T-Invest MCP Server

Instructions

Implementation Reference

• src/tools/get-portfolio.ts:32-83 (handler)

  The function `registerGetPortfolio` registers the 'get_portfolio' MCP tool and contains the main handler logic, including API interaction and response formatting.

  export function registerGetPortfolio(server: McpServer, client: TInvestClient): void {
    server.tool(
      'get_portfolio',
      'Получить портфель клиента в Т-Инвестициях',
      {
        accountId: z.string().describe('Идентификатор счёта (можно получить через get_accounts)'),
        tickers: z.array(z.string()).optional().describe('Фильтр по тикерам'),
      },
      READ_ONLY,
      async ({ accountId, tickers }) => {
        try {
          const response = await client.post<GetPortfolioResponse>(
            API_PATHS.OPERATIONS.GET_PORTFOLIO,
            { accountId, currency: 'RUB' },
          );
  
          if (!response.positions || response.positions.length === 0) {
            return { content: [{ type: 'text' as const, text: 'Портфель пуст.' }] };
          }
  
          const settled = await inBatches(
            response.positions,
            (pos) => resolveInstrumentByFigi(client, pos.figi),
          );
  
          const tickerFilter = tickers?.map((t) => t.toUpperCase());
          const results: string[] = [];
  
          for (let i = 0; i < response.positions.length; i++) {
            const pos = response.positions[i];
            const result = settled[i];
            const ticker = (result.status === 'fulfilled' && result.value) ? result.value : pos.figi;
  
            if (tickerFilter && tickerFilter.length > 0 && !tickerFilter.includes(ticker.toUpperCase())) {
              continue;
            }
            results.push(formatPosition(ticker, pos));
          }
  
          if (results.length === 0) {
            return { content: [{ type: 'text' as const, text: 'Позиции по указанным тикерам не найдены.' }] };
          }
  
          return { content: [{ type: 'text' as const, text: results.join(SEPARATOR) }] };
        } catch (error) {
          return {
            content: [{ type: 'text' as const, text: `Ошибка: ${error instanceof Error ? error.message : String(error)}` }],
            isError: true,
          };
        }
      },
    );

• src/index.ts:69-69 (registration)

  Registration of the get_portfolio tool in the main server entry point.

  registerGetPortfolio(server, client);