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cvm-mcp

by IgormCarvalho
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Python
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cvm-mcp

Servidor MCP que busca e trata dados financeiros direto do Portal de Dados Abertos da CVM (dados.cvm.gov.br), sem depender de terceiros. Expõe tools para um cliente LLM (Claude Desktop, Claude Code, etc.) consultar as demonstrações financeiras publicadas pelas companhias abertas.

A visão padrão é trimestral: as tools partem do último trimestre que a empresa publicou e devolvem os 12 meses anteriores, trimestre a trimestre, com as contas contábeis como a CVM publica — sem indicadores calculados.

O que ele faz

Tool

Quando usar

buscar_empresa

Resolver nome/CNPJ/código CVM antes de qualquer análise

analisar_empresa

Pedido genérico ("analise a empresa X") — DRE dos últimos 4 trimestres

obter_demonstrativo_trimestral

Outro demonstrativo (balanço, fluxo de caixa) ou mais de 4 trimestres

obter_demonstrativo_anual

Quando o usuário pedir explicitamente o exercício anual fechado (DFP)

Todos os valores monetários são normalizados para R$ milhões. Veja Limitações abaixo — a IA sempre recebe avisos quando um dado é derivado ou não pôde ser obtido.

Related MCP server: FinancialReports MCP Server

Como o trimestre é montado

O ITR da CVM publica apenas 1T, 2T e 3T, e já traz cada trimestre isolado além dos acumulados do exercício — então recortar um trimestre é filtrar período, não subtrair.

O 4T não existe no ITR. Ele é derivado como exercício completo (DFP) − acumulado até o 3T (ITR), casado conta a conta pelo código contábil. Todo período assim vem marcado com derivado: true na resposta, junto de um aviso explícito.

Duas consequências que valem entender:

  • Contas de estoque nunca são derivadas. BPA e BPP são saldos numa data, então o fechamento do exercício já é o valor do 4T. Só as contas de fluxo (DRE, DFC, DVA, DRA, DMPL) passam pela subtração.

  • O "último trimestre" é por empresa, não global. Exercícios sociais não-calendário fecham em outros meses — a Camil, por exemplo, tem trimestres mar–mai, jun–ago, set–nov e dez–fev. O servidor resolve isso pelas datas de cada companhia, e o rótulo (2T26) sempre vem acompanhado de inicio e fim.

Instalação

Requer Python 3.10+. Funciona da mesma forma em Windows, macOS e Linux.

Opção 1 — pipx (recomendado, isola o ambiente)

pipx install .

Roda em qualquer pasta depois, como o comando cvm-mcp.

Opção 2 — pip em ambiente virtual

python -m venv .venv
# Windows (PowerShell)
.venv\Scripts\Activate.ps1
# macOS / Linux
source .venv/bin/activate

pip install -e .

Opção 3 — direto do código-fonte, sem instalar

pip install -r requirements.txt   # ou: pip install mcp[cli] httpx pandas platformdirs
python -m cvm_mcp

Configurando no Claude Desktop

Edite claude_desktop_config.json (Windows: %APPDATA%\Claude\claude_desktop_config.json; macOS: ~/Library/Application Support/Claude/claude_desktop_config.json) e adicione:

{
  "mcpServers": {
    "cvm": {
      "command": "cvm-mcp"
    }
  }
}

Se preferir não instalar com pipx (Opção 3), use:

{
  "mcpServers": {
    "cvm": {
      "command": "python",
      "args": ["-m", "cvm_mcp"]
    }
  }
}

Cache local

Os arquivos baixados da CVM (cadastro + ZIPs anuais de ITR e DFP) ficam em cache local para não baixar de novo a cada consulta — a checagem usa ETag/Last-Modified, então atualizações no portal da CVM são detectadas automaticamente.

Vale dimensionar: os pacotes vêm compactados (~20–30 MB por ano), mas são extraídos para uso, e cada ano-tipo ocupa algumas centenas de MB em disco. A visão trimestral costuma tocar dois anos de ITR mais um de DFP.

Local padrão (via platformdirs, sem hardcode de SO):

  • Windows: %LOCALAPPDATA%\cvm-mcp

  • macOS: ~/Library/Caches/cvm-mcp

  • Linux: ~/.cache/cvm-mcp

Para usar outro diretório (ex: ambientes restritos/CI), defina CVM_MCP_CACHE_DIR antes de rodar o servidor.

Limitações importantes

  • O 4T é derivado, não publicado. A CVM não divulga o 4º trimestre isoladamente; o valor vem de ano cheio − acumulado 9M. Bate com o exercício por construção, mas não é um número que a empresa reportou.

  • Sem indicadores calculados. Esta versão devolve contas contábeis publicadas, não margens, ROE ou EBITDA. O código de indicadores continua no repositório (indicators.py, accounts.py), sem estar ligado a nenhuma tool, para ser readaptado à base trimestral depois.

  • Sem dado de mercado: a CVM não publica cotação, valor de mercado ou múltiplos (P/L, EV/EBITDA). Pedidos desse tipo ficam fora do escopo desta fonte.

