T-Bank Invest MCP server, read-only
T-Bank Invest MCP Server (read-only)
An MCP server for a T-Bank Invest portfolio with no trading rights: positions, operations, market data, and technical and fundamental analytics
High risk
We rate an entry high when the tool writes to external systems, handles money, production databases or secrets, or runs arbitrary commands. The CLI installs it only with your consent.
Why this level
- Brokerage and trading services are always flagged high risk in this catalog due to the sensitivity of financial data
- The server cannot trade or withdraw funds, but the token grants access to the full portfolio and operation history
Install
Manual install
python3 -m venv .venv && source .venv/bin/activate && pip install -e .Install from source before setting up the token.
This is third-party code. Review the repository files before installing.
What it does
A Python server exposes 33 tools on top of the T-Bank Invest API and deliberately includes none that place trades, withdraw funds or change account settings. It covers portfolio and positions with returns, margin metrics, paginated operation history, instrument search by ticker and ISIN, details for shares, bonds, ETFs, currencies and futures, bond coupon calendars and accrued interest, dividend history and forecasts, candles, order book and trading status, technical indicators (SMA, EMA, RSI, MACD, Bollinger Bands), fundamentals like P/E and ROE, analyst consensus forecasts, and a read-only list of active orders.
Who it is for. For private investors on T-Bank Invest who want to discuss their portfolio and the market with an agent without the risk of an accidental trade.
Good fit when
- You want to review your portfolio, returns and operation history through an agent
- You need technical or fundamental analysis on a specific security
- It matters that the agent has no tools capable of trading or withdrawing funds at all
Not a fit when
- You need to place buy or sell orders: there are no trading tools in this server
- You need to withdraw funds or change account settings: not implemented, and the project's name makes clear it never will be
Example request
Show my portfolio and calculate RSI for Sberbank shares over the last three monthsLimitations
The GitHub API does not surface a license field, though the README states MIT in the text. The TBANK_INVEST_TOKEN variable is not picked up from .env automatically; it must be exported in the shell or set in the MCP client config. The token grants access to personal portfolio and operation-history data even though trading is unavailable.
How to disable. Remove the t-bank-invest entry from your MCP client config and delete the TBANK_INVEST_TOKEN from your environment.
MCP
- Transport
- stdio
- Authentication
- API key
| Environment variables | |
|---|---|
| TBANK_INVEST_TOKEN required, secret | T-Bank Invest API token; not loaded from .env automatically |
Security check
- Brokerage and trading services are always flagged high risk in this catalog due to the sensitivity of financial data
- The server cannot trade or withdraw funds, but the token grants access to the full portfolio and operation history
README in short
The README lists capabilities by section: accounts and portfolio, operation history, instrument search, market data, analytics, bonds and dividends, gives the Python 3.11+ and token requirements, venv and pip install -e installation instructions, a config for Claude Desktop and Claude Code pointing directly at the .venv binary, and a full table of 30-plus tools grouped by category.
FAQ
Could the server accidentally place an order?
No, the server has no tools at all for creating orders, withdrawing funds or changing account settings, read-only only.
Where do I get the token?
From tbank.ru/invest/settings/api; the token must be passed as TBANK_INVEST_TOKEN manually, there is no automatic .env loading.
Related
A set of investment research skills for Claude Code and Codex built on four investors' methodologies. It is a research tool, not investment advice
Stripe's official MCP server, plugins and skills: the agent searches the API and docs, reads and changes account data
Alpaca's official MCP server: orders for stocks, ETFs, crypto and options, position management and market data in plain language
inn-check-ru: counterparty risk traffic light
inn-check-ru
An open-source skill that checks a Russian company by tax ID across EGRUL, bailiffs, courts, bankruptcy and sanctions, and returns a dated risk verdict