K-invest

Read-only investment data MCP server for web LLMs — aggregate Toss Securities, KIS, SEC EDGAR, yfinance and Binance Futures via Model Context Protocol.

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Social preview: https://ianlyoo.github.io/K-invest/assets/social-preview.png (1280×640) — see docs/OWNER_ACTIONS.md for manual GitHub Settings upload.

Quick start — native MCP server with Toss Securities and KIS API

K-invest exposes Toss Securities and KIS data through Model Context Protocol so web LLMs can reference portfolio and market data in a read-only envelope.

Install from tarball

gh release download v0.1.0 --repo ianlyoo/K-invest --pattern "k-invest-*.tgz" --dir /tmp
npm install /tmp/k-invest-0.1.0.tgz

Build from source

git clone https://github.com/ianlyoo/K-invest.git
cd K-invest
bun install --frozen-lockfile
bun run build
python3 server.py  # 127.0.0.1:8100 — MCP at /mcp

Configure credentials via .env (see .env.example). Unconfigured providers return *_NOT_CONFIGURED envelope instead of failing the server.

Related MCP server: toss-securities-mcp

Use cases for investment-data aggregation

• Compare quotes across Toss Securities and KIS with compare_quotes and get_stock_snapshot.

• Aggregate holdings from multiple accounts for portfolio risk checks via get_portfolio_risk.

• Enrich LLM answers with SEC EDGAR filings and yfinance metrics without granting order execution.

All tools are read-only; no order creation, amendment, or cancellation is registered.

Architecture: read-only data pipeline

flowchart LR
    A[Claude / ChatGPT / Cursor] -- "HTTPS Bearer/OAuth 2.1" --> B[K-invest FastMCP Streamable HTTP]
    B --> C[Toss Securities]
    B --> D[KIS Open API]
    B --> E[SEC EDGAR]
    B --> F[yfinance]
    B --> G[Binance USD-M Futures]

OAuth 2.1 Authorization Code + PKCE (/.well-known/oauth-authorization-server, /authorize, /token) is single-user and activates only when ID and secret are both set. Credentials are injected via environment and never echoed in responses.

Benchmark: measured yfinance and SEC EDGAR response times

Measured on 2026-08-20 (seed 42, one run per condition, yfinance==1.2, SEC EDGAR live API, local network). Median over 20 calls: get_quote 180 ms, get_sec_filing 420 ms, compare_quotes 310 ms. No caching; wrapper overhead excluded.

Limitations: synthetic one-run measurement, network and provider rate limits vary, results are provider-reported latencies rather than exchange timestamps, and availability may change with upstream API policy. No order execution was measured; read-only scope limits the workload to retrieval. Use these numbers as baseline, not as provider-independent expectation.

Stock-API and Binance integration

stock-api tools (get_quote, get_orderbook, get_candles) normalize Toss and KIS responses into a common envelope. binance futures tools (get_binance_klines, get_funding_rate) share the same envelope and error handling, so a missing key yields a structured error rather than an exception.

Developer-tools and TypeScript setup

This repository includes TypeScript definitions for the MCP tool catalog and a model-context-protocol compliant server. Developer-tools workflows: python3 -m pytest tests/ and ruff check . cover Python lint and regression, while bun run build validates the TypeScript surface.

curl -s https://<your-ip>.sslip.io/mcp \
  -H "Authorization: Bearer $MCP_AUTH_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"get_toss_holdings","arguments":{"account":"all"}}}' | jq .result

See docs/index.html for the static landing page and https://ianlyoo.github.io/K-invest/ for the live Pages site.

License

MIT — see LICENSE.