tinkoff-wealth-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| investor_sync_dataC | Synchronize broker and market data. Read-only in MVP. |
| investor_get_sync_statusA | Return last sync status and data freshness. |
| investor_get_profileB | Return investment goals, risk profile, and limits. |
| investor_save_profileB | Save local investment profile. Does not change broker data. |
| investor_list_accountsC | List broker accounts available for analysis. |
| investor_select_accountsC | Select broker accounts included in portfolio analysis. |
| investor_get_portfolioB | Return current aggregated portfolio. |
| investor_analyze_portfolioC | Analyze allocation, concentration, and goal deviation. |
| investor_explain_portfolio_changeB | Explain portfolio change for a period. Date range uses from_date/to_date. |
| investor_get_operationsC | Return account operations for a date range (from_date/to_date). |
| investor_get_instrumentC | Return instrument card and portfolio position. |
| investor_scan_risksC | Scan portfolio risk signals. |
| investor_get_news_digestB | Dynamic research brief: portfolio-derived targets + tailored search queries. The server does NOT fetch news; it computes WHAT to look up (top issuers/sectors, rate sensitivity) from the current holdings. The assistant then web-searches the returned research_targets and reports the impact on the portfolio. |
| investor_recommend_next_actionC | Recommend next analytical action, usually for a cash contribution. |
| investor_simulate_actionA | Simulate buy/sell/reduce/increase actions as a 'what-if'. Each action is {action, instrument: {id_type, id}, amount: {amount, currency}}. Does NOT place any broker order. |
| investor_generate_reportC | Generate a portfolio report (markdown or json). |
| investor_get_goal_progressC | Progress to the user's long-term goals: capital target %, passive-income coverage (coupons + dividends vs target), and a rough timeline projection. |
| investor_get_bond_calendarC | Bond calendar: upcoming coupons/maturities/offers, maturity ladder, 12m coupon income. |
| investor_research_instrumentC | Prepare an instrument/issuer research draft (external sources not wired yet).
|
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
| portfolio_weekly_review | |
| portfolio_drop_explainer | |
| next_purchase_advice | |
| instrument_deep_dive | |
| risk_review |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| profile_resource | Current investment profile. |
| accounts_resource | Broker accounts selected for analysis. |
| portfolio_resource | Current aggregated portfolio. |
| risks_resource | Current portfolio risk signals. |
| domain_schema_resource | Description of the normalized domain model. |
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