you choose (Claude, ChatGPT, Cursor, your own agent). Full list in [docs/privacidade-lgpd.md](https://github.com/mcp-dir/b3-mcp/blob/HEAD/docs/privacidade-lgpd.md).
- Data returned by the tools is sent to **the LLM host you choose**, a sub-processor outside our control. We recommend plans with training opt-out.

---

## FAQ

**Does this place buy or sell orders?**
No. All 14 tools are read-only. The MCP reads your custody at B3 — there's no broker or order routing in the path.

**Do I have to connect each broker?**
No. B3 is the central depository: custody from all your brokers is already consolidated in Área do Investidor. One connection covers the whole portfolio.

**Is the data real-time?**
No. Área do Investidor works with D-1 data (previous close). For live quotes, use a market-data source.

**How does connecting with 2FA work?**
You provide CPF and password on the connect screen and, if B3 asks for a verification code, the dashboard prompts you for it right there and finishes the connection. The credential is encrypted and you can disconnect whenever you want at app.mcp.ai.

**Is the server open source?**
The server is proprietary (hosted). This repository is the public wrapper with manifests, docs and skill, all MIT.


---

## Support

- 📧 [b3@mcp.ai](mailto:b3@mcp.ai)
- 🐛 [GitHub Issues](https://github.com/mcp-dir/b3-mcp/issues)
- 📄 [docs/](https://github.com/mcp-dir/b3-mcp/blob/HEAD/docs/)

---

## License

MIT — see [LICENSE](https://github.com/mcp-dir/b3-mcp/blob/HEAD/LICENSE). The MCP server at `api.mcp.ai/p_b3` is proprietary (hosted); this repo (manifests, docs, skills) is MIT.