MCP-Server für die Berechnung des XIRR (Extended Internal Rate of Return) mit integrierter Unterstützung für Transaktions-CSVs von Rakuten Securities (楽天証券).
Binden Sie ihn in Claude Desktop oder Claude Code ein, übergeben Sie eine von Ihrem Broker exportierte CSV-Datei und fragen Sie:
„Berechne die jährliche Rendite basierend auf dieser CSV und dem aktuellen Bewertungswert von ¥1.500.000“
Claude berechnet den XIRR für Sie – unter Berücksichtigung unregelmäßiger Ein- und Auszahlungen – und erläutert das Ergebnis.
🧮 calculate_xirr — XIRR aus beliebigen Cashflow-Reihen + aktueller Bewertung
📄 parse_rakuten_csv — Analysiert Rakuten Securities Transaktions-CSVs (取引履歴) in normalisierte Cashflows
🔌 Reiner stdio MCP-Server, kein Netzwerkzugriff erforderlich
📦 Keine Laufzeitkonfiguration, einzelner npx-Befehl
Related MCP server: ibkr-mcp
Bearbeiten Sie ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) oder %APPDATA%\Claude\claude_desktop_config.json (Windows):
{
"mcpServers": {
"xirr": {
"command": "npx",
"args": ["-y", "@kimagure-dd/xirr-mcp"]
}
}
}Starten Sie Claude Desktop neu. Die Tools calculate_xirr und parse_rakuten_csv sollten nun erscheinen.
claude mcp add xirr -- npx -y @kimagure-dd/xirr-mcpFragen Sie Claude:
„Berechne den XIRR für folgende Cashflows: 1.000.000 Yen Investition am 01.01.2020, 500.000 Yen zusätzlich am 01.01.2022, aktueller Wert (01.01.2025) 2.000.000 Yen“
Claude ruft calculate_xirr mit strukturierter Eingabe auf und gibt Folgendes zurück:
{
"annualRate": 12.34,
"annualRateFormatted": "12.34%",
"totalInvestment": 1500000,
"totalGain": 500000,
"gainRateFormatted": "33.33%",
"converged": true
}Bei Rakuten Securities einloggen → Transaktionsverlauf (取引履歴) → CSV herunterladen
(Da der Download in Shift_JIS erfolgt, bitte in UTF-8 konvertieren)
Übergeben Sie den Dateiinhalt an Claude mit der Bitte: „Berechne damit die jährliche Rendite. Der aktuelle Wert beträgt ¥X“
Claude leitet die CSV automatisch durch parse_rakuten_csv → calculate_xirr weiter.
calculate_xirrBerechnet den XIRR aus einer Liste datierter Cashflows und einem aktuellen Bewertungswert.
Eingabe:
Feld | Typ | Beschreibung |
| array | Liste von |
| number | Aktueller Portfoliowert. |
| string | YYYY-MM-DD. Datum des |
Ausgabe:
Feld | Typ | Beschreibung |
| number | Annualisierte Rendite in Prozent. |
| number | Monatliche Rate (auf das Jahr hochgerechnet). |
| number | Summe aller Cashflows. |
| number |
|
| number | Gesamter Gewinn als Prozentsatz der Investition. |
| boolean | Wahr, wenn der iterative Löser konvergiert ist. |
parse_rakuten_csvAnalysiert eine Rakuten Securities Transaktions-CSV.
Eingabe:
Feld | Typ | Beschreibung |
| string | Roher CSV-Text (UTF-8 dekodiert). |
Erforderliche CSV-Header:
約定日, 取引, ファンド名, 受渡金額/(ポイント利用)[円]
Verhalten:
買付 Zeilen → positiver Betrag (Investition)
Andere Transaktionstypen (z. B. 売却) → negativer Betrag (Auszahlung)
Ungültige Zeilen werden mit Warnungen übersprungen
Newton-Raphson-Iteration als primärer Löser
Bisektions-Fallback, wenn Newton nicht konvergiert
Zeiteinheit: Monate (unter Verwendung von 365,25 / 12 Tagen pro Monat)
Konvergenzschwelle: 1e-7
Die gleiche Logik wird im browserbasierten XIRR-Rechner auf kimagure-dd.dev verwendet, daher sind die Ergebnisse identisch.
