Integrations

MCP server

Let an AI agent discover and compose Bolsix tools for market research. Every client connects to the same hosted server; sign-in happens in the browser, so there is no package to install or key to paste.

Hosted connection

No package or copied key is required. Claude Code opens the OAuth flow after registration.

Claude Code

claude mcp add --transport http bolsix https://mcp.bolsix.io/
# Inside Claude Code, run /mcp and complete login

Claude Desktop

Settings → Connectors → Add custom connector, name it Bolsix and use the URL https://mcp.bolsix.io/. Claude opens the Bolsix sign-in the first time a tool runs.

ChatGPT

Custom connectors need ChatGPT's Developer mode (Plus, Pro, Business, Enterprise and Education plans): turn it on under Settings → Security and login. Then open Plugins, select + and create an app with the URL https://mcp.bolsix.io/. ChatGPT opens the Bolsix sign-in when it connects.

Codex

Codex CLI

codex mcp add bolsix --url https://mcp.bolsix.io/
codex mcp login bolsix

Cursor

Add the hosted server to ~/.cursor/mcp.json; Cursor handles the browser sign-in.

mcp.json

{
  "mcpServers": {
    "bolsix": { "url": "https://mcp.bolsix.io/" }
  }
}

How agents should use Bolsix

Start with workflows

Use get_watchlist_briefing, get_fii_summary, or compare_stocks when they match the task.

Preserve sources

Include doc_url when citing CVM disclosures and statement provenance.

Separate JCP

Apply 15% withholding to JCP only when calculating net individual-investor yield.

Add macro context

Compare equity yield and profitability with current SELIC or CDI when relevant.