xp-mcp
Active·★ 12·MIT·Updated 2026-05-31
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
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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