VinnyCarter05/investing-mcp
3.2
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The Investment Statement MCP Server is designed to parse and query investment statements from multiple financial institutions using natural language processing.
Tools
Functions exposed to the LLM to take actions
index_statement
Indexes a statement PDF for querying.
search_statements
Performs a natural language search on indexed statements.
get_holdings_by_symbol
Retrieves holdings by symbol.
get_transactions_by_date
Fetches transactions within a specified date range.
get_account_balance
Gets the account balance for a specific date.
Prompts
Interactive templates invoked by user choice
No prompts
Resources
Contextual data attached and managed by the client