Dieses Tool berechnet die Anlageperformance nur zu Informationszwecken. Steuern, Transaktionsgebühren und Währungsumrechnungen werden nicht berücksichtigt. Die Ausgabe stellt keine Anlageberatung dar.
npm install
npm run build
npm testUm den Server lokal vor der Veröffentlichung zu testen:
npm pack
# Then point Claude Desktop to the .tgz pathMIT © kimagure-dd
🌐 kimagure-dd.dev — Browserbasierte Finanzrechner
Calculate XIRR (Extended Internal Rate of Return) from a series of dated cash flows and a current portfolio valuation. Returns annualized rate, monthly rate, total gain, and convergence status. Useful for measuring actual investment performance accounting for irregular contributions and withdrawals.
| Name | Required | Description | Default |
|---|---|---|---|
| cashFlows | Yes | List of cash flows. Use positive amounts for investments (buy), negative for withdrawals (sell). | |
| currentValue | Yes | Current valuation of the portfolio at valuationDate. | |
| valuationDate | Yes | Date of the current valuation in YYYY-MM-DD format. |
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description must disclose behavioral traits. It indicates the outputs (annualized rate, monthly rate, total gain, convergence status) but does not mention potential issues like convergence failures, input validation, or performance limitations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is two sentences long, front-loaded with the purpose and return values. Every word is informative and there is no redundancy.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the lack of output schema, the description adequately lists the return values (annualized rate, monthly rate, total gain, convergence status). It covers the essential outputs for a financial calculation tool.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema has 100% coverage, so the description adds limited semantic value beyond what's already documented. It reiterates that positive amounts are investments, which is already in the schema, but does not provide new details.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the action 'Calculate XIRR' and the resource 'from a series of dated cash flows and a current portfolio valuation'. It distinguishes this tool from its sibling parse_rakuten_csv, which handles CSV parsing, by focusing on financial computation.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description explains when to use the tool ('useful for measuring actual investment performance...'), but does not explicitly mention when not to use it or provide alternatives. However, given the distinct sibling tool, no confusion arises.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Parse a Rakuten Securities transaction CSV (取引履歴) and convert it into a normalized cash flow list. Handles 買付/売却 transaction types automatically. The output can be fed directly into calculate_xirr.
| Name | Required | Description | Default |
|---|---|---|---|
| csvContent | Yes | Raw CSV text exported from Rakuten Securities. Note: Rakuten exports are typically Shift_JIS encoded; decode to UTF-8 before passing. |
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the full burden. It discloses the automatic handling of transaction types and encoding issues, but lacks details on error behavior, file size limits, or other edge cases. It is partially transparent but leaves gaps.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is two sentences that are efficiently front-loaded. The first sentence states the core purpose, the second adds key details. Every sentence is meaningful with no superfluous words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the simple tool (1 param, no output schema), the description covers input format, handling, and integration with calculate_xirr. It could mention the output structure more explicitly, but it is sufficient for an agent to understand usage.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The schema has 100% coverage with a single parameter. The description adds value by explaining the parameter is raw CSV text and specifically notes the Shift_JIS encoding issue, which is critical for correct usage. This exceeds the baseline of 3 for high schema coverage.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool parses Rakuten Securities transaction CSV and converts to normalized cash flow list, handling specific transaction types. It implicitly distinguishes from the sibling tool calculate_xirr by indicating the output feeds into it.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description says when to use the tool (when you have a Rakuten Securities CSV) and hints at the workflow with calculate_xirr. It provides encoding context but doesn't explicitly state when not to use it or list alternatives, though the sibling count is low.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
v0.1.0calculate_xirrparse_rakuten_csvScored across 2 tools
The two tools have clearly distinct purposes: parse_rakuten_csv converts a specific CSV into cash flows, and calculate_xirr performs the actual rate calculation. No overlap exists.
Both tools follow a consistent verb_noun pattern using snake_case: parse_rakuten_csv and calculate_xirr. Perfectly consistent.
With only 2 tools, the server is very focused but appropriately scoped for the specific use case of Rakuten CSV processing and XIRR calculation. A slightly broader tool count could be argued, but it's reasonable.
For the domain of computing XIRR from Rakuten CSV data, the server is complete. The parse-then-calculate workflow covers all necessary steps without missing functionality.
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