KSEI MCP
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| KSEI_PASSWORD | Yes | Your KSEI account password | |
| KSEI_USERNAME | Yes | Your KSEI account username | |
| KSEI_AUTH_PATH | No | Optional path for saving auth tokens, defaults to ./data | ./data |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_portfolio_summaryA | Get a summary of all portfolio holdings and balances |
| get_cash_balancesB | Get detailed cash balances across all securities companies |
| get_equity_balancesB | Get detailed equity/stock holdings |
| get_mutual_fund_balancesC | Get mutual fund investment details |
| get_bond_balancesC | Get bond and fixed income securities details |
| get_other_balancesB | Get other financial instruments and investments |
| get_global_identityA | Get account holder identity and profile information |
| get_all_portfoliosA | Get all portfolio data concurrently (cash, equity, mutual funds, bonds, other) |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| Portfolio Summary | Overview of all portfolio holdings and balances |
| Cash Balances | Detailed cash balances across securities companies |
| Equity Holdings | Stock and equity holdings details |
| Mutual Fund Holdings | Mutual fund investment details |
| Bond Holdings | Bond and fixed income securities |
| Other Holdings | Other financial instruments and investments |
| Account Identity | Account holder identity and profile information |
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