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Tinkoff wealth MCP analyst

tinkoff-wealth-mcp

A personal read-only MCP server for a T-Investments portfolio: combined net worth, concentration risk, a coupon calendar, progress toward a financial goal

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MCP server

Extended access

Why this level

  • Reads the user's brokerage portfolio composition and amounts, including goals and strategy
  • Requires a personal T-Investments API token, even though the server itself declares read-only access
All reasons and checks
Russian stack

batonec/tinkoff-wealth-mcpAuthor:Batonec

Install

Services

Manual install

Text for your agent

Deploy the server following docs/DEPLOYMENT.md with your own T-Investments token, then connect it as a custom connector in Claude (Connectors on claude.ai) or in ChatGPT's developer mode.

Access and checks

How we review

Extended accessThe tool runs code or makes network calls and only reads external data.

  • Reads the user's brokerage portfolio composition and amounts, including goals and strategy
  • Requires a personal T-Investments API token, even though the server itself declares read-only access

This is third-party code. Review the repository files before installing.

What it does

The server consolidates several T-Investments brokerage accounts into a single portfolio with a valuation matching the broker's own app: currency-denominated securities are converted at the exchange rate, and bonds account for accrued coupon income. It computes concentration by position, issuer and sector against user-defined limits, merging different issues from the same issuer, builds a calendar of coupons, redemptions and offers plus a one-year coupon income forecast, tracks progress toward a stated financial goal, and gives explainable recommendations for allocating a new deposit. The tool only reads data and never trades.

Who it is for. For retail investors with a T-Investments brokerage account who want to discuss their portfolio with an agent in plain language.

Good fit when

  • You want to consolidate several T-Investments accounts and see real concentration
  • You need a coupon calendar and a one-year income forecast
  • You need a what-if check before a purchase without a real trade

Not a fit when

  • You need a tool that places trades itself: this server only reads data
  • You need a ready public service: the project is tailored to the author's own needs and requires your own deployment

Example request

Show issuer concentration in my portfolio and the coupon calendar for the next quarter

MCP

Transport
http
Authentication
API key

Limitations

The author explicitly built this for personal use: their own portfolio, their own goals. It needs your own T-Investments API token and your own deployment; there is no ready public endpoint. The analytics are not individual investment advice, and returns are not guaranteed.

How to disable. Disable the connector in your Claude or ChatGPT settings and stop the deployed server.

FAQ

Can the server buy or sell a security?

No, the README states plainly: read-only, the server never trades or moves money.

Is there a ready public endpoint?

No, this is the author's personal project for their own accounts; using it means deploying your own instance with your own token.

Discussion

No questions or reviews yet.

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README in short

Written like a promotional landing page, the README describes consolidating several accounts into one portfolio with a valuation matching the broker's app, concentration by issuer and sector, a coupon calendar and income forecast, financial-goal tracking, explainable deposit recommendations, and connecting via Claude Connectors or ChatGPT developer mode, stressing it is read-only and never trades. Technical details live in docs/ARCHITECTURE.md and docs/DEPLOYMENT.md.

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