Skip to main content
Glama
human-turn

t-invest-mcp

by human-turn

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
TINKOFF_CONFIRMNoОтключает встроенное elicitation-подтверждение сделок (по умолчанию включено)on
TINKOFF_SANDBOXNoПесочница: счета/портфель/заявки идут в sandbox, регистрируются sandbox_* tools. Нужен sandbox-токенfalse
TINKOFF_API_TOKENYesТокен T-Invest API (read-only достаточно для базового режима)
TINKOFF_OUTPUT_DIRNoКорень для файловых выгрузок outputPath (по умолчанию — cwd сервера)
TINKOFF_ALLOW_TRADINGNoРегистрирует place_order/cancel_order. В боевом режиме — реальные деньги!false

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}
prompts
{
  "listChanged": true
}
resources
{
  "listChanged": true
}
completions
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
get_accountsA

List all brokerage accounts of the token owner (id, name, type, status). Start here: accountId is required by portfolio/operations/orders tools.

get_portfolioA

Portfolio summary in RUB: totals by asset class, expected yield, and all positions enriched with ticker/name (quantity, average and current price, accrued interest for bonds). csv output writes the positions array.

get_operationsA

Executed account operations (trades, dividends, coupons, taxes, fees) with cursor pagination. Default period: last 365 days. With outputPath the server fetches ALL pages from the start of the period (the cursor arg is ignored in file mode) and writes the full history to the file.

find_instrumentA

Search instruments by ticker, ISIN, FIGI or name. Returns UIDs required by other tools.

get_instrumentA

Instrument card by UID: ticker, ISIN, currency, lot size, exchange, trading status, country of risk, assetUid (needed for get_asset_fundamentals). For bonds also returns a bond block: nominal, maturity, coupon frequency, accrued interest — bond market prices are quoted in % of this nominal.

get_last_pricesA

Last known prices for a batch of instruments. Response order mirrors the request; unknown UIDs come back with found:false. priceUnit flags the quote unit: bonds are quoted in % of nominal (see get_instrument bond.nominal), futures in points.

get_candlesA

OHLCV candles for an instrument. Default: daily candles for the last year. Inline mode returns at most 1500 most recent candles (truncated flag). With outputPath the server fetches the WHOLE range, splitting it into chunks within API limits (day candles up to 6 years per request, 1min up to 1 day), and writes everything to the file. priceUnit: bonds are quoted in % of nominal, futures in points.

get_order_bookA

Order book (bids/asks) for an instrument, with last/close price and trading limits. priceUnit flags the quote unit: bonds are quoted in % of nominal (see get_instrument bond.nominal), futures in points.

get_dividendsA

Dividend history and announcements for a share. Default period: -1 year to +1 year.

get_bond_couponsA

Coupon schedule for a bond. Default period: -1 year to +1 year.

get_accrued_interestsA

Accrued interest (НКД) history for a bond. Default period: last 30 days.

get_bond_eventsA

Bond lifecycle events: coupons, calls/offers, maturity, conversion. Key tool for tracking offer (оферта) and repayment dates.

get_asset_fundamentalsA

Fundamental indicators for assets: market cap, P/E, P/B, EV/EBITDA, ROE/ROA/ROIC, margins, debt ratios, dividend yield, 52-week range. Takes assetUid (NOT instrument UID) — get it from get_instrument. Indicators not applicable to the asset (e.g. EV/EBITDA for banks) are null.

get_forecastsB

Analyst consensus and per-company price targets/recommendations for an instrument. csv output writes the targets array.

get_trading_schedulesA

Exchange trading schedules for the next 7 days (trading days, session start/end in MSK).

get_active_ordersA

Active (not yet executed) orders for an account, enriched with ticker/name.

download_history_archiveA

Bulk-download MINUTE candles for whole years via the REST archive endpoint (1 HTTP request = 1 year) and merge them into a single CSV file in the output root. Far cheaper than get_candles for long minute history. Columns: instrumentUid;timeUtc;open;close;high;low;volume. Archives are rebuilt nightly (no current day). Years with no data are skipped and listed in the summary. Takes the instrument UID only. Check available years first with get_history_archive_years.

get_history_archive_yearsA

Which yearly minute-candle archives exist for an instrument (year + size). Use before download_history_archive to avoid guessing the range.

download_trades_archiveA

Download the anonymized trades archive for one trading day (history-md service) into a CSV file in the output root. Comma-separated, the file carries its own header: TRADE_TS,TICKER_CC,DIRECTION,PRICE,QUANTITY,TRADE_SOURCE,INSTRUMENT_UID. 404 means no archive for that date (weekend/holiday or not yet built — archives are rebuilt nightly).

get_server_infoA

Server diagnostics for support/feedback reports: version, runtime, mode flags (sandbox/trading/confirmation), output root, selected archive host. No broker API calls, never includes the token.

Prompts

Interactive templates invoked by user choice

NameDescription
portfolio_reviewПолный обзор: структура, концентрация, доходность, сравнение с целевыми долями
payout_calendarКупоны и дивиденды по портфелю на N месяцев вперёд, средняя выплата в месяц
bond_pickerПодбор облигаций под сумму и горизонт: доходность, оферты, НКД
rebalance_checkДрейф от целевых долей и план сделок в лотах (без исполнения)
position_deep_diveГлубокий разбор одного инструмента: фундаментал, прогнозы, выплаты, динамика
tax_helperНалоги за год из операций + кандидаты на ЛДВ (3+ года)
div_screenerСкрининг дивидендных акций MOEX: стабильность и форвардная доходность
invest_cashDCA-докупка: распределить свободный кэш к целевым долям, без продаж
monthly_reportМесячный отчёт: честный XIRR, выплаты, комиссии, топ-движения
weekly_digestЧто выросло/упало за неделю и почему + события ближайшей недели
fire_progressПрогресс к финансовым целям (FIRE): успеваем ли, какой нужен взнос
feedbackСформировать репорт о проблеме: диагностика сервера, шаги воспроизведения, точные ошибки → feedback/*.md (+ опционально GitHub issue)
weeklyДайджест недели + распределение пополнения (если указана сумма)
monthlyИтоги месяца (XIRR) + календарь выплат + прогресс к целям
quarterlyОбзор портфеля + проверка ребалансировки

Resources

Contextual data attached and managed by the client

NameDescription
portfolio-target-exampleОбразец файла целевых долей и финансовых целей для slash-команд (rebalance_check, fire_progress, invest_cash, зонтичные ритуалы). Скопируйте в корень проекта как portfolio-target.json.

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/human-turn/t-invest-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server