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xp-mcp

xp-mcp

Active·★ 11·MIT·Updated 2026-05-25

★ Trending★ Browser Automation★ API Integration

Local-first, read-only MCP server to talk to your XP Investimentos portfolio through Claude Desktop. TypeScript + SQLite. Zero scraping, zero credentials.

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.

#anthropic#brazil#claude#claude-desktop#fintech#mcp#mcp-servers#model-context-protocol

$ Install

$ npx -y portfolio-mcp

↗ Visit site ★ GitHub

01

Features

01Local-first data storage in SQLite at ~/.xp-mcp/data.db

02No credentials or scraping required; uses official XP exports

03Read-only tools that cannot place orders or modify data

04Stdio transport, no network ports exposed

05Integrates with Claude Desktop via MCP protocol

02

Compatibility

Claude Desktop

Desktop

Verified via docs

03

Quick start

1

$ npx -y portfolio-mcp

04

Use cases

↳Compare current portfolio allocation against a target allocation

↳Find which fixed-income instruments mature within a specific period

↳Assess concentration risk within a single issuer's FGC limit

05

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xp-mcp Alternatives Best Dev Tooling Tools 2026 Open Source Dev Tooling xp-mcp Tutorial xp-mcp Vs Competitors anthropic brazil claude

Comments

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R
Reese ClarkMay 25, 2026
Works with XP's API for accurate portfolio information.
Spencer ChenMay 18, 2026
Good for XP Investimentos customers who want AI analysis of their investment portfolio.
C
Cameron WilsonApr 27, 2026
Read-only design is the right default for financial portfolio data.
S
Sutton LewisMar 24, 2026
Local-first, read-only MCP for XP Investimentos portfolio data via AI.

On this page

01Features 02Compatibility 03Quick start 04Use cases 05Alternatives

Stats

GitHub Stars★ 11

Last commit5d ago

StatusActive

LicenseMIT

CategoryDev Tooling

Trend (30d)

+0.4↑ 0.7%

Links

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