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Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
BOLSAI_API_KEYYesAPI key from usebolsai.com
BOLSAI_BASE_URLNoAPI base URLhttps://usebolsai.com/api/v1

Capabilities

Features and capabilities supported by this server

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

Tools

Functions exposed to the LLM to take actions

NameDescription
get_stock_quoteA

Get the current stock price with daily change, 52-week range, and YTD return.

Args: ticker: Brazilian stock ticker (e.g. PETR4, VALE3, ITUB4)

get_fundamentalsA

Get fundamental indicators: P/L, P/VP, EV/EBITDA, ROE, margins, debt ratios, and more.

Returns 27+ indicators for Brazilian stocks. Uses the latest available data unless a specific reference_date is provided.

Args: ticker: Stock ticker (e.g. PETR4, VALE3) reference_date: Optional date (YYYY-MM-DD) for historical snapshot

compare_stocksA

Compare fundamental indicators across multiple stocks side by side.

Args: tickers: Comma-separated tickers, 2-5 (e.g. "PETR4,VALE3,ITUB4") metrics: Optional comma-separated metrics to show (e.g. "pl,pvp,roe,dividend_yield"). Available: pl, pvp, ev_ebitda, roe, roa, roic, net_margin, gross_margin, ebitda_margin, dividend_yield, close_price, lpa, vpa, debt_equity, p_sr

get_dividendsA

Get dividend history with yield, annual summary, and individual payments.

Works for both stocks and FIIs. FII tickers (ending in 11) are auto-detected.

Args: ticker: Stock or FII ticker (e.g. PETR4, HGLG11) years: Years of history (1-20, default 3)

search_companiesA

Search for Brazilian listed companies by name or sector.

Use list_sectors first to see valid sector names.

Args: query: Search term for company name (e.g. "Petrobras", "banco") sector: Filter by sector (e.g. "Bancos", "Petróleo e Gás", "Energia Elétrica")

list_sectorsA

List all available sectors with company counts.

Use this to discover valid sector names for search_companies and screen_stocks.

get_price_historyA

Get historical OHLCV stock prices with adjusted values for splits and dividends.

Data available from 1986 to present.

Args: ticker: Stock ticker (e.g. PETR4) start: Start date (YYYY-MM-DD) end: End date (YYYY-MM-DD) limit: Max data points (default 30, max 5000)

get_fii_detailsA

Get FII (Real Estate Fund) details: P/VP, dividend yield, NAV, and distributions.

Args: ticker: FII ticker (e.g. HGLG11, KNRI11, MXRF11)

get_macro_indicatorA

Get Brazilian macroeconomic indicator data.

Args: indicator: One of: selic, selic_target, ipca, cdi, usd_brl, eur_brl limit: Number of data points (default 30)

get_financial_statementsA

Get raw CVM financial statements (income, balance sheet, cash flow).

Args: ticker: Stock ticker (e.g. PETR4) statement_type: DRE (income), BPA (assets), BPP (liabilities), DFC_MI (cash flow), DVA (value added). Default: DRE. report_type: DFP (annual) or ITR (quarterly). Default: DFP. reference_date: Date (YYYY-MM-DD). Default: latest available.

screen_stocksA

Screen ALL Brazilian stocks by fundamental metrics. Scans ~264 companies in one call.

Args: filters: Comma-separated filters like "pl_lt=15,roe_gt=10,dividend_yield_gt=5". Supported metrics: pl, pvp, ev_ebitda, roe, roa, roic, net_margin, gross_margin, ebitda_margin, dividend_yield, debt_equity, net_debt_ebitda, market_cap, lpa, vpa, current_ratio, p_sr, cagr_revenue_5y, cagr_earnings_5y. Use _gt (greater than) or _lt (less than) suffix. sector: Sector filter (e.g. "Bancos", "Energia Elétrica", "Petróleo e Gás") sort: Sort by metric (default: market_cap). Any filterable metric works. order: "asc" or "desc" (default: desc) limit: Max results (default 20)

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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