atlas-mcp-server

★ 478

portfolio-mcp

★ 12

atlas-mcp-server vs portfolio-mcp

Q: Which is better, atlas-mcp-server or portfolio-mcp?

By GitHub stars, atlas-mcp-server has more community adoption, but the best choice depends on your specific use case.

atlas-mcp-server: ATLAS (Adaptive Task & Logic Automation System) is an MCP server designed for LLM Agents to manage projects, tasks, and knowledge. It utilizes a 3-node architecture (Projects, Tasks, Knowledge) and a Neo4j graph database to provide comprehensive management capabilities and standardized communication.; portfolio-mcp: portfolio-mcp is a Model Context Protocol (MCP) server that allows users to interact with their XP Investimentos portfolio via Claude Desktop. It processes official PDF/CSV exports from XP, stores the normalized data in a local SQLite database, and answers portfolio-related questions without sending sensitive information externally. It provides analytical tools for asset allocation, returns calculation, and market data screening.

TL;DR

atlas-mcp-serverRAG / Knowledge Base · ★ 478

AI-driven project execution and coordination via LLM agents.

Read atlas-mcp-server full review →

portfolio-mcpRAG / Knowledge Base · ★ 12

Compare current allocation against a target portfolio and suggest rebalancing actions.

Read portfolio-mcp full review →

Side-by-Side Comparison

Field

atlas-mcp-server

portfolio-mcp

Features

atlas-mcp-server

01Comprehensive Project Tracking and Dependency Handling

02Full Task Lifecycle Management with Prioritization and Dependencies

03Structured Knowledge Repository with Domain Categorization and Citations

04Native Graph Database Integration using Neo4j for Robust Relationships and Scalability

05Unified Cross-Entity Search for Projects, Tasks, and Knowledge

portfolio-mcp

01Local-first data storage in SQLite with zero outbound HTTP calls for core tools.

02No credentials or web scraping required; users import PDF/CSV exports directly.

03Read-only by design, ensuring no orders can be placed or modifications made at XP.

04Stdio transport for secure communication with Claude Desktop, no open ports.

05Idempotent import of PDF/CSV files to prevent data duplication.

Use Cases

atlas-mcp-server

↳AI-driven project execution and coordination via LLM agents.

↳Automated management of development tasks and workflows by AI.

↳Centralized knowledge base creation and retrieval for intelligent systems.

portfolio-mcp

↳Compare current allocation against a target portfolio and suggest rebalancing actions.

↳Query specific assets, such as CDBs maturing in a given year.

↳List portfolio positions grouped by asset class with detailed values.

↳Get a comprehensive portfolio summary including P&L, FGC coverage, and maturity overview.

↳Calculate time-weighted return (TWR) and money-weighted return (MWR) for the portfolio.

FAQ

What is the difference between atlas-mcp-server and portfolio-mcp?

Both atlas-mcp-server and portfolio-mcp are in the RAG / Knowledge Base category. atlas-mcp-server has 478 stars, while portfolio-mcp has 12 stars.

Which is better, atlas-mcp-server or portfolio-mcp?

The best choice depends on your use case. Choose atlas-mcp-server if AI-driven project execution and coordination via LLM agents., and portfolio-mcp if Compare current allocation against a target portfolio and suggest rebalancing actions..

Is atlas-mcp-server free or open source?

Yes, atlas-mcp-server is open source on GitHub (Apache-2.0).

Is portfolio-mcp free or open source?

Yes, portfolio-mcp is open source on GitHub (MIT).

Cloud Infrastructure

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Alternatives to atlas-mcp-server →Alternatives to portfolio-mcp →atlas-mcp-server details →portfolio-mcp details →

TL;DR

Side-by-Side Comparison

Features

Use Cases

FAQ

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