xp-mcp: xp-mcp is a Model Context Protocol server that parses XP Investimentos PDF/CSV exports into a local SQLite database, providing tools to query portfolio data through Claude Desktop. It is local-first, requires no credentials, and makes zero outbound network calls for core functionalities. Read-only by design, it allows users to analyze their investments without exposing data to third parties.; openagent: OpenAgent is an open-source enterprise-level AI Cloud OS. It functions as an AI knowledge base and an MCP (model-context-protocol)/A2A (agent-to-agent) management platform. It includes an admin UI, user management, and Single-Sign-On, supporting a wide array of models like ChatGPT, Claude, and Llama.
Compare current portfolio allocation against a target allocation
Building and managing centralized enterprise AI knowledge bases