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Glama
marlon-iac

dlp-invest-mcp

by marlon-iac
OverviewSchemaSourceRelated ServersDiscussionsAdmin
Python
Local

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
DLP_INVEST_API_TOKENNoDLPInvest API token (Bearer). Leave empty to disable requests; tools will return a clear error.
DLP_INVEST_API_BASE_URLNoBase URL of the DLPInvest REST API.https://users.dlpinvest.com.br
DLP_INVEST_REQUEST_TIMEOUT_SECONDSNoHTTP request timeout in seconds.30

Instructions

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Capabilities

Features and capabilities supported by this server

Protocol revision2025-11-25

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}

Tools

Functions exposed to the LLM to take actions

NameDescription
obter_operacoes_toolB

Recupera a lista de operacoes do sistema DLPInvest.

Args:
    carteira: ID ou nome da carteira para filtrar.
    status: Status da operacao (aberta, fechada, pendente).
    data_inicial: Data inicial no formato YYYY-MM-DD.
    data_final: Data final no formato YYYY-MM-DD.
    limite: Maximo de resultados a retornar.
    offset: Paginacao (quantidade de itens a pular).

Returns:
    Dict with ``success`` and either ``data`` or ``error``.
obter_carteira_toolC

Recupera informacoes da carteira do usuario.

Returns:
    Dict with ``success`` and either ``data`` or ``error``.
obter_posicao_toolB

Recupera a posicao atual dos ativos na carteira.

Args:
    carteira: ID ou nome da carteira.

Returns:
    Dict with ``success`` and either ``data`` or ``error``.
obter_rentabilidade_toolB

Recupera a rentabilidade da carteira em um periodo.

Args:
    carteira: ID ou nome da carteira.
    data_inicial: Data inicial no formato YYYY-MM-DD.
    data_final: Data final no formato YYYY-MM-DD.

Returns:
    Dict with ``success`` and either ``data`` or ``error``.
obter_extrato_toolC

Recupera o extrato financeiro da carteira.

Args:
    carteira: ID ou nome da carteira.
    data_inicial: Data inicial no formato YYYY-MM-DD.
    data_final: Data final no formato YYYY-MM-DD.
    limite: Maximo de resultados.
    offset: Paginacao.

Returns:
    Dict with ``success`` and either ``data`` or ``error``.
obter_proventos_toolB

Recupera os proventos (dividendos, JCP, etc.) recebidos.

Args:
    carteira: ID ou nome da carteira.
    data_inicial: Data inicial no formato YYYY-MM-DD.
    data_final: Data final no formato YYYY-MM-DD.

Returns:
    Dict with ``success`` and either ``data`` or ``error``.
obter_ativos_toolB

Lista todos os ativos disponiveis no sistema.

Returns:
    Dict with ``success`` and either ``data`` or ``error``.
obter_ativos_detalhes_toolC

Recupera detalhes de um ativo especifico pelo ticker.

Args:
    ticker: Ticker do ativo (ex: PETR4).

Returns:
    Dict with ``success`` and either ``data`` or ``error``.
obter_corretoras_toolB

Lista todas as corretoras cadastradas.

Returns:
    Dict with ``success`` and either ``data`` or ``error``.
obter_estrategias_toolC

Lista todas as estrategias de investimento.

Returns:
    Dict with ``success`` and either ``data`` or ``error``.
obter_subestrategias_toolB

Lista todas as subestrategias de investimento.

Returns:
    Dict with ``success`` and either ``data`` or ``error``.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

Deploy Server
One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

TDQS

A3.5/5.0

Scored across 11 tools

Disambiguation5/5

Each tool targets a distinct resource: operations, portfolio, positions, profitability, statement, dividends, assets, asset details, brokers, strategies, and sub-strategies. Descriptions clarify boundaries, and there is no apparent overlap (e.g., operations vs. statement are differentiated by filters and purpose).

Naming Consistency5/5

All tools follow the exact same pattern: obter_<resource>_tool in snake_case. The convention is fully consistent across the entire set.

Tool Count5/5

Eleven tools are well within the ideal range (3–15) and each maps to a meaningful read operation for an investment data retrieval server. No tool feels redundant or out of place.

Completeness4/5

The surface covers core read-only needs: portfolio, positions, operations, profitability, statement, dividends, assets, brokers, strategies, and sub-strategies. Minor gaps exist (e.g., no write operations, no asset price history), but these may be intentional for a read-only reporting server.

Maintenance

ActivityMaintained
ResponsivenessResponsive

Resources