Investidor B3

Consolidated B3 portfolio (Área do Investidor) for Claude, Cursor and AI agents

Your consolidated investment portfolio at B3 — Brazil's central securities depository, where custody from ALL of your brokers shows up in a single source. Holdings by asset, net worth and its evolution, trades, dividends and interest-on-equity (received and upcoming), movements and public offerings. Read-only, D-1 data, read from your own Área do Investidor account with your authorization.

• 🏛️ The source is B3 itself — the central depository, not an aggregator: whatever sits in your custody is what you get
• 🧾 Every broker in one portfolio — holdings by asset, net worth and net-worth evolution
• 💸 Dividends and interest-on-equity, both received and upcoming, with dates and amounts
• 📈 Trades and movements by period, plus the public offerings you took part in
• 📊 14 tools, all read-only (B3's D-1 data)
• 🔑 Connects with your Área do Investidor CPF and password (2FA code when B3 asks) — the platform reads YOUR data, with your consent
• 🏦 Pairs with the Banco MCP (Open Finance): banking and cards there, investment portfolio here
• 💬 Works with any MCP client: Claude Desktop, Cursor, VS Code, Cline, Continue

Versão em português · Full docs (PT-BR) · Agent skill

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One-click install

Claude (Web and Desktop)

Anthropic unified MCP installation at claude.ai/customize/connectors. The same link works for Claude Web and Claude Desktop (just be logged in):

➕ Open in Claude and connect

Manual (if the deeplink does not open): claude.ai/customize/connectors → + → Add custom connector → paste Name Investidor B3 and URL https://api.mcp.ai/p_b3.

Cursor

➕ Install Investidor B3 in Cursor

VS Code (Copilot Chat)

➕ Install Investidor B3 in VS Code

ChatGPT, Manus, OpenClaw and 40+ other clients

Works with any MCP client that speaks MCP over HTTP. The server URL is always:

https://api.mcp.ai/p_b3

Per-client details: INSTALL.md.

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Example prompts

What's my total net worth at B3 today?
Show my holdings by asset and each one's share of the portfolio
How much did I get in dividends and interest-on-equity in the last 3 months?
Any upcoming dividends in the next few weeks?
List last month's trades and the institutions where I hold custody

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14 tools available

Tool	Description
b3_list_accounts	Lista as contas da Área do Investidor B3 conectadas a este install — id, label.
b3_get_patrimonio	Patrimônio total consolidado na B3 (soma de todas as corretoras) numa data.
b3_get_carteira	Resumo da carteira agrupado por classe de ativo (ações, FIIs, renda fixa, etc.) com valor e percentual de cada grupo.
b3_get_posicao	Posição DETALHADA por ativo numa data: ticker (codigoNegociacao), quantidade, preço de fechamento, valor atualizado, ISIN, instituição.
b3_list_ativos	Drill-down nos ativos de UM tipo de produto (informe codigoProduto), com valor e percentual de cada ativo do grupo.
b3_get_evolucao_patrimonial	Série histórica de evolução do patrimônio na B3.
b3_list_negociacoes	Negociações (compras/vendas) num intervalo de datas.
b3_list_movimentacao	Movimentação de ativos (entradas/saídas: transferências, subscrições, bonificações, etc.) num intervalo.
b3_list_proventos_a_receber	Proventos provisionados a receber (dividendos/JCP futuros) numa data de referência.
b3_list_proventos_recebidos	Proventos já recebidos (dividendos/JCP pagos) num intervalo de datas.
b3_list_ofertas_publicas	Ofertas públicas (IPOs/subscrições) do investidor num intervalo.
b3_get_perfil	Cadastro/perfil do investidor (identidade da conta B3 conectada).
b3_list_instituicoes	Instituições (corretoras) vinculadas ao investidor na B3.
b3_get_ultima_atualizacao	Data/hora da última carga de dados da B3 (a base é D-1).

Details for each tool: docs/ferramentas.md (PT-BR)

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How it works

1. Connect your Área do Investidor account (CPF + password; 2FA when B3 asks)
2. b3_get_patrimonio / b3_get_carteira / b3_get_posicao → consolidated portfolio snapshot
3. b3_list_proventos_recebidos / _a_receber → dividends and interest-on-equity
4. b3_list_negociacoes / b3_list_movimentacao → what came in and out over a period

B3 is the central securities depository: custody from all of your brokers is already consolidated there. That's why there's no "connect each broker" step — one connection covers the whole portfolio. Data is D-1 (previous close) and read-only — no tool places orders, transfers or changes anything.

Pairs with the Banco MCP (Open Finance) for the full picture: account and cards on one side, portfolio on the other.

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Pricing

Plans start at a free tier. See docs/precos.md (PT-BR).

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Privacy & data protection

• Read-only, no tool changes data at the source.
• Sub-processors: B3 S.A. — Brasil, Bolsa, Balcão, the LLM host you choose (Claude, ChatGPT, Cursor, your own agent). Full list in docs/privacidade-lgpd.md.
• Data returned by the tools is sent to the LLM host you choose, a sub-processor outside our control. We recommend plans with training opt-out.

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FAQ

Does this place buy or sell orders? No. All 14 tools are read-only. The MCP reads your custody at B3 — there's no broker or order routing in the path.

Do I have to connect each broker? No. B3 is the central depository: custody from all your brokers is already consolidated in Área do Investidor. One connection covers the whole portfolio.

Is the data real-time? No. Área do Investidor works with D-1 data (previous close). For live quotes, use a market-data source.

How does connecting with 2FA work? You provide CPF and password on the connect screen and, if B3 asks for a verification code, the dashboard prompts you for it right there and finishes the connection. The credential is encrypted and you can disconnect whenever you want at app.mcp.ai.

Is the server open source? The server is proprietary (hosted). This repository is the public wrapper with manifests, docs and skill, all MIT.

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Support

• 📧 [email protected]
• 🐛 GitHub Issues
• 📄 docs/

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License

MIT — see LICENSE. The MCP server at api.mcp.ai/p_b3 is proprietary (hosted); this repo (manifests, docs, skills) is MIT.