  • Contas de estoque não se somam. BPA e BPP são saldos: somar os 4 trimestres de patrimônio líquido não produz nada com significado. Só as contas de fluxo podem ser acumuladas em 12 meses.

  • Nem toda empresa tem 4 trimestres (IPO recente, suspensão, cancelamento de registro, atraso na entrega do ITR). A janela devolve os períodos que existirem, sem preencher buraco com zero.

  • Empresas do setor financeiro usam um plano de contas de DRE diferente, então os códigos contábeis não são comparáveis linha a linha com os de empresas não financeiras.

Desenvolvimento

python -m venv .venv
.venv\Scripts\Activate.ps1   # ou source .venv/bin/activate
pip install -e .
python -m cvm_mcp            # roda o servidor via stdio

Estrutura do projeto:

src/cvm_mcp/
  config.py       # constantes e diretório de cache (cross-platform)
  cache.py        # download HTTP com cache condicional + extração de ZIP
  parsers.py      # leitura dos CSVs (encoding/separador da CVM)
  cvm_client.py   # busca de empresas e carregamento dos demonstrativos
  quarters.py     # montagem da janela trimestral e derivação do 4T
  models.py       # estruturas de dados (Company, Quarter)
  server.py       # servidor MCP (FastMCP) e definição das tools

  accounts.py     # (inativo) mapa do plano de contas -> itens financeiros
  indicators.py   # (inativo) cálculo de indicadores em base anual

accounts.py e indicators.py não são importados por nenhuma tool nesta versão — ficam no repositório para servir de base quando os indicadores forem reintroduzidos em base trimestral.

Available Tools

4 tools
analisar_empresaA

Análise financeira padrão dos últimos 5 anos de uma empresa.

Use quando o usuário pedir algo genérico como "analise a empresa X" sem especificar período ou indicadores. Retorna, em R$ milhões e por ano: Receita Líquida, EBIT, EBITDA estimado, Lucro Líquido, Margem Líquida, Margem EBITDA, ROE, Liquidez Corrente, Dívida Bruta, Caixa, Dívida Líquida e Dívida Líquida/EBITDA — sempre com avisos quando algum item não pôde ser calculado a partir dos demonstrativos públicos da CVM (ex: EBITDA é sempre uma estimativa, não o número "ajustado" da empresa; não há dado de cotação/valor de mercado nesta fonte). Para pedidos customizados (outro período, dado bruto, individual vs consolidado), use obter_indicadores ou obter_demonstrativo_bruto.

ParametersJSON Schema
NameRequiredDescriptionDefault
nome_ou_cnpjYes

TDQS

A4.7/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations provided, but the description discloses key behavioral traits: EBITDA is an estimate, data comes from CVM public filings, no market cap data, and warnings are issued when items cannot be calculated. This fully informs the agent about limitations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured and front-loaded: first sentence states purpose, second guides usage, third lists returns, fourth adds caveats. Every sentence adds value without redundancy.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's simplicity (single parameter, no output schema), the description is complete. It covers what is returned, constraints (5 years), limitations (EBITDA estimate, no market data), and provides usage guidance with alternatives.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 0%, so the description should compensate. The parameter 'nome_ou_cnpj' is self-explanatory, but the description does not elaborate on format or provide examples. It gives context that it's a company identifier, which is adequate but not exceptional.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool provides a standard financial analysis of the last 5 years of a company, with a specific list of metrics. It distinguishes from siblings by specifying it is for generic requests, while alternatives handle custom periods or raw data.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly says 'use when user asks something generic like 'analyze company X' without specifying period or indicators.' It also tells when NOT to use (customized requests) and names alternative tools (obter_indicadores, obter_demonstrativo_bruto).

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

buscar_empresaA

Busca companhias abertas no cadastro da CVM por nome, CNPJ ou código CVM.

Use esta tool antes de qualquer outra para confirmar a empresa certa: existem nomes parecidos e empresas com registro cancelado/suspenso que podem não ter demonstrativos recentes.

ParametersJSON Schema
NameRequiredDescriptionDefault
limiteNo
consultaYes

TDQS

A4.4/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description carries the full burden. It discloses that the tool searches the CVM registry and that results may include companies with cancelled/suspended status, which is a useful behavioral trait. However, it does not mention any side effects, authentication needs, or return format.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two sentences, front-loaded with the main action, and uses line breaks for readability. Every sentence adds value with no fluff.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a simple search tool with 2 parameters and no output schema or annotations, the description covers purpose, usage guidance, and the main parameter. However, it omits explanation of the 'limite' parameter and return values, leaving minor gaps.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, so the description must compensate. It explains that 'consulta' can be a name, CNPJ, or CVM code, adding meaning. However, it fails to describe 'limite' (limit), which defaults to 10. Partial compensation leads to a score of 3.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the verb (busca = searches), resource (companies in CVM registry), and search criteria (name, CNPJ, or CVM code). It distinguishes from sibling tools like analisar_empresa or obter_indicadores, which are for analysis and data retrieval, not searching.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly says to use this tool before any other to confirm the correct company, warning about similar names and cancelled/suspended registrations. This provides clear when-to-use and context-specific guidance.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

obter_demonstrativo_brutoA

Devolve as contas contábeis brutas (código, descrição, valor em R$ milhões) de um demonstrativo publicado pela CVM, sem nenhum cálculo.

demonstrativo: um de BPA, BPP, DRE, DFC_MD, DFC_MI, DVA, DMPL, DRA. Use quando o usuário pedir algo que os indicadores prontos não cobrem, como uma conta contábil específica ou maior nível de detalhe.

