Brazilian stock market (B3) fundamentals: ROIC, ROE, margins, multiples. Public methodology.
Copy the AI prompt to install this server into Claude Code, Cursor, or another agent — or use 1-click editor setup below.
💡 Paste the JSON block into your client's configuration file under mcpServers, then restart the application.
An MCP connector that gives your AI agent (Claude, ChatGPT, Cursor and others) access to fundamentals for Brazilian listed companies (B3) — banks and insurers included — from 2010 to today, with a fully published methodology: ROE, ROIC, margins, growth, net debt/EBITDA, point-in-time multiples (P/E, P/B, EV/EBITDA priced at the first trading session on or after the day the filing actually became public — no look-ahead, usable for backtests), dividends and dividend yield, ready-made scores (Piotroski F-Score and Graham) and a record of restated filings.
Sources: CVM open data (ODbL) and B3 (COTAHIST). Every figure carries the CVM account it came from, and nothing is published unless a suite of invariant tests passes — the balance sheet balances, the income statement reconciles, and a price never precedes the filing that justifies it.
Product and plans: https://dadosb3.com
Add this remote connector to your AI client:
In Claude: Settings → Connectors → add custom connector → paste the URL.
The image is published on every push to main
(.github/workflows/publicar-imagem.yml). It exists for two reasons: a
one-command install path, and letting MCP directories actually run the server
in order to evaluate it.
| Tool | What it does | Free? |
|---|---|---|
listar_empresas | Every covered company (name, tax ID, ticker), banks and insurers included | yes |
indicadores_anuais | ROE, ROIC, margins, growth, net debt/EBITDA — annual series from 2010 | WEGE3 yes; others need a key |
multiplos | P/E, P/B, EV/EBITDA point-in-time; trailing P/E | WEGE3 yes; others need a key |
fatos_contabeis | Standardised accounts carrying the CVM code each figure came from | WEGE3 yes; others need a key |
dividendos | Cash distributions, annual summary and 12-month dividend yield | WEGE3 yes; others need a key |
scores | Piotroski F-Score with all nine criteria shown, plus the Graham test | WEGE3 yes; others need a key |
reapresentacoes | Restated filings — the original and the revised figure side by side | WEGE3 yes; others need a key |
trimestres | Quarterly series: Q1/Q2/Q3 accounts as filed, the quarter's price, margins and trailing ROE | WEGE3 yes; others need a key |
hoje | What changed in the last 30 days: filings published, filings re-sent, dividends, fund distributions, corporate actions, ticker changes | yes |
fii | One real-estate fund: point-in-time P/B, 12-month yield, vacancy, recent distributions | MXRF11 yes; others need a key |
fiis | Filters funds by P/B and dividend-yield ranges | key required |
screener | Filters the whole market by indicator ranges | key required |
dicionario | Formula, CVM accounts and earnings base of each indicator, as JSON | yes |
metodologia | The published methodology pages, as text | yes |
saude | Current coverage and last ingestion | yes |
trimestres stops at Q3 on purpose. The interim filing (ITR) never carries a
standalone fourth quarter — it can be derived as full year − nine months, and
some do derive it. We do not: a figure we computed would sit in the same list as
the figures the company reported, carrying the error of two filings and erasing
the line between what was filed and what we calculated. For the closed year, ask
for the annual series.
WEGE3 and the whole methodology are open, no key needed. For other
companies, create a free key (200 queries/day, no card) or subscribe to
Pro at https://dadosb3.com, and pass it in the chave_api argument or the
DADOS_B3_API_KEY environment variable.
The company count is deliberately not written here: the universe grows whenever
the CVM publishes, and a number frozen in a README ages without anyone
noticing. Call saude for today's figure.
Financial institutions file under a different chart of accounts — there is no EBIT and no sales revenue. The connector classifies them by their actual chart of accounts and returns the indicators that mean something for them — ROE, margin, growth, P/E, P/B, dividends — and deliberately does not publish ROIC, EBITDA or EV/EBITDA for them, because those do not apply. Examples: Itaú, Bradesco, Banco do Brasil, BB Seguridade, IRB.
A methodology published rather than described, invariant tests gating every release, multiples with no future information leaking in, and restatements kept on the record — when a company republishes a filing, both versions stay side by side. An honest comparison, including where competitors are better: https://dadosb3.com/comparativo
MIT (this connector). The underlying data is public (CVM/B3); the service adds standardisation, methodology and tests.
