Reference

MCP tools

Twenty-one tools expose both atomic datasets and higher-level research workflows. Tool descriptions include selection guidance so agents can choose well.

get_watchlist_briefing

A complete account briefing: new filings, QoQ/YoY financial deltas, distributions, net yield, and latest price.

get_watchlist

Read the account watchlist.

set_watchlist

Replace the account watchlist.

add_to_watchlist

Add symbols to the account watchlist.

remove_from_watchlist

Remove symbols from the account watchlist.

get_filings

CVM disclosures with canonical source URLs.

get_results_calendar

DFP/ITR results deliveries, market-wide or for one company.

get_fii_summary

One-call FII quote, P/VP, distributions, and annualized yield analysis.

compare_stocks

Compare 2–5 tickers across valuation, profitability, and yield.

get_quotes

Latest quotes for up to 100 B3 symbols.

get_fundamentals

P/E, P/B, EV/EBITDA, ROE, margins, leverage, and dividend yield.

get_dividends

Dividend, JCP, split, and bonus events with correct tax semantics.

get_historical_prices

Official B3 OHLCV at daily, weekly, or monthly intervals.

get_financial_statements

Income, balance-sheet, and cash-flow statements from CVM filings.

list_stocks

Discover instruments by asset class, sector, or company name.

screen_stocks

Filter the B3 universe by fundamental criteria.

get_bulk_quotes

Retrieve the full active quote universe in one tool call.

get_macro_rates

Latest SELIC, CDI, and inflation context.

get_macro_currency

Latest official USD/BRL PTAX rate.

get_macro_indicator

Query a historical macro series.

get_corporate_actions

Splits, bonuses, renames, and ticker lineage.