sc-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| 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 |
|---|---|
| sc_overviewB | Get Scalable Capital broker portfolio overview — total value, cash, performance. Returns live data directly from the broker. |
| sc_holdingsC | Get Scalable Capital portfolio holdings — all positions with current prices, quantities, and market values. Live broker data. |
| sc_transactionsB | List Scalable Capital broker transactions with optional filters. Use for reconciliation, tax analysis, or reviewing trade history. |
| sc_analyticsA | Get Scalable Capital portfolio analytics — allocation breakdowns, sector/region exposure, and performance attribution. |
| sc_security_newsA | Get latest news summary for a specific security by ISIN from Scalable Capital. |
| sc_quoteB | Get the current Scalable Capital quote for a security by ISIN. |
| sc_searchC | Search securities within the Scalable Capital broker portfolio context. |
| sc_transactionA | Get details for a single Scalable Capital broker transaction by ID. |
| sc_cash_breakdownA | Get Scalable Capital cash breakdown — buying power, available cash, credit, and derivatives availability in one compact response. Use before placing orders to check available funds. |
| sc_chartB | Get historical chart data (OHLCV) for a security by ISIN from Scalable Capital. Use for technical analysis, trend detection, or price history review. |
| sc_overnightA | Get Scalable Capital overnight savings account summary — balance and interest rate. Auto-resolves account when exactly one active account is accessible. |
| sc_overnight_transactionsB | List Scalable Capital overnight savings account transactions with filters. Use type_filter='interest' to review interest payment history. |
| sc_portfolio_groupsB | Get Scalable Capital portfolio groups — custom groupings with since-buy performance attribution and ungrouped holdings list. |
| sc_derivatives_searchA | Search for derivatives (knockouts, warrants, factors) on a known underlying ISIN. Use returned derivative ISIN with sc_quote for live pricing. |
| sc_watchlistC | Get the current Scalable Capital broker watchlist — all tracked securities. |
| sc_price_alertsC | Get Scalable Capital price alerts, optionally filtered to active ones only. |
| sc_savings_plans_configA | Get valid savings-plan configuration and ex-ante fee disclosure for a security. Read-only — use before deciding on a savings plan. |
| sc_capabilitiesA | Get the Scalable Capital CLI capability dump — version, supported commands, exit codes, and local trade controls. |
| sc_watchlist_addA | Add a security to the Scalable Capital watchlist. Requires SC_MCP_ENABLE_WRITES=true. |
| sc_watchlist_removeB | Remove a security from the Scalable Capital watchlist. Requires SC_MCP_ENABLE_WRITES=true. |
| sc_price_alert_addA | Add a price alert. Provide either isin or ticker. Requires SC_MCP_ENABLE_WRITES=true. |
| sc_price_alert_removeA | Remove a price alert by ID. Requires SC_MCP_ENABLE_WRITES=true. |
| sc_portfolio_group_createB | Create a new portfolio group. Requires SC_MCP_ENABLE_WRITES=true. |
| sc_portfolio_group_updateB | Update portfolio group name/description. Requires SC_MCP_ENABLE_WRITES=true. |
| sc_portfolio_group_deleteA | Delete a portfolio group. Holdings return to ungrouped. Requires SC_MCP_ENABLE_WRITES=true. |
| sc_portfolio_group_assignB | Assign holdings to a portfolio group (auto-removes from other groups). Requires SC_MCP_ENABLE_WRITES=true. |
| sc_portfolio_group_unassignA | Remove a holding from a portfolio group (returns it to ungrouped). Requires SC_MCP_ENABLE_WRITES=true. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 27 tools
Each tool targets a distinct resource and action: overview, holdings, transactions, watchlist, price alerts, portfolio groups, and market data are cleanly separated. Even similar-looking tools like sc_transactions and sc_transaction are clearly plural-list vs singular-detail.
All tools share the sc_ prefix and use snake_case. Reads are sc_<noun> and mutations are sc_<noun>_<verb> (add/remove/create/update/delete/assign), forming a predictable and uniform convention.
With 27 tools, the surface exceeds the point where an agent can easily select among options. Several related operations could be consolidated into compound tools, e.g., portfolio group CRUD or watchlist read/write/delete.
The read side is quite complete: portfolio, transactions, analytics, market data, overnight savings, and configuration are covered. Missing order placement and savings-plan write actions are notable gaps, but the given scope is mostly coherent.