Conector MCP que dá ao seu agente de IA (Claude, ChatGPT, Cursor e outros) acesso a dados fundamentalistas das companhias abertas brasileiras (B3) — inclusive bancos e seguradoras —, de 2010 até hoje, com metodologia 100% pública: ROE, ROIC, margens, crescimento, dÃvida lÃquida/EBITDA, múltiplos ponto-no-tempo (P/L, P/VP, EV/EBITDA com o preço do 1º pregão a partir da publicação real do balanço — sem look-ahead, próprio para backtest), dividendos e dividend yield, scores prontos (Piotroski F-Score e Graham) e histórico de reapresentações de balanço.
Fonte: CVM (dados abertos, ODbL) e B3 (COTAHIST). Cada número carrega a conta CVM de origem; nada é publicado sem uma bateria de testes de invariantes passando (o balanço fecha, a DRE fecha, o preço nunca antecede a publicação).
Produto e planos: https://dadosb3.com
Adicione este conector remoto ao seu cliente de IA:
No Claude: Configurações → Conectores → adicionar conector personalizado → cole a URL.
A imagem é publicada a cada push na main. Ela existe por dois motivos: dar um
caminho de instalação de um comando só, e permitir que diretórios de MCP rodem
o servidor para avaliá-lo.
| Ferramenta | O que faz | Grátis? |
|---|---|---|
listar_empresas | Todas as companhias cobertas (nome, CNPJ, ticker), incl. bancos e seguradoras | sim |
indicadores_anuais | ROE, ROIC, margens, crescimento, DL/EBITDA — série anual desde 2010 | WEGE3 sim; demais com chave |
multiplos | P/L, P/VP, EV/EBITDA ponto-no-tempo; P/L TTM | WEGE3 sim; demais com chave |
fatos_contabeis | Contas padronizadas com a conta CVM de origem de cada número | WEGE3 sim; demais com chave |
dividendos | Proventos, resumo anual e dividend yield de 12 meses | WEGE3 sim; demais com chave |
scores | Piotroski F-Score com os nove critérios abertos, e o critério de Graham | WEGE3 sim; demais com chave |
reapresentacoes | Balanços republicados — versão original e revisada lado a lado | WEGE3 sim; demais com chave |
trimestres | Série trimestral: contas do 1T/2T/3T como publicadas, preço do trimestre, margens e ROE TTM | WEGE3 sim; demais com chave |
hoje | O que mudou nos últimos 30 dias: balanços publicados, balanços reenviados, proventos, rendimentos de FII, eventos societários, trocas de ticker | sim |
fii | Um fundo imobiliário: P/VP ponto-no-tempo, DY de 12 meses, vacância, rendimentos recentes | MXRF11 sim; demais com chave |
fiis | Filtra fundos por faixas de P/VP e dividend yield | exige chave |
screener | Filtra o mercado inteiro por faixas de indicadores | exige chave |
dicionario | Fórmula, contas CVM e base do lucro de cada indicador, em JSON | sim |
metodologia | As páginas de metodologia publicadas, em texto | sim |
saude | Cobertura atual e última ingestão | sim |
trimestres para no 3T de propósito. A ITR nunca traz o 4º trimestre isolado —
ele sai de exercÃcio cheio − 9 meses, e há quem derive. Nós não: um número
calculado por nós entraria na MESMA lista dos que a companhia reportou,
carregando o erro de dois arquivos e apagando a fronteira entre "foi publicado"
e "nós calculamos". Para o ano fechado, peça a série anual.
A empresa WEGE3 e a metodologia são abertas para degustação, sem chave.
Para as demais, crie uma chave grátis (200 consultas/dia, sem cartão) ou
assine o Pro em https://dadosb3.com e passe a chave no argumento
chave_api (ou na variável DADOS_B3_API_KEY).
A contagem de empresas não fica escrita aqui de propósito: o universo cresce
quando a CVM publica, e um número congelado num README envelheceria sem
ninguém ver. Para o número de hoje, chame saude.
No reviews yet — be the first to share how this listing worked for you.
Showcase your server listing on GitHub or your project documentation. Embed this dynamic SVG badge to highlight official listing status and live engagement.
[](https://allmcps.com/mcp/dados-b3)<a href="https://allmcps.com/mcp/dados-b3"><img src="https://allmcps.com/api/badge/dados-b3?style=directory" alt="Dados B3 on AllMCPs" /></a>