easy-equities-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| EE_MCP_ENV_FILE | No | Explicit path to a .env file. | |
| EE_MCP_COOKIE_DIR | No | Directory where session cookies are cached. | ~/.easy-equities-mcp |
| EE_SESSION_PERSONAL_PASSWORD | Yes | Password for the session. | |
| EE_SESSION_PERSONAL_PLATFORM | No | Platform for the session: 'easyequities' or 'satrix'. | easyequities |
| EE_SESSION_PERSONAL_USERNAME | Yes | Username for a session named PERSONAL (replace PERSONAL with your chosen session name). At least one session is required. |
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 |
|---|---|
| list_sessionsA | List all active logged-in sessions. |
| refresh_sessionA | Re-authenticate one session using credentials from the environment/.env. Call this from chat when a tool call fails because cookies have expired or to force a fresh login. Credentials are never passed through chat. Args: session: The session name, e.g. "personal". |
| refresh_all_sessionsA | Re-authenticate every configured session. Returns a per-session report. |
| list_accountsA | List all accounts for a session. Args: session: The session name (from list_sessions). |
| get_holdingsA | Get holdings (stocks/ETFs) for an account. Args: session: The session name (from list_sessions). account_id: The account ID (from list_accounts). include_shares: If true, fetch number of shares per holding (slower). |
| get_valuationsA | Get the valuation summary for an account. Args: session: The session name (from list_sessions). account_id: The account ID (from list_accounts). |
| get_transactionsA | Get transactions for the last year for an account. Args: session: The session name (from list_sessions). account_id: The account ID (from list_accounts). |
| get_transactions_for_periodA | Get transactions for an account between two dates. Args: session: The session name (from list_sessions). account_id: The account ID (from list_accounts). start_date: Start date in YYYY-MM-DD format. end_date: End date in YYYY-MM-DD format. |
| get_historical_pricesA | Get historical prices for an instrument. Args: session: The session name (from list_sessions). contract_code: The instrument contract code, e.g. "EQU.ZA.SYGJP". period: One of "OneMonth", "ThreeMonths", "SixMonths", "OneYear", "Max". |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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