ParametersJSON Schema
NameRequiredDescriptionDefault
anoYes
consolidadoNo
nome_ou_cnpjYes
demonstrativoYes

TDQS

A4.4/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description bears full responsibility. It discloses that the tool returns raw data 'sem nenhum cálculo' (without any calculation), indicating it is a read-only operation. However, it does not mention potential side effects or response size considerations, but the core behavior is clear.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is two sentences plus a list, front-loaded with the action ('Devolve as contas contábeis brutas...'). Every sentence adds value, and the structure is efficient.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool has 4 parameters, no output schema, and 3 siblings, the description covers the core functionality, usage context, and return structure (code, description, value). It lacks details on error handling or missing data behavior, but overall it is sufficiently complete for its complexity.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The input schema has 4 parameters with 0% description coverage. The description only adds meaning for the 'demonstrativo' parameter by listing valid values (BPA, BPP, DRE, etc.). Other parameters (nome_ou_cnpj, ano, consolidado) are not explained in the description, leaving their purpose inferred from context. This partially compensates for the schema gap but is insufficient for full clarity.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool returns raw accounting accounts (code, description, value in BRL millions) from a CVM financial statement, without calculations. It lists specific statement types (BPA, BPP, DRE, etc.) and distinguishes itself from sibling 'obter_indicadores' by noting it provides raw detail when indicators are insufficient.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explicitly states when to use this tool: 'Use when the user asks for something that the ready indicators don't cover, like a specific accounting account or greater level of detail.' This provides clear guidance and implies alternatives.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

obter_indicadoresA

Indicadores financeiros calculados para um intervalo de anos escolhido pelo usuário (mesmos indicadores de analisar_empresa, mas com período e versão consolidado/individual livres). Use para pedidos customizados que fogem do padrão de 5 anos.

ParametersJSON Schema
NameRequiredDescriptionDefault
ano_fimYes
ano_inicioYes
consolidadoNo
nome_ou_cnpjYes

TDQS

A3.9/5.0
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations provided, the description carries full burden. It discloses that the tool returns the same indicators as analisar_empresa but with free period and consolidation choice. However, it does not mention any behavioral traits like performance implications, data freshness, or error handling, which are important for a computation tool.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description consists of two concise sentences that front-load the core purpose and usage context. No redundant or extra information is present; every word contributes meaning.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool has 4 parameters, no output schema, and no annotations, the description is too sparse. It does not explain the returned indicators, parameter details (especially nome_ou_cnpj and consolidado), or error conditions. A user would need additional context to use the tool effectively.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The input schema has zero parameter descriptions (0% coverage). The description only partially explains ano_inicio, ano_fim, and consolidado via the phrase 'intervalo de anos' and 'versão consolidado/individual'. It does not clarify consolidado's meaning or the nome_ou_cnpj parameter at all. This is insufficient compensation for the missing schema descriptions.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states that the tool computes financial indicators for a user-chosen year range, and distinguishes it from sibling analisar_empresa by emphasizing flexibility in period and consolidation version. It uses a specific verb ('calculados') and resource ('indicadores financeiros'), making the purpose unambiguous.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explicitly advises to use this tool for custom requests that deviate from the standard 5-year period, implying that analisar_empresa should be used otherwise. This provides clear when-to-use and when-not-to-use guidance.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

  1. 4 tool updatesv0.1.0
    • First observedanalisar_empresa
    • First observedbuscar_empresa
    • First observedobter_demonstrativo_bruto
    • First observedobter_indicadores
Deploy Server
One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

TDQS

A4.4/5.0

Scored across 4 tools

Disambiguation5/5

Each tool serves a distinct purpose: buscar_empresa for company lookup, analisar_empresa for standard 5-year analysis, obter_indicadores for custom analysis, and obter_demonstrativo_bruto for raw accounting data. No overlap in functionality.

Naming Consistency5/5

All tool names follow a consistent verb_noun pattern in Portuguese (e.g., analisar_empresa, buscar_empresa). The naming is predictable and clear.

Tool Count5/5

With 4 tools, the server is well-scoped for its domain. It covers company search, standard analysis, custom analysis, and raw data retrieval without unnecessary bloat.

Completeness4/5

The tool set covers core workflows: identification, standard analysis, custom analysis, and raw data. A minor gap is the absence of a tool for comparing multiple companies or exporting data, but the essential functionality is present.

Maintenance

ActivitySlowing
ResponsivenessNo issues

Resources

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