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 |
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
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_portfolio_summaryA | Get high-level summary of all portfolio holdings and balances from AKSes KSEI. |
| get_cash_balancesA | Get detailed cash (Rekening Dana Nasabah / RDN) balances across securities accounts. |
| get_equity_balancesA | Get detailed Indonesian stock holdings (Saham) including shares, market value, and prices. |
| get_mutual_fund_balancesA | Get detailed mutual fund holdings (Reksadana) including unit counts and NAV values. |
| get_bond_balancesA | Get bond and government securities holdings (Obligasi / SBN). |
| get_other_balancesA | Get other financial instruments and investment balances. |
| get_global_identityA | Get KSEI account holder identity, SID, and investor profile details. |
| get_all_portfoliosA | Fetch all portfolio holdings (cash, equities, mutual funds, bonds, other) in parallel. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| resource_portfolio_summary | Overview of all portfolio holdings and balances. |
| resource_cash_balances | Detailed cash balances across securities companies. |
| resource_equity_balances | Stock and equity holdings details. |
| resource_mutual_fund_balances | Mutual fund investment details. |
| resource_bond_balances | Bond and fixed income securities. |
| resource_account_identity | Account holder identity and profile information. |
TDQS
Scored across 8 tools
Each tool targets a distinct aspect of the KSEI account: identity, summary, specific asset classes (cash, equity, mutual funds, bonds, other), and an aggregate fetch. No overlap between tools, and get_all_portfolios is explicitly a parallel convenience.
All tools follow the same get_<object>_<detail> pattern with snake_case. Names are uniform and predictable, making it easy for an agent to infer function from name alone.
8 tools is well-scoped for a read-only portfolio information server. Each tool covers a meaningful scope, and the count is neither too thin nor excessive.
The server covers all major asset classes and provides identity, summary, and full portfolio retrieval. Minor gaps like transaction history or historical performance exist, but the core read-only portfolio surface is well covered.