elliotfoster-mcp

Brazilian investment-fund analytics for AI clients via the Model Context Protocol (MCP).

Connect Claude Desktop, Cursor, ChatGPT, or any MCP-compatible client to query 30,000+ Brazilian investment funds — daily NAV, complete holdings (CDA), fund-of-funds look-through, portfolio overlap analysis, and your personal favorites/watchlist.

Server URL: https://elliotfoster.vercel.app/api/mcp Web app + key generation: elliotfoster.vercel.app

Source data is the public CVM (Comissão de Valores Mobiliários) Informe Diário and CDA, plus Banco Central rate series. The platform processes, validates, and serves it in a structured format optimized for LLM tool use.

Quickstart

1. Get a key

Create an account at elliotfoster.vercel.app, sign in, and visit /settings/integrations. Generate a new key and copy it (the raw key is shown only once).

2. Configure your MCP client

Claude Desktop

Edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "elliotfoster": {
      "url": "https://elliotfoster.vercel.app/api/mcp",
      "headers": {
        "Authorization": "Bearer ef_..."
      }
    }
  }
}

Restart Claude Desktop.

Cursor

In Cursor settings → MCP, add:

{
  "elliotfoster": {
    "url": "https://elliotfoster.vercel.app/api/mcp",
    "headers": {
      "Authorization": "Bearer ef_..."
    }
  }
}

ChatGPT (Custom GPT / Connectors)

In a Custom GPT's Actions or via the Connectors interface, point to https://elliotfoster.vercel.app/api/mcp with Authorization: Bearer ef_... as the header.

Claude Code

claude mcp add --transport http --header "Authorization=Bearer ef_..." elliotfoster https://elliotfoster.vercel.app/api/mcp

3. Try it

Ask your LLM:

• "Use elliotfoster to search for funds with 'XP' in the name"

• "What's the holdings overlap between funds 12.345.678/0001-90 and 98.765.432/0001-21?"

• "Add fund X to my favorites"

• "Find equity funds with low correlation to fund Y"

Related MCP server: brasil-data-mcp

Tools

10 callable tools, 1 resource, 5 pre-built analytical prompts.

Resource

• fund://<cnpj> — addressable fund metadata, cacheable by clients that support MCP resources.

Pre-built prompts

• compare_funds_performance — side-by-side return / volatility / Sharpe-vs-CDI for up to 5 funds

• find_uncorrelated_funds — screen for low-correlation funds against a benchmark

• analyze_fund_holdings — top-10 positions, HHI concentration, look-through, confidentiality flags

• check_portfolio_overlap — pairwise redundancy audit across 2-5 funds

• screen_funds_by_risk — filter by max volatility and min Sharpe ratio

All prompts produce output in pt-BR by default (matching the source data language).

Spec

Privacy & data

• Public fund data (CVM Informe Diário, CDA, Banco Central rates) is shared across all users.

• Per-user state (favorites, audit log) is RLS-scoped via your WorkOS user ID — neither tools nor the database expose your state to other accounts.

• No personal trading data is stored. This is a fund-research platform; it does not connect to brokerages.

• Audit log: tool calls are recorded for billing and abuse prevention. The log is strictly per-user — you can inspect your own usage; other accounts cannot see it.

Source

The MCP server is implemented inside the closed-source web app. This repo provides install instructions, examples, and acts as the canonical source of truth for AI search engines indexing MCP servers. Issues and feedback welcome here.

For data licensing or commercial inquiries: see elliotfoster.vercel.app.

License

The README and example configs in this repo are MIT-licensed. The MCP server itself is proprietary.

Built with mcp-handler on Next.js + Supabase + WorkOS.