t-invest-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| TINKOFF_CONFIRM | No | Отключает встроенное elicitation-подтверждение сделок (по умолчанию включено) | on |
| TINKOFF_SANDBOX | No | Песочница: счета/портфель/заявки идут в sandbox, регистрируются sandbox_* tools. Нужен sandbox-токен | false |
| TINKOFF_API_TOKEN | Yes | Токен T-Invest API (read-only достаточно для базового режима) | |
| TINKOFF_OUTPUT_DIR | No | Корень для файловых выгрузок outputPath (по умолчанию — cwd сервера) | |
| TINKOFF_ALLOW_TRADING | No | Регистрирует place_order/cancel_order. В боевом режиме — реальные деньги! | false |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
| prompts | {
"listChanged": true
} |
| resources | {
"listChanged": true
} |
| completions | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| 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
| Name | Description |
|---|---|
| portfolio_review | Полный обзор: структура, концентрация, доходность, сравнение с целевыми долями |
| payout_calendar | Купоны и дивиденды по портфелю на N месяцев вперёд, средняя выплата в месяц |
| bond_picker | Подбор облигаций под сумму и горизонт: доходность, оферты, НКД |
| rebalance_check | Дрейф от целевых долей и план сделок в лотах (без исполнения) |
| position_deep_dive | Глубокий разбор одного инструмента: фундаментал, прогнозы, выплаты, динамика |
| tax_helper | Налоги за год из операций + кандидаты на ЛДВ (3+ года) |
| div_screener | Скрининг дивидендных акций MOEX: стабильность и форвардная доходность |
| invest_cash | DCA-докупка: распределить свободный кэш к целевым долям, без продаж |
| monthly_report | Месячный отчёт: честный XIRR, выплаты, комиссии, топ-движения |
| weekly_digest | Что выросло/упало за неделю и почему + события ближайшей недели |
| fire_progress | Прогресс к финансовым целям (FIRE): успеваем ли, какой нужен взнос |
| feedback | Сформировать репорт о проблеме: диагностика сервера, шаги воспроизведения, точные ошибки → feedback/*.md (+ опционально GitHub issue) |
| weekly | Дайджест недели + распределение пополнения (если указана сумма) |
| monthly | Итоги месяца (XIRR) + календарь выплат + прогресс к целям |
| quarterly | Обзор портфеля + проверка ребалансировки |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| portfolio-target-example | Образец 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. |
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